CVS Health (CVS) — What Changed

Material changes in the AI committee's view · 23 events tracked · Detected nightly

← Overview📈 Rating History💰 Earnings📰 Recent Events🔄 What Changed📖 Thesis Evolution🔍 Similar Stocks
2026-07-31 MATERIAL
▲ Agreement Shift

CVS's Committee agreement moved from 57.10% to 71.40% (+14.30pp, 1 day(s) apart).

57.10 → 71.40 (+14.3)

2026-07-31 MINOR
▼ Score Change

CVS's Committee score moved from 51.90 to 50.83 (-1.07, 1 day(s) apart).

51.90 → 50.83 (-1.1)

2026-07-31 MATERIAL
— Conviction Change

CVS's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-30 MINOR
▼ Score Change

CVS's Committee score moved from 53.25 to 51.90 (-1.35, 1 day(s) apart).

53.25 → 51.90 (-1.4)

2026-07-28 MATERIAL
▼ Agreement Shift

CVS's Committee agreement moved from 71.40% to 57.10% (-14.30pp, 1 day(s) apart).

71.40 → 57.10 (-14.3)

2026-07-28 MINOR
▼ Score Change

CVS's Committee score moved from 53.75 to 53.25 (-0.50, 1 day(s) apart).

53.75 → 53.25 (-0.5)

2026-07-28 MATERIAL
— Conviction Change

CVS's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-18 MINOR
▼ Score Change

CVS's Committee score moved from 53.13 to 50.84 (-2.29, 1 day(s) apart).

53.13 → 50.84 (-2.3)

2026-07-17 MATERIAL
▲ Agreement Shift

CVS's Committee agreement moved from 60.00% to 71.40% (+11.40pp, 1 day(s) apart).

60.00 → 71.40 (+11.4)

2026-07-17 MAJOR
▼ Score Change

CVS's Committee score moved from 64.40 to 53.13 (-11.27, 1 day(s) apart).

64.40 → 53.13 (-11.3)

2026-07-17 MAJOR
— Rating Change

CVS moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-16 MINOR
▼ Score Change

CVS's Committee score moved from 66.14 to 64.40 (-1.74, 1 day(s) apart).

66.14 → 64.40 (-1.7)

2026-07-15 MINOR
▲ Agreement Shift

CVS's Committee agreement moved from 57.10% to 60.00% (+2.90pp, 1 day(s) apart).

57.10 → 60.00 (+2.9)

2026-07-15 MAJOR
▲ Score Change

CVS's Committee score moved from 54.06 to 66.14 (+12.08, 1 day(s) apart).

54.06 → 66.14 (+12.1)

2026-07-15 MATERIAL
— Conviction Change

CVS's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-15 MAJOR
— Rating Change

CVS moved from Watch to Buy (1 day(s) apart).

Watch → Buy

2026-07-14 MINOR
▼ Score Change

CVS's Committee score moved from 56.61 to 54.06 (-2.55, 1 day(s) apart).

56.61 → 54.06 (-2.5)

2026-07-13 MINOR
▼ Agreement Shift

CVS's Committee agreement moved from 60.00% to 57.10% (-2.90pp, 1 day(s) apart).

60.00 → 57.10 (-2.9)

2026-07-13 MATERIAL
— Conviction Change

CVS's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-13 MAJOR
— Rating Change

CVS moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-13 MINOR
▼ Score Change

CVS's Committee score moved from 68.84 to 68.40 (-0.44, 1 day(s) apart).

68.84 → 68.40 (-0.4)

2026-07-10 MINOR
▲ Agreement Shift

CVS's Committee agreement moved from 50.00% to 57.10% (+7.10pp, 3 day(s) apart).

50.00 → 57.10 (+7.1)

2026-07-10 MINOR
▲ Score Change

CVS's Committee score moved from 54.63 to 56.61 (+1.98, 3 day(s) apart).

54.63 → 56.61 (+2.0)

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →