UnitedHealth Group (UNH) stock has surged 10.2% over the past week and 28.4% in the last month, even though it is still down 16.7% over the past year. Wall Street’s analysts are firmly bullish, with a StrongBuy consensus and forecasting upside from the current price of $346.01 over the next twelve months.
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Analysts see more room to run, with the average 12‑month price target at $372.90, above today’s level. Individual targets range from about $371 to $400, suggesting that investors are betting on a sustained turnaround after a difficult 2025.
Kevin Fischbeck (BofA), who ranks 3,424 out of 12,161 analysts with a 58.10% success rate and 2.80% average return, reiterated a Hold on UNH with a $380 price target. He praised a “great start to 2026” but stayed neutral given ongoing Medicare Advantage rate concerns and elevated, though stable, medical cost trends.
Scott Fidel (Goldman Sachs), ranked 1,280 with a 63.08% success rate and 8.80% average return, reiterated a Buy and set a $400 target, seeing strong upside as margins recover. He highlighted a clear 1Q26 earnings beat, driven by better‑than‑expected medical loss ratios and Optum Health margins, and believes the quarter is just the first sign of UNH’s earnings potential.
Erin Wright (Morgan Stanley), a highly ranked analyst at 352 with a 63.64% success rate and 14.40% average return, reiterated a Buy and raised her price target to $395. She called UNH a “Top Pick,” pointing to improving Optum Health results, data‑driven care that is cutting costly hospital and skilled nursing stays, and AI investments that management expects to deliver attractive returns. Never miss a stock rating. Find all the latest ratings on TipRanks’ Top Wall Street Analysts page.