Centene (CNC) Earnings Update: Revenue Up, Customers Down - 2026-02-10

[Para 1: The Lead] Centene Corporation (NYSE:CNC) is set to release its Q4 earnings this Friday, February 10, 2026. Analysts predict a 18.3% year-over-year revenue growth to $48.26 billion, with an adjusted loss per share of -$1.22. The company exceeded Q3 expectations, signaling strong financial performance. [Para 2-3: Supporting details & Context] Last quarter, Centene reported revenues of $49.69 billion, up 18.2% year-over-year, beating analysts’ revenue estimates by 3.7%. Despite losing -36,800 customers, it ended with 27.97 million total. Analysts are cautiously optimistic, reconfirming estimates over the last 30 days, anticipating stability. Compared to peers, Cencora saw a 5.5% year-over-year revenue growth, missing by 0.6%, while UnitedHealth reported a 12.3% increase, in line with expectations. Centene’s share price is down 10.6% over the last month, trading at $40.87, with an average analyst price target of $43.88.