http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Thu, 15 Oct 2026 08:15:52 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Investing/TD+Cowen+Picks+4+Pharmacy+Stocks+With+Attractive+Q3+Setups/27190087.html <p>Investing.com -- TD Cowen maintains a positive outlook on the pharmacy benefit manager (PBM) and pharmacy sector heading into the third quarter, citing healthy specialty pharmacy trends and favorable managed care organization commentary at recent conferences. The bank highlights attractive valuations and anticipated earnings beats across several names in the group.</p> <p>Analysts expect continued strength in specialty pharmacy to drive performance, while management teams are likely to provide clarity on 2027 frameworks during upcoming earnings calls. Key focus areas include GLP-1 coverage programs, 340B drug pricing impacts, and Medicare Advantage dynamics. </p> <h2><strong>CVS Health</strong></h2> <p>TD Cowen expects a third-quarter adjusted earnings per share beat http://www.streetinsider.com/Investing/TD+Cowen+Picks+4+Pharmacy+Stocks+With+Attractive+Q3+Setups/27190087.html Thu, 15 Oct 2026 08:15:52 -0400 CI CVS OPCH http://www.streetinsider.com/General+News/TD+Cowen+Picks+4+Pharmacy+Stocks+With+Attractive+Q3+Setups/27190087.html <p>Investing.com -- TD Cowen maintains a positive outlook on the pharmacy benefit manager (PBM) and pharmacy sector heading into the third quarter, citing healthy specialty pharmacy trends and favorable managed care organization commentary at recent conferences. The bank highlights attractive valuations and anticipated earnings beats across several names in the group.</p> <p>Analysts expect continued strength in specialty pharmacy to drive performance, while management teams are likely to provide clarity on 2027 frameworks during upcoming earnings calls. Key focus areas include GLP-1 coverage programs, 340B drug pricing impacts, and Medicare Advantage dynamics. </p> <h2><strong>CVS Health</strong></h2> <p>TD Cowen expects a third-quarter adjusted earnings per share beat http://www.streetinsider.com/General+News/TD+Cowen+Picks+4+Pharmacy+Stocks+With+Attractive+Q3+Setups/27190087.html Thu, 15 Oct 2026 08:15:52 -0400 CI CVS OPCH http://www.streetinsider.com/Investing/TD+Cowen+Picks+4+Pharmacy+Stocks+With+Attractive+Q3+Setups/27190087.html <p>Investing.com -- TD Cowen maintains a positive outlook on the pharmacy benefit manager (PBM) and pharmacy sector heading into the third quarter, citing healthy specialty pharmacy trends and favorable managed care organization commentary at recent conferences. The bank highlights attractive valuations and anticipated earnings beats across several names in the group.</p> <p>Analysts expect continued strength in specialty pharmacy to drive performance, while management teams are likely to provide clarity on 2027 frameworks during upcoming earnings calls. Key focus areas include GLP-1 coverage programs, 340B drug pricing impacts, and Medicare Advantage dynamics. </p> <h2><strong>CVS Health</strong></h2> <p>TD Cowen expects a third-quarter adjusted earnings per share beat http://www.streetinsider.com/Investing/TD+Cowen+Picks+4+Pharmacy+Stocks+With+Attractive+Q3+Setups/27190087.html Thu, 15 Oct 2026 08:15:52 -0400 CI CVS OPCH http://www.streetinsider.com/General+News/TD+Cowen+Picks+4+Pharmacy+Stocks+With+Attractive+Q3+Setups/27190087.html <p>Investing.com -- TD Cowen maintains a positive outlook on the pharmacy benefit manager (PBM) and pharmacy sector heading into the third quarter, citing healthy specialty pharmacy trends and favorable managed care organization commentary at recent conferences. The bank highlights attractive valuations and anticipated earnings beats across several names in the group.</p> <p>Analysts expect continued strength in specialty pharmacy to drive performance, while management teams are likely to provide clarity on 2027 frameworks during upcoming earnings calls. Key focus areas include GLP-1 coverage programs, 340B drug pricing impacts, and Medicare Advantage dynamics. </p> <h2><strong>CVS Health</strong></h2> <p>TD Cowen expects a third-quarter adjusted earnings per share beat http://www.streetinsider.com/General+News/TD+Cowen+Picks+4+Pharmacy+Stocks+With+Attractive+Q3+Setups/27190087.html Thu, 15 Oct 2026 08:15:52 -0400 CI CVS OPCH http://www.streetinsider.com/Investing/TD+Cowen+Picks+4+Pharmacy+Stocks+With+Attractive+Q3+Setups/27190087.html <p>Investing.com -- TD Cowen maintains a positive outlook on the pharmacy benefit manager (PBM) and pharmacy sector heading into the third quarter, citing healthy specialty pharmacy trends and favorable managed care organization commentary at recent conferences. The bank highlights attractive valuations and anticipated earnings beats across several names in the group.</p> <p>Analysts expect continued strength in specialty pharmacy to drive performance, while management teams are likely to provide clarity on 2027 frameworks during upcoming earnings calls. Key focus areas include GLP-1 coverage programs, 340B drug pricing impacts, and Medicare Advantage dynamics. </p> <h2><strong>CVS Health</strong></h2> <p>TD Cowen expects a third-quarter adjusted earnings per share beat http://www.streetinsider.com/Investing/TD+Cowen+Picks+4+Pharmacy+Stocks+With+Attractive+Q3+Setups/27190087.html Thu, 15 Oct 2026 08:15:52 -0400 CI CVS OPCH http://www.streetinsider.com/General+News/TD+Cowen+Picks+4+Pharmacy+Stocks+With+Attractive+Q3+Setups/27190087.html <p>Investing.com -- TD Cowen maintains a positive outlook on the pharmacy benefit manager (PBM) and pharmacy sector heading into the third quarter, citing healthy specialty pharmacy trends and favorable managed care organization commentary at recent conferences. The bank highlights attractive valuations and anticipated earnings beats across several names in the group.</p> <p>Analysts expect continued strength in specialty pharmacy to drive performance, while management teams are likely to provide clarity on 2027 frameworks during upcoming earnings calls. Key focus areas include GLP-1 coverage programs, 340B drug pricing impacts, and Medicare Advantage dynamics. </p> <h2><strong>CVS Health</strong></h2> <p>TD Cowen expects a third-quarter adjusted earnings per share beat http://www.streetinsider.com/General+News/TD+Cowen+Picks+4+Pharmacy+Stocks+With+Attractive+Q3+Setups/27190087.html Thu, 15 Oct 2026 08:15:52 -0400 CI CVS OPCH http://www.streetinsider.com/Press+Releases/OPCH+Alert%3A+Monsey+Firm+of+Wohl+%26amp%3B+Fruchter+Investigating+Fairness+of+the+Proposed+Sale+of+Option+Care+Health+to+CD%26amp%3BR+and+McKesson/27178340.html <p>MONSEY, N.Y., Oct. 13, 2026 (GLOBE NEWSWIRE) -- The law firm of Wohl &amp; Fruchter LLP is investigating the fairness of the proposed sale of Option Care Health, Inc. (NASDAQ: OPCH) (“OPCH”) to CD&amp;R and McKesson Corporation for $32.05 per share in cash.</p> <p>Notably, the sale price is below the price targets for OPCH of at least two Wall Street analysts before the sale was announced: A.J. Rice of UBS ($39.00 per share) and Lisa Gill of J.P. Morgan ($33.00 per share) (Source: TipRanks).</p> <p>Moreover, on the Seeking Alpha investment website, shareholders expressed disappointment with the http://www.streetinsider.com/Press+Releases/OPCH+Alert%3A+Monsey+Firm+of+Wohl+%26amp%3B+Fruchter+Investigating+Fairness+of+the+Proposed+Sale+of+Option+Care+Health+to+CD%26amp%3BR+and+McKesson/27178340.html Tue, 13 Oct 2026 09:00:00 -0400 OPCH http://www.streetinsider.com/Globe+Newswire/OPCH+Alert%3A+Monsey+Firm+of+Wohl+%26amp%3B+Fruchter+Investigating+Fairness+of+the+Proposed+Sale+of+Option+Care+Health+to+CD%26amp%3BR+and+McKesson/27178340.html <p>MONSEY, N.Y., Oct. 13, 2026 (GLOBE NEWSWIRE) -- The law firm of Wohl &amp; Fruchter LLP is investigating the fairness of the proposed sale of Option Care Health, Inc. (NASDAQ: OPCH) (“OPCH”) to CD&amp;R and McKesson Corporation for $32.05 per share in cash.</p> <p>Notably, the sale price is below the price targets for OPCH of at least two Wall Street analysts before the sale was announced: A.J. Rice of UBS ($39.00 per share) and Lisa Gill of J.P. Morgan ($33.00 per share) (Source: TipRanks).</p> <p>Moreover, on the Seeking Alpha investment website, shareholders expressed disappointment with the http://www.streetinsider.com/Globe+Newswire/OPCH+Alert%3A+Monsey+Firm+of+Wohl+%26amp%3B+Fruchter+Investigating+Fairness+of+the+Proposed+Sale+of+Option+Care+Health+to+CD%26amp%3BR+and+McKesson/27178340.html Tue, 13 Oct 2026 09:00:00 -0400 OPCH http://www.streetinsider.com/Press+Releases/OPCH+Alert%3A+Monsey+Firm+of+Wohl+%26+Fruchter+Investigating+Fairness+of+the+Proposed+Sale+of+Option+Care+Health+to+CD%26R+and+McKesson/27178216.html <p>MONSEY, N.Y., Oct. 13, 2026 (GLOBE NEWSWIRE) -- The law firm of Wohl &amp; Fruchter LLP is investigating the fairness of the proposed sale of Option Care Health, Inc. (NASDAQ: OPCH) (“OPCH”) to CD&amp;R and McKesson Corporation for $32.05 per share in cash.</p> <p>Notably, the sale price is below the price targets for OPCH of at least two Wall Street analysts before the sale was announced: A.J. Rice of UBS ($39.00 per share) and Lisa Gill of J.P. Morgan ($33.00 per share) (Source: TipRanks).</p> <p>Moreover, on the Seeking Alpha investment website, shareholders expressed disappointment with the http://www.streetinsider.com/Press+Releases/OPCH+Alert%3A+Monsey+Firm+of+Wohl+%26+Fruchter+Investigating+Fairness+of+the+Proposed+Sale+of+Option+Care+Health+to+CD%26R+and+McKesson/27178216.html Tue, 13 Oct 2026 09:00:00 -0400 OPCH http://www.streetinsider.com/Globe+Newswire/OPCH+Alert%3A+Monsey+Firm+of+Wohl+%26+Fruchter+Investigating+Fairness+of+the+Proposed+Sale+of+Option+Care+Health+to+CD%26R+and+McKesson/27178216.html <p>MONSEY, N.Y., Oct. 13, 2026 (GLOBE NEWSWIRE) -- The law firm of Wohl &amp; Fruchter LLP is investigating the fairness of the proposed sale of Option Care Health, Inc. (NASDAQ: OPCH) (“OPCH”) to CD&amp;R and McKesson Corporation for $32.05 per share in cash.</p> <p>Notably, the sale price is below the price targets for OPCH of at least two Wall Street analysts before the sale was announced: A.J. Rice of UBS ($39.00 per share) and Lisa Gill of J.P. Morgan ($33.00 per share) (Source: TipRanks).</p> <p>Moreover, on the Seeking Alpha investment website, shareholders expressed disappointment with the http://www.streetinsider.com/Globe+Newswire/OPCH+Alert%3A+Monsey+Firm+of+Wohl+%26+Fruchter+Investigating+Fairness+of+the+Proposed+Sale+of+Option+Care+Health+to+CD%26R+and+McKesson/27178216.html Tue, 13 Oct 2026 09:00:00 -0400 OPCH http://www.streetinsider.com/Downgrades/Morgan+Stanley+Downgrades+Option+Care+Health+%28OPCH%29+to+Equalweight/27173158.html <p>Morgan Stanley analyst Erin Wright downgraded Option Care Health (NASDAQ: OPCH) from Overweight to Equalweight with a price target of $32.05 (from $28.00).</p><p>For an analyst ratings summary and ratings history on Option Care Health <a href="http://www.streetinsider.com/rating_history.php?q=OPCH">click here</a>. For more ratings news on Option Care Health <a href="http://www.streetinsider.com/stock_lookup_news.php?q=OPCH&amp;type=analyst">click here</a>.</p><p>Shares of Option Care Health closed at $31.07 yesterday.</p> http://www.streetinsider.com/Downgrades/Morgan+Stanley+Downgrades+Option+Care+Health+%28OPCH%29+to+Equalweight/27173158.html Mon, 12 Oct 2026 03:02:19 -0400 OPCH http://www.streetinsider.com/Downgrades/UBS+Downgrades+Option+Care+Health+%28OPCH%29+to+Neutral/27167091.html <p>UBS analyst AJ Rice downgraded Option Care Health (NASDAQ: OPCH) from Buy to Neutral.</p><p>For an analyst ratings summary and ratings history on Option Care Health <a href="http://www.streetinsider.com/rating_history.php?q=OPCH">click here</a>. For more ratings news on Option Care Health <a href="http://www.streetinsider.com/stock_lookup_news.php?q=OPCH&amp;type=analyst">click here</a>.</p><p>Shares of Option Care Health closed at $31.01 yesterday.</p> http://www.streetinsider.com/Downgrades/UBS+Downgrades+Option+Care+Health+%28OPCH%29+to+Neutral/27167091.html Thu, 08 Oct 2026 16:10:31 -0400 OPCH http://www.streetinsider.com/Downgrades/JPMorgan+Downgrades+Option+Care+Health+%28OPCH%29+to+Neutral/27158386.html <p>JPMorgan analyst Lisa C. Gill downgraded Option Care Health (NASDAQ: OPCH) from Overweight to Neutral with a price target of $33.00.</p><p>For an analyst ratings summary and ratings history on Option Care Health <a href="http://www.streetinsider.com/rating_history.php?q=OPCH">click here</a>. For more ratings news on Option Care Health <a href="http://www.streetinsider.com/stock_lookup_news.php?q=OPCH&amp;type=analyst">click here</a>.</p><p>Shares of Option Care Health closed at $31.00 yesterday.</p> http://www.streetinsider.com/Downgrades/JPMorgan+Downgrades+Option+Care+Health+%28OPCH%29+to+Neutral/27158386.html Wed, 07 Oct 2026 08:18:24 -0400 OPCH http://www.streetinsider.com/Downgrades/Barrington+Research+Downgrades+Option+Care+Health+%28OPCH%29+to+Market+Perform/27158049.html <p>Barrington Research analyst Michael J. Petusky downgraded Option Care Health (NASDAQ: OPCH) from Outperform to Market Perform.</p> <p>For an analyst ratings summary and ratings history on Option Care Health <a href="http://www.streetinsider.com/rating_history.php?q=OPCH">click here</a>. For more ratings news on Option Care Health <a href="http://www.streetinsider.com/stock_lookup_news.php?q=OPCH&amp;type=analyst">click here</a>.</p> <p>Shares of Option Care Health closed at $31.00 yesterday.</p> http://www.streetinsider.com/Downgrades/Barrington+Research+Downgrades+Option+Care+Health+%28OPCH%29+to+Market+Perform/27158049.html Wed, 07 Oct 2026 07:48:00 -0400 OPCH http://www.streetinsider.com/Downgrades/Citizens+Downgrades+Option+Care+Health+%28OPCH%29+to+Market+Perform/27156850.html <p>Citizens analyst Constantine Davides downgraded Option Care Health (NASDAQ: OPCH) from Market Outperform to Market Perform.</p><p>The analyst comments: “On Tuesday morning, Option Care Health (OPCH) announced an acquisition agreement between itself and McKesson (MCK, NC)/CD&R. The cash acquisition price of $32.05 – which represents a 37% premium to the October 5 closing price – results in a total enterprise value of $5.8B. MCK will own 49% of OPCH and CD&R will own 51%, with a framework established that will allow MCK to acquire CD&R's interest at a future date.”</p><p>For an analyst ratings summary and ratings history on Option Care Health http://www.streetinsider.com/Downgrades/Citizens+Downgrades+Option+Care+Health+%28OPCH%29+to+Market+Perform/27156850.html Wed, 07 Oct 2026 02:31:11 -0400 OPCH http://www.streetinsider.com/Analyst+Comments/Citizens+Downgrades+Option+Care+Health+%28OPCH%29+to+Market+Perform/27156850.html <p>Citizens analyst Constantine Davides downgraded Option Care Health (NASDAQ: OPCH) from Market Outperform to Market Perform.</p><p>The analyst comments: “On Tuesday morning, Option Care Health (OPCH) announced an acquisition agreement between itself and McKesson (MCK, NC)/CD&R. The cash acquisition price of $32.05 – which represents a 37% premium to the October 5 closing price – results in a total enterprise value of $5.8B. MCK will own 49% of OPCH and CD&R will own 51%, with a framework established that will allow MCK to acquire CD&R's interest at a future date.”</p><p>For an analyst ratings summary and ratings history on Option Care Health http://www.streetinsider.com/Analyst+Comments/Citizens+Downgrades+Option+Care+Health+%28OPCH%29+to+Market+Perform/27156850.html Wed, 07 Oct 2026 02:31:11 -0400 OPCH http://www.streetinsider.com/SEC+Filings/Form++DEFA14A++++Option+Care+Health%2C+Inc.+++++++++++++/27156080.html si-local-file:///var/storage/secattach/20261006/27156080.html http://www.streetinsider.com/SEC+Filings/Form++DEFA14A++++Option+Care+Health%2C+Inc.+++++++++++++/27156080.html Tue, 06 Oct 2026 16:42:00 -0400 OPCH http://www.streetinsider.com/Downgrades/Jefferies+Downgrades+Option+Care+Health+%28OPCH%29+to+Hold/27155949.html <p>Jefferies analyst Brian Tanquilut downgraded Option Care Health (NASDAQ: OPCH) from Buy to Hold with a price target of $32.00 (from $28.00).</p><p>For an analyst ratings summary and ratings history on Option Care Health <a href="http://www.streetinsider.com/rating_history.php?q=OPCH">click here</a>. For more ratings news on Option Care Health <a href="http://www.streetinsider.com/stock_lookup_news.php?q=OPCH&amp;type=analyst">click here</a>.</p><p>Shares of Option Care Health closed at $23.37 yesterday.</p> http://www.streetinsider.com/Downgrades/Jefferies+Downgrades+Option+Care+Health+%28OPCH%29+to+Hold/27155949.html Tue, 06 Oct 2026 16:31:16 -0400 OPCH http://www.streetinsider.com/Downgrades/William+Blair+Downgrades+Option+Care+Health+%28OPCH%29+to+Market+Perform/27155631.html <p>William Blair analyst Matt Larew downgraded Option Care Health (NASDAQ: OPCH) from Outperform to Market Perform.</p><p>For an analyst ratings summary and ratings history on Option Care Health <a href="http://www.streetinsider.com/rating_history.php?q=OPCH">click here</a>. For more ratings news on Option Care Health <a href="http://www.streetinsider.com/stock_lookup_news.php?q=OPCH&amp;type=analyst">click here</a>.</p><p>Shares of Option Care Health closed at $23.37 yesterday.</p> http://www.streetinsider.com/Downgrades/William+Blair+Downgrades+Option+Care+Health+%28OPCH%29+to+Market+Perform/27155631.html Tue, 06 Oct 2026 16:14:17 -0400 OPCH http://www.streetinsider.com/SEC+Filings/Form++DEFA14A++++Option+Care+Health%2C+Inc.+++++++++++++/27152409.html si-local-file:///var/storage/secattach/20261006/27152409.html http://www.streetinsider.com/SEC+Filings/Form++DEFA14A++++Option+Care+Health%2C+Inc.+++++++++++++/27152409.html Tue, 06 Oct 2026 08:23:00 -0400 OPCH http://www.streetinsider.com/SEC+Filings/Form++8-K++++++++Option+Care+Health%2C+Inc.++For%3A+Oct+05/27152408.html si-local-file:///var/storage/secattach/20261006/27152408.html http://www.streetinsider.com/SEC+Filings/Form++8-K++++++++Option+Care+Health%2C+Inc.++For%3A+Oct+05/27152408.html Tue, 06 Oct 2026 08:22:00 -0400 OPCH http://www.streetinsider.com/Mergers+and+Acquisitions/CD%26R+and+McKesson+to+acquire+Option+Care+Health+for+%245.8B/27152148.html <p>CD&R and McKesson Corporation (NYSE: MCK) have signed a definitive agreement to acquire Option Care Health, Inc. (Nasdaq: OPCH), a home and alternate site infusion services provider, for $32.05 per share, representing a total enterprise value of approximately $5.8 billion.</p> <p>Under the terms of the deal, CD&R will hold a majority interest of approximately 51%, while McKesson will invest approximately $1.4 billion for a minority interest of approximately 49%. Option Care Health will continue to operate as a separate company under its existing management team.</p> <p>The offer price represents a premium of approximately 37% to Option Care Health's closing share price on http://www.streetinsider.com/Mergers+and+Acquisitions/CD%26R+and+McKesson+to+acquire+Option+Care+Health+for+%245.8B/27152148.html Tue, 06 Oct 2026 08:00:42 -0400 MCK OPCH http://www.streetinsider.com/Mergers+and+Acquisitions/CD%26R+and+McKesson+to+acquire+Option+Care+Health+for+%245.8B/27152148.html <p>CD&R and McKesson Corporation (NYSE: MCK) have signed a definitive agreement to acquire Option Care Health, Inc. (Nasdaq: OPCH), a home and alternate site infusion services provider, for $32.05 per share, representing a total enterprise value of approximately $5.8 billion.</p> <p>Under the terms of the deal, CD&R will hold a majority interest of approximately 51%, while McKesson will invest approximately $1.4 billion for a minority interest of approximately 49%. Option Care Health will continue to operate as a separate company under its existing management team.</p> <p>The offer price represents a premium of approximately 37% to Option Care Health's closing share price on http://www.streetinsider.com/Mergers+and+Acquisitions/CD%26R+and+McKesson+to+acquire+Option+Care+Health+for+%245.8B/27152148.html Tue, 06 Oct 2026 08:00:42 -0400 MCK OPCH http://www.streetinsider.com/Press+Releases/CD%26amp%3BR+and+McKesson+Corporation+Sign+Agreement+to+Acquire+Option+Care+Health/27152102.html <p> NEW YORK &amp; IRVING, Texas &amp; BANNOCKBURN, Ill.--(BUSINESS WIRE)-- CD&amp;R, McKesson Corporation (NYSE: MCK) (“McKesson”), and Option Care Health, Inc. (Nasdaq: OPCH) (“Option Care Health”) announced today that they have entered into a definitive agreement, under which CD&amp;R and McKesson will acquire Option Care Health, an independent provider of home and alternate site infusion services, for $32.05 per share, reflecting a total enterprise value of approximately $5.8 billion. At the closing of the transaction, CD&amp;R will hold a majority ownership interest, and McKesson will hold a minority ownership interest. Option Care Health will remain a separate company http://www.streetinsider.com/Press+Releases/CD%26amp%3BR+and+McKesson+Corporation+Sign+Agreement+to+Acquire+Option+Care+Health/27152102.html Tue, 06 Oct 2026 08:00:00 -0400 MCK OPCH http://www.streetinsider.com/Business+Wire/CD%26amp%3BR+and+McKesson+Corporation+Sign+Agreement+to+Acquire+Option+Care+Health/27152102.html <p> NEW YORK &amp; IRVING, Texas &amp; BANNOCKBURN, Ill.--(BUSINESS WIRE)-- CD&amp;R, McKesson Corporation (NYSE: MCK) (“McKesson”), and Option Care Health, Inc. (Nasdaq: OPCH) (“Option Care Health”) announced today that they have entered into a definitive agreement, under which CD&amp;R and McKesson will acquire Option Care Health, an independent provider of home and alternate site infusion services, for $32.05 per share, reflecting a total enterprise value of approximately $5.8 billion. At the closing of the transaction, CD&amp;R will hold a majority ownership interest, and McKesson will hold a minority ownership interest. Option Care Health will remain a separate company http://www.streetinsider.com/Business+Wire/CD%26amp%3BR+and+McKesson+Corporation+Sign+Agreement+to+Acquire+Option+Care+Health/27152102.html Tue, 06 Oct 2026 08:00:00 -0400 MCK OPCH