Joanna Gajuk, an analyst from Bank of America Securities, reiterated the Hold rating on Universal Health (UHS – Research Report). The associated price target is $215.00.
Joanna Gajuk’s rating is based on a combination of factors that present a mixed outlook for Universal Health. The company reported strong performance in both its acute and psychiatric segments, with revenues and EBITDA exceeding expectations. However, while acute volumes showed acceleration, psychiatric volumes were slightly softer, though still supported by robust revenue growth due to better pricing.
Despite these positive results, Gajuk maintains a Hold rating due to potential risks from policy changes, such as the expiration of exchange subsidies and potential Medicaid cuts, which could impact future performance. These risks are somewhat balanced by structural advantages in the psychiatric segment. The price objective remains at $215, reflecting a revised multiple based on updated EBITDA estimates, indicating a cautious but balanced view on the stock’s future performance.
According to TipRanks, Gajuk is a 2-star analyst with an average return of 0.2% and a 53.90% success rate. Gajuk covers the Healthcare sector, focusing on stocks such as UnitedHealth, Humana, and Select Medical.