
CVS Health (CVS) Stock Forecast & Price Target
CVS Health (CVS) Analyst Ratings
Bulls say
CVS Health operates a diverse range of healthcare services, highlighted by significant growth in same-store sales of 10.2% year-over-year and a robust performance from its acquisition of Oak Street, which experienced a 39% revenue growth. The company's pharmacy benefit management, driven by Caremark, shows strong utilization as evidenced by 75% of commercial members leveraging multiple elements of its transparency and affordability initiatives, contributing to a 13% growth in pharmacy revenue. Additionally, the healthcare delivery assets, especially with Signify's record in-home evaluations and a significant increase in Aetna memberships, underscore CVS's ability to enhance its service offerings and reinforce its growth trajectory in the healthcare market.
Bears say
CVS Health's stock outlook is negatively impacted by anticipated challenges in generating material EPS growth, specifically due to expected declines in Medicare Advantage (MA) membership and the need to exit underperforming products and geographies, with FY26 EPS projected to be approximately 10% below earlier estimates. Additionally, management forecasts a decline of 5-10% in MA membership and a contraction in Pharmacy & Consumer Wellness earnings, which aligns with the company's long-term guidance of a 5% decline, alongside the planned closure of 270 stores in 2025. The company's valuation is also expected to deteriorate to approximately 6.5x, paralleling its trough valuation experienced over the previous several years, reinforcing a challenging financial landscape.
This aggregate rating is based on analysts' research of CVS Health and is not a guaranteed prediction by Public.com or investment advice.
CVS Health (CVS) Analyst Forecast & Price Prediction
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