
CVS Health (CVS) Stock Forecast & Price Target
CVS Health (CVS) Analyst Ratings
Bulls say
CVS Health's diverse healthcare service portfolio is underscored by robust revenue growth, with Health Services revenue increasing by 11.6% year-over-year to $49.27 billion, significantly exceeding expectations. The company's strength in the retail pharmacy sector is illustrated by a script share growth to approximately 28.9% and an overall increase in the customer base, contributing to resilient pharmacy and Consumer Wellness revenue, which grew by 11.7% year-over-year to $36.21 billion. Furthermore, positive operational trends, including improved pharmacy drug mix, prescription volume growth, and strategic acquisitions like Oak Street Health, support a favorable outlook for the company's future performance.
Bears say
CVS Health faces significant headwinds that contribute to a negative outlook, primarily due to challenges in generating material earnings per share (EPS) growth, as indicated by projected FY26 EPS being approximately 5% below current estimates. Financial metrics reveal a decline in segment adjusted operating income (AOI) by 7.0% year-over-year, alongside a decrease in claims processed, which dropped 1.8% year-over-year and fell short of expectations. Additionally, risks such as potential membership losses, escalating regulatory scrutiny, and shrinking retail market share due to heightened competition further exacerbate the company's financial challenges.
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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