NYSE:CVS
CVS Health Corp (CVS)
Financials 
Technical Analysis 
Jul 2, 2026, 12:00 amThis summary was created by AI, based on 9 opinions in the last 12 months.
CVS Health Corp has recently shown promising signs of recovery, with a notable increase in earnings and revenues leading to a significant share price jump. While some analysts praise the turnaround story attributed to effective management and a strategic pivot towards health services, caution is advised due to the persistent challenges in the retail pharmacy sector and overall weak visibility in quarters ahead. The stock appears to be undervalued compared to its peers, particularly in the context of its healthcare sector rivals. Recent improvements in its managed care business are encouraging, coupled with an impressive performance in pharmacy sales, which have surged by 18% year over year. Overall, a mixed outlook persists, balancing optimism about its strategic shifts against the backdrop of previous performance declines.
Some of the big pharma concerns are real as President Trump is against drug pricing. Ultimately he does not think it will be devastating. He likes the industry, but prefers others like Walgreens.
Gordon Reid
John KimJohn Kim
Ross Healy
He sold it. They're a vertically integrated company, but then they bought insurers, Aetna, to go from a drug store to healthcare. The latter is difficult to pull off. Also, there's the Amazon threat to enter healthcare. He needs to see they they are integrating Aetna well with a lot of capex going into their stores.
He's lost money on this. A complicated company. Their pharma operation is easy to understand, but Amazon poses a big risk to these companies. Big.
The Aetna purchase hasn't officially closed; there's another round of court hearings in July then the judge decides. He expects it to pass. The companies have already integrated. He loves this integration. Low valuation that pays a nice yield just below 4%. (Analysts’ price target is $69.97)
John Kim
She does hold it in its growth portfolios. The company is going through a lot of change and is facing greater scrutiny on its operations. It only trades at 8 times forward earnings. She thinks they have the assets to offer affordable health care. They are trying to increase transparency. If you have a long term time horizon you could but it here. They offer mail delivery to compete with Amazon.
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