BrightSpring Health Services, Inc. (NASDAQ:BTSG) is one of the best digital health stocks to buy now. On October 29, one day after the company's release of Q3 results, UBS analyst A.J. Rice. reiterated Buy and lifted their 12-month price target to $42 (from $35), citing a classic “beat-and-raise” quarter and management’s confidence, especially around specialty/infusion momentum carrying into 2026. On October 28, BrightSpring Health Services, Inc. (NASDAQ:BTSG) reported revenue of $3.334 billion (+28.2% Y ...

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Company Overview - PACS Group, Inc. is a leading post-acute care provider operating 316 facilities across 17 states, with over 32,000 skilled nursing beds and 2,400 assisted living beds, focusing on quality care [2] - The company has expanded rapidly since Q2 2024, adding 96 facilities to its portfolio [2] Financial Performance - As of June 30, PACS reported an occupancy rate of 88.9%, significantly higher than the industry average of 78% [3] - The company has cash reserves of $294.2 million, nearly double the levels at the end of 2024 [3] - Management projects record revenue and adjusted EBITDA for the first half of 2025 once financial filings are complete [3] Regulatory and Governance Issues - The New York Stock Exchange extended PACS's trading period to November 19, 2025, allowing more time for the company to complete financial restatements and SEC filings [3] - PACS is cooperating with an independent Audit Committee investigation into past financial matters [3] - Leadership changes occurred with the resignation of CFO Derick Apt after an internal policy investigation, and a former CFO has been appointed as interim [4]

Company Overview - The Ensign Group, Inc. (ENSG) has been providing post-acute care since 1999 through its independent subsidiaries [6] - The company operates 343 facilities with over 38,000 beds/units across the care continuum and employs more than 50,500 individuals [18] - The company has experienced a 15% annual revenue growth rate and a 16% annual EBITDAR growth rate since 2014 [18] Financial Performance and Guidance - The company's 2025 revenue guidance is $4.91 billion [18] - The company's 2025 EPS guidance is $6.30 [18] - Q1 2025 revenue reached $1.173 billion, a 16.1% increase compared to Q1 2024 [113] - Same facility skilled nursing facility revenue increased by 5.6% in Q1 2025 compared to Q1 2024 [113] - Consolidated adjusted net income increased by 18.0% in Q1 2025 compared to Q1 2024, reaching $89 million [113] Portfolio and Acquisitions - The company operates in 17 states [19, 35] - The company has 143 owned properties [19] - The company's occupancy rate is 82.6% [19] - The company's skilled mix days is 33.1% [19] - The company completed 73 acquisitions since 2023 [22] - The company completed 16 acquisitions from January 1, 2025, to April 1, 2025 [21] Standard Bearer REIT - Standard Bearer REIT has 137 properties with a real estate fair value of $1.5 billion [85] - Standard Bearer REIT operates in 16 states with 13,920 operating beds/units [85] - Standard Bearer REIT has a weighted average lease tenor of 14.3 years [85, 91] - 98% of Standard Bearer REIT's leases expire after 2031 [92] - Standard Bearer REIT's total rental revenue for Q1 2025 was $28.401 million, including $4.497 million from third-party tenants and $23.904 million from Ensign's independent subsidiaries [146]