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Molina's 10-Q moves its two biggest Medicaid wins past the 2027 recovery the Street is pricing
The 10-Q moves the Georgia and Texas wins to late 2027 or 2028 while the Street raises targets on 2027 rates; the Florida children's contract is guided to a $1.50-per-share quarterly loss and about 700 autism providers say they are unpaid. The recovery-year revenue arrives after the recovery year.
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