Jim Cramer: The Real Bull Market Is in Health Insurance, CVS a Top Winner
Jim Cramer declared on his CNBC show that the real bull market is in health insurance, with CVS Health as a top winner as Walgreens 'basically disappears.' RBC raised its price target on CVS.
Financial commentator Jim Cramer stated on his July 9, 2026 CNBC Stop Trading segment that the real bull market is happening in health insurance, positioning CVS Health (NYSE:CVS) as a consolidation winner in a sector where insurers are finally getting paid for the risks they underwrite. RBC raised its price target on CVS Health, and Cramer connected that call to a broader trend.
Recommendation Change
RBC raised its price target on CVS Health, though specific prior and new targets were not disclosed. No explicit rating change (buy/hold/sell) was mentioned, but the price target hike signals a positive outlook.
Analyst Rationale
Cramer argues that health insurers are finally being adequately compensated for underwriting risks, creating a genuine bull market. He sees CVS as the biggest winner from industry consolidation, especially as competitor Walgreens 'basically disappears' from the market.
Context
No other analyst opinions were cited, but CVS shares have been performing well recently due to expectations of improved margins in managed care. The health insurance sector overall is drawing increased investor interest.
What to Make of It
Cramer's comments reflect growing optimism about the health insurance sector amid improving pricing dynamics. However, investors should weigh regulatory risks and intense competition.
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