CVS CVS Health Corporation Loading... : Bullish and Bearish Analyst Opinions
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23:17
Aug 25
Aug 25
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.
LOW
23:15
Aug 25
Aug 25
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.
LOW
16:50
Aug 14
Aug 14
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.
MED
15:39
Aug 13
Aug 13
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.
MED
12:30
Aug 11
Aug 11
Long-standing relationship with CVS spans distribution, Red Oak generic sourcing JV, and other services, indicating deep integration.
HIGH
08:06
Aug 06
Aug 06
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
Aug 05
Aug 05
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
Aug 05
Aug 05
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
Aug 05
Aug 05
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
Aug 05
Aug 05
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.
HIGH
11:58
Aug 05
Aug 05
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
Aug 05
Aug 05
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
Aug 05
Aug 05
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
Jul 30
Jul 30
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.
HIGH
17:13
Jul 27
Jul 27
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
Jul 21
Jul 21
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.
LOW
23:41
Jul 21
Jul 21
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.
MED
21:32
Jul 16
Jul 16
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.
HIGH
23:47
Jul 09
Jul 09
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.
HIGH
23:44
Jul 01
Jul 01
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.
HIGH
17:00
Jun 11
Jun 11
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.
MED
14:04
May 20
May 20
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.
MED
01:44
May 08
May 08
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.
HIGH
00:18
May 07
May 07
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.
HIGH
12:30
May 06
May 06
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.
MED
12:00
May 06
May 06
Management raised full-year 2026 adjusted EPS guidance following a strong Q1, driven by margin recovery at Aetna and the pharmacy businesses.
HIGH
00:32
May 02
May 02
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.
HIGH
23:43
May 01
May 01
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.
MED
12:00
Apr 29
Apr 29
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.
MED
13:53
Apr 24
Apr 24
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.
HIGH
About CVS Analyst Coverage
Buzzberg tracks CVS (CVS Health Corporation) across 19 sources. 23 bullish vs 1 bearish calls from 37 analysts. Sentiment: predominantly bullish (41%). 54 total trade ideas tracked. Latest voices: Jim Cramer, CryptoCondom, Thread Guy.