LOUISVILLE, Ky., Feb. 17, 2026 (GLOBE NEWSWIRE) -- BrightSpring Health Services, Inc. (“BrightSpring” or the “Company”) (NASDAQ: BTSG) announced today that it will host an Investor Day on Tuesday, March 17, 2026 starting at 8:30 a.m. ET. The event will feature presentations by several members of BrightSpring’s leadership team, as well as Q&A sessions throughout the day. A live and archived webcast of the event will be available on the Company’s investor relations website at https://ir.brightspringhealth.com ...

Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter for the “Carillon Eagle Small Cap Growth Fund”. You can download a copy of the letter here. Small-cap stocks delivered marginal gains in the fourth quarter of 2025. The Russell 2000® Value Index outperformed the Russell 2000® Growth Index in the quarter, with more balanced results. In line with the broader stock market, small-cap stocks delivered solid results in 2025. The Russell 2000 Growth Index re ...

Company Overview - BrightSpring Health Services is a leading provider of home and community-based healthcare services in the United States, focusing on Medicare, Medicaid, and insured populations [6] - The company generated a total revenue of $13.3 billion and a net income of $110.3 million over the trailing twelve months (TTM) [4] - As of February 12, 2026, BrightSpring's market capitalization was $7.01 billion, with shares priced at $37.79, reflecting a 74.4% increase over the past year [4][8] Recent Developments - On February 13, 2026, Alta Fox Capital Management disclosed the purchase of 776,975 shares of BrightSpring, valued at approximately $26.06 million based on average quarterly pricing [2] - Following this transaction, Alta Fox's stake in BrightSpring increased to 9.97% of its 13F assets under management (AUM) [8] - The value of the stake at quarter-end rose by $32.73 million due to both the purchase and stock price appreciation [2] Financial Performance - In the third quarter, BrightSpring reported revenue of $3.33 billion, marking a 28% year-over-year increase, with adjusted EBITDA climbing 37% to $160 million [11] - The company also reported a net income from continuing operations of $37.5 million, a significant turnaround from a loss in the previous year [11] - Management raised full-year revenue guidance to as much as $12.8 billion, expecting adjusted EBITDA between $605 million and $615 million, indicating over 30% growth [11] Industry Trends - The healthcare industry is experiencing a shift from institutional settings to home-based care, a trend that is expected to continue [10] - BrightSpring's strategy focuses on expanding access to care in non-institutional settings, positioning the company to benefit from long-term trends in healthcare delivery and population health management [6][10]

Core Viewpoint - BrightSpring Health Services Inc. (NASDAQ:BTSG) is identified as a strong IPO stock with positive analyst ratings and price target increases, reflecting confidence in its operational performance and growth potential [1][2][3]. Analyst Ratings and Price Targets - BTIG analyst David Larsen raised the price target for BrightSpring Health to $55 from $50, maintaining a Buy rating, highlighting the company's consistent performance across market cycles [1]. - TD Cowen analyst Charles Rhyee increased the price target to $46 from $42, also with a Buy rating, noting the company's expected momentum due to strong trends in specialty generics [2]. - BMO Capital raised its price target to $46 from $40 with an Outperform rating, emphasizing strong pharmaceutical relationships and competitive positioning in the specialty business [3]. Company Overview - BrightSpring Health Services operates as a home and community-based healthcare services platform in the US, divided into two segments: Pharmacy Solutions and Provider Services [4].

Core Viewpoint - BrightSpring Health Services, Inc. is set to release its fourth quarter and full year 2025 financial results on February 27, 2026, prior to an earnings conference call scheduled for 8:30 a.m. ET on the same day [1]. Company Overview - BrightSpring Health Services provides home- and community-based pharmacy and provider health solutions for complex populations requiring specialized and chronic care [3]. - The company operates service lines including pharmacy, home health care, primary care, rehabilitation, and behavioral health, serving over 450,000 customers, clients, and patients daily across all 50 states [3]. - BrightSpring has shown strong and industry-leading quality metrics across its service lines, contributing to improved quality of life and health for high-need individuals while reducing overall healthcare costs [3].

Group 1 - BrightSpring Health Services Inc. (NASDAQ:BTSG) is considered one of the best young stocks to buy and hold for three years, with Mizuho raising its price target to $45 from $42 while maintaining an Outperform rating [1] - Wells Fargo increased its price target for BrightSpring Health to $43 from $39, maintaining an Overweight rating, and expressed high confidence in Medicare Advantage among managed care organizations [2] - Mizuho's analysis indicates a sequential slowdown in healthcare utilization growth, suggesting that the peak in healthcare demand may have passed [1][3] Group 2 - BrightSpring Health operates as a home and community-based healthcare services platform in the US, divided into two segments: Pharmacy Solutions and Provider Services [4] - Wells Fargo anticipates a more challenging environment for hospitals in 2026 as post-pandemic growth trends fade and legislative risks increase [3]

Group 1 - The bull case for Wall Street remains intact for 2026, with projected significant earnings growth and expected interest rate cuts by the Fed [1] - Some investors may consider shifting away from technology and AI stocks, potentially rotating into other market sectors as 2026 approaches [1] - Amid discussions of an AI bubble, there is a suggestion for investors to focus on value stocks [2] Group 2 - The screening process for value stocks involves selecting Zacks Rank 1 (Strong Buy) or 2 (Buy) stocks, with P/E and P/S ratios below the industry median [4][8] - The screening also considers quarterly earnings rates above the industry median and utilizes a blend of upgrades and estimate revisions to identify the top seven stocks [5][8] - BrightSpring Health Services, Inc. (BTSG) is highlighted as a strong value stock, having surged 230% since its IPO in early 2024, driven by strong earnings and revenue growth [6][7] Group 3 - BTSG operates in pharmacy services and provider services, focusing on home and community-based healthcare [9] - The company is projected to expand sales by 13% in 2025 and 15% in FY26, with adjusted earnings expected to increase by 92% in 2025 and 33% in FY26 [10] - Despite its significant stock price increase, BTSG trades at a discount in terms of forward sales compared to its industry, indicating potential value [11]

Core Insights - The article emphasizes the importance of confirming the sustainability of stock trends for profitable short-term investing [1][2] Group 1: Stock Performance - BrightSpring Health Services, Inc. (BTSG) has shown a solid price increase of 33.8% over the past 12 weeks, indicating strong investor interest [4] - BTSG has also maintained a price increase of 14.2% over the last four weeks, suggesting that the upward trend is still intact [5] - The stock is currently trading at 97% of its 52-week high-low range, indicating a potential breakout [5] Group 2: Fundamental Strength - BTSG holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises [6] - The stock has an Average Broker Recommendation of 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term price performance [7] Group 3: Investment Strategy - The "Recent Price Strength" screen is a useful tool for identifying stocks like BTSG that are on an uptrend supported by strong fundamentals [3] - The article suggests that there are several other stocks passing through the "Recent Price Strength" screen that may also be worth considering for investment [8]

Core Insights - The fifth annual Home Care Conference is being hosted by BofA Securities, featuring BrightSpring, a major player in the U.S. home care industry [2]. Group 1 - BrightSpring is recognized as one of the largest diversified home care providers in the United States [2]. - The session includes key executives from BrightSpring, specifically Jon Rousseau, the President and CEO, and Jen Phipps, the CFO [2].

Group 1 - Israel's stock market has outperformed the U.S. market since October 7, 2023, with significant gains in U.S.-traded companies such as Teva Pharmaceutical, Elbit Systems, and Tower Semiconductor [5] - BrightSpring Health Services, a recent IPO, has pulled back from record highs but remains in a buy zone, making it a stock to watch according to Investor's Business Daily [6][10] - BrightSpring Health Services has seen its relative strength rating jump to 81, indicating strong performance among stocks [10] Group 2 - The health care sector is attracting attention, with BrightSpring Health leading in potential triple-digit profit growth [10] - The market is currently volatile, with Russell 2000 showing significant movement, and key stocks like AbbVie and BrightSpring being highlighted for their performance [6]