NYSE:CVS

CVS Health Corp (CVS)

98.04
+0.98 (1.01%)
as of Jun 10, 2026, 7:59:58 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 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.

TOP PICK
Trades at book value, cheap now. They bought Aetna to get into healthcare. They have good plans reorganizing to get into this space seriously. Good upside. (Analysts’ price target is $70.48)
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