CVS Health Corporation (NYSE:CVS) is included among 12 Unstoppable Dividend Stocks to Buy According to Analysts. JPMorgan Names CVS a Top Pick as Turnaround Gains Traction On January 28, Argus trimmed its price recommendation on CVS Health Corporation (NYSE:CVS) to $90 from $91. However, the firm maintained a Buy rating on the stock. The shares fell nearly 15% after the Centers for Medicare and Medicaid Services proposed keeping Medicare Advantage reimbursement rates flat for 2027 compared with 2026. Arg ...

Amgen Inc. (NASDAQ:AMGN) is included among the 15 Best Wide Moat Dividend Stocks to Invest in. RBC Lifts Amgen (AMGN) Target After Strong Q4, Cites Key Drug Momentum On February 4, RBC Capital raised its price recommendation on Amgen Inc. (NASDAQ:AMGN) to $360 from $335. The firm also kept an Outperform rating and pointed to a strong fourth quarter on both revenue and earnings. According to the research note, the upside was largely driven by Prolia, Repatha, Evenity, and Uplizna. On MariTide, Amgen did n ...

Core Viewpoint - CVS Health is enhancing access to lower-cost biosimilar medications, specifically osteoporosis treatments, by introducing new options in its formulary, which will be effective from April 1, 2026, providing significant cost savings compared to original brands [1]. Group 1: Introduction of Biosimilars - CVS Caremark will add osteoporosis biosimilars Ospomyv and Stoboclo, along with generic teriparatide options Bonsity and Tymlos, to its major national commercial template formularies [1]. - These biosimilars will replace Prolia and Forteo, offering customers more affordable alternatives with strong clinical and supply confidence [1]. Group 2: Cost Savings and Strategy - The preferred biosimilar approach is over 50% lower in costs per prescription compared to the original brand [1]. - CVS Caremark's biosimilar formulary strategy has already helped customers realize $1.5 billion in gross savings [5]. - The company has successfully transitioned 96% of its client members using Humira to a biosimilar, demonstrating its commitment to driving competition and cost savings [5]. Group 3: Specialty Drug Management - CVS Specialty proactively informs prescribers and patients about formulary changes, ensuring a smooth transition to covered alternatives [6]. - Advanced technology capabilities streamline the prescription process for doctors, allowing for quick approvals and enhancing patient communication [7]. Group 4: Importance of Biosimilars - Biosimilars are crucial for treating complex chronic conditions and are often injectable medications that require careful handling [8]. - The introduction of Ospomyv and Stoboclo is significant for treating osteoporosis, which is vital for preventing fractures and maintaining independence in older adults [9][10]. Group 5: Company Overview - CVS Health operates approximately 9,000 retail pharmacy locations and serves around 87 million plan members through its pharmacy benefits manager [11]. - The company aims to connect consumers to better health through personalized, technology-driven services, ultimately lowering overall healthcare costs [11].

Core Viewpoint - Amgen Inc. is experiencing strong performance and positive analyst outlook despite facing some challenges, with a maintained "Buy" rating and an increased price target from Cowen & Co. [1][5] Financial Performance - Amgen's fourth-quarter performance in 2025 exceeded expectations for both revenue and earnings per share, supporting a positive outlook from analysts [2][5] - The stock price is currently $338.59, reflecting a 1.80% decrease or $6.20 drop, with a market capitalization of approximately $182.32 billion [4] Growth Prospects - Key products like Repatha and Uplizna are expected to drive future growth, offsetting losses from Prolia and Xgeva [2][5] - Despite regulatory uncertainties and pipeline attrition, Amgen's long-term prospects remain strong, bolstered by positive data from Repatha and progress with MariTide [3][5] Market Activity - The stock has fluctuated between $338.59 and $349.50 today, with a yearly high of $353.25 and a low of $261.43 [4]

Amgen Stock Hits Buy Zone On Positive 2026 Outlook Amid Sharpening Obesity Focus | Investor's Business DailyBREAKING: [Eli Lilly Surges As Obesity Drugs Fuel Strong Earnings, Guidance]---Amgen (AMGN) stock popped Wednesday — surging back into a buy zone — on its surprisingly upbeat 2026 guidance despite biosimilar competition for bone health drugs Prolia and Xgeva. Prolia is an osteoporosis treatment. Xgeva aims to prevent fractures and spinal cord compression in patients who have bone metastases from cance ...

Key Takeaways AMGN beat Q4 EPS and sales estimates as total revenues rose 9% on strong global demand across key brands.Amgen saw robust growth from Repatha, Evenity and Tezspire, offsetting pricing pressure and higher costs.AMGN is advancing MariTide with six phase III obesity studies, targeting monthly dosing via autoinjector.Amgen (AMGN) reported fourth-quarter 2025 adjusted earnings of $5.29 per share, which beat the Zacks Consensus Estimate of $4.76 per share. Earnings were relatively flat year over yea ...

Core Insights - Amgen reported revenue of $9.87 billion for the quarter ended December 2025, reflecting an 8.6% increase year-over-year and a surprise of +4.23% over the Zacks Consensus Estimate of $9.47 billion [1] - The earnings per share (EPS) was $5.29, slightly down from $5.31 in the same quarter last year, with an EPS surprise of +11.18% compared to the consensus estimate of $4.76 [1] Financial Performance Metrics - Amgen's stock has returned +7.5% over the past month, outperforming the Zacks S&P 500 composite's +1.8% change, and currently holds a Zacks Rank 3 (Hold) [3] - Product sales for BLINCYTO in the U.S. were $270 million, which is a +10.2% change year-over-year but below the estimated $283.5 million [4] - KYPROLIS sales in the ROW were $111 million, representing an -18.4% change year-over-year, also below the estimated $130.37 million [4] - Repatha sales in the U.S. reached $517 million, exceeding the estimate of $451.25 million, marking a +64.1% year-over-year increase [4] - Other revenues amounted to $499 million, surpassing the average estimate of $396.39 million, reflecting a +34.9% year-over-year change [4] - Total product sales were $9.37 billion, exceeding the average estimate of $9.09 billion, with a year-over-year change of +7.5% [4] - Otezla sales totaled $625 million, slightly above the estimate of $621.09 million, with a year-over-year change of +0.2% [4] - Total sales for KYPROLIS were $351 million, below the estimate of $362.31 million, representing a -5.7% year-over-year change [4] - Total sales for BLINCYTO were $413 million, below the estimate of $435.33 million, with an +8.4% year-over-year change [4] - Total sales for Repatha reached $870 million, exceeding the estimate of $811.51 million, marking a +43.6% year-over-year increase [4] - Total sales for XGEVA were $447 million, slightly below the estimate of $453.76 million, representing a -20.3% year-over-year change [4] - Total sales for Prolia were $1.05 billion, exceeding the estimate of $974.58 million, with a -9.5% year-over-year change [4]

Core Insights - Amgen reported strong financial performance in 2025, with double-digit growth in revenues and earnings per share, entering 2026 with momentum across its portfolio of medicines [2][5]. Financial Performance - For Q4 2025, total revenues increased by 9% to $9.9 billion compared to Q4 2024, with product sales growing by 7% driven by 10% volume growth, partially offset by a 4% decrease in net selling price [5]. - For the full year 2025, total revenues rose by 10% to $36.8 billion compared to 2024, with product sales increasing by 10% due to 13% volume growth, offset by a 3% decline in net selling price [5]. - GAAP earnings per share (EPS) for Q4 increased by 111% from $1.16 to $2.45, and for the full year, GAAP EPS rose by 88% from $7.56 to $14.23 [5]. - Non-GAAP EPS for Q4 remained relatively unchanged at $5.29, while for the full year, it increased by 10% from $19.84 to $21.84 [5]. Product Sales Performance - Eighteen products achieved record sales for the full year, with fourteen products exceeding $1 billion in annual sales and thirteen products delivering at least double-digit sales growth [5]. - Repatha sales increased by 44% year-over-year to $870 million in Q4, driven by 31% volume growth [6]. - EVENITY sales rose by 39% year-over-year to $599 million in Q4, primarily due to volume growth [6]. - Prolia sales decreased by 10% year-over-year to $1.1 billion in Q4, impacted by lower net selling price and decreased volume [6]. Operating Expenses and Margins - Total operating expenses increased by 5% year-over-year for Q4 and by 6% for the full year [18]. - GAAP operating income for Q4 increased from $2.3 billion to $2.7 billion, with GAAP operating margin rising by 2.5 percentage points to 29.0% [5]. - Non-GAAP operating income for the full year increased from $15.0 billion to $16.2 billion, with non-GAAP operating margin decreasing by 0.8 percentage points to 46.1% [5]. Cash Flow and Balance Sheet - The company generated $8.1 billion of free cash flow for the full year 2025, down from $10.4 billion in 2024, primarily due to timing of working capital and higher capital expenditures [23]. - As of December 31, 2025, cash and cash equivalents totaled $9.1 billion, and debt outstanding was $54.6 billion, with a debt leverage ratio of approximately 3.2 times EBITDA [23]. 2026 Guidance - For 2026, the company expects total revenues in the range of $37.0 billion to $38.4 billion, with GAAP EPS projected between $15.45 and $16.94 [27].

Company Overview - Amgen is one of the largest biotech companies globally, focusing on oncology/hematology, cardiovascular disease, inflammation, bone health, and rare diseases markets [11] - The company has developed significant drugs such as Epogen and Neupogen, and launched next-generation products like Aranesp and Neulasta [11] - Amgen's acquisition of Immunex Corporation provided access to the blockbuster drug Enbrel, although older drugs are facing declining sales due to competition [11] Financial Performance - Amgen has a Zacks Rank of 3 (Hold) and a VGM Score of B, indicating a solid position in the market [12] - The company has a Value Style Score of B, supported by a forward P/E ratio of 15.68, which is attractive for value investors [12] - For fiscal 2025, three analysts have revised their earnings estimates upwards, with the Zacks Consensus Estimate increasing to $21.28 per share [12] - Amgen has an average earnings surprise of +12.7%, suggesting a positive trend in earnings performance [12] Investment Considerations - With a strong Zacks Rank and favorable Value and VGM Style Scores, Amgen is recommended for investors' consideration [13]

Core Insights - Amgen (AMGN) is set to report its fourth-quarter and full-year 2025 results on February 3, with earnings expected to be $4.74 per share and sales at $9.46 billion, reflecting a 12.8% earnings surprise in the last reported quarter [1][10]. Group 1: Sales Performance - Product sales are anticipated to be driven by strong volume growth from drugs like Evenity, Repatha, and Blincyto, although prices are expected to decline due to increased rebates [2]. - The Zacks Consensus Estimate for sales of Evenity, Repatha, and Blincyto is $559 million, $798 million, and $434 million, respectively [3]. - Newer drugs such as Imdelltra, Tavneos, and Tezspire are expected to contribute to top-line growth, alongside sales from rare disease drugs like Uplizna, estimated at $183 million [4]. Group 2: Patent Expirations and Competitive Pressures - Patents for key drugs Prolia and Xgeva expired in February 2025 in the U.S., leading to expected sales erosion due to the launch of biosimilars, with estimates of $980 million for Prolia and $444 million for Xgeva [5]. - Competitive pressures have negatively impacted volume growth for Kyprolis, with an estimated sales figure of $365 million, while Enbrel sales are likely to decline due to price reductions [6]. Group 3: Biosimilars and R&D Costs - Amgen's biosimilars, including Wezlana and Pavblu, are expected to contribute to sales growth, although Wezlana is not expected to generate U.S. sales in the fourth quarter [7]. - Lower revenues from oncology biosimilars and legacy products are anticipated, alongside higher R&D costs that may negatively impact operating margins [8][9]. Group 4: Earnings Expectations - Amgen's Earnings ESP is -0.40%, indicating a lower likelihood of an earnings beat, with the most accurate estimate at $4.72 per share compared to the consensus of $4.74 [13][14].