
Mizuho Securities raises PT on U.S. health solutions company CVS Health CVS.N to $95 from $88
New PT represents a 21.4% upside to the stock's last close
Brokerage cites better retail earnings outlook and ongoing margin recovery at co's insurance unit
On Tuesday, CVS raised its long‑term earnings forecast for the retail segment from mid‑single‑digit declines to at least flat, which brokerage sees as a key driver for multiple expansion
CVS also said insurance unit Aetna's margin recovery is on track, helped by 2026 Medicare Advantage repricing and benefit changes, and its planned exit from the individual health exchange business
23 of 29 brokerages rate the stock "buy" or higher, 6 "hold"; median PT is $95 — data compiled by LSEG
As of last close, CVS up 74.3% YTD