The Value Thesis

The Value Thesis

Molina Healthcare: Short-Term Pain

When short-term pressure hides long-term strength.

Arda Solmaz's avatar
Arda Solmaz
Nov 01, 2025
∙ Paid



Molina Healthcare’s stock has been under heavy pressure this year — down nearly 50% as medical costs rise, margins tighten, and management trims earnings guidance.
The headlines make it sound like a business in trouble.
But what’s really happening is more like bad weather, not climate change.

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