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Wall Street says ‘nice stock’
United Therapeutics is getting the kind of attention every company likes to brag about: 13 analysts now call it a Moderate Buy, with an average 1-year price target of $601.50. UBS, Raymond James, and a few others have been lifting targets, which is analyst-speak for “we still like the story, please keep the good quarter streak alive.”
But the insider-selling subplot is doing some side-eye
This is where the plot thickens. The article also points out that insiders have been selling — including CEO Martine Rothblatt and EVP Paul Mahon — adding to a broader wave of insider dispositions over the past three months. Insider selling isn’t automatically a red flag, but when it shows up alongside a big valuation and a premium stock price, investors usually start doing a little more math.
Why you should care
United Therapeutics already posted a quarter with EPS of $7.70, topping estimates, even though revenue came in a bit light at $790.2 million. So the company has some real operational muscle here — the analyst love reflects that — but the stock is also trading like a high-expectations name, which means any stumble can get punished fast.
Big picture
For investors, this is basically the classic Wall Street combo meal: upbeat price targets, strong earnings, and a side of insider selling. Not enough to scream alarm, but enough to keep your eyebrows slightly raised while the stock tries to justify its price tag.