BUZZ-因看好医疗保险,TD Cowen 将 CVS Health 的评级上调至 "买入"。

Reuters
Oct 04, 2024

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10月4日 - ** CVS Health Corp 股价上涨3.1%,创近五个月新高64.87美元。

** 券商TD Cowen将股票评级从 "持有 "上调至 "买入",并将目标价从59美元上调至85美元--较上一交易日收盘价上涨35%。

** 券商援引其内部分析称,由于 2025 年其顶级医疗保险优势计划的会员人数有望增长,且福利较低,券商有信心 CVS 在 2025 年实现两位数的每股收益增长。

** 竞争对手Humana 周三股价暴跌, (link),此前该公司称其顶级医疗保险计划的注册人数大幅下降。

** 分析师平均将 CVS 和同行 Cigna 评为 "买入",将 HUM 评为 "持有"。

** CVS 年内下跌约 18%,而 HUM 下跌 46.5%,CI 年内上涨约 14

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