NYSE:CVS

CVS Health Corp (CVS)

97.08
+1.15 (1.20%)
as of Jun 8, 2026, 8:00:00 pm Market Open.
411 watching
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Investor Insights
star iconJun 8, 2026, 12:00 am

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

CVS Health Corp has made significant strides recently, outperforming earnings expectations and raising its full-year forecast, leading to an impressive stock jump. Despite a challenging landscape in the managed care sector, the CEO's effective management has resulted in a turnaround, with notable revenue growth across several business units. Analysts note that while the stock appears cheap, this may be attributed to underlying concerns, particularly in the retail pharmacy space. There is cautious optimism as the health insurance side of the business has begun to show positive momentum, translating into strong revenue increases and a promising outlook. With a favorable dividend and a relatively low price-to-earnings ratio, CVS could have room for further appreciation, but investors should remain vigilant of ongoing execution risks.

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Consensus
Cautious
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Valuation
Undervalued
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BUY

(Market Call Minute) drugstore and a pharmacy benefit manager and they are clicking along on all cylinders.

COMMENT
This is really a combination of 2 companies. Pharmacy benefit manager and drugstores. About two thirds of the revenue come from the backend store and one third from the front of the store. There is more profitability in the US.
COMMENT
Likes drugstore retailing in the US but prefers Walgreen (WAG-N) because it is more focused on drugstore real estate.
DON'T BUY
Retail drugstore chain and pharmacy benefit company. Last earnings report was disappointing. Reported that the pharmacy benefit side was going to recede and there are questions if the model is working.
TOP PICK
Like the Shoppers Drug Mart of the US. Benefiting from an aging population. Generics are growing and retail pharmacies make more money off generics then branded drugs. Continuing to grow. Weak competition.
TOP PICK
Became interested when they bought the other side of Ekerds. Had a very positive experience. Very aggressive in rebranding them and have had tremendous earnings growth off of that. Growth through acquisitions as well as internal growth.
WEAK BUY
Many of the drugstore stocks have had a tough time. This one is a very well operated outfit. Technically it is performing quite well. Prefers other parts of retail.
BUY
CVS is a very good company.
BUY
The largest drugstore chain in North America. This and Walgreens dominate the US market. A good business with high profit margins. Just did some new acquisitions and they are good at integrating these. Try to buy at $27 or lower.
TOP PICK
Includes about 1500 drugstores. Their main competitor is Walgreens that has a valuation of almost twice this stock. Had some problems a year ago, but the price dropped more than it should have.
TOP PICK
Have had to sell some stores , but management has righted the ship.Have now added 200 stores.Stock is ridiculously cheap.
PAST TOP PICK
A top pick on Mar 18. Down 6%) Still likes. Risk/reward is good.
TOP PICK
Getting better.
DON'T BUY
Had disappointing earnings last 2 quarters. Prefers Walgreen.
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