智通财经获悉，Cantor Fitzgerald将西维斯健康(CVS.US)评级从“中性”上调至“增持”，并将其12个月目标价从62美元上调至71美元，此前这家管理式医疗巨头公布了好于预期的2024年第四季度财报。
随着西维斯健康在新任首席执行官David Joyner的领导下公布第一份完整的季度业绩，Cantor认为，该公司“有合适的团队”来重振其保险业务安泰(Aetna)，并抵御充满挑战的监管和零售背景。此外，分析师对西维斯健康在2027年恢复正常医疗保险优势利润率的能力更有信心。分析师们指出，安泰保险目前的隐含市盈率低估了该公司的整体业务。鉴于该公司已经显示出利润率好转的初步迹象，该公司不应该在历史市盈率水平附近进行折价交易。
此前，西维斯健康公布的第四季度财务状况好于预期，这主要得益于其医疗福利部门的增长，该部门包括安泰保险及其制药和消费者健康部门。
该公司第四季度调整后的每股摊薄收益为1.19美元，超FactSet的分析师预期的0.91美元。季度营业收入为977.1亿，较去年同期的938.1亿有所增长，超FactSet调查的分析师预计的970.9亿。对于2025年，该公司预计调整后的摊薄后每股收益为5.75到6.00美元，FactSet分析师预期为5.86美元。
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