券商观点:Caremark和健康服务发力,CVS有望摆脱340B拖累

路透中文
Aug 06
BUZZ-券商观点:Caremark和健康服务发力,CVS有望摆脱340B拖累

8月6日 - ** CVS Health(CVS.N)周三公布的第二季度财报(link)超出分析师预期,但该公司下调的2026年业绩预测及其对2027年的初步盈利展望令部分投资者感到失望

** 覆盖该股的29家券商给出的目标价中位数为113美元——LSEG汇编数据

卡雷马克掌舵

** 摩根大通(维持“增持”评级) 认为,CVS健康服务部门的强劲表现应有助于抵消2026年预期的不利因素,支持其重申的业绩指引,并表明该公司明年仍有推动增长的机会

** 利林克合伙公司(Leerink Partners)(评级“跑赢大盘”,目标价:119美元) 表示,CVS医疗福利业务利润率的提升、药房及消费者健康业务部门的稳健增长,以及专业服务业务的强劲贡献,应有助于抵消已知的下行压力,并支撑公司的长期增长轨迹

** Jefferies(“买入”,目标价:120美元) 认为,CVS第二季度的业绩凸显了持续的运营改善,这有望支撑其盈利增长直至2026年下半年并延续至2027年,可能进一步推高盈利预期

** 瑞银(UBS)(“买入”,目标价:126美元) 表示,340B药品定价计划带来的压力预计将持续至2026财年,而Caremark的持续优异表现将有助于抵消其影响;这两大趋势均可能延续至2027财年,并继续对业绩构成阻力

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