NYSE:CVS

CVS Health Corp (CVS)

97.38
+0.32 (0.33%)
as of Jun 10, 2026, 4:19:46 pm Market Open.
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Investor Insights
star iconJun 10, 2026, 12:00 am

This summary was created by AI, based on 9 opinions in the last 12 months.

CVS Health Corp has seen a significant rise in its stock price, recently jumping 8% to reach a three-year high after beating earnings and raising its full-year forecast. Experts note that while the stock may appear cheap, caution is warranted as some underlying issues persist, particularly with visibility and execution. CVS is more than just a drug store chain; it is also a managed care company that is undergoing a transformation driven by strong leadership. Although the retail pharmacy space faces weaknesses, their health insurance segment is showing substantial improvement with notable revenue growth, leading to positive adjustments in guidance. Overall, CVS is viewed as a turnaround story that presents growth opportunities as competitors falter, and its valuation relative to earnings suggests that it may still have room to increase further.

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Consensus
Positive
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Valuation
Undervalued
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MRK
BUY
He still likes it and has for a long time. Sure, there will be frustrating periods owning this. He was patient with this, and now CVS shares are starting to climb, because the market views it as a healthcare provider, including insurance, and not just a drug store. They have 12,000 stores. Their Health Hub is set up to be an intermediate step for people to go before (or instead of) the emergency ward (i.e. high blood pressure), and HH's future looks bright.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Nov 26/20, Up 21.2%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with CVS has achieved its $82 objective. To be disciplined, we recommend covering 50% of the holding and trailing up the stop (from $57) to $70. This would all but guarantee a minimum investment return of 12%.
BUY
A preferable sector at this time. Strong earnings reported. Covid injection revenue expected to go down, but they're still expecting positive forward momentum. Well positioned. Has had a spike, but room to go higher at least into August.
COMMENT
They've been a vaccine hub for several months and they should've spurred traffic and sales. They report Tuesday. Every time they try to crash $77/share, it falls back. It could break through. He thinks the new CEO will have a good story to tell.
PAST TOP PICK

(A Top Pick Jun 29/20, Up 23%) Right place, right time. Purchase of Aetna has done well. Still reasonably priced. Solid execution. Will benefit as the health system transforms in the next years.

HOLD
A real health conglomerate. Vertically integrated. Inexpensive valuation, at less than 10x. Recent earnings moved the needle down. Market may have been disappointed on 2021 guidance. 12.5% free cashflow yield. An excellent opportunity. The vaccine rollout will be a major contributor to its financial success.
COMMENT

One of the cheapest stocks on the S&P. Amazon has challenged them as a drug store while competitors challenge them in the insurance side. If they raise their numbers and back that up with solid traffic projections, maybe a debt paydown, this stock could finally get the traction it deserves. They report Tuesday

TOP PICK
Impeccably well positions after their large acquisition. Loves pharmacies since they will offer more and more services. Trading at 10x earnings and currently paying down debts. Free cashflow is great. Expects double digit earnings growth for one of the premier healthcare company in the US. A growth company at 10x earnings is very cheap. (Analysts’ price target is $85.63)
TOP PICK

Known as a pharmacy, but the CEO has expanded it a lot. They bought insurer Aetna and are vertically integrated. Also own a pharmacy benefit manager, plus CVS operates 10,000 physical locations across the U.S., writing over a billion subscriptions annually. Currently, CVS is engaged in vaccine distribution. CVS trades at a cheap 10x PE and has a free cash flow yield of 13%. Well-managed. The market is starting to see this as more than just a drugstore chain. (Analysts’ price target is $85.17)

PAST TOP PICK
(A Top Pick Dec 18/19, Down 4%) They're very well-positioned to distribute vaccines. This year, capital flowed out of these names into big tech, so the stocks took a hit. He's very bullish CVS.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly CVS, the 2nd largest pharmacy in the US, recently came under pressure with the announcement of Amazon stepping into the pharmacy space. However, now trading at 11x earnings, CVS is good value here -- especially after announcing they are hiring 15,000 staff in Q4 to likely become a mass vaccine distributor. Recent earnings of $1.66 per share beat expectations of $1.34. Management raised guidance of annual 2020 earnings to $7.35-$7.42 per share, above analyst calls for $7.23. It pays a great dividend, backed by a 33% payout ratio. We would buy this with a stop-loss at $57, looking to achieve over $82 -- over 21% potential. Yield 2.96% (Analysts’ price target is $82.43)

PAST TOP PICK

(A Top Pick Nov 21/19, Down 9%) He has exited this stock a while ago. Amazon entering the pharma space is negative for CVS. The split congress is a relief for the healthcare space. The pull back is probably exaggerated. A holistic company and a value trade. 3% dividend. Prefers to look elsewhere for more growth.

SELL
This is a stock he once owned. This is a tough industry. Both pharma and front store. He thinks there are better places to invest.
BUY
A way to play the vaccine trade? CVS will benefit from people coming into their locations to get the Covid vaccine, because those customers will wind up buying stuff.
HOLD
Retail pharma and health insurance. Reported a pretty good quarter. Attractive multiple, still single digits. Healthcare reform was an overhang, but the divided Congress may dampen that reform. Earnings multiple should expand, and stock should do well in foreseeable future.
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