Overview

• UBS raised its price target to $378 on Sept. 10 and kept a Buy rating after UnitedHealth reaffirmed 2025 guidance and indicated steady Medicare Star Ratings through 2027.
• Jim Cramer said the shares appear to have bottomed and he would gain exposure with call options rather than buying common stock.
• Recent analysis argues the stock is consolidating with stabilization signs from management changes, reaffirmed guidance, and strong quality scores that support future bonus revenue.
• Commentary points to disclosures of new positions by prominent investors, including Berkshire Hathaway, as evidence of renewed institutional interest.
• Persistent risks include ongoing regulatory investigations, elevated medical costs, and near-term earnings drag from integrating Amedisys.