Centene stock plunges after pulling 2025 outlook citing 38% earnings hit from unexpected surge in morbidity across 22 states

Centene just pulled its 2025 earnings forecast. The numbers didn’t slip, they cratered. The company warned of a $2.75 per share hit, wiping out $1.8 billion in adjusted earnings. That’s not a guidance tweak. That’s a full retreat. The trigger came from updated morbidity data across 22 states, covering 72% of Centene’s ACA marketplace footprint. …

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