CVS
CVS Health Corporation · Healthcare · Healthcare Plans
TECHSellZACKSHold
R500#92 today
$86.46
+1.48% today · -3.00% 1W
Oct 2 close or latest
PreviewWhy it's moving
Moving with the market
- CVS +1.48% on the last session vs SPY +0.74%: +0.7 pts of stock-specific move.
- Market backdrop (Fri): Average Hourly Earnings m/m 0.1% vs 0.3% expected (cooler); Non-Farm Employment Change 29K vs 89K expected (weaker); S&P futures +0.41%, 10-year yield -5bp in the 30 minutes after.
Assembled from Wallsti's own signals.
Next report
Oct 28
In 24 days
estimated date
EPS estimate
$1.63
$1.46 to $1.80 · 23 analysts
Revenue estimate
$104.8B
$102.3B to $108.9B
Track record
7/8 beats
last 8 reports · moved ±5.7% on average
Reports
| Reported | Quarter | EPS est. | EPS | EPS surprise | Revenue | Reaction | Gap | 5 days |
|---|---|---|---|---|---|---|---|---|
| Aug 5, 2026 BMO | 2Q2026 | $1.85 | $2.58 | +$0.73 (+39.4%) beat | $106.1B | -5.1% -4.9 vs SPY | -10.2% | -10.5% |
| May 6, 2026 BMO | 1Q2026 | $2.21 | $2.57 | +$0.36 (+16.5%) beat | $100.4B | +7.7% +6.3 vs SPY | +6.0% | +17.9% |
| Feb 10, 2026 BMO | 4Q2025 | $1.00 | $1.09 | +$0.09 (+9.4%) beat | $105.7B | -0.1% +0.2 vs SPY | -2.6% | +3.2% |
| Oct 29, 2025 BMO | 3Q2025 | $1.36 | $1.60 | +$0.24 (+17.9%) beat | $102.9B | -1.9% -2.0 vs SPY | +0.4% | -5.0% |
| Jul 31, 2025 BMO | $1.46 | $1.81 | +$0.35 (+24.0%) beat | — | -0.3% +0.1 vs SPY | +5.2% | +2.0% | |
| May 1, 2025 BMO | $1.67 | $2.25 | +$0.58 (+34.7%) beat | — | +4.1% +3.4 vs SPY | +8.7% | +0.1% | |
| Feb 12, 2025 BMO | $0.92 | $1.19 | +$0.27 (+29.3%) beat | — | +14.9% +15.3 vs SPY | +10.2% | +20.7% | |
| Nov 6, 2024 BMO | $1.46 | $1.09 | −$0.37 (−25.3%) miss | — | +11.3% +8.8 vs SPY | +11.5% | -2.4% | |
| Aug 7, 2024 BMO | $1.73 | $1.83 | +$0.10 (+5.8%) beat | — | -3.2% -2.5 vs SPY | -0.6% | -4.3% | |
| May 1, 2024 BMO | $1.70 | $1.31 | −$0.39 (−22.9%) miss | — | -16.8% -16.5 vs SPY | -17.3% | -17.7% | |
| Feb 7, 2024 BMO | $1.99 | $2.12 | +$0.13 (+6.5%) beat | — | +3.1% +2.3 vs SPY | +1.9% | +3.8% | |
| Nov 1, 2023 BMO | $2.13 | $2.21 | +$0.08 (+3.8%) beat | — | -0.4% -1.5 vs SPY | -4.7% | +1.8% | |
| Aug 2, 2023 BMO | $2.12 | $2.21 | +$0.09 (+4.2%) beat | — | +3.3% +4.7 vs SPY | -2.0% | +0.1% | |
| May 3, 2023 BMO | $2.09 | $2.20 | +$0.11 (+5.3%) beat | — | -3.7% -3.0 vs SPY | -1.9% | -3.8% | |
| Feb 8, 2023 BMO | $1.93 | $1.99 | +$0.06 (+3.1%) beat | — | +3.5% +4.6 vs SPY | +2.2% | +3.0% | |
| Nov 2, 2022 BMO | $1.99 | $2.15 | +$0.16 (+8.0%) beat | — | +2.3% +4.8 vs SPY | +2.0% | +7.4% | |
| Aug 3, 2022 BMO | $2.18 | $2.40 | +$0.22 (+10.1%) beat | — | +6.3% +4.7 vs SPY | +2.8% | +8.7% | |
| May 4, 2022 BMO | $2.15 | $2.22 | +$0.07 (+3.3%) beat | — | +4.8% +1.7 vs SPY | +0.8% | +2.3% | |
| Feb 9, 2022 BMO | $1.88 | $1.98 | +$0.10 (+5.3%) beat | — | -5.5% -6.9 vs SPY | -3.9% | -7.1% | |
| Nov 3, 2021 BMO | $1.79 | $1.97 | +$0.18 (+10.1%) beat | — | +5.7% +5.1 vs SPY | +1.5% | +1.8% | |
| Aug 4, 2021 BMO | $2.07 | $2.42 | +$0.35 (+16.9%) beat | — | — | — | — | |
| May 4, 2021 BMO | $1.72 | $2.04 | +$0.32 (+18.6%) beat | — | — | — | — | |
| Feb 16, 2021 BMO | $1.24 | $1.30 | +$0.06 (+4.8%) beat | — | — | — | — | |
| Nov 6, 2020 BMO | $1.34 | $1.66 | +$0.32 (+23.9%) beat | — | — | — | — |
BMO = before the open, AMC = after the close. Reaction: the first session that could trade on the report (the same day for BMO, the next session for AMC) against the close before it; "vs SPY" subtracts the S&P 500 over the same session. EPS surprise is in dollars, with the percentage only when the estimate is at least $0.10 (near zero, a small beat would show as hundreds of percent). Revenue surprise needs the estimate from before the report, so it starts with the reports Wallsti saw coming.
Analyst estimates
| Period | EPS | Range | vs year ago | 90-day trend | Revisions 30d | Revenue | vs year ago |
|---|---|---|---|---|---|---|---|
| Current quarter · Sep 30, 2026 | $1.63 (23) | $1.46 – $1.80 | +2% | -4.9% | ▲3 ▼4 | $104.8B | +2% |
| Next quarter · Dec 31, 2026 | $1.27 (23) | $1.15 – $1.40 | +16% | -4.5% | ▲2 ▼4 | $107.0B | +1% |
| Current year · Dec 31, 2026 | $8.04 (25) | $7.94 – $8.15 | +19% | +8.2% | ▲4 ▼1 | $418.0B | +4% |
| Next year · Dec 31, 2027 | $8.53 (26) | $8.43 – $9.05 | +6% | +1.8% | ▲4 ▼1 | $430.0B | +3% |
Consensus as of Oct 4, 2026. Source: Yahoo Finance analyst estimates; schedule and timing also from Nasdaq's earnings calendar.