The Cigna Group (CI): A Bull Case Theory
From Yahoo Finance: 2025-05-30 01:07:00
The Cigna Group (CI) is trading at $312.68 with a trailing P/E of 17.43 and a forward P/E of 10.65. A new deal with Eli Lilly and Novo Nordisk may disrupt the GLP-1 market, but reinforces Cigna’s position as the fourth-largest PBM in the U.S.
Hims, a vertically integrated healthcare platform, benefits from the inflationary environment created by PBMs. They anticipate $750 million in 2025 weight loss revenue and offer lower-cost solutions. Hims’s evolving platform is well-positioned to address various health needs and compete with traditional PBM models.
Cigna’s recent $3.7B asset sale and plans to repurchase shares demonstrate strong execution and undervaluation. With reduced political risk around PBMs, Cigna remains poised for upside potential. Stock has risen by 13.23% as of May 2025, following a bullish thesis by Tsachy Mishal.
The Cigna Group (CI) is not among the 30 Most Popular Stocks Among Hedge Funds, with 72 hedge fund portfolios holding CI at the end of the fourth quarter. While CI shows potential, some AI stocks offer greater promise for higher returns in a shorter timeframe. Check out the report on the cheapest AI stock for more options.
Read more: The Cigna Group (CI): A Bull Case Theory