CVS Health Is Seeing Margin And App Momentum, Analyst Highlights

Benzinga_recent_news12-11

On Tuesday, CVS Health Inc. (NYSE:CVS) projected 2025 revenue of at least $400 billion versus the consensus of $394.59 billion, with operating income of $4.37 billion to $4.54 billion. The drug ...

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(NYSE:CVS) projected 2025 revenue of at least $400 billion versus the consensus of $394.59 billion, with operating income of $4.37 billion to $4.54 billion.\nThe drug ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/12/49313532/cvs-health-is-seeing-margin-and-app-momentum-analyst-highlights\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CVS","symbol_name":"西维斯健康","start_time":0,"source_url":"https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/12/49313532/cvs-health-is-seeing-margin-and-app-momentum-analyst-highlights","article_id":"2590193534","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2025/12/10/CVS-Pharmacy.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/12/49313532/cvs-health-is-seeing-margin-and-app-momentum-analyst-highlights","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2590193534","pubTimestamp":1765389420,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"CVS Health raises its 2025 revenue outlook as Bank of America highlights stronger margins, new tech investments, and momentum behind the company's upcoming unified app.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"CVS":"西维斯健康","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","BK4196":"保健护理服务","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","BK4581":"高盛持仓","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU1983299246.USD":"SCHRODER ISF HEALTHCARE INNOVATION \"A\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","BK4585":"ETF&股票定投概念","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","BK4504":"桥水持仓","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0432979614.USD":"JPM GLOBAL HEALTHCARE \"A\" ACC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU0006061336.USD":"Blackrock US Small and MidCap Opportunities A2 USD"},"translate_title":"分析师强调，CVS Health正在看到利润率和应用势头","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CVS":1.5},"content_text":"On Tuesday, CVS Health Inc. (NYSE:CVS) projected 2025 revenue of at least $400 billion versus the consensus of $394.59 billion, with operating income of $4.37 billion to $4.54 billion.\nThe drug retailer raised its sales guidance to at least $397.3 billion.\nBank of America said it attended CVS's investor day. Analyst Allen Lutz on Wednesday wrote, \"We come away incrementally positive on the enterprise growth trajectory. We also believe CVS's emerging consumer app makes CVS's pharmacy assets a differentiator that can drive structurally higher retention for Aetna and Caremark over time.\"\nAlso Read: CMS Unveils 2027 Rule To Refocus Medicare Advantage On Outcomes\nAnalyst Lutz said CVS remains firm on its plan to restore target margins at Aetna, even as its Medicare Advantage margin outlook has been reset to 3%–4% for 2025, down from 4%–5% in 2023.\nBofA reiterates the Buy rating on CVS, with a price forecast of $100.\nThe company is directing more capital into data and analytics to strengthen underwriting and sharpen pricing. Those capabilities already enabled CVS to spot early ACA exchange pressures in 2025 and exit the market quickly.\nManagement believes these investments will speed progress toward target margins and reduce volatility from new membership cohorts.\nAt its investor event, CVS Health unveiled a new suite of technology products and services centered on \"Engagement as a Service,\" aimed at creating an open, integrated consumer engagement platform across its businesses and select industry partners.\nBofA says CVS's retail pharmacy unit is positioned to speed up adoption of its consumer app, supporting higher long-term engagement and retention.\nThe company plans to launch a unified app in 2026 that brings together Aetna's medical benefits, Caremark's pharmacy benefits, and CVS' retail pharmacy services in a single platform.\nBaird maintains CVS Health with an Outperform and raises the price forecast from $82 to $92.\nMorgan Stanley maintains an Overweight rating for CVS Health and raises the price forecast from $89 to $93.\nMizuho maintains CVS Health with an Outperform and raises the price forecast from $88 to $95.\nBarclays maintains CVS Health with an Overweight rating and raises the price forecast from $87 to $93.\nPiper Sandler reiterates CVS Health with an Overweight rating and raises the price forecast from $99 to $101.\nCVS Price Action: CVS Health shares were up 1.09% at $79.28 at the time of publication on Wednesday, according to Benzinga Pro data.\nRead Next:\nPhoto via Shutterstock","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2590193534","isCrawlerRequest":true}