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CVS shows margin recovery and hints at double-digit EPS growth through 2028 amid restructuring and cheap valuation.

Analyst Insights
05 Nov 2026, 16:17 WIB
Seeking Alpha
View Source
Bullish
CVS shows margin recovery and hints at double-digit EPS growth through 2028 amid restructuring and cheap valuation.

CVS Health is experiencing margin recovery in its insurance and retail pharmacy segments, signaling a successful turnaround driven by disciplined management and improved retail affordability. The company's plan to separate its retail pharmacy may cause short-term costs but could unlock value by allowing more competitive freedom and addressing regulatory challenges. Despite recent stock price dips, CVS trades at attractive valuations with potential upside over 30% to a long-term price target of $110.20. Risks include uneven margin recovery, competitive pressures, and political uncertainties.

CVS Health's turnaround story continues as the company navigates its retail pharmacy separation plans. On Pluang, CVS shares are trading at USD 82.28, up 2.90% as of Nov 05, 2026 21:31 WIB, showing positive momentum. The stock remains well below its 52-week high of USD 110.60, with a dividend yield of 3.33% and a market cap of $102.31 billion, while Pluang investors hold the stock for an average of 80 days.

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