SA asks: Are health insurance stocks a buy, sell, or hold right now?
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Seeking Alpha analysts Stephen Ayers and Edmund Ingham discuss the current state of health insurance stocks. Ayers sees potential in companies like UnitedHealth leveraging AI for efficiency, despite some risks. Ingham notes a tough 2025 but is optimistic for 2026 due to higher Medicare Advantage payments and premium adjustments. He believes insurers are a 'buy' now, citing potential recoveries and dividends. Oscar Health's future depends on policy decisions. Overall, both analysts see opportunities in the sector.
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