UnitedHealth selloff overdone, Cantor Fitzgerald sees buying opportunity

Cantor Fitzgerald tells investors in a research note that UnitedHealth’s (UNH) sharp selloff on Tuesday appears overdone, largely driven by disappointment around the 2027 Medicare Advantage rate notice, which can be mitigated through pricing actions. While recovery may take time, clearer 2026 EPS guidance and limited 2027 earnings risk should help sentiment improve in the coming months, the firm says. Cantor Fitzgerald has an Overweight rating and $440 price target on the stock.