Analyst suggests Cigna stock offers stable growth compared to other health insurers, with a focus on commercial health insurance. The company is well positioned for rising drug spend with potential for 10%-15% growth.

BofA Securities has raised concerns about cost pressures and uncertainty in earnings estimates for managed care organizations, particularly noting the risks associated with Medicare over Medicaid. Despite these challenges, the firm believes there is significant long-term potential for managed care organizations to increase earnings. In regards to Cigna Group (NYSE: CI), analyst Kevin Fischbeck highlights the company's strength in commercial health insurance and pharmaceutical services. Cigna's pharmacy benefit manager and specialty pharmacy businesses position it well to benefit from rising drug spend, including areas like obesity therapies and gene therapies. The stock is currently stable, and Fischbeck sees a positive outlook for Cigna Group.