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Stock impact report

Bernstein Raises PT on CVS Health (CVS) to $91, Reiterates ‘Market Perform' Rating [Yahoo! Finance]

CVS Health Corporation (CVS) 
Last cvs health corporation earnings: 2/12 06:45 am Check Earnings Report
US:NYSE Investor Relations: investors.cvshealth.com
Company Research Source: Yahoo! Finance
On January 6, 2026, Bernstein increased its price target on CVS Health Corporation (NYSE:CVS) from $87 to $91, while reiterating a ‘Market Perform' rating. The investment firm expects a broader inflection in the government-managed care organization (MCO) sector beginning in 2026. The firm projects short-term earnings recovery, driven by Medicare Advantage (MA) and compelling valuations offered by Medicaid, despite an uneven recovery path. Amid this outlook, CVS appears well-positioned to be a key beneficiary of this shift, thanks to its diversified exposure across MA, Medicaid, and services. Reinforcing that constructive stance, on January 7, 2026. Cantor Fitzgerald named CVS Health Corporation (NYSE:CVS) as one of its preferred MA exposure plays for this year. The firm's optimism reflects a more favorable regulatory backdrop. Cantor Fitzgerald sees increased earnings visibility due to upcoming sector catalysts, including CMS enrollment data in mid-February and the preliminary MA r Show less Read more
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