News

CVS, CAH, HUM and ACAD look ready for Q2 2026 earnings beats as growing demand for medical products and services continues to support performance.

(Bloomberg) -- US companies that are integrating artificial intelligence capabilities are well positioned this earnings season as they’re poised for stronger profit margins, according to Morgan Stanley strategists.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOStocks, Bonds Rise in Re

They are riding strong tailwinds that could lift them higher.

The healthcare giant looks expensive on today's numbers, but a patient investor is effectively buying it at a significant discount to that price.

HCA tops Q2 EPS estimates on higher admissions and revenue per admission but trims parts of its 2026 guidance as higher expenses and weaker surgical volumes weigh on results.

Medpace (MEDP) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

CVS Health stock has surged nearly 80% in a year while the quarterly dividend has sat frozen for ten straight quarters, raising a pointed question for income investors: is this pause a sign of discipline or a warning.

Wall Street’s bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.

Henry Ford Health has filed a lawsuit against CVS Health (NYSE:CVS) alleging fraudulent reimbursement practices tied to the federal 340B drug discount program. The complaint claims CVS manipulated pricing and engaged in retaliatory behavior, which Henry Ford Health says led to losses of more than US$29 million. The case adds to a series of disputes between large health systems and pharmacy operators over how 340B program discounts are administered. For investors following CVS Health, this...

CVS Health is in focus after a modest reset to its price target framework, with the updated intrinsic value estimate moving from US$107.73 to US$111.92, a change of about 3.9%. This shift sits alongside Street commentary that ties higher price objectives to views on Medicare Advantage execution, pharmacy and pharmacy benefit manager performance, and GLP-1 related efforts, while still flagging policy and utilization trends as key swing factors. As you read on, you will see how these evolving...

Molina beats Q2 earnings estimates as lower operating expenses offset weaker premium revenues, declining membership and softer investment income, while the company raises its 2026 earnings guidance.

CVS Group (LON:CVSG) said revenue for the financial year ended June 30 exceeded GBP 710 million, up 5.9% from the prior year, as the veterinary services provider used an investor presentation to reiterate its capital allocation policy and outline expected returns from acquisitions and capital invest

Zacks.com users have recently been watching CVS Health (CVS) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Victory Capital, overseeing the RS Large Cap Value Strategy, released its Q2 2026 investor letter. A copy of the letter can be downloaded here. The RS Large Cap Value Strategy underperformed the Russell 1000 Value Index in the second quarter of 2026 as unfavorable stock selection and sector allocation weighed on relative performance. U.S. equities remained […]

LH heads into Q2 earnings results with expectations for higher revenues and EPS, as diagnostics, specialty testing and new collaborations drive momentum.

Healthcare is quietly stealing the spotlight from mega cap tech in 2026, and two S&P 500 giants are trading at valuations that suggest the market has not caught on yet.

Investors showed confidence in healthcare improvements, strong biotech patents, and rising packaging demand.

The latest trading day saw CVS Health (CVS) settling at $110.6, representing a +2.78% change from its previous close.

Investors are rightly focused on the company's Medicaid struggles, but the real upside story may be hiding in plain sight across the rest of its business.

UnitedHealth's stock is flying high after it raised guidance, but on its latest earnings call, analysts zeroed in on an underlying margin divergence running right through the business.

DHR beats Q2 estimates as Life Sciences posts its strongest quarter in years, prompting the company to raise its 2026 adjusted EPS outlook.

You may not have bought this single stock, but your funds quietly made it one of your biggest positions.

The stock is trading near 52-week highs, but under the surface, commercial segment cost trends are creating headwinds.

Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.

The sticker price on CVS shares looks high, but the real question is what it costs on the earnings expected two years from now.

The health insurer raised its forecast after a solid quarter, but investors focused on the one business so broken it’s forcing a strategic retreat.

CVS Health opened its first new pharmacy focused CVS Pharmacy in Houston, introducing a neighborhood format aimed at expanding access to pharmacy care. The company plans to roll out nearly 20 similar locations across the U.S., including additional sites in the Houston area. This move is part of CVS Health's effort to realign its retail footprint and respond to changing consumer preferences for in person pharmacy services. For investors tracking NYSE:CVS, the launch of this new format comes...

Insurance carriers need more proof that paying today’s GLP-1 drug prices will create “enough downstream savings,” assuming that people are healthier long term.

You didn't buy this single stock, but after a powerful run, your favorite ETF might have made a big bet on it for you.

CVS Health stock has climbed sharply over the past year, yet its valuation checks lean expensive. This puts the recent share price strength under closer scrutiny for anyone considering the current upside from here. Over the last 1 year, CVS Health has returned 74.4%, a strong run that raises the bar for what future performance needs to justify at today’s price. Regulatory settlements around pharmacy benefit management and past compliance issues can remove some overhang but also highlight...