• UnitedHealth (UNH) Q1 revenue $111.72B, adj. EPS $7.23, beat estimates. Raised full-year adj. EPS guidance to ~$18.25 and reiterated 2024 revenue target near $439B.
  • Morgan Stanley reaffirmed overweight on UnitedHealth Group (UNH) and raised its price target to $468 from $453, signaling an upward valuation shift for the stock.