CVS Health(US:CVS) 智通财经网·2025-12-09 12:56Group 1 - The core revenue guidance for 2026 from CVS Health is below Wall Street's average expectations, primarily due to a turbulent retail environment and stricter government scrutiny in the healthcare sector [1] - CVS Health expects total revenue for the next fiscal year (2026) to reach at least $400 billion, which is lower than the average analyst estimate of $418.3 billion [1] - The company raised its full-year profit forecast and indicated that profits in 2026 are expected to continue expanding despite regulatory pressures, which is seen as a positive sign [1] Group 2 - CVS Health's stock has performed well this year, with a cumulative increase of over 70% as of the last close, largely driven by a strong performance in the healthcare sector [2] - Despite the lower revenue outlook for 2026, the profit outlook for 2025 has been revised upward, and the 2026 profit forecast exceeds Wall Street expectations, leading to a pre-market stock increase of over 3% [2] - The healthcare sector is currently benefiting from a global shift towards value stocks, with CVS Health being a significant winner in this trend [2] Group 3 - The S&P 500 Health Care Index has risen by 15%, outperforming other sectors within the S&P 500 [3] - CVS Health has adjusted its 2025 earnings per share forecast upward by $0.05, now expecting earnings between $6.60 and $6.70 per share [3] - The company has consistently raised its annual profit expectations throughout the year, with the initial bottom-line earnings per share forecast in February being only $5.75 [3]