BUZZ-Street View: CVS Health to thrive with Aetna stabilization

Reuters

02-13

BUZZ-Street View: CVS Health to thrive with Aetna stabilization

** Healthcare conglomerate CVS Health CVS.N beat Wall Street estimates for fourth-quarter profit on Wednesday and provided an annual forecast that largely met expectations

** Results and forecast hinted at an improvement in performance in its first full quarter under new CEO David Joyner

** Median PT of 29 brokerages covering CVS is $65 - according to data compiled by LSEG

DOSE OF STABILITY

** Leerink Partners ("outperform", PT: $75) sees CVS stabilizing, particularly with health insurance unit Aetna

** Jefferies ("buy", PT: $74) sees CVS' stabilization of Aetna leading to early success in 2025 with low downside risk, and projected further EPS and increase in stock price if elevated use of medical services by its members subsides

** Morgan Stanley ("overweight", PT: $68) sees potential earnings upside for CVS in 2025 from improved cost trends and Medicare Advantage $(MA)$ margins

** Evercore ISI ("outperform", PT: $80) sees CVS balanced, with realistic expectations for Medicaid rate and MA operating margin improvements, and also highlighted continued underlying improvements in its insurance unit

(Reporting by Rashika Singh in Bengaluru)

((rashika.singh@thomsonreuters.com))

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</span>Aetna</p><p>** Jefferies (\"buy\", PT: $74) sees CVS' stabilization of Aetna leading to early success in 2025 with low downside risk, <span>and projected further EPS and increase in stock price if elevated use of medical services by its members subsides</span></p><p>** <a href=\"https://laohu8.com/S/MSPQL\">Morgan Stanley</a> (\"overweight\", PT: $68) sees potential earnings upside for CVS in 2025 from improved cost trends and Medicare Advantage <a href=\"https://laohu8.com/S/MA\">$(MA)$</a> margins</p><p>** <a href=\"https://laohu8.com/S/EVR\">Evercore</a> ISI (\"outperform\", PT: $80) sees CVS balanced, with realistic expectations for Medicaid rate and MA operating margin improvements, and also <span>highlighted</span> continued underlying improvements <span>in its insurance unit</span></p><p> (Reporting by Rashika Singh in Bengaluru)</p><p> ((rashika.singh@thomsonreuters.com))</p></body></html>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1699723380.USD","symbol_name":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250213:nL4N3P40Q5:1","article_id":"2511514439","we_media_id":"1032215980","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2511514439","pubTimestamp":1739440737,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"BUZZ-Street View: CVS Health to thrive with Aetna stabilization** Healthcare conglomerate CVS Health CVS.N beat Wall Street estimates for fourth-quarter profit on Wednesday and provided an annual forecast that largely met expectations** Results and forecast hinted at an improvement in performance in its first full quarter under new CEO David Joyner** Median PT of 29 brokerages covering CVS is $65 - according to data compiled by LSEGDOSE OF STABILITY ** Leerink Partners  sees CVS stabilizing, particularly with health insurance unit Aetna** Jefferies  sees CVS' stabilization of Aetna leading to early success in 2025 with low downside risk, and projected further EPS and increase in stock price if elevated use of medical services by its members subsides** Morgan Stanley  sees potential earnings upside for CVS in 2025 from improved cost trends and Medicare Advantage  margins** Evercore ISI  sees CVS balanced, with realistic expectations for Medicaid rate and MA operating margin 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stabilization of Aetna leading to early success in 2025 with low downside risk, and projected further EPS and increase in stock price if elevated use of medical services by its members subsides** Morgan Stanley (\"overweight\", PT: $68) sees potential earnings upside for CVS in 2025 from improved cost trends and Medicare Advantage $(MA)$ margins** Evercore ISI (\"outperform\", PT: $80) sees CVS balanced, with realistic expectations for Medicaid rate and MA operating margin improvements, and also highlighted continued underlying improvements in its insurance unit (Reporting by Rashika Singh in Bengaluru) ((rashika.singh@thomsonreuters.com))","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":1}}}