UnitedHealth Just Raised Guidance for the Third Time This Year. Where Will the Stock Be in 3 Years?

Impact · against what's priced in

The raised guidance and Optum Health's margin recovery provide marginal positive momentum, but the news largely confirms the recovery trend already baked into the stock's current valuation. While the figures are strong, they do not yet bridge the gap to the 13-16% long-term growth targets that the market is still declining to price in.

UNH+0.10

Already priced in

The price assumes

the raised FY2026 EPS guidance of $19.5–$20