Hey everyone, I’ve been looking at Cigna (CI) lately and I’m honestly not sure how to feel about their earnings outlook. Yeah, they’ve been beating estimates, but margins are getting squeezed and their business mix is shifting more toward health services/PBM stuff, which has its own risks.
Medical costs are rising, regulations keep changing, and the whole PBM model is under a microscope. At the same time, the company keeps talking up growth, but it’s hard to tell how much of that is real vs. just juggling segments.
Thoughts?