CVS Health Corp (CVS) Buy, Sell or Hold

Home

Daily Stock Opinions and Ratings

CVS Health Corp (CVS)

104.72

-0.09 (0.09%)

as of Jul 2, 2026, 8:00:00 pm Market Open.

409 watching

Investor Insights

Jul 2, 2026, 12:00 am

This 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.

Consensus

Cautious

Valuation

Undervalued

Similar

WBA

DON'T BUY

He sold it. CVS bought Aetna--the combination of the two looked great. Sadly, CVS is having integration problems that could continue, and carry a lot of debt. He held on too long before he sold. If you own this, ride it out.

DON'T BUY

It's had a gut punch with negative earnigns revisions. CVS needs to prove itself for him to step in. The chart is broken. He won't go near this.

COMMENT

It is having a tough time. You are having a 3.3% dividend yield but some of the legacy retail and some of the PBM units are facing structural headwinds. It is going to take time.

COMMENT

He likes health care. It is a more defensive sector. This is not the best of bread on all metrics. They have a great balance sheet and they pay a good yield. They are not compelling, however.

WEAK BUY

He sees about a 21% upside and could see it test $85. He would be a weak buy here.

DON'T BUY

It has yield support of about 3%. Earnings are improving as they do the right things, leading to 8-10% growth. The retail space does not excite him. It has significant overhead resistance. There are better spaces to be in right now. He would look more towards medical devices rather than this space.

BUY

They're positioning themselves in vertical integration to succeed. They just closed the Aetna (insurer) purchase. CVS has 10,000 locations in the U.S. can capitalizing in healthcare by creating a clinic system within CVS locations to address non-emergency medical chronic issues (i.e. testing blood pressure). Most medical issues are not emergencies but they cost emergency rooms heavily. CVS helps address this problem.

HOLD

A poor performer. It is trading at a low valuation. He is taking a good hard look at the sector and this company. Looks cheap and it is in a growth area.

TOP PICK

Good base above $62. Buy at this point, which is the bottom of its range. $63.80 is the exit point. $8-10 upside from here. (Analysts’ price target is $89.62)

DON'T BUY

He bought it because of the extended, mobile delivery of services--it is a good idea. The Uber of healthcare. He owedn CVS for a couple years. But he's concerned about all the American pharmacies offering opiods, and he expects class-action lawsuits against the pharmacies. He's wary of this space and worried.

DON'T BUY

Two sides to it. Pharmacy benefit side (PBM) and the retail side. Doesn't like the pharmacy benefit side. Generics pricing is an headwind. They are doing a number of right things but there is nothing to get really excited about. Prefers UNH-N.

BUY

The healthcare stocks in the US have been quite volatile. The aging population likes their pharmacy and the pickup and delivery. This one is trading relatively cheaply and is a solid business. He thinks the grocery chains will buy them up. (Analysts’ price target is $92.00)

COMMENT

CVS or BAC? He owns both and struggles to pick one over the other. Building a portfolio with different balances makes sense. CVS is a little out of favour as it is being "Amazoned". However, they have 11,000 locations in the US and have set up mini-health clinics with nurses on staff -- a good differentiation. BAC has corrected and is now trading at recessionary levels (below book value) -- extreme levels not seen since 2008 and great value.

WATCH

He has always struggled with this one because it has struggled for so long. You have to pay attention to distributors. They are looking better. They are in the midst of a turnaround. You want to see it hang in, in the face of a tough market.

PAST TOP PICK

(A Top Pick Jun 01/18, Up 27%) It was so cheap this summer. The big news is that they have closed the AETNA acquisition and he thinks there is still room to move higher. The trend to lowering health care costs is possible and this is the combination to take advantage. He thinks it will trade over $100 next year.

Showing 256 to 270 of 464 entries

Most Recent Experts

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Ivana Delevska

Spear Advisors LLC

Jim Cramer - Mad Money

CNBC

Bruce Murray

The Murray Wealth Group

Joe Terranova

Virtus Investment Partners

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

CVS Health Corp (CVS)