Name: UNH Needs to ‘Shift Towards Medical Side’ Away from Insurance
Uploaded: 2025-01-16T19:21:47.223-06:00
Duration: 6 min 20 s

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David Toung and Matt Montefusco break down UnitedHealth’s (UNH) earnings. David says rising medical and prescription costs are pressuring EPS and revenue. However, he thinks the company is building a long-term growth model. Matt highlights elective procedures rising and the potential headwinds of the Trump administration cutting medical spending. He says they should focus more on their Optum segment than the insurance unit.

UNH Needs to ‘Shift Towards Medical Side’ Away from Insurance

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