Home and Community-based Healthcare Services
Search documents
BMO Capital Maintains Bullish 12%+ BrightSpring EBITDA Growth Outlook on Drug Contract Wins, Generic Conversions
Yahoo Finance· 2025-12-01 02:35
BrightSpring Health Services Inc. (NASDAQ:BTSG) is one of the best new stocks to invest in. On November 13, BMO Capital initiated coverage of BrightSpring Health with an Outperform rating and $40 price target. BMO Capital maintains its three-year outlook for BrightSpring to achieve 12%+ EBITDA growth, driven by multiple factors. The firm anticipates a long-term opportunity for BrightSpring to secure additional limited distribution drug contracts and benefit from an increase in generic drug conversions. Ea ...
BofA Raises BrightSpring Health Services (BTSG) PT on BrightSpring Health to $31, Keeps a Buy Rating
Yahoo Finance· 2025-09-19 04:46
Core Viewpoint - BrightSpring Health Services Inc. (NASDAQ:BTSG) is identified as a strong growth stock under $30, with a recent price target increase from BofA to $31, maintaining a Buy rating despite concerns over a more negative policy and reimbursement environment [1][3]. Financial Performance - In Q2 2025, BrightSpring Health reported total revenue of $3.1 billion, reflecting a 29% year-over-year increase [2]. - Adjusted EBITDA also increased by 29% to $143 million, while the EBITDA margin remained flat at 4.5% compared to the previous year [2]. - Gross profit for the quarter was $375 million, marking a 20% increase [2]. Segment Performance - The Pharmacy Solutions segment was the main growth driver, with revenue rising 32% year-over-year to $2.8 billion [3]. - Infusion and Specialty Revenue within this segment saw a significant 39% increase, reaching $2.2 billion, while specialty scripts grew by 38% [3]. - Home & Community Pharmacy Revenue grew by 11% to $587 million, contributing to the overall growth in gross profit per script [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].
Deutsche Bank Raises BrightSpring Health Services (BTSG) PT to $30 Following Strong Q2 Growth
Yahoo Finance· 2025-09-11 18:15
Company Overview - BrightSpring Health Services Inc. (NASDAQ:BTSG) operates as a home and community-based healthcare services platform in the US, divided into two segments: Pharmacy Solutions and Provider Services [4]. Financial Performance - In Q2 2025, BrightSpring Health reported total revenue of $3.1 billion, reflecting a 29% year-over-year growth, primarily driven by the Pharmacy Solutions segment [2][3]. - The Pharmacy Solutions segment experienced a 32% increase in revenue, reaching $2.8 billion, with infusion and specialty revenue surging by 39% to $2.2 billion and specialty scripts growing by 38% [2][3]. - The Provider Services segment contributed to growth with an 11% revenue increase to $358 million, supported by home healthcare revenue rising 17% to $185 million, rehab revenue increasing by 9% to $73 million, and personal care revenue growing by 4% to $100 million [3]. - Overall gross profit for the company increased by 20% year-over-year to $375 million [3]. Analyst Ratings - Deutsche Bank analyst Pito Chickering raised the price target for BrightSpring Health to $30 from $25 while maintaining a Buy rating on the shares [1][3].