Target
$94.61 → $94.58
Current stock research snapshot · 7/31/26 28 days old
CVSCVS Health
Investment conviction●●○○○2 of 5 · current snapshot
Research target$94.58Current stock price target
Investment thesis statusNEEDS_MORE_DATALast reviewed 7/31/26
Market cap$135.15BSnapshot value · 7/31/26
Research history
See all CVS changes ↗What changed
Target
$94.64 → $94.61
Healthspan taxonomy seed — see taxonomy_path
CVS Health Q2 2026 earnings; health services revenue (Aetna); PBM contract renewals; Oak Street growth metrics
Thesis breaks if PBM rebate-pool compression (68-74% gross-to-net on GLP-1s) continues being legislated/competed away, LillyDirect/transparent PBMs bypass Caremark, or vertical-integration political risk (PBM reform) materializes. (vault 2026-08)
Neutral — No significant X discussion found in the last 30 days. [X search Aug 2026]
Snapshot · 7/31/26🟡 Mixed · ins-$323.7M · 13F 13+/9-×0.5 · short↓0.09
Snapshot · 7/31/26