Centene Corporation (CNC) — What Changed

Material changes in the AI committee's view · 28 events tracked · Detected nightly

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2026-07-31 MAJOR
▲ Agreement Shift

CNC's Committee agreement moved from 50.00% to 66.70% (+16.70pp, 1 day(s) apart).

50.00 → 66.70 (+16.7)

2026-07-31 MINOR
▼ Score Change

CNC's Committee score moved from 58.93 to 56.43 (-2.50, 1 day(s) apart).

58.93 → 56.43 (-2.5)

2026-07-31 MATERIAL
— Conviction Change

CNC's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-30 MATERIAL
▼ Agreement Shift

CNC's Committee agreement moved from 60.00% to 50.00% (-10.00pp, 1 day(s) apart).

60.00 → 50.00 (-10.0)

2026-07-30 MINOR
▼ Score Change

CNC's Committee score moved from 63.91 to 58.93 (-4.98, 1 day(s) apart).

63.91 → 58.93 (-5.0)

2026-07-30 MATERIAL
— Conviction Change

CNC's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-28 MINOR
▼ Agreement Shift

CNC's Committee agreement moved from 66.70% to 60.00% (-6.70pp, 1 day(s) apart).

66.70 → 60.00 (-6.7)

2026-07-28 MINOR
▲ Score Change

CNC's Committee score moved from 61.32 to 63.91 (+2.59, 1 day(s) apart).

61.32 → 63.91 (+2.6)

2026-07-18 MINOR
▲ Agreement Shift

CNC's Committee agreement moved from 60.00% to 66.70% (+6.70pp, 1 day(s) apart).

60.00 → 66.70 (+6.7)

2026-07-18 MINOR
▼ Score Change

CNC's Committee score moved from 63.75 to 60.02 (-3.73, 1 day(s) apart).

63.75 → 60.02 (-3.7)

2026-07-17 MINOR
▲ Agreement Shift

CNC's Committee agreement moved from 57.10% to 60.00% (+2.90pp, 1 day(s) apart).

57.10 → 60.00 (+2.9)

2026-07-17 MATERIAL
▲ Score Change

CNC's Committee score moved from 57.56 to 63.75 (+6.19, 1 day(s) apart).

57.56 → 63.75 (+6.2)

2026-07-17 MATERIAL
— Conviction Change

CNC's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-17 MAJOR
— Rating Change

CNC moved from Watch to Buy (1 day(s) apart).

Watch → Buy

2026-07-16 MATERIAL
▲ Agreement Shift

CNC's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).

42.90 → 57.10 (+14.2)

2026-07-16 MINOR
▼ Score Change

CNC's Committee score moved from 58.18 to 57.56 (-0.62, 1 day(s) apart).

58.18 → 57.56 (-0.6)

2026-07-15 MINOR
▼ Agreement Shift

CNC's Committee agreement moved from 50.00% to 42.90% (-7.10pp, 1 day(s) apart).

50.00 → 42.90 (-7.1)

2026-07-15 MATERIAL
▼ Score Change

CNC's Committee score moved from 63.49 to 58.18 (-5.31, 1 day(s) apart).

63.49 → 58.18 (-5.3)

2026-07-15 MAJOR
— Rating Change

CNC moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-14 MAJOR
▼ Agreement Shift

CNC's Committee agreement moved from 66.70% to 50.00% (-16.70pp, 1 day(s) apart).

66.70 → 50.00 (-16.7)

2026-07-14 MINOR
▼ Score Change

CNC's Committee score moved from 66.46 to 63.49 (-2.97, 1 day(s) apart).

66.46 → 63.49 (-3.0)

2026-07-14 MATERIAL
— Conviction Change

CNC's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-13 MATERIAL
▼ Agreement Shift

CNC's Committee agreement moved from 80.00% to 66.70% (-13.30pp, 1 day(s) apart).

80.00 → 66.70 (-13.3)

2026-07-13 MINOR
▼ Score Change

CNC's Committee score moved from 69.91 to 66.46 (-3.45, 1 day(s) apart).

69.91 → 66.46 (-3.5)

2026-07-13 MATERIAL
— Conviction Change

CNC's Committee conviction moved from high to moderate (1 day(s) apart).

high → moderate

2026-07-10 MINOR
▼ Agreement Shift

CNC's Committee agreement moved from 75.00% to 66.70% (-8.30pp, 3 day(s) apart).

75.00 → 66.70 (-8.3)

2026-07-10 MINOR
▼ Score Change

CNC's Committee score moved from 67.56 to 65.37 (-2.19, 3 day(s) apart).

67.56 → 65.37 (-2.2)

2026-07-10 MATERIAL
— Conviction Change

CNC's Committee conviction moved from high to moderate (3 day(s) apart).

high → moderate

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →