AdaptHealth Corp. (AHCO) Stock Analysis: Healthcare Giant Set For Potential 31% Upside
AdaptHealth Corp. (AHCO), a significant player in home medical equipment, is poised for potential growth, with analysts projecting a 31% upside from its current trading price of $10.20. The company shows reasonable future earnings with a forward P/E of 10.26 and strong operational efficiency, generating $191.7 million in free cash flow, despite some missing traditional valuation metrics. AdaptHealth's comprehensive product suite and strategic alignment with major healthcare payors position it well for sustained growth in the expanding home healthcare market.
These 4 Measures Indicate That AdaptHealth (NASDAQ:AHCO) Is Using Debt Extensively
AdaptHealth Corp. (NASDAQ:AHCO) carries a significant amount of debt, with net debt around US$1.68 billion. While it does use debt to grow, the company's interest cover is weak at 2.3, and its total liabilities exceed cash and near-term receivables by US$2.30 billion, raising concerns about its financial stability. Despite some positive free cash flow conversion, the overall balance sheet health suggests a risky investment.
AdaptHealth (NASDAQ:AHCO) Stock Rating Lowered by Wall Street Zen
Wall Street Zen has downgraded AdaptHealth (NASDAQ:AHCO) from a "strong-buy" to a "buy" rating. Despite the downgrade, the stock still holds a "Moderate Buy" consensus from analysts with an average price target of $14.25, and institutional investors maintain a significant ownership of 82.67%. The article also highlights recent insider selling activity and details institutional trading movements in the company's stock.
AdaptHealth sets earnings call for Feb. 24 release
AdaptHealth (AHCO) will release its fourth-quarter and full-year 2025 financial results on February 24, 2026, before the market opens. Following the release, the company will host a conference call and webcast to discuss these results.
AdaptHealth Sets Earnings Call for Feb. 24 Release
AdaptHealth Corp. (Nasdaq: AHCO) will release its fourth quarter and full year 2025 financial results before markets open on Tuesday, February 24, 2026. Management will host a teleconference to discuss results and business developments. The company is a major provider of healthcare-at-home services, operating across Sleep Health, Respiratory Health, Diabetes Health, and Wellness at Home segments, serving approximately 4.3 million patients annually.
Price-Driven Insight from (AHCO) for Rule-Based Strategy
This article provides a price-driven insight into Adapthealth Corp. (NASDAQ: AHCO) using AI models, highlighting strong near-term sentiment but neutral mid and long-term outlooks. It details three institutional trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis to guide potential trading decisions. The analysis also identifies a significant risk-reward short setup for AHCO.
AdaptHealth Corp. Tentatively Settles Overbilling Class A...
AdaptHealth Corp., a leading home healthcare equipment provider, has tentatively settled a class action lawsuit alleging overbilling of patients for returned or fully paid medical supplies. A U.S. District Judge has paused court deadlines to allow the company and lead plaintiff Jerry Ray to finalize the settlement terms, which aim to resolve claims from the putative class. This resolution, if approved, could provide relief to affected patients and help AdaptHealth avoid further litigation and potential reputational damage.
Principal Financial Group Inc. Trims Holdings in AdaptHealth Corp. $AHCO
Principal Financial Group Inc. reduced its stake in AdaptHealth Corp. by 9.1% in Q3, selling 223,700 shares but retaining over 2.2 million shares valued at about $19.9 million. While Principal Financial Group trimmed its holdings, other major investors like Goldman Sachs, UBS, and Mirae Asset increased their positions, and Woodline Partners LP initiated a new stake. The company currently holds a "Moderate Buy" consensus rating from analysts with an average target price of $13.60.
AdaptHealth’s Strategic Trajectory: A Prelude to 2026 Growth
AdaptHealth Corp. is gearing up for significant growth in 2026, driven by a new five-year, $1 billion master agreement and strengthened financial stability, evidenced by recent credit rating upgrades. The company is preparing to announce its 2025 annual results, with investor focus on its operational readiness for this major contract. Insider stock awards also signal internal confidence in the strategic direction.
(AHCO) Price Dynamics and Execution-Aware Positioning
This article analyzes Adapthealth Corp. (NASDAQ: AHCO), highlighting weak near and mid-term sentiment but a neutral long-term outlook. It identifies a mid-channel oscillation pattern and an exceptional 34.3:1 risk-reward setup, targeting a 10.6% gain against a 0.3% risk. The report also provides AI-generated trading strategies including position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis.
AdaptHealth Corp. (NASDAQ:AHCO) Given Consensus Rating of "Moderate Buy" by Brokerages
AdaptHealth Corp. (NASDAQ:AHCO) has received a consensus "Moderate Buy" rating from brokerages, with an average 12-month price target of $13.60. The company recently reported an EPS miss but a revenue beat, and its stock is currently trading near $10 with a market cap of $1.36 billion. Insider selling and institutional investment trends are also detailed, alongside a company profile.
How a US$1 Billion Exclusive Contract At AdaptHealth (AHCO) Has Changed Its Investment Story
AdaptHealth (AHCO) secured a five-year exclusive contract worth over US$1 billion with a national healthcare system, aiming to generate at least US$200 million in new annual revenue. This agreement reinforces AdaptHealth's strategy of consolidating home medical equipment provision and is expected to improve profitability and balance sheet health, although execution risks and a potentially overvalued stock remain concerns for investors. The deal could be a key catalyst for the company's financial performance.
How a US$1 Billion Exclusive Contract At AdaptHealth (AHCO) Has Changed Its Investment Story
AdaptHealth (AHCO) secured a five-year exclusive contract worth over US$1 billion to provide home medical equipment and supplies to a large national healthcare system. This deal is expected to generate at least US$200 million in new annual revenue, improve profitability, strengthen core business, and reduce debt. While the contract supports AdaptHealth's strategy of becoming a scaled, tech-enabled provider, it also increases execution risk due to integrating a complex customer amidst existing debt concerns and potential share overvaluation.
How a US$1 Billion Exclusive Contract At AdaptHealth (AHCO) Has Changed Its Investment Story
AdaptHealth (AHCO) has secured a five-year, US$1 billion exclusive contract to provide home medical equipment and supplies to a large national healthcare system. This agreement is expected to generate at least US$200 million in annual revenue, strengthening the company's financial position and profitability. While this contract addresses previous concerns about trimmed guidance and supports AdaptHealth's investment narrative, execution risk remains a factor, especially given uncovered interest expenses.
Assessing AdaptHealth (AHCO) Valuation After Major Five Year Contract Win And Strong Q2 2025 Results
AdaptHealth (AHCO) has secured a significant five-year exclusive contract worth over $1 billion with a national healthcare system, expected to boost recurring revenue and stabilize earnings from 2026. This news comes after mixed stock performance, and the company is currently trading at a significant discount to its intrinsic value and analyst targets. While the contract suggests potential upside, the article cautions about potential risks from new CMS competitive bidding rules.
AdaptHealth Corp (AHCO) Q2 2025 Earnings Call Transcript
AdaptHealth Corp (AHCO) reported solid Q2 2025 results, with $800.4 million in revenue and $155.5 million in adjusted EBITDA. The company announced a significant five-year, $1 billion capitated agreement to be the exclusive provider of HME and supplies for a major national healthcare system, set to ramp up revenue in 2026. AdaptHealth also detailed progress in accelerating non-acquired growth, enhancing profitability through technology and operational standardization, and strengthening its balance sheet by reducing debt.
AdaptHealth Corp (AHCO) Q2 2025 Earnings Call Transcript
AdaptHealth Corp reported a solid Q2 2025 with revenue of $800.4 million and adjusted EBITDA of $155.5 million. The company announced a major capitated agreement with a national healthcare system, projected to generate over $1 billion in revenue over five years, significantly increasing recurring revenue. AdaptHealth is also focusing on enhancing profitability, strengthening its balance sheet through debt reduction, and evaluating the implications of new CMS rules and tax law changes, while remaining disciplined in M&A.
AdaptHealth Corp. Announces Second Quarter 2023 Results
AdaptHealth Corp. reported its Second Quarter 2023 financial results, showcasing increased net revenue of $793.3 million, a 9.0% rise from the previous year, and Adjusted EBITDA of $171.0 million, up 14.0%. The company revised its full-year 2023 financial guidance, expecting net revenue between $3.16 to $3.20 billion and Adjusted EBITDA of $650 to $680 million. Management highlighted strong performance in Sleep and Respiratory product lines and an improving Diabetes line, alongside robust cash generation.
(AHCO) as a Liquidity Pulse for Institutional Tactics
This article, published on Stock Traders Daily, analyzes Adapthealth Corp. (NASDAQ: AHCO) using AI models. It identifies a neutral near-term sentiment with a mid-channel oscillation pattern, suggesting a potential stalling of mid-term strong sentiment. The analysis provides specific trading strategies—position trading, momentum breakout, and risk hedging—along with key support and resistance levels across multiple timeframes.
When Settlement Negotiations Make Pending Motions Irrelevant: The AdaptHealth Securities Case
The AdaptHealth securities class action case illustrates how settlement negotiations can render pending motions irrelevant. The U.S. District Court for the Eastern District of Pennsylvania denied the defendants' motion to dismiss as "moot" because the parties reached a settlement agreement. This procedural outcome, common in securities litigation, means the court did not rule on the legal merits but rather recognized the resolution of the dispute through settlement, shifting the focus to the subsequent settlement approval process.
AdaptHealth Reports Fourth Quarter and Full-Year 2021 Results and Updates 2022 Guidance
AdaptHealth Corp. announced strong financial results for the fourth quarter and full-year 2021, with revenue more than doubling to $2.45 billion in 2021 despite CPAP equipment shortages. The company also updated its 2022 financial guidance, increasing net revenue projections while slightly adjusting Adjusted EBITDA guidance. Management highlighted the company's strong positioning and commitment to investing in technology despite market challenges.
AdaptHealth Corp. (AHCO) Stock Analysis: Exploring a 25% Potential Upside with Strong Buy Ratings
AdaptHealth Corp. (AHCO), a healthcare sector player specializing in medical devices, shows promising growth with a market cap of $1.44 billion. Analysts are bullish, with a consensus price target of $13.25 suggesting a 25% potential upside, driven by strong buy ratings and strategic market positioning. The company demonstrates stable technical indicators, efficient operations with positive EPS, and robust free cash flow, making it a compelling opportunity for investors in the healthcare sector.
Assessing AdaptHealth (AHCO) Valuation After Modest Earnings Beat And Steady Outlook
AdaptHealth (AHCO) recently reported quarterly revenue 2.5% above analyst estimates, with full-year guidance meeting expectations, leading to a focus on its valuation. The company's stock has seen positive momentum post-earnings, but long-term shareholder returns have been tougher. A newly signed $1+ billion contract is expected to drive predictable, long-term revenue growth, positioning the stock as potentially undervalued at $10.49 compared to a fair value of $13.13.
AdaptHealth Corp. (NASDAQ:AHCO) Receives Consensus Rating of "Moderate Buy" from Brokerages
AdaptHealth Corp. (NASDAQ:AHCO) has received a consensus "Moderate Buy" rating from seven brokerages, with an average 12-month price target of $13.60. The company recently reported quarterly earnings where EPS of $0.19 missed estimates, but revenue of $820.31 million beat expectations and showed 1.8% year-over-year growth. Institutional investors currently own 82.67% of the stock, while insiders have recently decreased their positions.
Senior Health, Home Health & Hospice Stocks Q3 Recap: Benchmarking AdaptHealth (NASDAQ:AHCO)
This article provides a Q3 recap for senior health, home health, and hospice stocks, focusing on AdaptHealth (NASDAQ:AHCO) and its peers. It discusses the industry's tailwinds and headwinds, highlighted by an aging population and labor shortages, respectively. The report details the financial performance of several companies, including AdaptHealth, BrightSpring Health Services, Brookdale, The Pennant Group, and Chemed, comparing their revenue growth and market reactions to their earnings.
AdaptHealth (NASDAQ:AHCO) Takes On Some Risk With Its Use Of Debt
AdaptHealth Corp. (NASDAQ:AHCO) has a significant debt load, with net debt at US$1.68 billion as of September 2025. While the company has reduced its debt from the previous year, its liabilities considerably outweigh its cash and short-term receivables, creating a substantial deficit. The company's weak interest cover ratio and a 15% drop in EBIT over the last year raise concerns about its ability to manage its debt, despite a decent free cash flow conversion.
AdaptHealth (NASDAQ:AHCO) Upgraded to "Hold" at Zacks Research
Zacks Research has upgraded AdaptHealth (NASDAQ:AHCO) from a "strong sell" to a "hold" rating, contributing to a mixed analyst outlook with an average "Moderate Buy" rating and a $13.60 target price. Despite missing EPS estimates but exceeding revenue forecasts in its last quarter, the company maintains a low net margin and ROE. AdaptHealth's stock currently trades at $9.67 with a market cap of $1.31 billion, and notably, a company director recently sold 5,000 shares.
Exchange Traded Concepts LLC Buys Shares of 130,819 AdaptHealth Corp. $AHCO
Exchange Traded Concepts LLC has acquired 130,819 shares of AdaptHealth Corp. (NASDAQ:AHCO), valued at approximately $1.17 million, representing a new position in the company. Institutional investors hold a significant portion of AdaptHealth stock, with several increasing their stakes, while an insider recently sold shares. Analysts currently have a "Hold" rating on the stock with a consensus price target of $13.60, as AdaptHealth reported mixed Q3 financials, missing EPS expectations but exceeding revenue estimates.
Harbor Capital Advisors Inc. Sells 435,043 Shares of AdaptHealth Corp. $AHCO
Harbor Capital Advisors Inc. reduced its stake in AdaptHealth Corp. by 72.9% in the third quarter, selling 435,043 shares and retaining 162,117 shares valued at approximately $1.45 million. Simultaneously, AdaptHealth director David Solomon Williams III sold 5,000 shares, decreasing his holdings by 9.99%. The company's recent earnings missed EPS estimates but exceeded revenue expectations, while analysts hold a consensus "Hold" rating with an average target price of $13.60.
3 Reasons to Avoid AHCO and 1 Stock to Buy Instead
This article recommends avoiding AdaptHealth (AHCO) despite its recent stock gains, citing three primary reasons: lackluster revenue growth, declining earnings per share (EPS), and unimpressive returns on invested capital. Instead, the author suggests looking into alternative high-quality growth stocks, highlighting their curated list which has historically outperformed the market.
AdaptHealth Settles Investors’ Revenue Lawsuit for $35 Million
AdaptHealth Corp. has agreed to a $35 million settlement in a class-action lawsuit brought by investors. The lawsuit alleged that the company concealed a fraudulent billing scheme and issues with merger integrations. The investors recommended approval of the settlement, citing litigation risks and concerns about AdaptHealth's ability to pay a larger judgment due to insurance limits and financial condition.
AdaptHealth Settles Investors’ Revenue Lawsuit for $35 Million
AdaptHealth Corp. has agreed to a $35 million settlement in a class-action lawsuit where investors alleged the company concealed a fraudulent billing scheme and issues with merger integrations. The investors urged the US District Court for the Eastern District of Pennsylvania to approve the settlement, citing litigation risks and concerns about AdaptHealth’s ability to cover a larger judgment due to insurance limits and financial condition. The company had previously settled a separate investor-related matter.
Responsive Playbooks and the AHCO Inflection
This article provides analysis for Adapthealth Corp. (NASDAQ: AHCO), highlighting a neutral near-term sentiment but strong mid-term sentiment that may be stalling. It details three AI-generated trading strategies with specific entry, target, and stop-loss zones for different risk profiles, along with multi-timeframe signal analysis. The report identifies key support and resistance levels for AHCO's stock price.
AdaptHealth Corp.'s (NASDAQ:AHCO) Price Is Right But Growth Is Lacking
AdaptHealth Corp. (NASDAQ:AHCO) exhibits a low price-to-sales (P/S) ratio of 0.4x, which suggests it could be a buy compared to the industry average of 1.3x for healthcare companies in the United States. However, this low P/S is attributed to the company's negative recent revenue growth and a forecast of slower growth (4.3%) compared to the industry (6.5%) in the coming year. Investors are thus signaling limited future growth potential for AdaptHealth.
AdaptHealth (NASDAQ:AHCO) Trading 8.8% Higher - Time to Buy?
AdaptHealth (NASDAQ:AHCO) shares traded up 8.8% in mid-day trading but with 80% lower than average volume. Analyst opinions on the stock are mixed, with ratings ranging from "Buy" to "Strong Sell" and a consensus "Hold" rating with an average price target of $13.60. Despite missing EPS estimates but beating revenue in its latest quarter, the company's financials show a market cap of $1.39 billion and varied institutional activity.
Understanding the Setup: (AHCO) and Scalable Risk
This article analyzes Adapthealth Corp. (NASDAQ: AHCO), highlighting a weak near-term sentiment and a mid-channel oscillation pattern. It identifies an exceptional 34.3:1 risk-reward setup, targeting an 11.3% gain against 0.3% risk, and outlines three distinct AI-generated trading strategies for different risk profiles. The analysis covers position trading, momentum breakout, and risk hedging strategies, alongside multi-timeframe signal analysis.
Adapthealth director Williams sells $47k in stock
AdaptHealth Corp Director David Solomon Williams III sold 5,000 shares of common stock for $47,150 on December 4, 2025. This transaction leaves Williams with 45,045 directly owned shares. The sale follows AdaptHealth's Q3 2025 earnings, which saw revenue beat expectations but EPS fall short, though the strong revenue performance was received positively by investors.
Adapthealth director Williams sells $47k in stock
AdaptHealth Corp director David Solomon Williams III sold 5,000 shares of the company's stock for $47,150 on December 4, 2025. Following this transaction, Williams directly owns 45,045 shares. This comes after AdaptHealth reported mixed Q3 2025 earnings, beating revenue expectations but missing EPS forecasts.
HALPER SADEH LLC ENCOURAGES ADAPTHEALTH CORP. SHAREHOLDERS TO CONTACT THE FIRM TO DISCUSS THEIR RIGHTS
Halper Sadeh LLC, an investor rights law firm, is encouraging long-term shareholders of AdaptHealth Corp. (NASDAQ: AHCO) to contact them regarding potential breaches of fiduciary duties by the company's officers and directors. The firm is offering to investigate and potentially pursue corporate governance reforms, recovery of funds, or other benefits for shareholders on a contingent fee basis. This initiative aims to enhance shareholder value through improved company policies and oversight.
HALPER SADEH LLC ENCOURAGES ADAPTHEALTH CORP. SHAREHOLDERS TO CONTACT THE FIRM TO DISCUSS THEIR RIGHTS
Halper Sadeh LLC, an investor rights law firm, is investigating potential breaches of fiduciary duties by certain officers and directors of AdaptHealth Corp. The firm encourages current long-term AdaptHealth shareholders to contact them to discuss their legal rights and options, which could include seeking corporate governance reforms, the return of funds to the company, or other relief. The firm operates on a contingent fee basis, meaning shareholders would not be responsible for out-of-pocket legal fees and expenses.
Is the Options Market Predicting a Spike in AdaptHealth Stock?
Investors should watch AdaptHealth Corp. (AHCO) due to high implied volatility in its options market, particularly the Dec 19, 2025 $5.00 Call. While this suggests expectations of a significant price movement, AdaptHealth currently holds a Zacks Rank #5 (Strong Sell), with analysts recently lowering earnings estimates. This combination could indicate a developing trading opportunity for options traders to sell premium.
AdaptHealth Corp. SEC 10-Q Report
AdaptHealth Corp. has released its Form 10-Q report for the third quarter of 2025, detailing stable financial performance with increased net revenue and net income. The report highlights operational efficiency across its key segments: Sleep Health, Respiratory Health, Diabetes Health, and Wellness at Home. Management expressed optimism for future growth, emphasizing strategic investments and service expansion.
AdaptHealth Corp. to Participate in Upcoming Investor Conference
AdaptHealth Corp. announced its participation in the BofA Securities Leveraged Finance Conference on December 2, 2025, where they will host a fireside chat. The company, a national leader in healthcare-at-home solutions, will make the webcast available on its investor relations website. AdaptHealth provides services across four segments: Sleep Health, Respiratory Health, Diabetes Health, and Wellness at Home, reaching 4.2 million patients annually across 47 states.
Is It Time To Consider Buying AdaptHealth Corp. (NASDAQ:AHCO)?
AdaptHealth Corp. (NASDAQ:AHCO) has seen a 10% share price growth recently but remains potentially undervalued according to a price multiple model comparing its P/E ratio to the industry average. The company shows strong future growth potential with expected profit growth of 98% over the next couple of years, suggesting an optimistic outlook for investors. Current valuation and projected growth indicate it might be an opportune time for investors to consider buying AHCO before its future profit outlook is fully factored into the share price.
AdaptHealth (NASDAQ: AHCO) cuts term loan A by $275M, boosting S&P unsecured rating
AdaptHealth Corp. announced that S&P Global Ratings upgraded its issue-level rating on the company's senior unsecured debt to 'BB-' from 'B+' and revised its recovery rating to '4' from '5'. This upgrade reflects AdaptHealth's $225 million year-to-date prepayment of its senior secured term loan A, and a total reduction of $275 million since the end of Q3 2024, improving its balance sheet and risk profile. The company attributes this to strong free cash flow generation and proceeds from the disposition of non-core assets.
AdaptHealth 'takes control’ of reimbursement
AdaptHealth has secured a new capitated agreement with a major health insurer, covering 170,000 members, following a larger $1 billion agreement earlier in the year. CFO Jason Clemens stated this strategy allows the company to "take control" of reimbursement and target entire populations. The company is actively expanding its infrastructure by hiring 1,200 new employees, adding three dozen locations, and consolidating call centers to support its growth and improve patient interactions.
AdaptHealth (AHCO) Profitability Marks Turnaround, Challenging Bearish Valuation Narratives
AdaptHealth (AHCO) has recently become profitable, with significant shifts in its net profit margin and projected annual earnings growth of 23.1%. A new five-year, $1+ billion contract is expected to drive predictable, recurring revenue, while the company's valuation remains below industry averages and analyst price targets. Analysts foresee expanding net profit margins due to digital automation and improved operating efficiency, despite concerns over debt and industry reimbursement changes.
AdaptHealth Corp. (NASDAQ:AHCO) Reports Mixed Q3 2025 Results, Beats on Revenue but Misses on EPS
AdaptHealth Corp. reported mixed financial results for Q3 2025, exceeding revenue expectations with $820.3 million but missing on GAAP EPS at $0.16 versus estimated $0.23. Despite the earnings miss, the stock saw a positive reaction in pre-market trading, suggesting investors are focusing on revenue growth, operational advancements like strategic partnerships and digital engagement, and significant debt reduction. The company maintained its full-year 2025 guidance, although the revenue midpoint is slightly below current analyst consensus.
AdaptHealth Corp. (AHCO) Misses Q3 Earnings Estimates
AdaptHealth Corp. (AHCO) reported Q3 earnings of $0.22 per share, falling short of the Zacks Consensus Estimate of $0.24 per share, despite a year-over-year increase from $0.21. The company's revenues for the quarter were $820.31 million, surpassing the consensus estimate. However, AdaptHealth currently holds a Zacks Rank #5 (Strong Sell) due to unfavorable estimate revisions, indicating potential underperformance in the near future.
Halper Sadeh LLC Encourages AdaptHealth Corp. Shareholders to Contact the Firm to Discuss Their Rights
Halper Sadeh LLC, an investor rights law firm, is investigating whether officers and directors of AdaptHealth Corp. (NASDAQ: AHCO) breached their fiduciary duties to shareholders. The firm encourages long-term shareholders to contact them to discuss potential legal rights and options, which could include corporate governance reforms, the return of funds to the company, or other relief. Halper Sadeh LLC represents investors globally and operates on a contingent fee basis.
