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CVSCVS Health CorporationSell5.6·$98.23+1.21%
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CVS Health Corporation (CVS) Stock Analysis

Breakout setup

SellModerate Confidence

Healthcare · Healthcare Plans

Sell if holding. Engine safety override at $98.23: Quality below floor (3.3 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.6/10. Specifically: Below-average business quality.

CVS Health operates approximately 9,000 retail pharmacies, 1,000+ medical clinics, a PBM serving ~87 million plan members, and Aetna insurance serving ~37 million members across four segments. Revenue comes from pharmacy dispensing, PBM service fees, and health insurance... Read more

$98.23-1.4% A.UpsideScore 5.6/10#6 of 11 Healthcare Plans
QualityF-score6 / 9FCF yield4.16%
IncomeYield2.71%(5y avg 3.23%)Payout116.67%at-risk
Stop $93.60Target $96.64(resistance)A.R:R -0.5:1
Analyst target$103.81+5.7%26 analysts
$96.64our TP
$98.23price
$103.81mean
$79
$140

Sell if holding. Engine safety override at $98.23: Quality below floor (3.3 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.6/10. Specifically: Below-average business quality. Chart setup: Golden cross, above all MAs, RSI 64, MACD bullish. Score 5.6/10, moderate confidence.

Passes 5/8 gates (positive momentum, clean insider activity, earnings proximity 49d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio and news legal. Suitability: moderate.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-06-11

Recent Developments — CVS Health Corporation

Generated 2026-06-15T18:11:46Z.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Thu, Jul 30, 202649d to earnings· next earnings call

Thesis

Rewards
No bull case signals
Risks
Target reached (-4.7% upside)
Quality below floor (3.3 < 4.0)

Key Metrics

P/E (TTM)43.0
P/E (Fwd)11.7
Mkt Cap$125.1B
EV/EBITDA12.4
Profit Mgn0.7%
ROE3.8%
Rev Growth6.1%
Beta0.62
Dividend2.71%
Rating analysts33

Quality Signals

Piotroski F6/9

Options Flow

P/C0.78neutral
IV38%normal
Max Pain$45-54.2% vs spot

Concentration Risks(10-K Item 1A)

  • LOWCustomerU.S. federal government20%
    10-K Item 1: 'Health Care Benefits segment revenues from the federal government accounted for approximately 20% of the Company's consolidated total revenues in 2025'

Material Events(8-K, last 90d)

  • 2026-05-18Item 5.02LOW
    CVS Health 2026 Annual Meeting (May 14, 2026): stockholders approved the 2026 Incentive Compensation Plan, replacing the expiring 2017 plan. No officer departures or director elections reported in this item.
    SEC filing →
  • 2026-03-19Item 5.02LOW
    Board elected John E. Gallina (former CFO of Elevance Health) as director, effective March 19, 2026. Routine board addition; no officer departure cited.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 floor-breaker

Quality below the gate floor. Component breakdown shows what dragged the score down.static

Gross Margin
0.0
Net Margin
0.4
Roe
1.3
Operating Margin
1.6
Roa
1.8
Current Ratio
3.5
Moat
4.2
Piotroski F
6.7
Fcf Quality
10.0
Excellent cash conversion: 177% FCF/NINo competitive moat
GatesA.R:R -0.5=NEGATIVENEWS LEGALExecutive change: officer departure/appointmentMomentum 7.1>=5.5Insider activity: OKEARNINGS PROXIMITY 49d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARBreakoutSuitability: Moderate
RSI
64 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $89.42Resistance $98.61

Price Targets

$94
$97
A.Upside-1.6%
A.R:R-0.5:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-4.7% upside)
! Quality below floor (3.3 < 4.0)
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-07-30 (49d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is CVS stock a buy right now?

Sell if holding. Engine safety override at $98.23: Quality below floor (3.3 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.6/10. Specifically: Below-average business quality. Chart setup: Golden cross, above all MAs, RSI 64, MACD bullish. Prior stop was $93.60. Score 5.6/10, moderate confidence.

What is the CVS stock price target?

Take-profit target: $96.64 (-1.4% upside). Prior stop was $93.60. Stop-loss: $93.60.

What are the risks of investing in CVS?

Target reached (-4.7% upside); Quality below floor (3.3 < 4.0).

Is CVS overvalued or undervalued?

CVS Health Corporation trades at a P/E of 43.0 (forward 11.7). TrendMatrix value score: 6.9/10. Verdict: Sell.

What do analysts say about CVS?

33 analysts cover CVS with a consensus score of 4.1/5. Average price target: $104.

What does CVS Health Corporation do?CVS Health operates approximately 9,000 retail pharmacies, 1,000+ medical clinics, a PBM serving ~87 million plan...

CVS Health operates approximately 9,000 retail pharmacies, 1,000+ medical clinics, a PBM serving ~87 million plan members, and Aetna insurance serving ~37 million members across four segments. Revenue comes from pharmacy dispensing, PBM service fees, and health insurance premiums; federal government programs represented ~20% of consolidated 2025 revenues.

Related stocks: CI (The Cigna Group) · CNC (Centene Corporation) · ELV (Elevance Health, Inc.) · HUM (Humana Inc.) · UNH (UnitedHealth Group Incorporated)
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