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00:02Morgan Stanley named UnitedHealth its top pick in the managed care sector Thursday,
00:08citing the company's AI adoption as a key driver of future earnings growth,
00:12according to an investor note. Analyst Aaron Wright named UnitedHealth her top pick,
00:18citing AI-driven revenue opportunities, operational improvements, and earnings expansion potential.
00:24Wright identified two tailwinds for managed care. Softening utilization trends are lifting stocks,
00:29and AI adoption is driving revenue with cost gains that could produce roughly 45% average
00:34earnings per share upside. The firm said healthcare is well-suited for AI,
00:39given its large data volumes and manual processes. UnitedHealth and CVS Health are currently
00:45reinvesting AI-related savings rather than flowing gains to earnings. Shares were down by 0.78%
00:52at $396.34 in Monday's pre-market trading, according to data from Benzinga Pro.
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