When CVS Health (CVS) jumped, trading above $60, the rally did not last. Markets initially responded well to CVS’s Q3 results. In the quarter, the firm posted a 6.3% Y/Y rise in revenue.
CVS benefited from a growth in the Health Care Benefits and Pharmacy and Consumer Wellness segments. The Health Services segment offset that growth. In 2025, CVS has enrollment tailwinds for four-star or better plans worth $800 million in 2025.
Former Covid supplier champ Moderna (MRNA) closed last week at a 52-week low. Although it beat earnings and revenue expectations, its prospects in 2025 are uncertain. The firm won orders from Brazil while it built its presence in the United Kingdom, Canada, and Australia. While R&D activity will weaken in 2025, Moderna expects it to increase in 2026.
Albemarle (ALB), a lithium miner, is still trading below its high for the year. Investors are waiting for the company to issue its outlook for 2025. Shareholders expect the company will forecast lower market pricing compared to that of 2024.
Albemarle will benefit from its equity earnings from the Talison joint venture. In addition, it expects fixed costs will fall. In the last quarter, it cut $300 million to $400 million from costs and increased productivity actions.
2025 is a turnaround year for Albemarle.
