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Baird Boosts Humana; Price-Target Hikes for CrowdStrike and Zscaler
Baird upgrades Humana on 2028 EPS confidence; analysts raise price targets for CrowdStrike and Zscaler. Diane King Hall explains implications for healthcare and cybersecurity stocks.
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What stands out
The clip highlights Baird’s upgrade of Humana based on renewed confidence in the company’s 2028 earnings per share (EPS), a forecast signal that pushed analysts to change tone on a major Medicare-focused insurer. The reporter also notes fresh price-target increases for CrowdStrike and Zscaler, which keeps cybersecurity firms in the conversation even as the segment’s news flow remains fragmented. The immediate news is plain: an analyst house moved Humana from cautious to bullish on a multi-year EPS goal, and that shift showed up in headlines and trading.
Bullish Gator Snapshot
Current ratings and signals
Humana (HUM)
Neutral
HUM rates Neutral overall. The fundamental read is bullish: the company passes 6 of 9 quality tests on the Piotroski F-Score; balance sheet is in the Safe zone (Altman Z = 5.04); revenue is growing about 11.8% per year; net income is declining about 21.5% per year. The technical picture is neutral: price is 35.7% above the 200-day moving average; 4.0% above the 50-day; the 50/200 relationship is in a Golden cross. Sentiment is bearish (composite 28/100), based on 5 news articles and 1 TV segment from recent coverage.