High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Kroger (KR) has cut its 2026 same-store sales outlook and kept its 2026 profit outlook. If you own the stock, the easy comfort is that earnings held. The risk sits inside that comfort. The cost savings holding up profit are the same savings management plans to spend on lower shelf prices, and the stock is down 15% over the past six months.
CVS delivers strong Q2 growth and raises 2026 targets, but Caremark pressures and medical costs are likely to shape its next move.
CVS Health is rebuilding momentum as Aetna drives stronger profits and higher 2026 guidance, but medical costs and PBM changes could test the recovery.
Adjusted EPS surged 42.5% on margin recovery across all operating segments.
Fluent (NASDAQ:FLNT) reported second-quarter 2026 revenue growth as its Commerce Media Solutions business expanded sharply and became a larger share of the company’s overall mix. Management said the quarter marked a milestone in the company’s strategic shift toward commerce media, while maintaining
CVS Health (NYSE:CVS) reported second-quarter results that exceeded its expectations, citing earnings growth across all operating segments and raising its full-year outlook for adjusted earnings per share and operating cash flow. Chair and Chief Executive Officer David Joyner said the company gener
Investors pay particular attention to a health insurer’s second-quarter report, which reflects more medical claims data among members.
CVS Health Corp (CVS) delivered a 40% surge in adjusted EPS, raised its full-year outlook, and outlined a clear path to offset 2027 headwinds with strategic growth initiatives.
Moby summary of CVS Health Corporation's Q2 2026 earnings call
Today's ADP private-sector payrolls came in below the +75K forecast and less than half the downwardly revised +95K from June.
(Bloomberg) -- CVS Health Corp. shares fell after the company gave preliminary 2027 profit guidance that disappointed investors and warned of challenges in its pharmacy benefit manager next year, overshadowing a better-than-expected second quarter report.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealSpaceX’s AI Splurge Puts Damper on Debut Earnings After IPOChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Bell Met With Michigan on Parasi
CVS Health earnings surged past tepid forecasts after reporting its health benefit costs fell as a share of premiums. The pharmacy chain hiked its full-year outlook by a bit less than the Q2 beat. Analysts say that management's prudence in trying to grow its health benefits business let the company avoid the worst fallout from surprisingly strong medical care utilization.
CVS Health (CVS) delivered earnings and revenue surprises of +37.97% and +5.91%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
CVS beat Wall Street expectations by a wide margin in the second quarter and raised its full-year profit forecast to as much as $8.10 per share
Investing.com -- CVS Health shares jumped about 5% in premarket trading Wednesday after the company raised its full-year profit guidance following better-than-expected second-quarter results.
Today Earnings (a.m.): Merck, Pfizer, McDonald's, Caterpillar, Spotify, Apollo, TPG, Marathon Petroleum, Archer-Daniels-Midland, DuPont, Kimberly-Clark Earnings (p.m.): SpaceX, Advanced Micro Devices, ...
Knorr-Bremse AG (KNRRY) achieves highest quarterly operating EBIT margin in five and a half years, while launching a 'Growth Beyond' strategy targeting EUR10 billion in revenue by 2030.
Viatris (VTRS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Humana reports earnings Wednesday after its stock surged this year on improving confidence in Medicare Advantage insurers. Investors will be watching medical costs and the company’s outlook.
CVS, CAH, HUM and ACAD look ready for Q2 2026 earnings beats as growing demand for medical products and services continues to support performance.
CVS Group (LON:CVSG) said revenue for the financial year ended June 30 exceeded GBP 710 million, up 5.9% from the prior year, as the veterinary services provider used an investor presentation to reiterate its capital allocation policy and outline expected returns from acquisitions and capital invest
Insurance giant UnitedHealth Group (UNH) is out with its second quarter earnings on Thursday, raising its full-year outlook alongside its reported $112 billion in quarterly revenue. The stock has jumped in Thursday trading. Mizuho Americas healthcare equity strategist Jared Holz takes a closer look at the insurer's stock performance and the role Medicare Advantage had in its figures.
Elevance Health raised its profit forecast and the stock promptly fell. Here’s the one number that explains why investors headed for the exits.
UnitedHealth Group crushed Q2 earnings forecasts amid lower-than-expected benefit costs and gave a big boost to its full-year outlook. Humana, Centene and CVS Health all got a sizable lift from the warm reception for UnitedHealth's earnings report.
After a rocky start to the year, health insurer stocks have roared back. The insurers are trying to end a difficult cycle that began about three years ago, when healthcare use, and the costs to cover it, accelerated postpandemic. The fund’s top 10 holdings encompass six health insurers, three of which— UnitedHealth Group Aetna parent CVS Health and Elevance Health —comprise more than 40% of the fund.
CVS Health is scheduled to post its second-quarter results in August, and analysts project a single-digit earnings rise.
David Joyner’s assurances, which come about a month before CVS is scheduled to report its second quarter results, will likely be welcomed by investors wary after a difficult few years for insurers.
Before the stock surged, management laid out a turnaround plan for its Aetna unit that was so explicit, they practically put a price tag on it.
Over the past six months, CVS Health has been a great trade, beating the S&P 500 by 20%. Its stock price has climbed to $100.39, representing a healthy 26.4% increase. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.
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