Current Status of Mifepristone: The abortion pill mifepristone remains available under existing federal rules, with the FDA allowing telehealth prescriptions and mail delivery, despite potential threats from a safety review and legal challenges.
Impact of Political Changes: The Trump administration's influence on the FDA and potential reinterpretation of laws like the Comstock Act could significantly restrict access to mifepristone, despite its long-standing safety record and recent approval of a generic version.
Market and Legal Landscape: Drug manufacturers are preparing for possible regulatory changes that could affect the supply chain and access to mifepristone, while ongoing litigation and state-level restrictions create a complex environment for abortion providers.
Challenges for Abortion Providers: Despite some states strengthening protections for providers, many clinics face operational challenges due to funding cuts, staff shortages, and legal risks, leading to a chilling effect on prescribing mifepristone across state lines.
Wall Street analysts forecast CVS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CVS is 90.53 USD with a low forecast of 75.00 USD and a high forecast of 102.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Analyst Rating
Wall Street analysts forecast CVS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CVS is 90.53 USD with a low forecast of 75.00 USD and a high forecast of 102.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Buy
1 Hold
0 Sell
Strong Buy
Current: 81.360
Low
75.00
Averages
90.53
High
102.00
Current: 81.360
Low
75.00
Averages
90.53
High
102.00
Bernstein
Market Perform
maintain
$87 -> $91
Al Analysis
2026-01-06
Reason
Bernstein
Price Target
$87 -> $91
Al Analysis
2026-01-06
maintain
Market Perform
Reason
Bernstein raised the firm's price target on CVS Health to $91 from $87 and keeps a Market Perform rating on the shares. The firm sees a sector turnaround in the government managed care organization sector beginning in 2026, but expects to see bumps in the recovery. Bernstein believes all MCO sectors present attractive entry points, with Medicare Advantage likely to see the nearest term earnings improvements and Medicaid representing the most attractive valuations.
JPMorgan
Overweight
maintain
$93 -> $101
2025-12-17
Reason
JPMorgan
Price Target
$93 -> $101
2025-12-17
maintain
Overweight
Reason
JPMorgan raised the firm's price target on CVS Health to $101 from $93 and keeps an Overweight rating on the shares. The firm adjusted targets in the healthcare services group as part of its 2026 outlook. JPMorgan sees "some reasons for optimism that managed care estimates are approaching trough levels." Most managed care companies will reach a trough in earnings in 2026 or have already reached a trough in earnings in 2025 with the potential for upward revisions going forward, the analyst tells investors in a research note.
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Bernstein
Bernstein
Market Perform
maintain
$86 -> $87
2025-12-12
Reason
Bernstein
Bernstein
Price Target
$86 -> $87
2025-12-12
maintain
Market Perform
Reason
Bernstein raised the firm's price target on CVS Health to $87 from $86 and keeps a Market Perform rating on the shares following overall a very positive Investor Day event. The firm cites increased confidence in quality and depth of management teams, and reinforcement of the quality and market leadership of leading companies.
Baird
Outperform
maintain
$82 -> $92
2025-12-10
Reason
Baird
Price Target
$82 -> $92
2025-12-10
maintain
Outperform
Reason
Baird raised the firm's price target on CVS Health to $92 from $82 and keeps an Outperform rating on the shares. The firm updated its model and believes its bull thesis remains intact.
About CVS
CVS Health Corporation is a health solutions company. The Company's segments include Health Care Benefits, Health Services, Pharmacy & Consumer Wellness and Corporate/Other. Health Care Benefits segment offers a broad range of traditional, voluntary and consumer-directed health insurance products and related services, including medical, pharmacy, dental and behavioral health plans, PDPs and Medicaid health care management services. Health Services segment provides a full range of pharmacy benefit management (PBM) solutions through its CVS Caremark operations and delivers health care services in its medical clinics, virtually, and in the home. Pharmacy & Consumer Wellness segment dispenses prescriptions in its CVS Pharmacy retail locations and through its infusion operations, provides ancillary pharmacy services including pharmacy patient care programs, diagnostic testing and vaccination administration, and sells a wide assortment of health and wellness products and general merchandise.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
