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Attack of the Clones Speeds Up CVS Strategy
The Wall Street Journal9d agoneutral
Attack of the Clones Speeds Up CVS Strategy

“No, I don’t think so,” answered Joon Sung Park, co-founder and CEO at “digital twin” startup Simile, on the opening day of the Leadership Institute’s WSJ Technology Council Summit yesterday. Twins created with Simile are currently helping CVS Health make decisions more quickly and confidently, executives said as part of the same discussion. When the pharmacy and insurance company wanted to encourage adoption of lower-cost biologic drug alternatives, twins of the consumer pool suggested that people wanted to hear recommendations from their healthcare providers, said Tilak Mandadi, executive vice president of ventures and chief experience and technology officer at CVS Health.

How CVS Health is Recreating Human Behavior
WSJ10d agoneutralVIDEO
How CVS Health is Recreating Human Behavior

Joon Sung Park, chief executive of AI startup Simile, and Tilak Mandadi and Sri Narasimhan of CVS Health discuss the practical applications, accuracy and enterprise potential of AI-driven human behavior simulations.

Should You Buy UNH Stock Because Its Cash Runs Ahead Of Its Profit?
Trefis10d agobullish
Should You Buy UNH Stock Because Its Cash Runs Ahead Of Its Profit?

UnitedHealth (UNH) has spent the past year repairing margins rather than chasing growth. The shares rebounded well ahead of any actual margin recovery: up about 38% over the past six months, though down about 6% over the past three, and still behind the S&P 500 over the past twelve months, 12.2% for the stock against 18.6% for the index. What argues for owning them now shows up in cash running ahead of reported profit.

CVS Health Eyes Margin Recovery, Cash Flow as 2027 Headwinds Loom
MarketBeat14d agoneutral
CVS Health Eyes Margin Recovery, Cash Flow as 2027 Headwinds Loom

CVS Health (NYSE:CVS) executives said the company is seeing improved momentum across its insurance, pharmacy, care delivery and balance-sheet priorities, while maintaining a cautious outlook on healthcare cost trends and several 2027 headwinds. Speaking at an investor conference, Chief Financial Of

CVS Still Sees 'High-Trend' Cost Growth; Oscar, UNH Stock Fall
Investor's Business Daily15d agobearish
CVS Still Sees 'High-Trend' Cost Growth; Oscar, UNH Stock Fall

CVS Health noted a continuation of "high-trend" medical cost growth at a Wells Fargo investor conference on Wednesday, helping to put a spring in the step of hospital stocks including HCA Healthcare, while souring the mood of managed care investors. Shares of CVS stock came away relatively unscathed, while UnitedHealth slipped and Oscar Health stumbled. CVS management's comments about medical cost trends were brief and vague, while Wells Fargo conference presentations by HCA and Universal Health Services didn't appear to provide updates to Q3 trends since Q2 earnings calls.

CVS Health (CVS) Stock Looks Below Fair Value But Mixed After 65% Return
Simply Wall St.18d agoneutral
CVS Health (CVS) Stock Looks Below Fair Value But Mixed After 65% Return

CVS Health stock has delivered a strong 64.8% return over the past three years, and the current valuation picture is not a clear bargain or a clear stretch. Recent gains sit alongside a mixed value score and fresh headlines around its health insurance and compliance record, which give investors a few moving parts to weigh. The 64.8% three year return highlights how much value the market has already credited to CVS Health, so fresh buyers now have to judge whether that past performance still...

CVS Health (CVS) Makes Updated 2026 2027 COVID 19 Vaccines Available Nationwide
Simply Wall St.19d agoneutral
CVS Health (CVS) Makes Updated 2026 2027 COVID 19 Vaccines Available Nationwide

CVS Health (NYSE:CVS) announced that updated 2026-2027 COVID-19 vaccines are now available at CVS Pharmacy and MinuteClinic locations across the United States. The company is offering the new vaccines nationwide, with appointments and walk-in options across its retail and clinic network. CVS Health is integrating COVID-19 shots with other vaccinations, aiming to streamline access to multiple immunizations in a single visit. This kind of broad vaccine rollout highlights how large pharmacy...

Jim Cramer Says “Own It, Don’t Trade It” as CVS Health Gains Momentum
Insider Monkey19d agoneutral
Jim Cramer Says “Own It, Don’t Trade It” as CVS Health Gains Momentum

A caller on the September 2 episode of Mad Money noted that CVS Health Corporation (NYSE:CVS) is up 21% this year, sports a 3% dividend, and trades at a 28 valuation compared to its 54 average. Pointing to raised guidance, higher price targets, and a massive capital plan, they asked if it makes sense to […]

1 Healthcare Stock for Long-Term Investors and 2 We Ignore
StockStory20d agoneutral
1 Healthcare Stock for Long-Term Investors and 2 We Ignore

Healthcare companies are pushing the status quo by innovating in areas like drug development and digital health. Shareholders who bet on the industry have been rewarded lately as healthcare stocks have returned 23.2% over the past six months, topping the S&P 500 by 11.5 percentage points.

UnitedHealth Stock Recovered Before Its Margins Did
Trefis21d agoneutral
UnitedHealth Stock Recovered Before Its Margins Did

UnitedHealth (UNH) stock has gained about 41% since early March, and at roughly $400 a share the market has already paid for a recovery. The easy reading is that the turnaround is finished. It is not. One half got better over those six months, the other got worse, and the price reflects the good half.

Small business guide: How to survive year one
Yahoo Finance Video21d agoneutralVIDEO
Small business guide: How to survive year one

The founders of Kemo Sabe, Slick Chicks, Sunhome Saunas and more share important lessons on surviving year one in small business. Plus, everything you need to know before the business tax filing extension deadline hits this year.

Small business guide: How to survive year one
Yahoo Finance Video21d agoneutralVIDEO
Small business guide: How to survive year one

The founders of Kemo Sabe, Slick Chicks, Sunhome Saunas and more share important lessons on surviving year one in small business. Plus, everything you need to know before the business tax filing extension deadline hits this year.