Key Takeaways BTSG is set to report Q4 2025 results on Feb. 27, with revenues seen at $3.35B and EPS at 34 cents.Pharmacy Solutions likely drove growth on specialty scripts, generics and new drug launches.BTSG may post stronger margins, aided by mix gains, cost control and seasonal strength.BrightSpring Health Services, Inc. (BTSG) is scheduled to release fourth-quarter 2025 results on Feb. 27, before market open. In the last reported quarter, the company’s earnings beat the Zacks Consensus Estimate by 11.1 ...

BrightSpring Health Services, Inc. (NASAQ:BTSG) is among the Most Volatile Stocks. On January 27, 2026, TD Cowen upgraded BrightSpring Health Services, Inc. (NASDAQ:BTSG)’s price objective to $46 from $42 while keeping a Buy rating. The firm noted strong specialty generics trends as a driver of ongoing Q4 momentum. On January 23, 2026, BMO Capital boosted BrightSpring Health Services, Inc. (NASDAQ:BTSG)’s price target from $40 to $46 and maintained its Outperform rating. BMO Capital noted the firm’s com ...

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]

Core Insights - Resmed Inc. (RMD) is experiencing strong demand for its AirSense 10 and AirSense 11 sleep devices, with promising international market expansion supported by stable solvency [1][9] - The stock has increased by 5.1% over the past year, outperforming the industry which declined by 3.2%, while the S&P 500 rose by 19.5% during the same period [1] Company Performance - Resmed has a market capitalization of $36.23 billion and an earnings yield of 4.4%, which is favorable compared to the industry's flat yield [2] - The company has consistently surpassed earnings estimates in the last four quarters, with an average surprise of 3.04% [2] Growth Opportunities - The company is focusing on expanding into high-growth international markets such as China, South Korea, India, Brazil, and Eastern Europe, aiming to enhance patient quality of life and reduce healthcare costs [3] - In Q1 FY26, combined sales in the U.S., Canada, Latin America, Europe, and Asia increased by 10% [4] - Global device sales rose by 9% in Q1 FY26, with an 8% increase in the U.S., Canada, and Latin America, and an 11% increase in Europe, Asia, and other markets [5][9] - The AirSense 11 platform is being launched in more countries, including India, and a new version for sleep lab environments has been introduced [6] Financial Health - As of September 30, 2025, Resmed had a long-term debt of $408.7 million, significantly lower than its cash and cash equivalents of $1.38 billion, with a total debt-to-capital ratio of 6.3% [7][9] Challenges - Resmed's operations are affected by macroeconomic conditions, geopolitical instability, and supply chain constraints, which may lead to increased costs and impact profitability [10] - SG&A expenses rose by 9.5% year-over-year in the fiscal first quarter [10] Earnings Estimates - The Zacks Consensus Estimate for RMD's fiscal 2026 earnings per share (EPS) has increased by 0.2% to $10.84, with revenue estimates at $5.58 billion, reflecting an 8.4% increase from the previous year [11]

Company Performance - Charles River Laboratories (CRL) has seen its stock price increase by 11.3% over the past month, reaching a new 52-week high of $208.69 [1] - Year-to-date, CRL's stock has gained 4.4%, compared to a 5.4% gain for the Zacks Medical sector and a 10% return for the Zacks Medical Services industry [1] Earnings and Revenue Expectations - CRL has a strong track record of positive earnings surprises, beating the Zacks Consensus Estimate in each of the last four quarters, with the latest EPS reported at $2.43 against a consensus estimate of $2.32 [2] - For the current fiscal year, CRL is expected to post earnings of $10.72 per share on revenues of $4.01 billion, with a year-over-year earnings growth of 4.92% [3] - For the next fiscal year, earnings are projected to be $11.54 per share on revenues of $4.07 billion, reflecting a year-over-year change of 1.53% [3] Valuation Metrics - CRL currently trades at 19.4 times the current fiscal year EPS estimates, which is a premium compared to the peer industry average of 16.1 times [7] - On a trailing cash flow basis, CRL trades at 9.6 times, while its peer group's average is 11.1 times [7] - The stock has a PEG ratio of 6.23, indicating it is not in the top echelon from a value perspective [7] Zacks Rank and Style Scores - CRL holds a Zacks Rank of 2 (Buy) due to favorable earnings estimate revisions from analysts [8] - The stock has a Value Score of B, a Growth Score of B, and a Momentum Score of D, resulting in a combined VGM Score of B [6] Industry Comparison - In comparison to industry peers, BrightSpring Health Services, Inc. (BTSG) also has a Zacks Rank of 2 (Buy) and shows strong earnings performance, beating consensus estimates by 11.11% [10][11] - BTSG is expected to post earnings of $1.40 per share on revenues of $12.71 billion for the current fiscal year, with shares gaining 13.7% over the past month [11]