Latest news with #CVSHealth
Forbes
5 hours ago
- Business
- Forbes
Buy CVS Stock Ahead of Its Upcoming Earnings?
MANHATTAN, NEW YORK, UNITED STATES - 2025/07/26: Sign at the entrance to a CVS Pharmacy in ... More Manhattan. (Photo by Erik McGregor/LightRocket via Getty Images) CVS Health (NYSE:CVS) is scheduled to announce its earnings on Thursday, July 31, 2025. For event-driven traders, analyzing the stock's historical behavior around earnings releases can provide valuable context. Over the past five years, CVS stock has shown a slight tendency toward positive one-day returns post-earnings. In 55% of instances, the stock saw a positive return, with a median gain of 4.4% and a maximum one-day increase of 14.9%. While the actual results relative to analyst consensus and market expectations will be the primary driver of the stock's immediate reaction, understanding these historical patterns can potentially improve trading odds. Traders typically employ two main strategies when approaching earnings events: The consensus estimate for CVS's upcoming earnings report is $1.46 per share on revenue of $94.59 billion. This projected earnings per share is lower than the $1.83 per share reported in the same quarter last year, despite an increase in revenue from $91.23 billion. This expected decline in profitability is partly attributed to rising medical costs impacting overall margins. From a fundamental perspective, CVS Health currently holds a market capitalization of $76 billion. Over the last twelve months, the company generated substantial revenue of $379 billion, achieving operational profitability with $11 billion in operating profits and a net income of $5.3 billion. That said, if you seek upside with lower volatility than individual stocks, the Trefis High Quality portfolio presents an alternative – having outperformed the S&P 500 and generated returns exceeding 91% since its inception. Also, see – Buy Or Sell SOFI Stock At $24?See earnings reaction history of all stocks CVS Stock Historical Odds of Positive Post-Earnings Return Some observations on one-day (1D) post-earnings returns: Additional data for observed 5-Day (5D), and 21-Day (21D) returns post earnings are summarized along with the statistics in the table below. CVS 1D, 5D, and 21D Post Earnings Return CVS Stock Correlation Between 1D, 5D, and 21D Historical Returns A relatively less risky strategy (though not useful if the correlation is low) is to understand the correlation between short-term and medium-term returns post earnings, find a pair that has the highest correlation, and execute the appropriate trade. For example, if 1D and 5D show the highest correlation, a trader can position themselves "long" for the next 5 days if 1D post-earnings return is positive. Here is some correlation data based on 5-year and 3-year (more recent) history. Note that the correlation 1D_5D refers to the correlation between 1D post-earnings returns and subsequent 5D returns. CVS Correlation Between 1D, 5D and 21D Historical Returns Learn more about Trefis RV strategy that has outperformed its all-cap stocks benchmark (combination of all 3, the S&P 500, S&P mid-cap, and Russell 2000), to produce strong returns for investors. Separately, if you want upside with a smoother ride than an individual stock like CVS Health, consider the High Quality portfolio, which has outperformed the S&P, and clocked >91% returns since inception.
Yahoo
12 hours ago
- Business
- Yahoo
Are Wall Street Analysts Bullish on CVS Health Stock?
With a market cap of $75.4 billion, CVS Health Corporation (CVS) is a leading U.S. healthcare company that operates across multiple segments, including retail pharmacies, pharmacy benefit management (PBM), and health insurance. Headquartered in Rhode Island, CVS owns one of the largest pharmacy chains in the country and also operates MinuteClinic walk-in clinics. Shares of the retail pharmacy titan have lagged behind the broader market over the past year. CVS stock has declined 2.6% over this time frame, while the broader S&P 500 Index ($SPX) has rallied 16.6%. However, CVS has made a strong comeback in 2025, with its stock soaring 33.7% year-to-date, significantly outpacing the S&P 500's 8.3% gain over the same period. More News from Barchart Here's What Happened the Last Time Novo Nordisk Stock Was This Oversold Tesla Just Signed a Chip Supply Deal with Samsung. What Does That Mean for TSLA Stock? Earnings Will Be 'Worse Than Expected' for UnitedHealth. How Should You Play UNH Stock Here? Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today! Zooming in, CVS' stock has outperformed the iShares U.S. Healthcare Providers ETF (IHF), which has declined 25.4% over the past year and 12.6% on a YTD basis. On July 23, CVS Health shares soared 1.3% after the company announced the opening of its new Workforce Innovation and Talent Center (WITC) in Columbus, located at the Rosewind Community Center. In partnership with local organizations, the WITC offers free workforce training and health services, aiming to support careers in pharmacy, customer service, and retail. For the current fiscal year, ending in December 2025, analysts project CVS' EPS to grow 12.9% annually to $6.12 on a diluted basis. The company has a good track record of outperforming expectations, having surpassed the consensus estimate in each of the last four quarters. Among the 23 analysts covering CVS stock, the consensus rating is a 'Strong Buy.' That's based on 17 'Strong Buy' ratings, two 'Moderate Buys,' and four 'Holds.' This configuration has been consistent over the past months. On Jul. 22, UBS Group AG (UBS) lowered its price target on CVS Health from $71 to $67 while keeping a 'Neutral' rating, citing increased cost pressures in the Health Insurance Exchange and Medicaid segments. Despite these challenges, CVS maintains solid financial health and is considered undervalued, with potential offsets from cost-saving initiatives and acquisitions. The mean price target of $79.09 represents a 31.8% premium to CVS' current price levels. The Street-high price target of $95 suggests an upside potential of 58.3%. On the date of publication, Kritika Sarmah did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
a day ago
- Health
- Yahoo
AI in Telehealth & Telemedicine Market worth $27.14 Billion by 2030 with 36.4% CAGR
DELRAY BEACH, Fla., July 29, 2025 /PRNewswire/ -- The global AI in Telehealth & Telemedicine Market, valued at US$2.85 billion in 2023 stood at US$4.22 billion in 2024 and is projected to advance at a resilient CAGR of 36.4% from 2024 to 2030, culminating in a forecasted valuation of US$27.14 billion by the end of the period. The market has experienced significant growth primarily driven by the growing geriatric and medically underserved (predominantly rural) population, the increasing prevalence of chronic conditions, the shortage of physicians and care personnel, advancements in telecommunication technologies, and the expansion of RPM systems. However, the growing use of wearables, apps, and sensors for virtual care, the increasing shift towards outpatient care models, and the high utility of telemedicine against infectious diseases and epidemics are significant opportunities in the market. Download PDF Brochure: Browse in-depth TOC on "AI in Telehealth & Telemedicine Market" 409 - Tables58 - Figures380 - Pages By application, the primary care segment commanded the most significant proportion of the AI in telemedicine market due to an increased need for day-to-day healthcare, such as check-ups, chronic condition management, and preventive care, well-suited for AI implementation. These platforms leverage AI to automate symptom evaluation, virtual consultations, and follow-ups to make healthcare more accessible and convenient for day-to-day health issues. Organizations such as Hellocare (US) provide a complete telehealth platform with AI-based solutions for primary care, including virtual patient observation and RPM. These solutions increase patient engagement and simplify care delivery. Furthermore, CVS Health (US) provides CVS Health Virtual Primary Care by providing personalized digital healthcare services, enabling users to access and manage their health remotely. By function, the remote patient monitoring segment is expected to be the fastest-growing segment of AI in telehealth market by function due to the increasing number of chronic diseases (including diabetes, hypertension, and CVDs) that need constant monitoring and management. RPM systems constantly monitor patient health data, eliminating the need for many hospital visits and improving patient outcomes. Many healthcare facilities, such as Mayo Clinic (US), offer RPM systems to reduce readmission rates. In January 2025, Taiwan's Industrial Technology Research Institute (ITRI) introduced AI-based RPM devices that were developed in partnership with StreamTeck (Taiwan) to detect patient vitals (body temperature, heart rate, and blood pressure). By geography, North America accounted for the largest market share due to the region's modern healthcare infrastructure, the widespread use of advanced technologies, and extensive governmental support. The US, especially, has adopted favorable reimbursement policies and regulatory mandates, including those from the Centers for Medicare & Medicaid Services (CMS), to increase telehealth access and RPM technology. Favorable government initiatives have also propelled market growth. In October 2023, the American Telemedicine Association published a new AI principle to advance the safe, appropriate, and responsible use of AI in healthcare that enhances patient and provider trust, safety, and the efficacy of AI adoption as a tool in healthcare. Numerous US-based companies provide AI-based telehealth & telemedicine solutions—in October 2024, Zoom Communications (US) partnered with Suki AI, Inc. (US) to implement AI-powered voice tools within their telehealth services to improve clinical documentation functionalities. Together, these factors enhance North America's leadership in the AI in telehealth & telemedicine market. Request Sample Pages : Prominent players in the telehealth & telemedicine market include Koninklijke Philips N.V. (Netherlands), Medtronic (Ireland), GE Healthcare (US), Epic Systems Corporation (US), Oracle (US), Doximity, Inc. (US), Teladoc Health, Inc. (US), American Well (US), Siemens Healthineers AG (Germany), and Cisco Systems Inc. (US), among others. Koninklijke Philips N.V (Netherlands) Koninklijke Philips N.V. is a diversified technology-based company in the AI in telehealth markets. It is one of the leading companies in the healthcare sector with a strong presence in cardiac care, acute care, and home healthcare. The company operates through four segments: Personal Health, Diagnosis & Treatment, Connected Care, and Others. The AI-based telehealth & telemedicine services fall under the Connected Care segment. The Connected Care segment comprises Business Monitoring, Sleep & Respiratory Care, and Enterprise Informatics. Providers and patients use telehealth solutions. The company operates in North America, Europe, the Asia Pacific, Latin America, and the Middle East & Africa. In November 2024, Philips received FDA approval for remote scanning and protocol management features in its Radiology Operations Command Center (ROCC), allowing radiologists to assist with scans remotely. Medtronic (Ireland) Medtronic (Ireland) is one of the largest medical technology, services, and solutions companies. The company operates through four principal segments: Cardiovascular, Diabetes, Medical Surgical, and Neuroscience. The company provides AI-based telemedicine solutions across all four segments. The Cardiac and Vascular segment offers products and services to diagnose, treat, and manage cardiac rhythm disorders and CVDs. Medtronic's portfolio encompasses RPM platforms and patient-centered software through its products and Medtronic Care Management Services. The telehealth solutions offered by the company cover glucose management and cardiac condition management. Medtronic's telehealth device offerings include Bluetooth-enabled and direct-connect peripherals. These devices comprise weight scales, glucometers, blood pressure monitors, pulse oximeters, pedometers, and activity trackers. Medtronic serves its customers in ~160 countries worldwide. The company operates in North America, Latin America, Europe, the Asia Pacific, the Middle East & Africa, and Russia. Epic Systems Corporation (US) Epic Systems Corporation (US) is a software development, installation, and support company that provides consulting services. The company establishes healthcare management software that combines financial and clinical information from inpatient, ambulatory, and payer technology systems. The company's core competency is to provide EHR software solutions. Epic Systems Corporation integrates AI into telehealth & telemedicine through strategic partnerships with Microsoft and Gen AI technologies. Epic improves productivity and patient care in virtual healthcare by combining its EHR solutions with Microsoft's Azure OpenAl Service. It encompasses improving workflows, enabling generative Al to compose message responses, and supporting natural language queries. Epic's AI efforts also enhance self-service reporting tools, maintain financial integrity, and improve clinical outcomes, all of which will enhance global telehealth & telemedicine systems. It operates its offices in the US, the UK, Canada, Denmark, the Netherlands, Norway, Saudi Arabia, the UAE, Finland, Ireland, Australia, Singapore, and Switzerland. For more information, Inquire Now! Related Reports: Telehealth & Telemedicine Market Home Healthcare Market Healthcare IT Market Remote Patient Monitoring (RPM) Market IoT Medical Devices Market Get access to the latest updates on AI in Telehealth & Telemedicine Companies and AI in Telehealth & Telemedicine Market Size About MarketsandMarkets™: MarketsandMarkets™ has been recognized as one of America's Best Management Consulting Firms by Forbes, as per their recent report. MarketsandMarkets™ is a blue ocean alternative in growth consulting and program management, leveraging a man-machine offering to drive supernormal growth for progressive organizations in the B2B space. With the widest lens on emerging technologies, we are proficient in co-creating supernormal growth for clients across the globe. Today, 80% of Fortune 2000 companies rely on MarketsandMarkets, and 90 of the top 100 companies in each sector trust us to accelerate their revenue growth. With a global clientele of over 13,000 organizations, we help businesses thrive in a disruptive ecosystem. The B2B economy is witnessing the emergence of $25 trillion in new revenue streams that are replacing existing ones within this decade. We work with clients on growth programs, helping them monetize this $25 trillion opportunity through our service lines – TAM Expansion, Go-to-Market (GTM) Strategy to Execution, Market Share Gain, Account Enablement, and Thought Leadership Marketing. Built on the 'GIVE Growth' principle, we collaborate with several Forbes Global 2000 B2B companies to keep them future-ready. Our insights and strategies are powered by industry experts, cutting-edge AI, and our Market Intelligence Cloud, KnowledgeStore™, which integrates research and provides ecosystem-wide visibility into revenue shifts. To find out more, visit or follow us on Twitter, LinkedIn and Facebook. Contact:Mr. Rohan SalgarkarMarketsandMarkets™ INC.1615 South Congress 103, Delray Beach, FL 33445USA: +1-888-600-6441Email: sales@ Our Website: Logo: View original content: SOURCE MarketsandMarkets
Time of India
4 days ago
- Business
- Time of India
Centene raises Wall Street optimism that Medicaid insurers can improve profits
New York: Wall Street regained confidence in Medicaid insurers after Centene said on Friday it expects to be able to raise rates charged to states for 2026 health plans for low-income Americans and strengthen profit margins . Insurer shares rose across the board. Centene shares were up 5% in early afternoon trading after falling 16% on the company's announcement of a second-quarter loss and forecast cut. Rivals UnitedHealth, CVS Health and Humana rose 1.61%, 2.69% and 3.45%, respectively. All three report earnings next week. Centene in an earnings call reassured investors it would work with states to ensure their payments for Medicaid plans match the company's increased medical costs for 2026. "Our goal is to reprice 100%" of plans, said company CEO Sarah London. Insurers are paid a set amount by states for Medicaid plans, which are jointly funded with the federal government. Centene, UnitedHealth and Elevance have said this year that state reimbursements for these plans have lagged behind actual costs of care. Cautious investors have been looking for Medicaid health plan design changes and strategic geographic changes by the companies to reduce use of healthcare services . New work requirements for Medicaid recipients in President Donald Trump's signature tax-cut and spending bill have made some investors worry that healthy people could disenroll in coming years. The bill requires states to verify certain members are working or volunteering a minimum of 80 hours per month to qualify for Medicaid coverage starting in 2027. After a COVID-19 era requirement to keep people enrolled expired in 2023, Medicaid plans redetermined each person's eligibility. This pushed members off, changing the mix of sick and healthy participants, and some Medicaid insurers struggled. "The Medicaid redeterminations have proven to be far more disruptive than anyone thought," said Jeff Jonas, a portfolio manager at Gabelli Funds. "The entire industry is focused on restoring margin over winning new contracts and membership." More detailed data could justify midyear price increases, said Kevin Gade, chief operating officer at Bahl & Gaynor, and correct mismatched rates set by states after the pandemic. More data over the next year will also enable insurers to improve cost management techniques and raise rates paid by states, Gade said. "With enough data you can take care of the problem."
Globe and Mail
23-07-2025
- Business
- Globe and Mail
What's Shaping CVS' Health Care Benefits Arm for the Rest of 2025?
In the first quarter of 2025, CVS Health 's CVS Health Care Benefits segment grew 8% year over year, mainly due to strength in Medicare. Elevated utilization trends in inpatient, outpatient and medical pharmacy categories persisted, though a seasonally strong performance in the Part D products provided a boost. CVS highlighted improved Medicare Advantage star ratings for the payment year 2025 as a key contributor. Encouragingly, Aetna is making headway in returning to its target margins, supported by improvements across all its business lines. Medical cost trends remained elevated but showed initial signs of stabilization. In Medicaid, the company's rate advocacy efforts are tracking in line with 2025 expectations. The commercial business could continue to modestly outperform, aided by regained competitiveness in CVS' fully insured book through disciplined pricing, trend and stronger retention. Meanwhile, CVS plans to exit its individual exchange business in 2026 from the states, where Aetna independently operates Affordable Care Act ('ACA') plans, to concentrate on Medicare, commercial and Medicaid areas. In this regard, a $448 million premium deficiency reserve was created for expected 2025 losses, including $431 million tied to healthcare costs. Further, Aetna's new approach of bundling prior authorizations for certain cancer-related scans and tests has received positive feedback from plan sponsors, with expansion planned for musculoskeletal and select cardiology services this year. Medical membership stayed flat sequentially at 27.1 million. The medical benefit ratio (MBR) improved 310 basis points from last year to 87.3%. Following the quarter, the expiration of a premium grace period for the Individual Exchange members led to a nearly 300,000-member decline, which will be reflected in second-quarter numbers. CVS projects full-year 2025 MBR to land around 91.3% while maintaining a 'respectful view' of medical cost trends. Lastly, Health Care Benefit adjusted operating income is expected to reach around $1.91 billion, an increase of approximately $400 million. The gain largely reflects the prior-year reserve development, offset by changes in estimates related to prior-period revenues that it experienced in the first quarter. A Note on CVS Health Care Benefits' Rivals UnitedHealth Group 's UNH UnitedHealthcare revenues grew 12% in the first quarter of 2025, supported by higher individuals served through Medicare Advantage, fee-based commercial offerings and those with higher acuity needs and the IRA-driven impacts on Medicare Part D plans. Unexpectedly, UNH saw heightened Medicare Advantage care activity trends in the quarter, especially in physician and outpatient services. As a result, UNH now projects operating earnings in UnitedHealthcare between $16 billion and $16.5 billion for the year. The Cigna Group CI reported strong first-quarter 2025 revenues from Cigna Healthcare, driven by growth in Select segment customers and strong rate execution. Within the U.S. Healthcare unit, Cigna completed the divestiture of Medicare businesses to Health Care Services Corporation on March 19, 2025, a month later than planned, which modestly lifted earnings for the quarter. However, CI's medical care ratio (MCR) rose as businesses typically run at a higher MCR than the rest. CVS' Price Performance, Valuation and Estimates Year to date, CVS Health shares have risen 36.1% against the industry's 10.3% fall. CVS shares are trading at a forward five-year price-to-earnings ratio of 9.24, much discounted than the 13.59 industry average. The stock sits with a Value Score of A. Image Source: Zacks Investment Research Analyst estimates for the company's 2025 earnings are showing a bullish trend. Image Source: Zacks Investment Research CVS stock currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. 5 Stocks Set to Double Each was handpicked by a Zacks expert as the #1 favorite stock to gain +100% or more in the coming year. While not all picks can be winners, previous recommendations have soared +112%, +171%, +209% and +232%. Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor. Today, See These 5 Potential Home Runs >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report UnitedHealth Group Incorporated (UNH): Free Stock Analysis Report Cigna Group (CI): Free Stock Analysis Report CVS Health Corporation (CVS): Free Stock Analysis Report
