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Molina Healthcare, Inc.: Business Overview, Financials & Competitive Analysis

Molina Healthcare provides managed healthcare services to low-income families and individuals under the Medicaid and Medicare programs and through state insurance marketplaces, operating in four segments: Medicaid, Me...

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AskCyborg analysts argue the bull and bear cases for Molina Healthcare, Inc. across 11 stress-tested dimensions. Listen on your commute -- faster than reading the 30-page report.

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4/ 10Mixed

Cyborg Score thesis

Molina faces near-term headwinds from elevated medical costs and Medicaid headwinds, but strategic exit from Medicare Advantage...

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Industry Managed Healthcare / Health Insurance
4 named competitors
3 recent developments
11 analyst dimensions
Synthesized from analyst-debate stress-testing across 11 dimensions and hundreds of data points. Methodology →
Cyborg Score recalibrated: September 14, 2026
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Molina Healthcare, Inc. Overview

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Molina Healthcare provides managed healthcare services to low-income families and individuals under the Medicaid and Medicare programs and through state insurance marketplaces, operating in four segments: Medicaid, Medicare, Marketplace, and Other. The company is facing significant near-term challenges following Q4 2025 earnings disappointment.

Strategic Profile

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The company announced plans to exit Medicare Advantage by 2027, focusing instead on Medicaid and Marketplace offerings as part of strategic realignment. Management highlighted ongoing challenges from Medicaid redetermination-related acuity shifts and high pharmacy costs.

Competitive Landscape

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Molina operates in managed healthcare serving low-income populations through government programs and state marketplaces. Key competitors in the managed healthcare space include UnitedHealth Group (UNH), Anthem (ANTM), Humana (HUM), and CVS Health's Aetna division, which compete across Medicaid, Medicare, and Marketplace segments with greater scale and diversified revenue bases.

Industry Context

Molina Healthcare, Inc. operates in Managed Healthcare / Health Insurance.

Key facts

Founded: 1980 · Headquarters: Long Beach, California · Employees: 19,000 · Revenue: $43.56B · Market cap: $7.2B

What the analysts stress-tested

The top findings that survived the multi-agent debate for Molina Healthcare, Inc..

  • Molina reported Q4 2025 adjusted loss of $2.75 per share, missing forecasts by 908.82% despite revenue of $11.38 billion exceeding expectations by 4.6%.
  • 2026 guidance projects premium revenue of $42 billion, adjusted EPS of at least $5, flat Medicaid membership, and declining Marketplace enrollment.
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Recent developments

Material events tracked by the AskCyborg corpus.

  • Feb 2026Q4 2025 earnings miss with adjusted loss guidance; stock dropped 29.88% in premarket
  • Feb 2026Multiple analyst downgrades; Goldman Sachs lowered price target to $124, Deutsche Bank to $109
  • +1 moreTrack every material event for Molina Healthcare, Inc. as it happens. Explore monitoring →
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Named competitors

Pulled from the analyst-debate framework. Click any competitor to see their Cyborg Score.

UnitedHealthLargest US health insurer across Medicaid, Medicare, and commercial segments→AnthemMajor managed care insurer with significant Medicaid and Marketplace presence→HumanaFocused health insurer with strong Medicare Advantage and Medicaid operations→AetnaIntegrated health insurer with diverse government and commercial programs→

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Industry context

Molina Healthcare, Inc. operates in Managed Healthcare / Health Insurance. See how the rest of the sector scores on the Cyborg framework.

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Frequently asked questions

What does Molina Healthcare, Inc. do?+
Molina Healthcare provides managed healthcare services to low-income families and individuals under the Medicaid and Medicare programs and through state insurance marketplaces, operating in four segments: Medicaid, Me...
What is Molina Healthcare, Inc.'s Cyborg Score?+
Molina Healthcare, Inc. has a Cyborg Score of 4/10 (Mixed). The score synthesizes business model, financials, leadership, competitive position, technology, marketing, and ESG dimensions across hundreds of data points.
Who are Molina Healthcare, Inc.'s main competitors?+
Named competitors include UnitedHealth, Anthem, Humana, Aetna. The full competitive landscape is in the AskCyborg report.
How can I get the full Molina Healthcare, Inc. research report?+
Get the report plus analyst-debate audio at askcyborg.com -- no credit card required for preview access. Pro adds saved-company audio playlists and monitoring.
How current is the Molina Healthcare, Inc. research?+
The Cyborg Score is recalibrated weekly. Recent developments are tracked continuously and surfaced in every report.

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More Managed Healthcare research

Companies in the same sector and named competitors, ranked by Cyborg Score.

4Molina Healthcare, Inc.6UnitedHealth Group Incorporated4Humana Inc.