Analyst on UnitedHealth (UNH): CEO Hemsley a ‘Ninja’ But Doesn’t Mean Stock is ‘Attractively Priced’

We recently published 10 Buzzing News to Watch as Investors Look for Best AI Stocks Amid Fed Rate Cuts. UnitedHealth Group Incorporated (NYSE:UNH) is one of the best AI stocks amid Fed rate cuts.

Stephen Weiss, the Chief Investment Officer and Managing Partner of Short Hills Capital Partners, said in a recent program on CNBC that UnitedHealth Group Inc (NYSE:UNH) CEO Stephen Hemsley is a “ninja” and can turn the company around. However, he questioned the stock’s valuation:

“So that’s one place, but as far as service companies, I think it’s very difficult despite the move that we’re seeing in UnitedHealth again today, a huge move. And that’s really—the price target upgrade is really in response to what the stock’s done, not to what the fundamentals are, because they’ve been in the quiet period. Now, I’ll bet on Hemsley, and I am—Steve Hemsley, who’s come back, who stepped away from CEO, was chairman, now has come back to both roles. He’s a ninja. He’s going to get it right, but it doesn’t mean that the stock is attractively priced here.”

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LRT Global Opportunities Strategy stated the following regarding UnitedHealth Group Incorporated (NYSE:UNH) in its third quarter 2025 investor letter:

“UnitedHealth Group Incorporated (NYSE:UNH) stands as the premier, category-defining enterprise in the United States healthcare sector. The company has built an unparalleled competitive moat by uniquely combining a dominant health benefits platform, UnitedHealthcare, with a rapidly growing and diversified health services business, Optum. This integrated model creates a powerful, self reinforcing ecosystem that is fundamentally reshaping the delivery and management of healthcare, establishing UnitedHealth as a truly elite and durable compounding enterprise.

While we acknowledge the potential of UNH as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.

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