Latest news with #TenetHealthcareCorporation
Yahoo
3 days ago
- Business
- Yahoo
Tenet Healthcare Corporation (THC) Has Jim Cramer Seriously Worried Due To Medicaid Cutback
We recently published a list of . In this article, we are going to take a look at where Tenet Healthcare Corporation (NYSE:THC) stands against other stocks that Jim Cramer discusses. Tenet Healthcare Corporation (NYSE:THC) is one of the largest hospital operators in America. Cramer rarely comments on the firm, and this particular show was the first time he mentioned Tenet Healthcare Corporation (NYSE:THC) his year. The firm's shares are up by 30% year-to-date as it has benefited from a strong fiscal first-quarter report issued at the end of April. Tenet Healthcare Corporation (NYSE:THC)'s fiscal first quarter saw the firm report $4.36 in earnings per share and $5.22 billion in revenue. Both of these beat analyst estimates of $3.17 and $5.14 billion. However, in his comments, Cramer warned about the impact of lower medical spending on the firm: 'The ones I'm [inaudible] worried about, I'm worried about. . . Tenet on the cutback in Medicaid. Because [it thrives] on Medicaid. . . .because they're gonna delay reimbursement or they're going to lower reimbursement. Because Medicaid, Medicaid is cut back.' A room full of medical personnel collaborating on a treatment plan for a patient. Meridian Funds mentioned Tenet Healthcare Corporation (NYSE:THC) in its Q4 2024 investor letter. Here is what the firm said: 'Tenet Healthcare Corporation (NYSE:THC) is one of the top ten U.S. operators of hospitals, outpatient surgery centers, and healthcare business process services. We initiated our position in late 2022, believing that the market's short-term focus on COVID related staffing and admissions challenges overshadowed the value of Tenet's long-term strategy of growing outpatient surgery centers. Tenet's execution in 2024 has been very strong, guided by consistent patient growth and the accelerated shift to outpatient surgery following its hospital divestitures. However, the stock experienced a sell-off during the quarter, driven by market concerns over new administration policies and weaker hospital admissions data from the late flu season. We view the sell-off as another example of market overreaction to near-term headlines overshadowing the company's long-term value creation strategy. In terms of position management, we had reduced our holding by nearly one-third prior to the sell-off on expectations that earnings growth—while still robust—would decelerate into 2025. As of period end, we see the valuation as compelling to hold given the long-term growth strategy in outpatient services—an area not likely to be affected by new administration policies.' Overall, THC ranks 7th on our list of stocks that Jim Cramer discusses. While we acknowledge the potential of THC, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than THC and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
14-05-2025
- Business
- Yahoo
Tenet Healthcare Corporation (THC): Among Small-Cap Healthcare Stocks Hedge Funds Are Buying
We recently published a list of . In this article, we are going to take a look at where Tenet Healthcare Corporation (NYSE:THC) stands against other small-cap healthcare stocks hedge funds are buying. The U.S. healthcare sector has performed better in 2025 compared to the broader market. After two years of weak performance, the healthcare sector kicked off on a strong note in 2025. In a letter from Federated Hermes, within the S&P 500, the healthcare sector soared nearly 2.59% as of April 30. Whereas the Information Technology sector reported an 11.24% loss, the Consumer Discretionary sector was down 14.08%, and the S&P 500 recorded a 4.92% decline as a whole. READ ALSO: Why These 15 Healthcare Stocks Are Surging in 2025 As inflation eases, things will be better economically for the healthcare sector. The Investment Director of Federated Hermes, Jordan Stuart, mentioned that when inflation has eased historically, healthcare stocks have performed better. Stuart added: 'Typically, healthcare stocks underperform when inflation is high due to increased costs and pricing pressures. However, inflation has, ever so slowly, begun to decline again, and optimism around rate cuts has resurfaced, giving life back to healthcare stocks. This shift in economic conditions will likely enhance the attractiveness of health care investments, as lower inflation and interest rates create a more favourable environment for growth and profitability.' According to BlackRock, an average of 75% of healthcare companies exceeded earnings expectations in the first three quarters of 2024. This led to an improved local investor sentiment, with nearly $80 million of inflows to the iShares Global Healthcare ETF (IXJ) in 2024. BlackRock expects the 2025 projected earnings in the healthcare sector to rebound even further, recording the highest year-over-year growth in 18 years, excluding the COVID-19 period. The U.S. healthcare sector now accounts for a fifth of the U.S. economy. With digital transformation, non-acute care shifts, and innovation in biosimilars and speciality drugs, the healthcare sector remains poised for growth in 2025. According to SNS Insider Research, the healthcare market is expected to reach $44.76 trillion in 2032 from $21.22 trillion reported in 2023. This marks a CAGR of 9.07% between 2024 and 2032. North America accounts for almost 44% of the global healthcare market share. Trump's tariffs remain a major hurdle for healthcare, and they may threaten around a 10-15% cost increase for drugs and medical devices, as per Forbes. According to the Medical Device Network, around 69% of the U.S.-marketed medical devices are manufactured outside of the U.S. David Risinger from Leerink Partners highlighted that potential tariffs would likely drive the U.S. drug prices, even though the companies moved their production to the U.S. Reducing costs with domestic production could take years, added Risinger. Reportedly, President Trump is expected to sign an executive order to slash U.S. prescription drug prices. The President plans to match drug prices overseas and control the price hike anticipated by analysts. Lately, the U.S. government has been striving to make trade deals with its partners. After talks between the U.S. and China, both countries have decided to slash tariffs for 90 days, with duties set to drop by 115 percentage points. This move will drop American tariffs on Chinese goods to as low as 30%, and China's retaliatory duties will go down from 125% to 10%. To compile the list of the 15 small-cap healthcare stocks hedge funds are buying, we used the Finviz screener to shortlist healthcare stocks that are trading at a market cap of at least $10 billion. For this article, we are defining small-cap stocks as those that trade between $10 billion and $20 billion. We have ranked the stocks in ascending order of the number of hedge fund holders. Data for the number of hedge fund investors for each stock was taken from Insider Monkey's database, updated as of Q4 2024. In cases where two or more stocks were held by an equal number of hedge funds, we used the upside potential as a tiebreaker. The analysts' upside potential data is taken from CNN. Please note that the data was collected on May 13, 2025. Why are we interested in the stocks that hedge funds and billionaire investors pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). A room full of medical personnel collaborating on a treatment plan for a patient. No. of Hedge Fund Holders: 65 Market Capitalization: $14.68 Billion Analyst Upside: 10.68% Tenet Healthcare Corporation (NYSE:THC) is a diversified healthcare services company. Tenet's segments include Hospital Operations and Services and Ambulatory Care. The Hospital Operations segment includes nearly 135 outpatient facilities, while the Ambulatory Care segment owns almost 518 ambulatory surgery centers and 25 surgical hospitals. On April 30, A.J. Rice from UBS raised the price target on THC from $217 to $230, keeping a Buy rating on the shares. Rice highlighted a strong Q1 performance with earnings beat by 39.30% and adjusted EBITDA growth of 14% from a year ago. The company posted adjusted earnings of $4.36, exceeding estimates by $1.23 per share. The adjusted EBITDA margin improved by 320 basis points to 22.3% in Q1, reflecting robust growth and operating efficiency. Tenet Healthcare Corporation's (NYSE:THC) UPSI-adjusted EBITDA soared over 16% from a year ago, with same-facility revenues soaring by 6.8%. Overall, the company made notable progress and is set to post strong results ahead. Overall, THC ranks 3rd on our list of small-cap healthcare stocks hedge funds are buying. While we acknowledge the potential of THC to grow, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that has gone up since the beginning of 2025, while popular AI stocks have lost around 25%. If you are looking for an AI stock that is more promising than THC but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at .
Business Wire
09-05-2025
- Business
- Business Wire
Tenet to Participate in BofA Securities 2025 Health Care Conference
DALLAS--(BUSINESS WIRE)--Tenet Healthcare Corporation (NYSE: THC) is scheduled to present at the BofA Securities 2025 Health Care Conference on Tuesday, May 13, 2025, beginning at 1:40 p.m. Eastern time. A live webcast and audio archive of the event may be accessed through the investor relations section of Tenet's website at The replay will be available for 30 days. About Tenet Healthcare Tenet Healthcare Corporation (NYSE: THC) is a diversified healthcare services company headquartered in Dallas. Our care delivery network includes United Surgical Partners International, the largest ambulatory platform in the country, which operates ambulatory surgery centers and surgical hospitals. We also operate a national portfolio of acute care and specialty hospitals, other outpatient facilities, a network of leading employed physicians and a global business center in Manila, Philippines. Our Conifer Health Solutions subsidiary provides revenue cycle management and value-based care services to hospitals, health systems, physician practices, employers, and other clients. Across the Tenet enterprise, we are united by our mission to deliver quality, compassionate care in the communities we serve. For more information, please visit
Yahoo
09-04-2025
- Business
- Yahoo
Is Tenet Healthcare Corporation (NYSE:THC) Potentially Undervalued?
Today we're going to take a look at the well-established Tenet Healthcare Corporation (NYSE:THC). The company's stock saw significant share price movement during recent months on the NYSE, rising to highs of US$145 and falling to the lows of US$120. Some share price movements can give investors a better opportunity to enter into the stock, and potentially buy at a lower price. A question to answer is whether Tenet Healthcare's current trading price of US$120 reflective of the actual value of the large-cap? Or is it currently undervalued, providing us with the opportunity to buy? Let's take a look at Tenet Healthcare's outlook and value based on the most recent financial data to see if there are any catalysts for a price change. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. Great news for investors – Tenet Healthcare is still trading at a fairly cheap price. Our valuation model shows that the intrinsic value for the stock is $192.85, which is above what the market is valuing the company at the moment. This indicates a potential opportunity to buy low. However, given that Tenet Healthcare's share is fairly volatile (i.e. its price movements are magnified relative to the rest of the market) this could mean the price can sink lower, giving us another chance to buy in the future. This is based on its high beta, which is a good indicator for share price volatility. Check out our latest analysis for Tenet Healthcare Investors looking for growth in their portfolio may want to consider the prospects of a company before buying its shares. Although value investors would argue that it's the intrinsic value relative to the price that matter the most, a more compelling investment thesis would be high growth potential at a cheap price. Though in the case of Tenet Healthcare, it is expected to deliver a highly negative earnings growth in the next few years, which doesn't help build up its investment thesis. It appears that risk of future uncertainty is high, at least in the near term. Are you a shareholder? Although THC is currently undervalued, the negative outlook does bring on some uncertainty, which equates to higher risk. Consider whether you want to increase your portfolio exposure to THC, or whether diversifying into another stock may be a better move for your total risk and return. Are you a potential investor? If you've been keeping an eye on THC for a while, but hesitant on making the leap, we recommend you dig deeper into the stock. Given its current undervaluation, now is a great time to make a decision. But keep in mind the risks that come with negative growth prospects in the future. Keep in mind, when it comes to analysing a stock it's worth noting the risks involved. Every company has risks, and we've spotted 4 warning signs for Tenet Healthcare (of which 2 shouldn't be ignored!) you should know about. If you are no longer interested in Tenet Healthcare, you can use our free platform to see our list of over 50 other stocks with a high growth potential. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sign in to access your portfolio
Yahoo
09-04-2025
- Business
- Yahoo
Tenet to Report Its First Quarter 2025 Results on April 29th
DALLAS, April 09, 2025--(BUSINESS WIRE)--Tenet Healthcare Corporation (NYSE: THC) will release its first quarter 2025 results before the market opens on Tuesday, April 29, 2025, to be followed by a conference call at 9:00 a.m. CT (10:00 a.m. Eastern Time). A live webcast and audio archive of the call may be accessed through the investor relations section of Tenet's website at About Tenet Healthcare Tenet Healthcare Corporation (NYSE: THC) is a diversified healthcare services company headquartered in Dallas. Our care delivery network includes United Surgical Partners International, the largest ambulatory platform in the country, which operates ambulatory surgery centers and surgical hospitals. We also operate a national portfolio of acute care and specialty hospitals, other outpatient facilities, a network of leading employed physicians and a global business center in Manila, Philippines. Our Conifer Health Solutions subsidiary provides revenue cycle management and value-based care services to hospitals, health systems, physician practices, employers, and other clients. Across the Tenet enterprise, we are united by our mission to deliver quality, compassionate care in the communities we serve. For more information, please visit View source version on Contacts Investor ContactWill McDowell469-893-2387 Media ContactRobert Dyer469-893-2640mediarelations@ Sign in to access your portfolio
