CVS CVS Health Corporation Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
23:17
25 авг
25 авг
The author questions whether CVS Caremark actually saves users money.
The author questions whether CVS Caremark actually saves users money, a skeptical inquiry without a directional trade call.
Низ.
23:15
25 авг
25 авг
Cramer questions CVS Caremark structure, no stance
Cramer raises a question about CVS's captive PBM Caremark in a broader discussion, but expresses no directional view or position.
Низ.
16:50
14 авг
14 авг
CVS underperforms as medicine personalizes
Short CVS as K-shaped economy accelerates rotation toward expensive personalized medicine and immunotherapies, structurally eroding demand for mass-market consumer pharmacy/retail health outlets.
Сред.
15:39
13 авг
13 авг
Ten-year consolidation and peptide distribution support CVS.
The stock has been in a massive 10-year consolidation and looks technically primed for a breakout, potentially benefiting as a distributor in the peptide and weight-loss drug trade.
Сред.
12:30
11 авг
11 авг
Long-standing relationship with CVS spans distribution, Red Oak generic sourcing JV, and other services, indicating deep integration.
Выс.
08:06
06 авг
06 авг
CVS Health's profit outlook overshadowed a strong quarterly report.
CVS Health's profit outlook overshadowed a strong quarterly report, causing shares to fall in market reaction.
17:54
05 авг
05 авг
Seeking Alpha highlights CVS Health's Q2 beat and raised guidance but maintains a neutral Hold.
Seeking Alpha highlights CVS Health's Q2 beat and raised guidance but maintains a neutral Hold rating due to regulatory and drug pricing headwinds.
14:05
05 авг
05 авг
CVS Health raises its full-year profit guidance after second-quarter earnings exceeded Wall.
CVS Health raises its full-year profit guidance after second-quarter earnings exceeded Wall Street analyst estimates.
12:37
05 авг
05 авг
Pre-market movers show mixed reactions to earnings.
Pre-market movers show mixed reactions to earnings, with Shopify surging over 21% on strong growth while AMD and SPCX fall on higher-than-expected AI capital spending.
12:00
05 авг
05 авг
Management is highly confident in their operational turnaround, raising full-year EPS and cash flow guidance significantly on the back of strong Medicare Advantage margin recovery and retail pharmacy performance.
Выс.
11:58
05 авг
05 авг
Premarket movers report shows Nvidia leading Mag 7 higher on SpaceX AI partnership while Tesla.
Premarket movers report shows Nvidia leading Mag 7 higher on SpaceX AI partnership while Tesla lags, with mixed earnings-driven moves across AMD, Arista, Booking, CVS, Digital Turbine, Elanco, Everus, Flutter, Kratos, Match, NYT, Pinterest, Shopify, and SpaceX.
10:44
05 авг
05 авг
CVS Health reports massive Q2 earnings beat with adjusted EPS of 2.58 dollars versus 1.85.
CVS Health reports massive Q2 earnings beat with adjusted EPS of 2.58 dollars versus 1.85 expected and raises full-year guidance.
10:35
05 авг
05 авг
CVS Health reports strong Q2 2026 earnings with adjusted EPS and revenue beating estimates.
CVS Health reports strong Q2 2026 earnings with adjusted EPS and revenue beating estimates while raising full-year guidance.
20:30
30 июл
30 июл
The success of the CVS-backed real-world study validates the value proposition of CGM in type 2 non-insulin patients, potentially reinforcing CVS's own PBM formulary decisions and supporting its cost-savings narrative.
Выс.
17:13
27 июл
27 июл
Dark pool premium data shows Financial Services and Healthcare stocks have the largest prints.
Dark pool premium data shows Financial Services and Healthcare stocks have the largest prints this month, shifting focus from tech.
23:46
21 июл
21 июл
CVS unique drugstore-insurer combo.
CVS is the only real drugstore left and also owns Aetna health insurance, giving it two ways to win. It's a diversified, cheap, non-tech stock.
Низ.
23:41
21 июл
21 июл
Only drugstore-insurer combo, unique position
CVS is the only real drugstore left and also provides health insurance through Aetna, giving it a unique diversified healthcare model.
Сред.
21:32
16 июл
16 июл
Buy Medicare Advantage insurers on cost decline.
Healthcare cost trends are declining significantly, prompting a shift from hospitals to managed care insurers. UnitedHealth's Q2 earnings cleared a key underwriting hurdle, improving near-term visibility, and Medicare Advantage margins are improving. He recommends focusing on Medicare Advantage plans with pure earnings power: UnitedHealth, CVS, Alignment Health, Humana.
Выс.
23:47
09 июл
09 июл
CVS Aetna advantage, strong buy.
CVS is a strong buy. The competitive landscape has cleared—Walgreens is struggling and Rite Aid is gone. Only real competitor is Amazon, but CVS owns Aetna health insurance, which Amazon lacks. Aetna is crushing it, giving CVS a unique advantage.
Выс.
23:44
01 июл
01 июл
Health insurers and drug distributors are undervalued.
Health insurers and drug distributors deserve to trade higher. Cardinal Health had a great quarter obscured by sector rotation, and CVS gains will be long-lasting.
Выс.
17:00
11 июн
11 июн
CVS deeply undervalued on sum-of-parts basis.
CVS Health (CVS) has sold off dramatically due to concerns over its PBM and insurance businesses, but the stock trades at an extremely cheap valuation on a sum-of-the-parts basis, offering deep value.
Сред.
14:04
20 мая
20 мая
Buy CVS as GLP-1 drugs reduce cost of care for Medicare Advantage insurers.
Buy CVS as GLP-1 drugs reduce cost of care for Medicare Advantage insurers; declining medical costs are expanding margins, supported by strong short- and long-term price momentum.
Сред.
01:44
08 мая
08 мая
Traderstewie expresses bullish outlooks on UNH targeting $400, COST targeting $1100 minimum.
Traderstewie expresses bullish outlooks on UNH targeting $400, COST targeting $1100 minimum, and CVS targeting at least $100 based on technical patterns.
Выс.
00:18
07 мая
07 мая
CVS is cheaper after earnings beat.
CVS Health reported a huge earnings beat and raised full-year guidance. CEO David Joiner is executing a successful turnaround, improving Medicare Advantage pricing and reducing friction. Despite the stock's 7.7% jump, earnings growth makes it cheaper, not more expensive. It's the right thing to buy.
Выс.
12:30
06 мая
06 мая
The speed of brand-to-biosimilar conversions at a large mail-order pharmacy customer was faster than anticipated, meaningfully reducing revenue growth but not operating income. — This suggests PBMs and mail-order pharmacies are insourcing biosimilar distribution faster than expected, which could pressure revenue for wholesale distributors but may not hurt their long-term profits.
Сред.
12:00
06 мая
06 мая
Management raised full-year 2026 adjusted EPS guidance following a strong Q1, driven by margin recovery at Aetna and the pharmacy businesses.
Выс.
00:32
02 мая
02 мая
CVS set for good quarter, CEO fixed company
CVS Health is expected to report a good quarter thanks to CEO David Joyner's turnaround efforts, the closure of Rite Aid, and Walgreens' struggles, plus Aetna's strong numbers buried within CVS.
Выс.
23:43
01 мая
01 мая
CVS will deliver good quarters.
CVS will deliver good results for a quarter or two because CEO David Joyner fixed the company while competitors struggle, and Aetna numbers are strong within CVS.
Сред.
12:00
29 апр
29 апр
Humana is preparing for the 2027 bid with a need for larger benefit cuts than the prior year, explicitly stating the 'gap between funding and medical cost trend is larger going into this bid season than it was a year ago.' This indicates a worsening funding environment for the Medicare Advantage industry as a whole. — This signals a potential industry-wide struggle to maintain margins and could lead to more aggressive benefit cuts or premium increases across the sector, potentially impacting membership growth and valuation multiples for competitors like UNH and CVS.
Сред.
13:53
24 апр
24 апр
CVS cheap with competitive advantage.
CVS is a solid company trading at only 11 times earnings, owns Aetna (a strong insurance business), and benefits from disappearing competition as Rite Aid and Walgreens retreat, making it a value play in healthcare.
Выс.
Об аналитическом покрытии CVS
Buzzberg отслеживает CVS (CVS Health Corporation) в 19 источниках. Бычьих сигналов: 23, медвежьих: 1, от 37 аналитиков. Сентимент преимущественно бычий (41%). Всего отслеживаются 54 торговые идеи. Последние спикеры: Jim Cramer, CryptoCondom, Thread Guy.