CVS Health prepares to release first-quarter earnings on 6 May

12 articles · Updated · Barron's · Apr 30

Wall Street expects earnings of $2.18 a share, down 3% year on year, on $95bn in sales, up less than 1%.
Investors are weighing growth across CVS's insurance, pharmacy-benefits, primary-care and home-health businesses against concerns that the company remains complex and undervalued.
The stock has risen 26% over the past year, helped by Medicare Advantage payment optimism and prescription share gains after Rite Aid's shutdown and Walgreens store closures.

As rivals like Rite Aid crumble, is CVS becoming too powerful?

Can CVS's stock rally survive the growing regulatory war on its business model?

Will Medicare's new price negotiation powers finally tame CVS's pharmacy profits?

Is CVS's new AI platform a healthcare revolution or a new way to mine patient data?

Could a single state law trigger the nationwide breakup of CVS Health?