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
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