{"id":362683,"date":"2025-12-21T14:38:25","date_gmt":"2025-12-21T14:38:25","guid":{"rendered":"https:\/\/www.newsbeep.com\/au\/362683\/"},"modified":"2025-12-21T14:38:25","modified_gmt":"2025-12-21T14:38:25","slug":"j-p-morgan-sees-brighter-outlook-for-us-healthcare-services-in-2026-tradingview-news","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/au\/362683\/","title":{"rendered":"J.P.Morgan sees brighter outlook for US healthcare services in 2026 \u2014 TradingView News"},"content":{"rendered":"

** Brokerage J.P.Morgan expects the U.S. healthcare services sector to improve in 2026, helped by better margins and clearer policy signals after two years of uneven performance<\/p>\n

** “Most MCOs will reach a trough in earnings in 2026,” the brokerage said, adding that Medicare Advantage plans could drive margin gains even as Medicaid and ACA exchanges remain under pressure<\/p>\n

** Commercial insurance is expected to stay steady, while distributors such as McKesson \"\"\/MCK<\/a> and Cencora \"\"\/COR<\/a> remain “defensive picks” thanks to strong prescription trends and specialty drug growth – J.P.Morgan <\/p>\n

** Brokerage also expects a healthy outlook for diagnostic labs, citing stronger demand and improved pricing, though uncertainty around PAMA reimbursement rules remains a risk<\/p>\n

** Brokerage says it prefers names with greater insulation to rate pressure, balance sheet flexibility, and organizational resilience through available offsets from business diversification and M&A<\/p>\n

** On policy, brokerage expects gridlock after the 2026 midterms, reducing chances of major legislative changes outside of routine CMS rulemaking<\/p>\n

** J.P.Morgan sees UnitedHealth \"\"\/UNH<\/a>, CVS Health \"\"\/CVS<\/a>, Alignment Healthcare \"\"\/ALHC<\/a>, McKesson \"\"\/MCK<\/a>, Cencora \"\"\/COR<\/a>, Labcorp \"\"\/LH<\/a> and Tenet Healthcare \"\"\/THC<\/a> as attractive opportunities with some “moving pieces” <\/p>\n","protected":false},"excerpt":{"rendered":"** Brokerage J.P.Morgan expects the U.S. healthcare services sector to improve in 2026, helped by better margins and…\n","protected":false},"author":2,"featured_media":339977,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[34],"tags":[64,63,137,500],"class_list":{"0":"post-362683","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-healthcare","8":"tag-au","9":"tag-australia","10":"tag-health","11":"tag-healthcare"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/362683","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/comments?post=362683"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/362683\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media\/339977"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media?parent=362683"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/categories?post=362683"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/tags?post=362683"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}