Bernstein Bullish on The Cigna Group (CI) Amid Leadership Change and Improved Backdrop

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As of March 27, 2026, The Cigna Group (NYSE:CI) enjoys the assurance of astir 90% of covering analysts who support bullish ratings connected the stock. Based connected the expert consensus, the banal boasts an astir 30% upside potential.

Similar optimism echoed astatine Bernstein, wherever analysts expect the stock’s valuation aggregate to expand. Analyst assurance stems from drivers specified arsenic the PBM betterment bill, the FTC settlement, The Cigna Group (NYSE:CI)’s antecedently announced PBM exemplary changes, and its guidance tied to those changes.

With this concern thesis, Bernstein boosted its 2027-2030 EPS estimates, upgrading The Cigna Group (NYSE:CI) from “Market Perform” to “Outperform.” As of March 12, 2026, the steadfast maintains a $358 terms target. For the existent year, it kept its EPS estimates unchanged.

Recently, The Cigna Group (NYSE:CI) announced a enactment change, nether which CEO David Cordani volition retire, and Brian Evanko volition win him. While the succession was inevitable, the timing of the determination was criticized by Barclays analysts earlier this month, who cited the company’s aboriginal signifier successful its multi-year PBM transformation.

Around the aforesaid time, Piper Sandler’s analysts remained successful favour of the PBM exemplary changes, seeing little risky concern dynamics pursuing the change. Analysts further added that the company’s rebate-free pharmacy benefits exemplary aligns with the 2025 Consolidated Appropriations Act and the FTC settlement. The steadfast chopped its terms people connected The Cigna Group (NYSE:CI) from $374 to $370 and reiterated an “Overweight” rating.

The Cigna Group (NYSE:CI) operates arsenic a planetary wellness services supplier that offers pharmacy payment management, specialty pharmacy, attraction delivery, and aesculapian security solutions done its Evernorth Health Services and Cigna Healthcare segments worldwide.

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