B+
Bull case
25%
Probability
Target price
$450.00
Analysis reference price unavailable
Analysis 2026-08-03 · RankAlpha Sentiment Codex
HUM
HumanaBNYSE / Health Care Equipment & Services
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
50%
Probability
Target price
$410.21
Analysis reference price unavailable
Analysis 2026-08-03 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$320.00
Analysis reference price unavailable
Analysis 2026-08-03 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-08-03
Recent news sentiment (30D)
-0.2
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
+30.0
Positive
Sentiment proxy
+61.2
Score
AI commentary
The earnings evidence is mixed-positive fundamentally but the immediate market reaction was negative, with the stock down about 6.4% from the July 28 close through July 31. No usable social coverage is present, and post-print analyst revision detail remains limited. Humana IR historical price lookup: https://humana.gcs-web.com/stock-information/historical-price-lookup
RankAlpha Sentiment Codex - 2026-08-03
Open post-earnings memoEvidence flagged
peer set is too generic or lacks enough direct operating comparators; later post-earnings follow-up lacks concrete company-source and analyst/market reaction evidence
Impact
tentative
Confidence
-
AI events
2026-07-29eventQ2 2026 results reaffirm adjusted outlookMedium impact
Humana reported Q2 adjusted EPS of $7.61, a 91.2% insurance benefit ratio in line with guidance, reaffirmed FY2026 adjusted EPS of at least $9.00, 92.75% benefit-ratio guidance, and approximately 25% individual Medicare Advantage membership growth. [#SEC-8K-2026-07-29]
2026-11-01catalystPost-earnings analyst digestionMedium impact
A recent secondary news headline reported an upgrade, but the packet does not provide a verified firm, rating, target, or estimate change. Treat this as a monitoring hook rather than confirmed rerating evidence.
2027-01-01eventIllinois Medicaid statewide contract launchMedium impact
Humana reported that its newly awarded statewide Illinois Medicaid managed-care contract is expected to go live in January 2027, expanding its Medicaid footprint. [#SEC-8K-2026-07-29]
Recommendation
N/A
No formal recommendation provided.
As of 2026-08-03 • Updated nightlySource: Internal modelMethodology