UnitedHealth: Should You Be Greedy When Everyone Else Is Fearful?

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While many investors focus on tariffs and trade policy volatility in Washington, one of the largest healthcare stocks is experiencing unrelated volatility: UnitedHealth down more than 50% from peak.

With over 50 million members and revenue exceeding $400 billion in 2024, UnitedHealth Group (UNH) is one of the world's largest healthcare conglomerates - owning both insurance (UnitedHealthcare) and health tech (Optum).

UNH stock was once seen as the “ideal defensive stock” with non-stop growth through multiple market cycles, becoming a cornerstone of numerous long-term investment funds.

However, in just the past few months, UnitedHealth has lost all gains from 5 years of growth.

Stock down more than 50% from peak, falling to the lowest level since April 2020
CEO Andrew Witty resigns, company withdraws 2025 earnings guidance
A criminal investigation into the Medicare Advantage program is launched
And even, the company faces shock from the assassination of health insurance executive Brian Thompson

With such a relentless plunge, many investors are starting to wonder: Is this an opportunity to “catch the bottom” of a high-quality stock - or a signal of uncontrollable long-term risk?

In this article, Viet Hustler will analyze with you the full picture of the business model, competitive advantages, outlook, and investment risks of UnitedHealth Group.