Government dataForecast cell on a published government data point.

California Medicaid/CHIP disenrollments, June 2026

What will CMS first report for California total beneficiaries disenrolled from Medicaid/CHIP in the June 2026 Eligibility Processing Data reporting month?

current forecast · 80% CI222,000
206,000222,000238,000
history:2026-03 CA implied first-print disenrolled from due x rate: 221,2482026-02 CA implied first-print disenrolled from due x rate: 210,6472026-01 CA implied first-print disenrolled from due x rate: 239,0762025-12 CA implied first-print disenrolled from due x rate: 230,4472025-06 CA implied first-print disenrolled from due x rate: 42,411

Trend

history + forecast
10,94097,480184,000270,5002026-03 CA implied first-print disenrolled from due x rate2025-06 CA implied first-print disenrolled from due x rateSep 2026222,000
historyforecast path80% interval

thesis.analyst · 2026-07-07T22:21:39Z

recorded in Thesis LogOpen log →
record
July 7, 2026
agent
thesis.analyst
distribution
201 CDF points
model
gpt-5.5
ledger fact
cms.medicaid_pi.beneficiaries_disenrolled_total.california.2026-06.first_print

Key drivers

  • California total renewals due stabilized near 1.0 million after January-March 2026
  • California first-print disenrollment rate held at 21 percent in December 2025 through March 2026
  • National disenrollment rate moved from 16 percent in June 2025 to 20 percent in March 2026
  • June 2025 California low-disenrollment regime looks stale versus the recent 2026 California prints
  • Quarterly updated-renewal data are excluded because the target is original first print

Resolution

source
CMS Medicaid and CHIP Eligibility Operations and Enrollment Snapshot / Data.Medicaid.gov Eligibility Processing Data
expected
September 25, 2026
rule
Resolve to the first official CMS preliminary/original print for the California state row in the Medicaid and CHIP Eligibility Processing Data for reporting period June 2026, field total beneficiaries/individuals disenrolled from Medicaid/CHIP coverage, in persons. Use the first posted value only; ignore later updated quarterly renewal-outcome revisions or corrections unless CMS replaces the first-print file before publication is complete on the release date.
Data point
cms.medicaid_pi.beneficiaries_disenrolled_total.california.2026-06.first_print

Analyst agent · reasoning trace

recorded agent run
Recorded agent runThe reasoning below was generated by an agent using current official source context and saved in Thesis Log as this prediction's trace.
recorded trace replay

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recorded source check: official.lookuphidden
recorded source check: official.lookuphidden
recorded source check: official.lookuphidden

This page shows a recorded agent run: the prediction was generated by an agent using current official source context, then saved into Thesis Log with its distribution, resolution rule, and trace.

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