Wall Street analysts remain generally bullish on Humana Inc. (HUM) stock, with a consensus rating of 'Moderate Buy' based on strong operational performance and positive guidance. The company reported a second-quarter adjusted EPS of $6.27, up from $6.96 in the prior-year quarter, and revenue of $32.4 billion. Humana raised its full-year EPS outlook to $17 and revenue forecast to at least $128 billion, driven by improved Medicare Advantage retention, stabilized medical costs, and growth in its CenterWell Pharmacy segment. Despite a 21.1% decline over the past 52 weeks, the stock has regained momentum and outperformed sector peers like the SPDR S&P Health Care Services ETF (XHS) on a year-to-date basis. Raymond James maintains an 'Outperform' rating with a $340 target, and the mean price target of $289.38 suggests a 5.3% premium over current price, with a potential 26.6% upside to $348.

Humana Inc. and health technology company DrFirst have launched a new program to improve care for patients with chronic conditions such as diabetes and cardiovascular disease by integrating prescription recommendations directly into healthcare providers' clinical workflows. The initiative uses DrFirst's prescription orchestration platform to automatically suggest statin therapy for eligible Medicare patients, enabling providers to approve or reject prescriptions with one click. The partnership leverages real-time interoperability between providers, pharmacies, and payers to reduce care gaps and improve patient outcomes. This collaboration builds on a decade of prior partnership between the two companies, which began in 2015 with the introduction of a real-time prescription benefit tool.

Exact Sciences reported strong second-quarter 2025 results with sales rising to $811.09 million and a reduction in net loss, along with an upward revision of full-year revenue guidance and a reaffirmed long-term growth outlook. The company has entered into an expanded partnership with Humana, making its Cologuard Plus™ test available nationwide to approximately 5.8 million Medicare Advantage members, significantly broadening access to noninvasive colorectal cancer screening. Despite these positive developments, investors remain cautious due to the company's reliance on Cologuard, which exposes it to risks from changes in screening guidelines or reimbursement policies. The company projects $4.1 billion in revenue and $291.1 million in earnings by 2028, requiring 11.6% annual revenue growth and a $1.29 billion increase in earnings from current losses. Analysts at Simply Wall St estimate a fair value range of $64.60 to $101.94 per share, highlighting varied perspectives on the company's prospects.

EasyPA, a healthcare startup founded by physicians and AI experts, has launched a fully operational prior authorization (PA) platform designed to meet CMS standards two years ahead of the 2026 regulatory deadline. The platform addresses patient harm, physician burnout, and administrative waste by offering real-time, AI-powered approvals with built-in compliance and FHIR interoperability. Co-founded by Dr. Paola Ballester, Alex Vega, and Dr. Ralph Martello, the company's solution is designed by doctors for doctors and integrates seamlessly into clinical workflows without requiring IT infrastructure. The platform aims to reduce time-to-treatment by over ten times, eliminate delays in care, and support physician judgment rather than auto-denying care.

MedicareCompareUSA, an insurance agency that assists consumers in comparing and enrolling in Medicare plans offered by Humana, discovered unauthorized access to internal email accounts between November 5 and November 21, 2024. The breach exposed personally identifiable information (PII) and protected health information (PHI), including names, Social Security numbers, dates of birth, driver's license numbers, health insurance policy numbers, and Medicare/Medicaid numbers. MedicareCompareUSA notified Humana in March 2025 and published a Notice of Privacy Incident. At least 922 Washington residents were affected, though the total number remains undisclosed. Affected individuals are advised to enroll in credit monitoring, monitor financial accounts, file fraud alerts, and obtain free credit reports. A class action lawsuit is being pursued by Shamis & Gentile P.A., a law firm specializing in data breach cases, on behalf of affected individuals who may be entitled to compensation for financial and emotional harm.