When does SH get the boot?

Finally an analyst (Baird) had the guts to downgrade our rating due to management failure.

$198 target, perhaps fair value of $192: (PE of 12 x $16 earnings for the second year in a row, no growth for 2026, and if we're honest tots and pears for 2027). Betting on trump doing more social program spending is laughable. Overall demand for health insurance will fall and our competitors will take more of a shrinking pie as they do a better job.

Will investors finally take action to kick SH to the curb if we get below $200? Is the only way to save the business for the stock to tank enough that SH's 0.1%'er buddies finally call the game and ditch him and the rest of ELT? Does SH realize he can't do this and walks away to restore his fortune or has hubris enraged him enough to hold til his last million?

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@fd Another 5 days of losses like the past 5 days (-15.4%/$50) and we test $200!

Market needs to grasp clients (employers for UHC, payer/providers for Optum) are walking away. Optum as a brand can't grow with the UHC association blackball or the UHG capital cutting albatross.

@e4 only way to "fix" the stock aka return shareholder value is to split the company. That happens when it cracks $200 and institutional investors demand SH and his merry band of misfits go away.

they will fix the stock before they fix the company. that's how capitalism works.

Remember he was chair of the board during Wichmann and Witty's reign.

How innovative— bring back the man who created the culture of deny deny deny to fix the issues. Laughable. The only solice is that he spent his own millions buying stock and is losing his shirt in the process. Priceless

need to see one of these. not just a lawsuit but someone "they" can't ignore to lay it all out there.

Activist Carronade pushes Viasat breakup, says valuation could jump 500%, FT reports
https://finance.yahoo.com/news/activist-carronade-pushes-viasat-breakup-174637388.html

Thread regarding UnitedHealth Group Inc. layoffs

When does SH get the boot?

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