[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-unitedhealth-climbs-9-since-earnings-as-optum-health-profit-surges-to-735-million-KO":150},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[],{"post":151,"seo":187,"relatedPosts":193,"suggestedPosts":271},{"id":152,"title":153,"date":154,"modified":155,"excerpt":156,"content":157,"wordCount":158,"lang":159,"uri":160,"slug":161,"cloudinaryAssetId":162,"featuredImageOriginalUrl":163,"featuredImageMetadata":164,"author":167,"editor":173,"categories":178,"relatedPosts":184,"seo":185},143737,"UnitedHealth, Optum Health 이익 7억 3,500만 달러로 급증하며 실적 발표 후 9% 상승","2026-10-23T13:20:00","2026-10-22T19:56:48","\u003Cp>UnitedHealth가 주당순이익(EPS) 61% 급등과 세 번째 예상치 상향 조정으로 425달러까지 상승했지만, 매출은 계속 감소하고 있습니다.\u003C\u002Fp>","\u003Ch3 id=\"h-key-takeaways\" class=\"wp-block-heading\">핵심 요약\u003C\u002Fh3>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>UnitedHealth의 조정 EPS가 61% 급등하여 $4.69를 기록, $4.14의 예측치를 상회했으며, 의료비 비율이 88.4%로 개선됐다.\u003C\u002Fli>\n\n\n\n\u003Cli>경영진은 2026년 조정 EPS 가이던스를 최소 $20.50으로 올렸으며, 이는 올해 세 번째 인상이며, 여전히 장기 성장률 목표는 13%에서 16%로 유지한다.\u003C\u002Fli>\n\n\n\n\u003Cli>매출은 $112.7억 달러로 감소했고, UnitedHealthcare의 가입자 수는 약 5,010만 명에서 4,830만 명으로 줄어들어, 회복은 마진 개선에 의존하고 있다.\u003C\u002Fli>\n\n\n\n\u003Cli>다음 시험은 2027년 1월에 예정된 2027년 가이던스를 통해, 올해 마진 회복이 준비금 환입에 의해 부풀려졌는지 여부가 드러날 것이다.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>UnitedHealth Group (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?fid=1&ref=meufz8&cid=104673&tid=2661077\">UNH\u003C\u002Fa>)\u003C\u002Fstrong>은 규모를 줄이면서도 이익을 빠르게 성장시키는 방법을 찾아냈다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">주가는 목요일 1.9% 상승한 $425에 거래되었으며, 이는 10월 13일 발표된 3분기 실적 발표 전 거래 가격보다 약 9% 높은 수준이다. 주가는 올해 1분기에 약 20% 하락한 후, 현재 연간 총수익률 26.4%를 기록하고 있다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">3분기 실적이 이번 상승의 원동력이 됐다. 조정 EPS가 61% 급등했고, 의료비 비율은 150bp 하락했으며, 경영진은 올해 세 번째로 2026년 가이던스를 상향 조정했다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">스티븐 헴슬리 CEO는 그의 팀들의 \"\u003Ca href=\"https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F0000731766\u002F000073176626000255\u002Fearningsrelease3q26unh.htm\">규율과 실행력\u003C\u002Fa>\"을 인정했다. 수치 대부분이 그의 말을 뒷받침하지만, 매출 항목은 좀 더 면밀히 살펴볼 필요가 있다.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">저렴해진 의료비, 두꺼워진 마진\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">UnitedHealth는 이익에 중요한 거의 모든 항목에서 예상을 뛰어넘었다:\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>조정 EPS $4.69 (작년 동기 $2.92에서 상승), $4.14의 예측치를 크게 상회\u003C\u002Fli>\n\n\n\n\u003Cli>의료비 비율 88.4% (89.9%에서 하락)\u003C\u002Fli>\n\n\n\n\u003Cli>영업이익 $66억 달러 ($43억 달러에서 상승)\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">$112.7억 달러의 매출도 $111.4억 달러의 컨센서스를 넘어섰지만, 작년 동기 $113.2억 달러에서 소폭 감소했다. 영업비용 비율은 13.5%에서 12.8%로 개선되어, 가격 인상과 함께 효율성도 도움이 됐다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">참고로, \u003Cstrong>Centene (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?fid=1&ref=meufz8&cid=26273&tid=7372383\">CNC\u003C\u002Fa>)\u003C\u002Fstrong>는 2025년 4분기에 94.3%의 의료비 비율을 기록했는데, 이는 비용 추세가 보험사를 얼마나 빠르게 휩쓸 수 있는지 상기시킨다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">한 가지 주의사항에 주목할 필요가 있다. 해당 분기에는 $6.1억 달러의 유리한 준비금 환입이 포함되어 있어, 단일 기간의 실적을 부풀리며, 필요에 따라 반복될 수 없다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">마진 회복은 분기별로 보는 것이 가장 쉽다.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3026\" height=\"2017\" data-public-id=\"images\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EBIT-Margin-_14379320153\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EBIT-Margin-_14379320153.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3026,h_2017,c_scale\u002Ff_webp,q_auto\u002Fv1792698862\u002Fimages\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EBIT-Margin-_14379320153\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EBIT-Margin-_14379320153.webp?_i=AA\" alt=\"\" class=\"wp-post-143737 wp-image-143793\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792698862\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792698862\u002Fimages\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EBIT-Margin-_14379320153\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EBIT-Margin-_14379320153.webp?_i=AA 3026w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792698862\u002Fimages\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EBIT-Margin-_14379320153\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EBIT-Margin-_14379320153.webp?_i=AA 767w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792698862\u002Fimages\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EBIT-Margin-_14379320153\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EBIT-Margin-_14379320153.webp?_i=AA 1536w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792698862\u002Fimages\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EBIT-Margin-_14379320153\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EBIT-Margin-_14379320153.webp?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792698862\u002Fimages\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EBIT-Margin-_14379320153\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EBIT-Margin-_14379320153.webp?_i=AA 2048w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792698862\u002Fimages\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EBIT-Margin-_14379320153\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EBIT-Margin-_14379320153.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792698862\u002Fimages\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EBIT-Margin-_14379320153\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EBIT-Margin-_14379320153.webp?_i=AA 1199w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792698862\u002Fimages\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EBIT-Margin-_14379320153\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EBIT-Margin-_14379320153.webp?_i=AA 299w\" sizes=\"auto, (max-width: 3026px) 100vw, 3026px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">UnitedHealth Group (UNH): 영업(EBIT) 마진 (%), 분기별, 2024년 3분기–2026년 3분기 (\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">TIKR\u003C\u002Fa>\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">영업 마진은 6% 근처로 돌아왔지만, 여전히 UnitedHealth가 2023년에 기록한 8% 이상의 수준에는 크게 못 미친다.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">Optum, 규모 축소를 통한 수익 창출\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Optum이 주된 역할을 했다. 매출은 $669억 달러에 달했고, 영업이익은 $25억 달러에서 $37억 달러로 증가했다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Optum Health가 진정한 변동 요인이다. UnitedHealth가 소규모 가치 기반 의료 시장에서 철수하면서 매출은 10% 감소했지만, 영업이익은 $4,100만 달러에서 $7.35억 달러로 급증했다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Optum Rx는 바이오시밀러 도입으로 이익을 얻었지만, 조정 처방 건수는 4.14억 건에서 3.93억 건으로 감소했다. 또한 UnitedHealthcare의 가입자 수는 1년 전 약 5,010만 명에서 4,830만 명으로 감소했다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">회사는 또한 국제 민간 의료 보험 사업에서 철수하기로 합의했으며, \u003Cstrong>The Cigna Group (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?fid=1&ref=meufz8&cid=172899&tid=586093745\">CI\u003C\u002Fa>)\u003C\u002Fstrong>가 글로벌 고객을 위한 선호 보험사가 될 예정이다. 이는 더 단순하고 미국 중심의 회사로 가는 또 다른 한 걸음이다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">그렇다면 매출은 어디로 가고 있는 걸까?\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3026\" height=\"2017\" data-public-id=\"images\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated_14379412ad2\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated_14379412ad2.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3026,h_2017,c_scale\u002Ff_webp,q_auto\u002Fv1792698870\u002Fimages\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated_14379412ad2\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated_14379412ad2.webp?_i=AA\" alt=\"\" class=\"wp-post-143737 wp-image-143794\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792698870\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792698870\u002Fimages\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated_14379412ad2\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated_14379412ad2.webp?_i=AA 3026w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_767,h_511,c_scale\u002Ff_webp,q_auto\u002Fv1792698870\u002Fimages\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated_14379412ad2\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated_14379412ad2.webp?_i=AA 767w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1536,h_1024,c_scale\u002Ff_webp,q_auto\u002Fv1792698870\u002Fimages\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated_14379412ad2\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated_14379412ad2.webp?_i=AA 1536w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2048,h_1365,c_scale\u002Ff_webp,q_auto\u002Fv1792698870\u002Fimages\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated_14379412ad2\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated_14379412ad2.webp?_i=AA 2048w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792698870\u002Fimages\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated_14379412ad2\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated_14379412ad2.webp?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1199,h_799,c_scale\u002Ff_webp,q_auto\u002Fv1792698870\u002Fimages\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated_14379412ad2\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated_14379412ad2.webp?_i=AA 1199w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792698870\u002Fimages\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated_14379412ad2\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated_14379412ad2.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_299,h_199,c_scale\u002Ff_webp,q_auto\u002Fv1792698870\u002Fimages\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated_14379412ad2\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated_14379412ad2.webp?_i=AA 299w\" sizes=\"auto, (max-width: 3026px) 100vw, 3026px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">세그먼트 매출, UnitedHealthcare vs Optum Health vs Optum Rx vs Optum Insight, 분기별, $10억 달러, 2024년 3분기–2026년 3분기 (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>TIKR\u003C\u002Fstrong>\u003C\u002Fa>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">각 세그먼트는 회원과 계약을 마진과 맞바꾸고 있는 회사를 보여주며, 이러한 거래에는 한계가 있다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>TIKR은 UnitedHealth에 대해 26명의 애널리스트를 추적합니다. 몇 명이 '매수' 의견일까요?\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">UnitedHealth에 대한 매수, 보유, 매도 등급의 전체 분석과 월스트리트의 매출 및 이익 예측을 한곳에서 확인하세요. 50만 명 이상의 투자자가 TIKR을 사용하여 이와 같은 주식을 조사합니다. \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">UnitedHealth의 애널리스트 등급 보기\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">깔끔한 2027년 실적을 반영한 가격\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">$425에 거래되는 UnitedHealth의 선행 주가수익비율(PER)은 18.4배이며, 평균적인 월스트리트 목표가 $478은 약 12%의 상승 여력을 시사한다. 컨센서스는 향후 2년간 EPS가 연평균 19.3% 성장할 것으로 예상하며, 이는 지난 3년간 연평균 9.7% 하락한 이후의 전환이다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">경영진은 또한 2027년 성장률이 장기 목표 범위인 13%에서 16% 내에 있을 것으로 여전히 기대한다고 밝혔다. 이는 또 다른 악재 비용 충격을 받을 여지가 거의 없음을 의미한다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">리스크는 사라지지 않았다. 6월 기준 개인 시장 가입자 수는 2,050만 명으로 감소했으며, 메디케어 어드밴티지 자금 조달은 중간선거를 앞두고 정치적 수단으로 남아있다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">이익 성장 경로가 아직 얼마나 더 가야 하는지 보여주는 그래프...\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3026\" height=\"2017\" data-public-id=\"images\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EPS-Normalized_143795aabaa\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EPS-Normalized_143795aabaa.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3026,h_2017,c_scale\u002Ff_webp,q_auto\u002Fv1792698891\u002Fimages\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EPS-Normalized_143795aabaa\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EPS-Normalized_143795aabaa.webp?_i=AA\" alt=\"\" class=\"wp-post-143737 wp-image-143795\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792698891\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792698891\u002Fimages\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EPS-Normalized_143795aabaa\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EPS-Normalized_143795aabaa.webp?_i=AA 3026w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1536,h_1024,c_scale\u002Ff_webp,q_auto\u002Fv1792698891\u002Fimages\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EPS-Normalized_143795aabaa\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EPS-Normalized_143795aabaa.webp?_i=AA 1536w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_767,h_511,c_scale\u002Ff_webp,q_auto\u002Fv1792698891\u002Fimages\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EPS-Normalized_143795aabaa\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EPS-Normalized_143795aabaa.webp?_i=AA 767w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2048,h_1365,c_scale\u002Ff_webp,q_auto\u002Fv1792698891\u002Fimages\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EPS-Normalized_143795aabaa\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EPS-Normalized_143795aabaa.webp?_i=AA 2048w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792698891\u002Fimages\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EPS-Normalized_143795aabaa\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EPS-Normalized_143795aabaa.webp?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1199,h_799,c_scale\u002Ff_webp,q_auto\u002Fv1792698891\u002Fimages\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EPS-Normalized_143795aabaa\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EPS-Normalized_143795aabaa.webp?_i=AA 1199w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_299,h_199,c_scale\u002Ff_webp,q_auto\u002Fv1792698891\u002Fimages\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EPS-Normalized_143795aabaa\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EPS-Normalized_143795aabaa.webp?_i=AA 299w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792698891\u002Fimages\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EPS-Normalized_143795aabaa\u002FTIKR.com_UNH-UnitedHealth-Group-Incorporated-EPS-Normalized_143795aabaa.webp?_i=AA 1400w\" sizes=\"auto, (max-width: 3026px) 100vw, 3026px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">UnitedHealth Group (UNH): 정상화 EPS, 실제 및 컨센서스 예측, $, 2022년–2028년 회계연도 (\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">TIKR\u003C\u002Fa>\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">내 의견: 이는 진정한 반등이며, Optum Health의 이익이 $4,100만 달러에서 $7.35억 달러로 급등한 것은 개선 조치가 효과를 보고 있음을 보여준다. 그럼에도 불구하고, 준비금 환입과 가입자 수 감소가 부분적으로 기여했기 때문에, 나는 $20.50을 경영진이 신중하게 선택한 최소선으로 간주한다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">2027년 1월 12일경 발표될 예정인 연간 실적 발표에서 처음으로 2027년 가이던스가 제시될 것이다. 그 수치는 13%에서 16%의 목표가 낮은 매출이 지속되는 1년 동안 살아남을 수 있는지 보여줄 것이다.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-unitedhealth-stock-actually-worth\" class=\"wp-block-heading\">\u003Cstrong>그렇다면 UnitedHealth 주식의 실제 가치는 얼마일까?\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR을 사용하면 1분 이내에 모든 주식의 미래 가격을 예측할 수 있습니다. TIKR의 가치 평가 모델에 몇 가지 가정을 입력하기만 하면 UnitedHealth의 잠재적 가치를 확인할 수 있습니다. 월스트리트 컨센서스 예측에서 시작하거나, 비즈니스에 대한 자신의 견해를 반영하도록 입력값을 조정하세요. 무료로 사용할 수 있습니다. \u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>UNH 가치 무료 평가하기\u003C\u002Fstrong>\u003C\u002Fa>.\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>면책 조항:\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\" id=\"h-\">\u003Cem>TIKR의 기사는 TIKR이나 저희 콘텐츠 팀의 투자 또는 재정 조언으로 의도된 것이 아니며, 특정 주식을 매수하거나 매도하라는 권고도 아닙니다. 저희는 TIKR Terminal의 투자 데이터와 애널리스트들의 예측을 바탕으로 콘텐츠를 작성합니다. 저희 분석에는 최근의 기업 뉴스나 중요한 업데이트가 포함되지 않을 수 있습니다. TIKR은 언급된 모든 주식에 대해 포지션을 보유하고 있지 않습니다. 읽어주셔서 감사합니다, 행복한 투자 되세요!\u003C\u002Fem>\u003C\u002Fp>",914,"ko","\u002Fblog\u002Funitedhealth-climbs-9-since-earnings-as-optum-health-profit-surges-to-735-million","unitedhealth-climbs-9-since-earnings-as-optum-health-profit-surges-to-735-million","images\u002FUNH-stock_14374868532\u002FUNH-stock_14374868532","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792696335\u002Fimages\u002FUNH-stock_14374868532\u002FUNH-stock_14374868532.png?_i=AA",{"altText":165,"imageCredit":166},"UnitedHealth Climbs 9% Since Earnings as Optum Health Profit Surges to $735 Million","Imágenes de jose carlos and doidam10 via Canva",{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":172},"Rexielyn Diaz","rexietikr","author","",[],{"name":174,"slug":175,"role":176,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":177},"David Hanson","davidtikr","editor",[],[179],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},"일반 투자","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":165,"metaDesc":186,"opengraphDescription":186,"twitterTitle":165,"twitterDescription":186},"UnitedHealth climbed to $425 after a 61% EPS jump and a third guidance raise, though revenue keeps shrinking.",{"title":165,"description":186,"twitterTitle":165,"twitterDescription":186,"author":168,"articlePublisher":188,"articlePublishedTime":154,"articleModifiedTime":155,"twitterLabel1":189,"twitterData1":190,"ogTitle":165,"ogDescription":186,"ogUrl":160,"ogImage":163,"ogImageWidth":191,"ogImageHeight":192,"ogImageSecureUrl":163,"ogImageAlt":165,"twitterImage":163},"TIKR.com","예상 독서 시간","5 minutes",1200,630,[194,211,226,240,257],{"id":183,"title":195,"date":196,"excerpt":197,"wordCount":198,"uri":199,"slug":200,"cloudinaryAssetId":201,"featuredImageOriginalUrl":202,"featuredImageMetadata":203,"author":204,"categories":208,"relatedPosts":210},"AMD 11% 하락, 인텔 1주일 만에 10% 하락… AI 우려에 칩주 하락: \"너무 빨리 너무 크게\"","2026-10-23 13:17:00","두 번의 추한 날들, 그리고 AMD로부터 한마디도 없네요.",715,"\u002Fblog\u002Famd-sinks-11-intel-10-in-a-week-as-ai-fears-hit-chips-too-big-too-fast","amd-sinks-11-intel-10-in-a-week-as-ai-fears-hit-chips-too-big-too-fast","images\u002FAMD_1432925b014\u002FAMD_1432925b014","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792679128\u002Fimages\u002FAMD_1432925b014\u002FAMD_1432925b014.png?_i=AA",{"altText":195},{"name":205,"slug":206,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":207},"Roxanna Maglangit","roxtikr",[],[209],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":212,"date":213,"excerpt":214,"wordCount":215,"uri":216,"slug":217,"cloudinaryAssetId":218,"featuredImageOriginalUrl":219,"featuredImageMetadata":220,"author":221,"categories":223,"relatedPosts":225},"Chevron, Hess Midstream 매각 및 Aphrodite 가스 개발 추진으로 2026년까지 49.5% 상승","2026-10-23 13:10:00","체브론이 3분기로 향하며 기록적인 고점 근처에서 거래되고 있습니다. 100달러의 유가가 30억~40억 달러의 중간 유통 손실과 맞물리는 상황입니다.",980,"\u002Fblog\u002Fchevron-gains-49-5-in-2026-as-it-exits-hess-midstream-and-advances-aphrodite-gas","chevron-gains-49-5-in-2026-as-it-exits-hess-midstream-and-advances-aphrodite-gas","images\u002FCVX-stock_14374763728\u002FCVX-stock_14374763728","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792696158\u002Fimages\u002FCVX-stock_14374763728\u002FCVX-stock_14374763728.png?_i=AA",{"altText":212},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":222},[],[224],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":227,"date":228,"excerpt":229,"wordCount":215,"uri":230,"slug":231,"cloudinaryAssetId":232,"featuredImageOriginalUrl":233,"featuredImageMetadata":234,"author":235,"categories":237,"relatedPosts":239},"머크 주가 하락, 키트루다 백신 병용 요법이 흑색종 재발 위험 42% 감소","2026-10-23 13:00:00","Merck의 Moderna와의 흑색종 백신이 재발 또는 사망 위험을 42% 감소시켰음에도, 주가는 3분기 실적 발표를 앞두고 하락했습니다.","\u002Fblog\u002Fmerck-slips-as-keytruda-vaccine-combo-cuts-melanoma-recurrence-risk-by-42","merck-slips-as-keytruda-vaccine-combo-cuts-melanoma-recurrence-risk-by-42","images\u002FMRK-stock_1437469bc50\u002FMRK-stock_1437469bc50","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792695966\u002Fimages\u002FMRK-stock_1437469bc50\u002FMRK-stock_1437469bc50.png?_i=AA",{"altText":227},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":236},[],[238],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":241,"date":242,"excerpt":243,"wordCount":244,"uri":245,"slug":246,"cloudinaryAssetId":247,"featuredImageOriginalUrl":248,"featuredImageMetadata":249,"author":250,"categories":254,"relatedPosts":256},"SpaceX, 8만 개의 셀룰러 사이트 접근권 협상 중 무선 네트워크 구축 위해","2026-10-23 12:55:00","SpaceX가 80,000개의 미국 셀 사이트 접근권을 확보하기 위한 협상을 진행 중이라고 보도되었습니다. 이는 SpaceX 주식과 주요 무선 통신사들에 어떤 의미를 가질 수 있을지 살펴봅니다.",521,"\u002Fblog\u002Fspacex-stock-80000-cell-sites-wireless-network","spacex-stock-80000-cell-sites-wireless-network","images\u002FSPCX-stock-@Kmeel_com-from-pixabay-via-Canva-@3DSculptor-from-Getty-Images-via-Canva-12\u002FSPCX-stock-@Kmeel_com-from-pixabay-via-Canva-@3DSculptor-from-Getty-Images-via-Canva-12","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792726910\u002Fimages\u002FSPCX-stock-@Kmeel_com-from-pixabay-via-Canva-@3DSculptor-from-Getty-Images-via-Canva-12\u002FSPCX-stock-@Kmeel_com-from-pixabay-via-Canva-@3DSculptor-from-Getty-Images-via-Canva-12.png?_i=AA",{"altText":241},{"name":251,"slug":252,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":253},"Aditya Raghunath","adityatikr",[],[255],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":258,"date":242,"excerpt":259,"wordCount":260,"uri":261,"slug":262,"cloudinaryAssetId":263,"featuredImageOriginalUrl":264,"featuredImageMetadata":265,"author":266,"categories":268,"relatedPosts":270},"제너럴 모터스, 미국 제조업체와의 희토류 공급 계약 취소","GM이 미국 제조사와의 희토류 자석 거래를 취소했으며 양측은 중재 절차 중입니다. GM 주식에 대한 시사점은 다음과 같습니다.",620,"\u002Fblog\u002Fgeneral-motors-stock-cancels-rare-earth-magnet-supply-deal","general-motors-stock-cancels-rare-earth-magnet-supply-deal","images\u002FGM-stock-@Benjamin44-from-Getty-Images-Pro-via-Canva-@contrastaddict-from-Getty-Images-Signature-via-Canva-6_144090c966b\u002FGM-stock-@Benjamin44-from-Getty-Images-Pro-via-Canva-@contrastaddict-from-Getty-Images-Signature-via-Canva-6_144090c966b","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792732281\u002Fimages\u002FGM-stock-@Benjamin44-from-Getty-Images-Pro-via-Canva-@contrastaddict-from-Getty-Images-Signature-via-Canva-6_144090c966b\u002FGM-stock-@Benjamin44-from-Getty-Images-Pro-via-Canva-@contrastaddict-from-Getty-Images-Signature-via-Canva-6_144090c966b.png?_i=AA",{"altText":258},{"name":251,"slug":252,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":267},[],[269],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],[272,292,308,323,338],{"id":183,"title":273,"date":274,"excerpt":275,"wordCount":276,"uri":277,"slug":278,"cloudinaryAssetId":279,"featuredImageOriginalUrl":280,"featuredImageMetadata":281,"author":282,"categories":286,"relatedPosts":291},"IREN 주식, 스페인 캠퍼스 랠리 이후 하루 만에 8% 하락. 월스트리트 목표가가 시사하는 바는 다음과 같습니다","2026-10-23 07:20:00","IREN은 네오클라우드 주식들이 부채 우려로 매도되면서 스페인 캠퍼스 상승분을 단 하루 만에 되돌렸습니다. 300MW 바다호스 라이선스는 용량을 추가하지만, IREN은 아직 데이터센터를 담보로 한 대출을 마무리하지 못했습니다. 애널리스트들의 12개월 목표가가 시사하는 바는 다음과 같습니다.",908,"\u002Fblog\u002Firen-stock-fell-8-in-a-day-after-its-spain-campus-rally-heres-what-wall-streets-targets-imply","iren-stock-fell-8-in-a-day-after-its-spain-campus-rally-heres-what-wall-streets-targets-imply","images\u002F18_14404989fa4\u002F18_14404989fa4","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792717505\u002Fimages\u002F18_14404989fa4\u002F18_14404989fa4.png?_i=AA",{"altText":273},{"name":283,"slug":284,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":285},"Wiltone Asuncion","wiltonetikr",[],[287],{"name":288,"slug":289,"uri":290,"description":171,"postsCount":183},"주식 리뷰","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":183,"title":293,"date":294,"excerpt":295,"wordCount":296,"uri":297,"slug":298,"cloudinaryAssetId":299,"featuredImageOriginalUrl":300,"featuredImageMetadata":301,"author":303,"categories":305,"relatedPosts":307},"Hims & Hers 주가, 최대 규모 남성 건강 제품 출시 이후 거의 움직이지 않아. 11월 9일이 보여준 것은 다음과 같다","2026-10-23 07:15:00","Hims & Hers는 10월 21일에 주사용 및 경구용 테스토스테론을 출시했으며, 그 이후 주가는 거의 움직이지 않았습니다. 경영진은 8월에 이 출시를 약속했으며, 테스토스테론이 1억 달러의 연간화된 페이스(run-rate)에 도달할 것으로 예상합니다. 12월 31일 DEA 마감일과 11월 9일 실적 발표가 다음 시험대가 될 것입니다.",977,"\u002Fblog\u002Fhims-hers-stock-has-barely-moved-since-its-biggest-mens-health-launch-heres-what-november-9-has-to-show","hims-hers-stock-has-barely-moved-since-its-biggest-mens-health-launch-heres-what-november-9-has-to-show","images\u002F17_144048ee756\u002F17_144048ee756","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792717512\u002Fimages\u002F17_144048ee756\u002F17_144048ee756.png?_i=AA",{"altText":302},"Hims & Hers 주가, 최대 규모 남성 건강 제품 출시 이후 거의 움직이지 않아. 11월 9일이 보여준 것은 다음과 같다",{"name":283,"slug":284,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":304},[],[306],{"name":288,"slug":289,"uri":290,"description":171,"postsCount":183},[],{"id":183,"title":309,"date":310,"excerpt":311,"wordCount":312,"uri":313,"slug":314,"cloudinaryAssetId":315,"featuredImageOriginalUrl":316,"featuredImageMetadata":317,"author":318,"categories":320,"relatedPosts":322},"브로드컴 주가 4% 하락, 반도체주 하락세 속 10년 만의 VMware 인수 후 며칠 지나... 월가의 목표가가 말하는 것","2026-10-23 07:10:00","브로드컴은 10월 22일 반도체주가 하락에 따라 4.31% 하락했으며, 이는 일본에서 첫 10년간 VM웨어 계약을 체결한 지 며칠 지나지 않아 발생한 일입니다. 이익 예측은 계속 상승하고 있지만, 주가는 2월 수준보다 낮게 거래되고 있습니다.",903,"\u002Fblog\u002Fbroadcom-stock-fell-4-as-chip-stocks-slid-days-after-a-10-year-vmware-deal-heres-what-wall-streets-targets-say","broadcom-stock-fell-4-as-chip-stocks-slid-days-after-a-10-year-vmware-deal-heres-what-wall-streets-targets-say","images\u002F16-1_14404727574\u002F16-1_14404727574","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792717515\u002Fimages\u002F16-1_14404727574\u002F16-1_14404727574.png?_i=AA",{"altText":309},{"name":283,"slug":284,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":319},[],[321],{"name":288,"slug":289,"uri":290,"description":171,"postsCount":183},[],{"id":183,"title":324,"date":325,"excerpt":326,"wordCount":327,"uri":328,"slug":329,"cloudinaryAssetId":330,"featuredImageOriginalUrl":331,"featuredImageMetadata":332,"author":333,"categories":335,"relatedPosts":337},"Nebius 주식이 35억 달러 Citi 시설 발표 당일 7% 하락했습니다. AI 칩 부족이 얼마나 지속될지에 대한 CEO의 발언은 다음과 같습니다.","2026-10-23 07:00:00","Nebius는 10월 22일 35억 달러 규모의 364일 만기 Citi 시설을 발표한 날 7.23% 하락했으며, CoreWeave와 IREN은 2026년 최저치로 떨어졌습니다. 9월에 해당 회사의 CEO는 AI 컴퓨팅 공급이 수요를 따라잡는 대략적인 시기를 언급했습니다. 그 시기는 새로운 거래의 투자 회수 기간과 가깝습니다.",784,"\u002Fblog\u002Fnebius-stock-fell-7-the-day-it-announced-a-3-5-billion-citi-facility-heres-what-its-ceo-said-about-how-long-the-ai-chip-shortage-lasts","nebius-stock-fell-7-the-day-it-announced-a-3-5-billion-citi-facility-heres-what-its-ceo-said-about-how-long-the-ai-chip-shortage-lasts","images\u002F14-1_144045ee128\u002F14-1_144045ee128","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792717438\u002Fimages\u002F14-1_144045ee128\u002F14-1_144045ee128.png?_i=AA",{"altText":324},{"name":283,"slug":284,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":334},[],[336],{"name":288,"slug":289,"uri":290,"description":171,"postsCount":183},[],{"id":183,"title":339,"date":340,"excerpt":341,"wordCount":342,"uri":343,"slug":344,"cloudinaryAssetId":345,"featuredImageOriginalUrl":346,"featuredImageMetadata":347,"author":348,"categories":350,"relatedPosts":352},"머크, 유럽에서 키트루다의 방광암 적응증 확대 승인. ESMO 데이터에서 보여야 할 것은 다음과 같습니다","2026-10-22 21:00:00","유럽이 키트루다와 패드세브 병용 요법을 시스플라틴 적격성과 무관하게 방광암 환자로 확대했습니다. 3일 후, ESMO에서 머크의 암 백신이 연구 책임자가 설정한 기준을 통과하는지 여부가 공개됩니다.",836,"\u002Fblog\u002Fmerck-won-a-wider-eu-bladder-cancer-label-for-keytruda-heres-what-its-esmo-data-needs-to-show","merck-won-a-wider-eu-bladder-cancer-label-for-keytruda-heres-what-its-esmo-data-needs-to-show","images\u002F13-7_1439568ebea\u002F13-7_1439568ebea","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792700551\u002Fimages\u002F13-7_1439568ebea\u002F13-7_1439568ebea.png?_i=AA",{"altText":339},{"name":283,"slug":284,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":349},[],[351],{"name":288,"slug":289,"uri":290,"description":171,"postsCount":183},[]]