CVS CVS Health Corp

$CVS no brainer buy here. Company beats expectations on earnings. The decision to split up is not a decision to get rid of half their company. They still own all of it and still have a monopoly. This dip is Christmas coming early.

$CVS blow out earnings and value creation by dividing company in 2028. Down 13% when it should be up 13%. Seems like opportunity and a 26% delta. Will retrace all todays losses by Froday.

$CVS Today's drop is not due to fundamentals as they are stronger than they have been for some time. The drop is due to sentiment, and the uncertainty of how the split will be orchestrated. It's not going to be completed until H1 of 2028, so today's drop is just nervousness from investors who don't really know the structure. The positive is that they are starting their buyback program in Q4 and they increased guidance. It's trading at approx. 10.5x forward p/e ratio which makes the current share price value territory.

$CVS - they received almost more than 85% with 4 plus ratings …might rally tomorrow along with $HUM

$CVS dumb question. What happens to our shares when the stock splits into two companies. ?

$CVS $SPY no one is even paying attention to how freaking monstrous the stock is going to be.

$CVS experience in tape reading to see a retail group here ⚠️ when VDW shows up you should clear 🙃

$CVS Mini pharmacy concept will be profitable as high margin meds including over the counter will bloom Walgreen stores will become mini CVS HEALTH CORP

$CVS is down about 12.6% at 11:48 ET even though the Q3 8-K raised guidance: adjusted EPS to at least 8.20 from 7.90 to 8.10, and operating cash flow to at least 15.5 billion from at least 11.5 billion. Aetna's medical benefit ratio improved to 91.3% from 92.8%, with 1.3 billion of favorable prior-year reserve development over nine months. What is the market discounting that the guidance raise does not show?

CVS is breaking itself in two, and Wall Street hates it. $CVS is down about 11% intraday even after a Q3 earnings beat, as it splits its 9,000 pharmacies from Aetna and Caremark by 2028.

$CVS More corporate asset shuffling. The breakup is probably a good idea, but it all seems to end up enriching the same Wall Street firms that built this mess in the first place.

$CVS NOV20 95C · still actionable Zone: $90.77 to $92.05 Invalidation: close under $88.02 Objectives: $95.26, then $99.12 The math: up 4.2% to the first objective and 8.4% to the second, against 3.7% risk on the invalidation, better than 2 to 1 to the second. I like this swing because CVS beat on Q3 earnings and raised its full year guidance to at least $8.20, with adjusted earnings of $2.09 against a $1.65 estimate and revenue of $108.4B. You are buying the earnings reaction with a clear line underneath it at $88.02, so you know where you are wrong before the move starts. If $88.02 holds, $95.26 is the first spot to watch for buyers pushing toward the 30 day high. Watch: $91.89, the Tuesday high. A close over it shows buyers still in control.

$CVS: tomorrow is the last opt-out day in the digital privacy settlement, Nov 1. Staying in? Claims close Nov 16, up to $5 no proof for US site or app use before July 27. Open Class Actions.

$CVS 'CVS Will Break Off Its Namesake Pharmacies; The Company Will Split Its Retail Pharmacies From Its Insurance And Pharmacy-Benefit Operations' - WSJ BENZINGA 6:31 PM ET Nov-03-2026

$CVS NOV20 93C · still actionable Zone: $89.62 to $90.88 Invalidation: close under $89.55 Objectives: $92.58, then $95.26 The math: up 2.6% to the first objective and 5.6% to the second, against 0.8% risk on the invalidation, better than 7 to 1 to the second. I like this swing because Friday held above $89.55 after a week of selling from $95.26. Earnings land Nov 4, so the Nov 20 expiry gives this room past the report. The zone is tight and the invalidation is clear, so you know where you are wrong before the move starts. If $89.55 holds, $92.58 is the first spot to watch for buyers showing up again.

$CVS No matter how they split this up…CVS owners own both. Even if one side gets saddled with something that is questionable it’s net-net neutral to owners pre divorce. The call was good, C suite brimming with confidence during Q&A

$CVS they are trying to say the pharmacy business is essentially worthless except for the real estate they sit on LOL

$CVS NOV20 94C · still actionable Zone: $89.62 to $90.88 Invalidation: close under $89.55 Objectives: $93.07, then $94.77 The math: up 3.1% to the first objective and 5.0% to the second, against 0.8% risk on the invalidation, better than 6 to 1 to the second. I like this swing because Friday held the $89.55 low after a week of selling from $95.26. Earnings land Nov 4, so the Nov 20 expiry gives this room past the report. You are buying the washout with a line underneath it, not chasing a run. If $89.55 holds, $93.07 is the first spot to watch for buyers showing up again. Watch: $93.07

$CVS: Smith turns on a legal line: was the Aetna Better Health call telemarketing, or a health care message? The complaint alleges telemarketing needing signed written consent. No ruling yet, nothing to claim. Open Class Actions.

$CVS when they split, what happens to our shares? Because if the company is $100 billion right now in market value and half of that is going to go into another stock security then what does our investment get valued at?? Or is it tied in somehow? $SPY