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BrightSpring Health Services, Inc. (BTSG)

Healthcare | Health Information Services | Louisville, United States | NasdaqGS
59.13 USD -1.77 (-2.906%) ⇩ (Aug. 28, 2026, 4 p.m. EDT)
After hours: 60.31 +1.18 (1.996%) ⇧ (Aug. 28, 2026, 7:30 p.m. EDT)

Short-term:★★★⯪☆Long-term:★★★⯪☆Dividends:☆☆☆☆☆
Hot Take | Aug. 22, 2026, 4:34 a.m. EDT

The immediate catalyst here is the massive gap between the current price and the analyst consensus target, which sits nearly 34% higher. While the stock recently slid 18% on Q2 results, the company delivered top-line revenue beats and full-year guidance that exceeded expectations, creating a classic 'sell the news' scenario followed by a potential re-rating. Fundamentally, the business is showing exceptional signs of recovery with revenue growing at 23% and earnings surging nearly 200%, supported by a fortress-like balance sheet and strong cash generation. However, the valuation remains aggressive with a trailing P/E of 52x, pricing in perfection. The options market agrees with the bullish thesis, with traders stacking call exposure at levels significantly above the current price, betting on a continuation of the recovery trend. The statistical forecast model offers only a weak lean upward, which is appropriate given the high volatility and the fact that the price has already rallied 107% over the last year; the real opportunity lies in the fundamental inflection point rather than short-term noise.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoTheta ✓0.113939
MSTL0.223656
AutoETS0.228265
AutoARIMA0.229947

Forecast horizon: 45 days | Selected: AutoTheta

Forecast Reliability
Score 36%
H-stat 125.25
Ljung-Box p 0.000
Jarque-Bera p 0.050
Excess Kurtosis -1.70
Attribute Value
Sector Healthcare
Debt to Equity Ratio 116.007
Revenue per Share 70.107
Market Cap 11,699,713,024
Trailing P/E 52.79
Forward P/E 25.95
Beta 1.88
Profit Margins 2.55%
Website https://www.brightspringhealth.com

As of Aug. 22, 2026, 4:34 a.m. EDT: Speculators are positioning for a significant upside move, evidenced by heavy open interest in out-of-the-money calls at strikes $70 and $75 for the August expiration, and substantial volume in $85 calls for April 2027. Conversely, put writing is concentrated at lower strikes ($35-$55), suggesting a floor is expected there, while the lack of deep ITM put volume indicates limited hedging against a major crash. Implied volatility is elevated for near-term expirations, reflecting uncertainty around the recent earnings reaction.


Info Dump

Attribute Value
52 Week Change 1.5502512
Address1 805 North Whittington Parkway
All Time High 73.75
All Time Low 7.85
Ask 59.47
Ask Size 1
Audit Risk 7
Average Analyst Rating 1.2 - Strong Buy
Average Daily Volume10 Day 2,187,370
Average Daily Volume3 Month 3,835,909
Average Volume 3,835,909
Average Volume10Days 2,187,370
Beta 1.881
Bid 43.2
Bid Size 2
Board Risk 9
Book Value 9.943
City Louisville
Compensation As Of Epoch Date 1,767,139,200
Compensation Risk 8
Country United States
Crypto Tradeable 0
Currency USD
Current Price 59.13
Current Ratio 1.588
Custom Price Alert Confidence HIGH
Date Short Interest 1,786,665,600
Day High 61.31
Day Low 59.04
Debt To Equity 116.007
Display Name BrightSpring Health Services
Earnings Call Timestamp End 1,785,501,000
Earnings Call Timestamp Start 1,785,501,000
Earnings Growth 1.966
Earnings Quarterly Growth 1.988
Earnings Timestamp 1,785,501,000
Earnings Timestamp End 1,793,363,400
Earnings Timestamp Start 1,793,363,400
Ebitda 626,817,984
Ebitda Margins 0.04362
Enterprise To Ebitda 22.383
Enterprise To Revenue 0.976
Enterprise Value 14,030,018,560
Eps Current Year 1.8194
Eps Forward 2.27823
Eps Trailing Twelve Months 1.12
Esg Populated 0
Exchange NMS
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 65.9609
Fifty Day Average Change -6.8308983
Fifty Day Average Change Percent -0.103559814
Fifty Two Week Change Percent 155.02513
Fifty Two Week High 73.75
Fifty Two Week High Change -14.619999
Fifty Two Week High Change Percent -0.19823727
Fifty Two Week Low 22.86
Fifty Two Week Low Change 36.27
Fifty Two Week Low Change Percent 1.5866141
Fifty Two Week Range 22.86 - 73.75
Financial Currency USD
First Trade Date Milliseconds 1,706,279,400,000
Float Shares 150,404,479
Forward Eps 2.27823
Forward P E 25.954361
Free Cashflow 1,028,438,976
Full Exchange Name NasdaqGS
Full Time Employees 23,500
Fullday Change -1.77
Fullday Change Percent -2.9064
Fullday Price 60.31
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,785,542,400
Gross Margins 0.12382
Gross Profits 1,779,523,968
Has Pre Post Market Data 1
Held Percent Insiders 0.03125
Held Percent Institutions 1.08321
Implied Shares Outstanding 197,864,241
Industry Health Information Services
Industry Disp Health Information Services
Industry Key health-information-services
Ipo Expected Date 2,024-01-26
Is Earnings Date Estimate 0
Language en-US
Last Fiscal Year End 1,767,139,200
Long Business Summary 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. It also offers infused, injectable, and oral medication services; and patient-centric, highly skilled, and compassionate clinical home health care, as well as rehabilitation services, including physical, speech and occupational therapy and applied behavioral analysis. The company was formerly known as Phoenix Parent Holdings Inc. and changed its name to BrightSpring Health Services, Inc. in May 2021. BrightSpring Health Services, Inc. was founded in 1974 and is headquartered in Louisville, Kentucky.
Long Name BrightSpring Health Services, Inc.
Market us_market
Market Cap 11,699,713,024
Market State CLOSED
Max Age 86,400
Message Board Id finmb_1685468949
Most Recent Quarter 1,782,777,600
Net Income To Common 248,519,008
Next Fiscal Year End 1,798,675,200
Non Diluted Market Cap 12,049,932,276
Number Of Analyst Opinions 17
Open 60.54
Operating Cashflow 506,353,984
Operating Margins 0.03367
Overall Risk 8
Payout Ratio 0.0
Phone 502 394 2100
Post Market Change 1.1800003
Post Market Change Percent 1.9956034
Post Market Price 60.31
Post Market Time 1,787,959,805
Previous Close 60.9
Price Eps Current Year 32.499725
Price Hint 2
Price To Book 5.9468975
Price To Sales Trailing12 Months 0.8140857
Profit Margins 0.02547
Quick Ratio 1.202
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key strong_buy
Recommendation Mean 1.16667
Region US
Regular Market Change -1.77
Regular Market Change Percent -2.9064
Regular Market Day High 61.31
Regular Market Day Low 59.04
Regular Market Day Range 59.04 - 61.31
Regular Market Open 60.54
Regular Market Previous Close 60.9
Regular Market Price 59.13
Regular Market Time 1,787,947,201
Regular Market Volume 1,506,252
Return On Assets 0.04883
Return On Equity 0.13036
Revenue Growth 0.23
Revenue Per Share 70.107
Sand P52 Week Change 0.20504117
Sector Healthcare
Sector Disp Healthcare
Sector Key healthcare
Share Holder Rights Risk 8
Shares Outstanding 197,864,241
Shares Percent Shares Out 0.0446
Shares Short 8,831,443
Shares Short Previous Month Date 1,784,073,600
Shares Short Prior Month 9,970,789
Short Name BrightSpring Health Services, I
Short Percent Of Float 0.0692
Short Ratio 1.98
Source Interval 15
State KY
Symbol BTSG
Target High Price 90.0
Target Low Price 70.0
Target Mean Price 78.94118
Target Median Price 80.0
Total Cash 550,380,992
Total Cash Per Share 2.671
Total Debt 2,387,651,072
Total Revenue 14,371,598,336
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps 1.12
Trailing P E 52.794643
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 49.304424
Two Hundred Day Average Change 9.825577
Two Hundred Day Average Change Percent 0.19928388
Type Disp Equity
Volume 1,506,252
Website https://www.brightspringhealth.com
Zip 40,222