CVS Health (CVS) Is Down 8.6% After Raising 2026 Guidance And Expanding GLP-1 Tie-Up With Lilly – Has The Bull Case Changed?

In early August 2026, CVS Health reported second-quarter results showing higher sales of US$35,117 million and revenue of US$106.10 billion, alongside net income of US$2,979 million and materially higher earnings per share versus a year earlier. On the same day, CVS Health also raised its 2026 earnings guidance and expanded its GLP-1 weight management offering through a new collaboration with Eli Lilly, underscoring how integrated pharmacy, insurance and care-delivery assets can be combined...