Earnings GrowthCVS is guiding to mid-teens EPS growth through 2028, which is expected to significantly support the stock alongside confidence in its strategy across core businesses.
Management And StrategyIncreased confidence on quality and depth of management teams, and reinforcement of the quality and market leadership of leading companies such as CVS Retail, Caremark, and Aetna.
Technology And InnovationCVS introduced an Open Engagement Platform as part of a $20B technology investment, setting the stage for future earnings upside.