AdaptHealthAHCO
Market Cap: 1.49B
About: AdaptHealth Corp is engaged in providing patient-centered, healthcare-at-home solutions including home medical equipment (HME), medical supplies, and related services. It focuses on providing; sleep therapy equipment, supplies, and related services (including CPAP and bi-PAP services) to individuals suffering from obstructive sleep apnea (OSA), medical devices and supplies to patients for the treatment of diabetes (including continuous glucose monitors (CGM and insulin pumps), home medical equipment to patients discharged from acute care and other facilities, oxygen and related chronic therapy services in the home, and other HME devices and supplies on behalf of chronically ill patients with wound care, urological, incontinence, ostomy and nutritional supply needs.
Employees: 10,700
Fund manager confidence
Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)
2,364% more call options, than puts
Call options by funds: $15.1M | Put options by funds: $612K
60% more capital invested
Capital invested by funds: $822M [Q4 2023] → $1.31B (+$492M) [Q1 2024]
54% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 26
50% more funds holding in top 10
Funds holding in top 10: 2 [Q4 2023] → 3 (+1) [Q1 2024]
7% more funds holding
Funds holding: 191 [Q4 2023] → 205 (+14) [Q1 2024]
3.22% more ownership
Funds ownership: 82.72% [Q4 2023] → 85.94% (+3.22%) [Q1 2024]
29% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 83
Research analyst outlook
5 Wall Street Analysts provided 1 year price forecasts over the past 6 months
5 analyst ratings
Truist Securities David Macdonald | 16%upside $13 | Buy Maintained | 15 May 2024 |
RBC Capital Ben Hendrix | 16%upside $13 | Outperform Reiterated | 4 Mar 2024 |
UBS Whit Mayo | 16%upside $13 | Buy Maintained | 28 Feb 2024 |
Truist Securities David Macdonald | 16%upside $13 | Buy Maintained | 28 Feb 2024 |
UBS Whit Mayo | 20%downside $9 | Buy Maintained | 29 Jan 2024 |
Financial journalist opinion
Based on 9 articles about AHCO published over the past 30 days