Piper Sandler analyst Jessica Tassan lowered the firm’s price target on Humana (HUM) to $272 from $288 and keeps a Neutral rating on the shares. The firm sees the company’s clean Q2 beat and raise as undisputed “best in show” this earnings season. But Piper does not believe year-to-date execution justifies a premium multiple to UnitedHealth (UNH), whose path to target margins is straightforward, deliberate and derisked.
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