CVS Health Is Seeing Margin And App Momentum, Analyst Highlights

Benzinga

CVS Health raised its 2025 revenue outlook to at least $397.3B and projected $400B+ the following year, winning multiple analyst upgrades. The company is investing heavily in data and analytics, rolling out new tech under “Engagement as a Service,” and planning a unified Aetna–Caremark–CVS app for 2026.

Transcript

00:00It's Benzinga bringing Wall Street to Main Street.

00:03CVS Health projected at least $400 billion in 2025 revenue and lifted its sales outlook to

00:08at least $397.3 billion, according to Benzinga. Bank of America said it is positive on CVS's

00:16growth trajectory and reiterated the buy rating on CVS with a price forecast of $100.

00:22CVS is directing more capital into data and analytics to strengthen underwriting and pricing,

00:27which enabled the company to quickly exit ACA exchanges after spotting early pressures.

00:33The company unveiled new technology products under Engagement as a Service and plans to

00:37launch a unified app in 2026 that integrates Aetna, Caremark, and CVS retail services.

00:44Several firms reaffirmed positive ratings on CVS Health and raised their price

00:47forecasts into the low to mid-90s, with one raising it slightly above $100.

00:52For all things money, visit Benzinga.com.

Category

Transcript

Be the first to comment

Recommended