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NYSE:CVS

CVS Health Corp (CVS)

93.06
+0.14 (0.15%)
as of Aug 28, 2026, 8:00:00 pm Market Open.
411 watching
0
Investor Insights
star iconAug 28, 2026, 12:00 am

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

CVS Health Corp has garnered mixed reviews from experts, reflecting a complex outlook for the company. While recent earnings exceeded expectations and led to a significant share price increase, analysts remain cautious due to underlying challenges in its Caremark business and uncertainties surrounding visibility in earnings. The comparison with higher-quality growth stocks suggests that CVS may have more execution risk, even as its valuation appears cheaper relative to competitors. The company's shift towards a managed care model and the impact of its drugstore segment raises questions about its long-term performance. Overall, CVS could be a compelling option within its sector, especially when considering the potential for recovery and improvements in management strategy.

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Consensus
Cautious
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Valuation
Undervalued
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UNH
DON'T BUY
It is struggling with reimbursement risk and is a real political hot potato. The US Administration is looking for political wins going into elections and will likely target drug costs. He would step away right now. He wouldn't try to chase value.
BUY
He likes US healthcare, but there is political noise from America. He returned to this space in May, but through the Global Healthcare ETF, not CVS directly. He's playing US healthcare long-term, partially given aging demographics.
COMMENT

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.

PAST TOP PICK
(A Top Pick Aug 21/18, Down 14%) He still likes this very much. It is coming back because investors are starting to believe management. The model is a very integrated healthcare solution. He is a buyer for sure.
BUY
The chart is fine, bouncing above $55 in May/June and moving up. Fundamentals rank high, too. Get out if it falls below $55, but he expects it to rise above $65.
PAST TOP PICK
(A Top Pick Jun 21/19, Up 10%) They just reported and raised their guidance. The integration with a health insurer is going well, so investors are relieved. It's at a super-low valuation. He expects a good return. The stock is down this year because of American politics threatening this sector.
TOP PICK
Their last two earnings reports show that the integration is going well. Reception is going well for their new health hubs (integration pharmacy, wellness, primary care) starting in Texas, and will continue to add them across the States. (Analysts’ price target is $69.00)
TOP PICK
Nice turnaround. Working the merger into their new business plan. Latest earnings were nice, and stock popped. Lots of upside potential, and the stock is cheap. Not a lot of bad things happen to cheap stocks compared to the expensive ones. Yield is 3.39%. (Analysts’ price target is $69.00)
DON'T BUY
Too much debt that they will have to pay down in the next 5 years. Wouldn't buy it at this point.
COMMENT

It depends on your investment style. This business is okay. After buying Aetna, they trade at an 8-9x multiple, but they need to execute on this buy. CVS is okay at this multiple.

DON'T BUY

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.

DON'T BUY

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.

TOP PICK

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)

BUY ON WEAKNESS
Why own a big pharma chain? They're battling e-commerce and there are many many locations in the US. He has sees no value in this space. Avoid it.
BUY

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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