BrightSpring Health Services (BTSG) Stock Overview
Operates as a home and community-based healthcare services platform in the United States. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 4/6 |
| Past Performance | 3/6 |
| Financial Health | 4/6 |
| Dividends | 0/6 |
BTSG Community Fair Values
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Analyst Price Targets
BrightSpring Health Services, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$58.59 |
| 52 Week High | US$59.00 |
| 52 Week Low | US$19.01 |
| Beta | 1.72 |
| 1 Month Change | 22.55% |
| 3 Month Change | 43.60% |
| 1 Year Change | 146.80% |
| 3 Year Change | n/a |
| 5 Year Change | n/a |
| Change since IPO | 432.64% |
Recent News & Updates
Narrative Update • May 06
BTSG: Future Returns Will Hinge On Executing Recent Acquisition Integrations
Analysts have lifted the BrightSpring Health Services fair value estimate from $51.00 to $59.60, citing a series of higher price targets across the Street and refreshed models that incorporate recent acquisitions and updated growth and margin assumptions. Analyst Commentary Street research around BrightSpring Health Services has been active, with multiple firms revisiting their models after recent earnings, acquisitions and updated segment outlooks.
Narrative Update • Apr 21
BTSG: Acquisition Integration And Pharmacy Execution Will Drive Future Upside Potential
Analysts have raised the BrightSpring Health Services price target by a few dollars to reflect updated assumptions for slightly higher revenue growth, a marginally stronger profit margin, and a modest adjustment to future P/E expectations following recent research updates across several firms. Analyst Commentary Recent research has leaned constructive on BrightSpring Health Services, with several bullish analysts revisiting their models after the latest quarterly update and transaction announcements.Recent updates
Narrative Update • May 06
BTSG: Future Returns Will Hinge On Executing Recent Acquisition Integrations
Analysts have lifted the BrightSpring Health Services fair value estimate from $51.00 to $59.60, citing a series of higher price targets across the Street and refreshed models that incorporate recent acquisitions and updated growth and margin assumptions. Analyst Commentary Street research around BrightSpring Health Services has been active, with multiple firms revisiting their models after recent earnings, acquisitions and updated segment outlooks.Narrative Update • Apr 21
BTSG: Acquisition Integration And Pharmacy Execution Will Drive Future Upside Potential
Analysts have raised the BrightSpring Health Services price target by a few dollars to reflect updated assumptions for slightly higher revenue growth, a marginally stronger profit margin, and a modest adjustment to future P/E expectations following recent research updates across several firms. Analyst Commentary Recent research has leaned constructive on BrightSpring Health Services, with several bullish analysts revisiting their models after the latest quarterly update and transaction announcements.
Narrative Update • Apr 07
BTSG: Q4 Integration And Utilization Trends Will Shape Future Balanced Outlook
Analysts have raised the BrightSpring Health Services fair value estimate from $38.00 to about $45.23, citing updated models that incorporate recent price target hikes across the Street, improved profit margin assumptions, and revised P/E expectations following Q4 results and acquisitions in the Provider Services segment. Analyst Commentary Street research on BrightSpring Health Services has largely centered on refreshed models following Q4 results and recent acquisitions in the Provider Services and home health assets.Narrative Update • Mar 23
BTSG: Acquisition Integration And Pharmacy Upside Will Drive Stronger Future Upside Potential
Analysts have lifted their BrightSpring Health Services price targets, with the implied fair value in this model moving from about $52.26 to $59.97. They cited updated expectations around revenue growth, profit margins, acquisition contributions and a lower projected future P/E multiple.Narrative Update • Mar 08
BTSG: Future Returns Will Hinge On Expanded Provider And Pharmacy Footprint
Analysts have increased their average BrightSpring Health Services price target from about $41.93 to $51.00, citing updated models following the Q4 report, recent acquisitions in provider services and pharmacy, and the integration of newly acquired home health and hospice assets. Analyst Commentary Bullish analysts are broadly constructive on BrightSpring Health Services, with several lifting their models and price targets following the Q4 report and recent deal activity in provider services and pharmacy.Narrative Update • Feb 22
BTSG: Higher Future P/E Assumptions Will Support Stronger Upside Potential
Analysts have raised their average price targets for BrightSpring Health Services by several dollars to reflect updated fair value estimates of about $52.26, incorporating slightly higher assumed revenue growth, a modestly higher discount rate, and a higher future P/E multiple while keeping profit margin expectations broadly similar. Analyst Commentary Bullish analysts have been steadily lifting their fair value assumptions for BrightSpring Health Services, with several recent research notes pointing to higher price targets and constructive views on the operating backdrop for healthcare facilities and managed care names.Narrative Update • Feb 07
BTSG: Utilization Trends And Drug Contracts Will Guide Future Balanced Outlook
Analysts have raised their average price targets on BrightSpring Health Services by mid single-digit dollar amounts to the low to mid $40s, citing updated views on healthcare utilization trends, limited distribution drug opportunities, and the growth potential of provider services. Analyst Commentary Recent research updates on BrightSpring Health Services cluster in a similar range, with several firms lifting their price targets into the low to mid US$40s.Narrative Update • Jan 24
BTSG: Utilization Trends And Drug Contracts Will Shape Future Balanced Outlook
Analysts nudged their price targets for BrightSpring Health Services higher by about $3 to $6, into the low to mid $40s, citing updated Q4 group work and survey data on healthcare utilization as well as long-term opportunities in limited distribution drugs and provider services. Analyst Commentary Recent research on BrightSpring Health Services has centered on two key themes: adjustments to price targets within the low to mid $40s range, and a closer look at how healthcare utilization trends and policy discussions could influence the company’s growth path and earnings quality.Narrative Update • Jan 08
BTSG: Future Policy Shifts And Contract Wins Will Shape Balanced Outlook
Narrative Update Analysts have lifted their fair value estimate for BrightSpring Health Services to US$38.00 from US$25.00. They cite higher expected revenue growth, a modestly adjusted discount rate, improved projected profit margins, and slightly revised future P/E assumptions in light of recent Street research that includes price targets around US$40 to US$43 and expectations for ongoing EBITDA expansion.Narrative Update • Dec 24
BTSG: Future Returns Will Hinge On Limited Drug Access And Provider Expansion
Analysts have nudged their fair value estimate for BrightSpring Health Services higher, lifting the implied price target by roughly $1.40 per share. They cite an extended runway for limited distribution drug contracts, incremental benefit from generic conversions, and sustained double-digit EBITDA growth potential in Provider Services.Narrative Update • Dec 10
BTSG: Future Returns Will Hinge On Limited Distribution Drug Contract Wins
Analysts have nudged their price target for BrightSpring Health Services slightly higher, from approximately $39.77 to $40.54. They cite expectations for robust EBITDA growth driven by additional limited distribution drug contracts, increased generic conversions, and ongoing opportunities in Provider Services.Narrative Update • Nov 26
BTSG: Future Performance Will Hinge On Drug Contracts And Market Execution
Analysts have raised their price target for BrightSpring Health Services from $38.25 to $39.77. This adjustment is supported by expectations for sustained revenue growth and expanding opportunities in drug contracts and provider services.Narrative Update • Nov 06
BTSG: Momentum Will Accelerate On Increased Efficiency And Operational Discipline
Analysts have raised their price target for BrightSpring Health Services from $32.96 to $38.25, citing stronger expected revenue growth and improved profit margins as key factors behind the revision. Analyst Commentary Recent updates from the Street point to shifts in sentiment surrounding BrightSpring Health Services.Analysis Article • Oct 31
BrightSpring Health Services, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
As you might know, BrightSpring Health Services, Inc. ( NASDAQ:BTSG ) just kicked off its latest quarterly results with...Narrative Update • Oct 23
Analysts Raise Targets as BrightSpring Health Services Sees Improved Margins and Growth Outlook
Analysts have raised their average price target for BrightSpring Health Services by approximately $3. They cite expectations for improved profit margins and continued benefits from long-term drivers such as generic conversions.Narrative Update • Oct 08
Specialty Pharmacy And Home Health Expansion Will Create Lasting Opportunity
Analysts have increased their average price target for BrightSpring Health Services to approximately $29.92 from $29.13. They cite expectations for continued growth in EBITDA, driven by benefits from LDDs and generic conversions.Analysis Article • Sep 10
Market Might Still Lack Some Conviction On BrightSpring Health Services, Inc. (NASDAQ:BTSG) Even After 26% Share Price Boost
BrightSpring Health Services, Inc. ( NASDAQ:BTSG ) shareholders would be excited to see that the share price has had a...Narrative Update • Sep 09
Specialty Pharmacy And Home Health Expansion Will Create Lasting Opportunity
Analysts modestly raised BrightSpring Health Services’ price target to $29.12, reflecting confidence in specialty pharmacy and generic growth catalysts outweighing home health reimbursement concerns. Analyst Commentary Bullish analysts cite durable growth expected from Limited Distribution Drugs (LDDs) and generic conversions, which are anticipated to drive stronger adjusted EBITDA in the second half of 2025 and sustain growth into 2026.Analysis Article • Aug 03
BrightSpring Health Services (NASDAQ:BTSG) Might Have The Makings Of A Multi-Bagger
There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...New Narrative • May 26
Home Health And Value-Based Care Will Redefine Service Delivery
Growth is propelled by demographic trends, value-based care initiatives, and a strong pharmaceutical pipeline, boosting revenue and margin prospects.Seeking Alpha • Nov 05
BrightSpring Health Services: A Promising Rally Amid Strong Q3 Results
Summary BrightSpring Health Services stock has surged over 40% since August 29, driven by robust Q3 results and impressive top-line growth. Q3 revenue reached $2.91 billion, a 28.8% YoY increase, with strong performance in Pharmacy Solutions and Home Healthcare segments. Despite Q3 net income hit due to nonrecurring costs, raised guidance and improved liquidity highlight confidence in continued expansion. Technical indicators show bullish momentum, with BTSG trading above key moving averages and strong investor confidence suggesting further upside potential. Read the full article on Seeking AlphaSeeking Alpha • Aug 29
BrightSpring Health Services: Evaluating The Investment Case Seven Months Post-IPO
Summary BrightSpring Health Services stock has underperformed since its IPO. The company aims to address important pain points in healthcare, such as reducing costs and providing seamless patient experiences. Despite a potential double-digit upside, caution is advised due to erratic financial performance, high debt, and uncertain growth projections. Read the full article on Seeking AlphaShareholder Returns
| BTSG | US Healthcare | US Market | |
|---|---|---|---|
| 7D | 3.7% | -0.9% | -1.0% |
| 1Y | 146.8% | 9.5% | 23.3% |
Return vs Industry: BTSG exceeded the US Healthcare industry which returned 9.5% over the past year.
Return vs Market: BTSG exceeded the US Market which returned 23.3% over the past year.
Price Volatility
| BTSG volatility | |
|---|---|
| BTSG Average Weekly Movement | 6.3% |
| Healthcare Industry Average Movement | 7.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: BTSG has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: BTSG's weekly volatility (6%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1974 | 23,500 | Jon Rousseau | www.brightspringhealth.com |
BrightSpring Health Services, Inc. operates as a home and community-based healthcare services platform in the United States. The company operates through two segments, Pharmacy Solutions and Provider Services. Its platform focuses on delivering pharmacy and provider services, including clinical and supportive care in home and community settings to Medicare, Medicaid, and insured populations.
BrightSpring Health Services, Inc. Fundamentals Summary
| BTSG fundamental statistics | |
|---|---|
| Market cap | US$11.66b |
| Earnings (TTM) | US$171.04m |
| Revenue (TTM) | US$13.65b |
70.4x
P/E Ratio0.9x
P/S RatioIs BTSG overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| BTSG income statement (TTM) | |
|---|---|
| Revenue | US$13.65b |
| Cost of Revenue | US$11.98b |
| Gross Profit | US$1.66b |
| Other Expenses | US$1.49b |
| Earnings | US$171.04m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.83 |
| Gross Margin | 12.18% |
| Net Profit Margin | 1.25% |
| Debt/Equity Ratio | 125.5% |
How did BTSG perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/20 23:37 |
| End of Day Share Price | 2026/05/20 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
BrightSpring Health Services, Inc. is covered by 20 analysts. 16 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Sean Dodge | BMO Capital Markets Equity Research |
| Joanna Sylvia Gajuk | BofA Global Research |
| David Larsen | BTIG |