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CVS Health price target lowered to $62 from $65 at Evercore ISI

CVS Health price target lowered to $62 from $65 at Evercore ISI

Evercore ISI analyst Elizabeth Anderson lowered the firm’s price target on CVS Health (CVS) to $62 from $65 and keeps an Outperform rating on the shares. The company’s Q2 report “showed what an arduous journey the HCB multiyear recovery is going to be,” but looking to FY25 the firm expects multiple tailwinds to drive double-digit EPS growth, including star benefit, Florida HMO contract flipping back to 4 stars, repricing and benefit redesign in FY25 bids, Medicaid new cycle repricing, the roll off of the Centene (CNC) contract loss, Cordavis growth and the incremental $500M cost savings, the analyst tells investors.

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