CVS Health Stock News

CVS Health Corporation (CVS) Analyst/Investor Day Prepared Remarks Transcript

CVS Health's (NYSE: CVS) latest results affirm several points: their sales and adjusted profits remain stable, and they are adjusting their forecasts upward. Nonetheless, the quality of their profits and elevated debt still render the stock a “cheap but risky” option, rather than a definitive bargain.

CVS wants investors to know it sees bigger profits ahead, and has new AI plans.

CVS Health is positioned for continued outperformance, with a strong turnaround driving industry-leading results and a reiterated "Buy" rating. CVS's Q3 showed 7.8% revenue growth, 47% adjusted EPS growth, and significant margin improvement, reversing prior underperformance versus peers. Investor Day guidance signals robust EPS growth through 2028, led by Healthcare Benefits and a focus on prof...

Famed investor Jim Cramer says he “salutes” DaviCVSd Joyner after CVS Health (NYSE: CVS) raised its profit guidance for 2026 – reinforcing the new management's turnaround plan is starting to bear fruit.

CVS Health Corporation is a top S&P 500 performer in 2025, up 78% YTD, with strong operational and financial momentum. I reiterate a Buy rating for CVS, raising my intrinsic value target to $93, based on 2026 EPS guidance and a 13x multiple. Management projects mid-teen EPS growth, robust cash flow, and improved margins across all business segments through 2028.

CVS Health's stock was up about 4% at the market open on Tuesday after the company boosted its revenue and profit guidance for the year and detailed its full-year expectations for 2026.

CVS Health Corp (NYSE:CVS) shares moved higher on Tuesday after raising its full-year 2025 financial guidance during its Investor Day event, reflecting stronger performance across its health care businesses. The company now expects 2025 revenue of at least $400 billion, up from a prior forecast of $397.3 billion.