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Managed Care Margin Recovery And Healthcare Benefits Will Shape Industry Prospects

Published
18 Jul 24
Updated
25 Oct 25
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AnalystConsensusTarget's Fair Value
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1Y
41.1%
7D
-5.0%

Author's Valuation

US$86.29.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 25 Oct 25

Fair value Increased 2.87%

Analysts have raised their fair value estimate for CVS Health to $86.20. This modest increase is supported by greater earnings visibility and expectations for margin recovery in the managed care sector.

Shared on 10 Oct 25

Fair value Increased 2.09%

Digital Health Transformation And Integrated Care Will Expand Reach

Analysts have raised their price target for CVS Health, increasing it by nearly $2 to approximately $84 per share. They cite improved earnings visibility and strengthening fundamentals in the healthcare sector as key reasons for the change.

Shared on 04 Sep 25

Fair value Increased 0.61%

Digital Health Transformation And Integrated Care Will Expand Reach

Despite ongoing external risks and policy uncertainty, analysts remain constructive on CVS Health, citing strong recent execution, conservative guidance with potential for upside, and compelling valuation, resulting in the consensus price target holding steady at $81.57. Analyst Commentary Bullish analysts cite strong recent execution and early signs that fixes in the healthcare benefits segment are proving effective, supporting above-consensus earnings growth projections.

Shared on 07 May 25

Fair value Increased 6.77%

Digital Health Transformation And Integrated Care Will Expand Reach

Shared on 30 Apr 25

Fair value Decreased 0.78%

Streamlined Authorizations And Novo Nordisk Partnership Will Improve Efficiency

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Streamlined Authorizations And Novo Nordisk Partnership Will Improve Efficiency

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Increased 4.83%

Streamlined Authorizations And Novo Nordisk Partnership Will Improve Efficiency

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 0.36%

Streamlined Authorizations And Novo Nordisk Partnership Will Improve Efficiency

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 1.30%

Streamlined Authorizations And Novo Nordisk Partnership Will Improve Efficiency

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 0.11%

Streamlined Authorizations And Novo Nordisk Partnership Will Improve Efficiency

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.39%

Streamlined Authorizations And Novo Nordisk Partnership Will Improve Efficiency

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 8.86%

Streamlined Authorizations And Novo Nordisk Partnership Will Improve Efficiency

AnalystConsensusTarget has increased revenue growth from 4.7% to 5.2% and increased future PE multiple from 12.6x to 13.9x.