CIGNA: Bernstein Upgrades to Outperform from Market Perform; Increases Target Price to $358 from $307
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 13 2026
0mins
Should l Buy CI?
Source: moomoo
Company Performance: Cigna has reported an increase in market performance, indicating a positive trend in its financial health.
Target Price Adjustment: The target price for Cigna's stock has been raised to $358 from a previous $307, reflecting increased investor confidence.
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Analyst Views on CI
Wall Street analysts forecast CI stock price to rise
16 Analyst Rating
14 Buy
2 Hold
0 Sell
Strong Buy
Current: 258.080
Low
300.00
Averages
335.63
High
378.00
Current: 258.080
Low
300.00
Averages
335.63
High
378.00
About CI
The Cigna Group is a global health company. The Company has two growth platforms: Evernorth Health Services and Cigna Healthcare. Evernorth Health Services includes its Pharmacy Benefit Services and Specialty and Care Services operating segments, which provide independent and coordinated health solutions and capabilities to enable the healthcare system to work better and help people live richer, healthier lives. Cigna Healthcare includes the U.S. Healthcare and International Health operating segments, which provide comprehensive medical plan services and coordinated solutions to clients and customers. Its Other Operations include corporate-owned life insurance (COLI), the Company's run-off operations and other non-strategic businesses. Specialty and Care Services provides specialty drugs for the treatment of complex and rare diseases, specialty distribution of pharmaceuticals and medical supplies, and clinical programs to help its clients.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
CVS Health Reaches Proposed Settlement with FTC on Insulin Pricing
- Settlement Progress: CVS Health's proposed settlement with the FTC is expected to be finalized in the coming weeks, modeled after a similar agreement with Cigna's Express Scripts, indicating the company's proactive stance on drug pricing transparency.
- Stock Price Reaction: Following the settlement news, CVS Health shares rose 2% on Tuesday, reflecting market optimism about the agreement, with analysts suggesting that this resolution will alleviate uncertainties in the pharmacy benefit management sector, thereby boosting investor confidence.
- Market Outlook: Leerink reiterated an 'Outperform' rating on CVS Health with a $98 price target, suggesting a potential upside of approximately 35% from Tuesday's closing price, indicating a positive market sentiment regarding the company's future performance.
- Cost Reduction for Patients: The settlement with the FTC is expected to lower patients' out-of-pocket costs for insulin and other drugs by up to $7 billion over the next decade, highlighting CVS's strategic importance in advocating for drug price rationalization.
See More
Cigna Foundation Supports Veteran Housing Initiatives
- Funding Support: The Cigna Foundation invested over $3 million across 10 states, enabling 22 nonprofit partners to provide stable housing and integrated support services to 8,000 veterans, significantly improving their quality of life.
- Housing Solutions: By delivering 128 stable housing solutions and 116 housing modifications, nonprofit partners assisted 989 veterans in securing permanent or transitional housing, alleviating mental health stress associated with housing instability.
- Employee Volunteerism: In 2025, over 200 Cigna employees volunteered more than 1,000 hours, engaging in home building and creating care packages, which enhanced community support for veterans and demonstrated corporate social responsibility.
- Long-term Commitment: The Cigna Foundation's three-year, $27 million commitment focuses on improving veteran mental health and housing stability, reflecting the company's dedication to social responsibility and ongoing support for the veteran community.
See More
Cigna Group Foundation Releases Veteran Mental Health Impact Report
- Investment and Impact: The Cigna Group Foundation invested over $3 million across 10 states, supporting 22 nonprofit partners to assist 8,000 veterans in gaining stable housing and integrated support services, significantly improving veterans' quality of life.
- Housing Stability Improvement: By providing 12 new homes and 116 housing modifications, nearly all veterans receiving housing assistance experienced positive life changes, indicating the program's effectiveness in addressing housing instability.
- Employee Volunteerism: In 2025, over 200 employee volunteers contributed more than 1,000 hours to support local nonprofits, showcasing the company's commitment to enhancing veteran mental health through community engagement and social responsibility.
- Long-term Commitment: The Cigna Group Foundation has pledged $27 million over three years to improve veteran mental health, with $9 million specifically allocated to enhancing veterans' mental wellbeing through housing stability, reflecting the company's ongoing dedication to social responsibility.
See More
Americans Drop Health Insurance Coverage as Premiums Surge
- Decline in Coverage: A KFF survey reveals that approximately 9% of ACA marketplace enrollees lost their insurance after the expiration of subsidies, indicating a direct impact of rising premiums that may lead to more individuals facing healthcare cost burdens.
- Significant Premium Increases: With the lapse of enhanced premium tax credits, average premiums for ACA enrollees are expected to double by 2026, exacerbating financial pressures on households and affecting their spending capabilities.
- Voter Sentiment Shift: The survey indicates that 54% of returning ACA enrollees blame rising healthcare costs on congressional Republicans and Trump, suggesting that healthcare affordability could become a pivotal political issue in the upcoming midterm elections, influencing voter turnout.
- Household Financial Strain: About 55% of ACA enrollees report cutting back on essential expenses like food and clothing to afford healthcare costs, highlighting the profound impact of medical expenses on household finances, which could lead to higher unemployment rates and economic instability.
See More
CIGNA: Bernstein Upgrades to Outperform from Market Perform; Increases Target Price to $358 from $307
Company Performance: Cigna has reported an increase in market performance, indicating a positive trend in its financial health.
Target Price Adjustment: The target price for Cigna's stock has been raised to $358 from a previous $307, reflecting increased investor confidence.
See More
U.S. HMO Industry Faces Challenges and Opportunities
- Rising Medical Costs: U.S. health insurers are experiencing increased medical expenses due to the resumption of deferred care and heightened demand for chronic disease management, leading to a rise in insurance claims and pressure on profit margins.
- Regulatory Uncertainty: New legislation may tighten Medicaid eligibility and reduce ACA enrollment, impacting insurers' membership and reimbursements, which forces a shift towards commercial insurance products to enhance profitability.
- Healthcare Workforce Shortage: The ongoing shortage of nurses and healthcare professionals is straining hospital operations, affecting HMOs' ability to deliver high-quality care, which could lead to customer attrition.
- M&A Strategy: HMO companies are pursuing mergers and acquisitions to expand market share and enhance competitiveness, with expected interest rate declines in 2026 likely to fuel further M&A activity, driving industry consolidation.
See More
CVS Health Reaches Proposed Settlement with FTC on Insulin Pricing
- Settlement Progress: CVS Health's proposed settlement with the FTC is expected to be finalized in the coming weeks, modeled after a similar agreement with Cigna's Express Scripts, indicating the company's proactive stance on drug pricing transparency.
- Stock Price Reaction: Following the settlement news, CVS Health shares rose 2% on Tuesday, reflecting market optimism about the agreement, with analysts suggesting that this resolution will alleviate uncertainties in the pharmacy benefit management sector, thereby boosting investor confidence.
- Market Outlook: Leerink reiterated an 'Outperform' rating on CVS Health with a $98 price target, suggesting a potential upside of approximately 35% from Tuesday's closing price, indicating a positive market sentiment regarding the company's future performance.
- Cost Reduction for Patients: The settlement with the FTC is expected to lower patients' out-of-pocket costs for insulin and other drugs by up to $7 billion over the next decade, highlighting CVS's strategic importance in advocating for drug price rationalization.
See More
Cigna Foundation Supports Veteran Housing Initiatives
- Funding Support: The Cigna Foundation invested over $3 million across 10 states, enabling 22 nonprofit partners to provide stable housing and integrated support services to 8,000 veterans, significantly improving their quality of life.
- Housing Solutions: By delivering 128 stable housing solutions and 116 housing modifications, nonprofit partners assisted 989 veterans in securing permanent or transitional housing, alleviating mental health stress associated with housing instability.
- Employee Volunteerism: In 2025, over 200 Cigna employees volunteered more than 1,000 hours, engaging in home building and creating care packages, which enhanced community support for veterans and demonstrated corporate social responsibility.
- Long-term Commitment: The Cigna Foundation's three-year, $27 million commitment focuses on improving veteran mental health and housing stability, reflecting the company's dedication to social responsibility and ongoing support for the veteran community.
See More
Cigna Group Foundation Releases Veteran Mental Health Impact Report
- Investment and Impact: The Cigna Group Foundation invested over $3 million across 10 states, supporting 22 nonprofit partners to assist 8,000 veterans in gaining stable housing and integrated support services, significantly improving veterans' quality of life.
- Housing Stability Improvement: By providing 12 new homes and 116 housing modifications, nearly all veterans receiving housing assistance experienced positive life changes, indicating the program's effectiveness in addressing housing instability.
- Employee Volunteerism: In 2025, over 200 employee volunteers contributed more than 1,000 hours to support local nonprofits, showcasing the company's commitment to enhancing veteran mental health through community engagement and social responsibility.
- Long-term Commitment: The Cigna Group Foundation has pledged $27 million over three years to improve veteran mental health, with $9 million specifically allocated to enhancing veterans' mental wellbeing through housing stability, reflecting the company's ongoing dedication to social responsibility.
See More
Americans Drop Health Insurance Coverage as Premiums Surge
- Decline in Coverage: A KFF survey reveals that approximately 9% of ACA marketplace enrollees lost their insurance after the expiration of subsidies, indicating a direct impact of rising premiums that may lead to more individuals facing healthcare cost burdens.
- Significant Premium Increases: With the lapse of enhanced premium tax credits, average premiums for ACA enrollees are expected to double by 2026, exacerbating financial pressures on households and affecting their spending capabilities.
- Voter Sentiment Shift: The survey indicates that 54% of returning ACA enrollees blame rising healthcare costs on congressional Republicans and Trump, suggesting that healthcare affordability could become a pivotal political issue in the upcoming midterm elections, influencing voter turnout.
- Household Financial Strain: About 55% of ACA enrollees report cutting back on essential expenses like food and clothing to afford healthcare costs, highlighting the profound impact of medical expenses on household finances, which could lead to higher unemployment rates and economic instability.
See More
CIGNA: Bernstein Upgrades to Outperform from Market Perform; Increases Target Price to $358 from $307
Company Performance: Cigna has reported an increase in market performance, indicating a positive trend in its financial health.
Target Price Adjustment: The target price for Cigna's stock has been raised to $358 from a previous $307, reflecting increased investor confidence.
See More
U.S. HMO Industry Faces Challenges and Opportunities
- Rising Medical Costs: U.S. health insurers are experiencing increased medical expenses due to the resumption of deferred care and heightened demand for chronic disease management, leading to a rise in insurance claims and pressure on profit margins.
- Regulatory Uncertainty: New legislation may tighten Medicaid eligibility and reduce ACA enrollment, impacting insurers' membership and reimbursements, which forces a shift towards commercial insurance products to enhance profitability.
- Healthcare Workforce Shortage: The ongoing shortage of nurses and healthcare professionals is straining hospital operations, affecting HMOs' ability to deliver high-quality care, which could lead to customer attrition.
- M&A Strategy: HMO companies are pursuing mergers and acquisitions to expand market share and enhance competitiveness, with expected interest rate declines in 2026 likely to fuel further M&A activity, driving industry consolidation.
See More
