- UnitedHealth Group (NYSE:UNH) slips 1% premarket on light volume on the heels of its 2018 guidance, considered by some analysts to be a "bit light."
- Cantor's Steven Halper: Guidance a touch touch light by not too concerning considering that it is a conservative start (OVERWEIGHT/$225).
- Mizuho's Sheryl Skolnick: Forecast "so far in line that we weren't even going to write on it" but inbound questions "forced our hand" (BUY/$259).
- BMO's Matt Borsch: Forecast unsurprising. Watch for color on 2018 Medicare Advantage growth (OUTPERFORM/$250).
- Jefferies' David Windley: Guidance "exactly as we expected." The end of health insurer fee moratorium removed key headwind. Management says OptumRx may work with any partner (e.g., Amazon (NASDAQ:AMZN)) that can cut costs and boost quality (BUY/$239).
- Leerink's Ana Gupte: EPS guidance "prudent." Expects a boost as year progresses (OUTPERFORM/$240).
- Source: Bloomberg
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