Sep. 10 at 7:57 PM
$HIT $CI Cigna is exiting the ACA individual market after 2026.
$CVS / Aetna already exited the ACA exchanges for 2026.
$CNC Health Net is now exiting traditional commercial group insurance in CA and OR.
Different markets, but the broader signal is similar: the economics of traditional health insurance are getting tougher and major carriers are reallocating where they want to compete.
For
$HIT, I think that makes AI enabled self-funded solutions worth watching. Employers still need coverage but the way that coverage is structured and distributed is evolving.