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Get what investors say about CVS next
Follow CVS free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what CVS did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about CVS
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-07-09 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC Television | CVS is the last mass-market pharmacy standing as Walgreens shrinks and Rite Aid is gone, with Amazon as the… |
| 2024-10-15 | Ram AhluwaliaCEO, Lumida Wealth | Bullish | Forward Guidance | Bad news is fully priced in at a decade-plus valuation trough; strong free cash flow and ownership of Aetna… |
| 2024-09-05 | Ryan HendersonHead of Research, Fiscal.ai | Bearish | Chit Chat Stocks | Oversized physical retail footprint is a liability as the sector migrates online, and every profitable… |
| 2021-10-06 | Rom WilsonFounder & Portfolio Manager, ACM Capital Management | Bullish | Dennis Hong | The Caremark acquisition made CVS agnostic between declining in-store pharmacy traffic and rapidly growing… |
Next report: 4 Nov 2026 before the open
Notable options days
Sessions in the last 120 where CVS’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 10 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-21 | ||||||
| 2026-10-14 | ||||||
| 2026-10-07 | ||||||
| 2026-09-25 | ||||||
| 2026-09-21 | ||||||
| 2026-08-26 | ||||||
| 2026-07-22 | ||||||
| 2026-07-21 | ||||||
| 2026-07-08 | ||||||
| 2026-06-22 |
CVS on the Wheel
CVS passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2021–2026.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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