BUZZ-Street View: CVS powers its turnaround score amid Medicare pressure

Reuters
Feb 11
BUZZ-Street View: CVS powers its turnaround score amid Medicare pressure

** Health insurer CVS Health CVS.N on Tuesday reaffirmed the 2026 earnings and revenue outlook it issued in December, while suggesting it could surpass those targets as its turnaround gains traction

** Median PT of 29 brokerages covering the stock is $95 - data compiled by LSEG

CVS RIDES THE MEDICARE WAVE

** Truist Securities ("buy," PT: $98) says CVS is well-positioned on the regulatory front due to its transparency and affordability efforts, and remains upbeat about the co's integrated offerings and momentum heading into 2026

** Morgan Stanley ("overweight," PT: $93) says CVS keeping its FY26 guidance shows the turnaround remains on track despite uncertainty for managed-care firms

** RBC Capital Markets ("outperform," PT: $93) says it sees CVS as the best-positioned managed-care firm, citing momentum in its Medicare Advantage margins and its strong 2026 Stars ratings

** BofA Global Research ("buy," PO: $95) says CVS has several ways to support overall growth and adds that it remains positive on its long-term strategy

(Reporting by Kanishka Ajmera in Bengaluru)

((Kanishka.Ajmera@thomsonreuters.com))

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