AdaptHealthAHCO
AHCO
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: 10,500
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
104% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 26
15% more capital invested
Capital invested by funds: $1.25B [Q4 2024] → $1.44B (+$190M) [Q1 2025]
13% more funds holding
Funds holding: 200 [Q4 2024] → 225 (+25) [Q1 2025]
9% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 65
0.99% more ownership
Funds ownership: 97.42% [Q4 2024] → 98.41% (+0.99%) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 2 [Q4 2024] → 2 (+0) [Q1 2025]
31% less call options, than puts
Call options by funds: $68.2M | Put options by funds: $99M
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$13
51%
upside
Avg. target
$13
51%
upside
High target
$13
51%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
Truist Securities David Macdonald | 51%upside $13 | Buy Maintained | 12 May 2025 |
RBC Capital Ben Hendrix | 51%upside $13 | Outperform Maintained | 8 May 2025 |
Financial journalist opinion
Negative
Seeking Alpha
1 week ago
AdaptHealth At A Crossroads: Automation, Integration, And The Future Of Home Care
AdaptHealth's national scale and AI-driven efficiencies position it well for value-based contracts, aiming to curb hospital readmissions and improve EBITDA margins. The company faces potential risks from competitive-bidding discounts, unresolved litigation, and execution challenges on the One Adapt ERP migration. Management's 2025 guidance suggests flat organic revenue and a 21% EBITDA margin, with shares appearing undervalued compared to peers.
Neutral
Business Wire
1 month ago
AdaptHealth Corp. to Participate in Upcoming Investor Conferences
PLYMOUTH MEETING, Pa.--(BUSINESS WIRE)--AdaptHealth Corp. (NASDAQ: AHCO) (“AdaptHealth” or the “Company”), a national leader in providing patient-centered, healthcare-at-home solutions including home medical equipment, medical supplies, and related services, announced today that they will participate in the following upcoming investor conferences: The Barclays Leveraged Finance Conference, being held in Austin, on Tuesday, May 20, 2025. The RBCCM Global Healthcare Conference, being held in New.
Neutral
Seeking Alpha
1 month ago
AdaptHealth Corp. (AHCO) Q1 2025 Earnings Call Transcript
AdaptHealth Corp. (NASDAQ:AHCO ) Q1 2025 Earnings Conference Call May 6, 2025 8:30 AM ET Company Participants Suzanne Foster - CEO Jason Clemens - CFO Conference Call Participants Meghan Holtz - Jefferies Pito Chickering - Deutsche Bank Eric Coldwell - Baird Kevin Caliendo - UBS Ben Hendrix - RBC Capital Markets Mathew Blackman - Stifel Whit Mayo - Leerink Partners John Pinney - Canaccord Genuity Operator Good day, everyone, and welcome to today's AdaptHealth First Quarter 2025 Earnings Release. Today's speakers will be Suzanne Foster, Chief Executive Officer of AdaptHealth; and Jason Clemens, Chief Financial Officer of AdaptHealth.
Positive
Zacks Investment Research
1 month ago
AdaptHealth Corp. (AHCO) Meets Q1 Earnings Estimates
AdaptHealth Corp. (AHCO) came out with quarterly earnings of $0.01 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.02 per share a year ago.
Neutral
Business Wire
1 month ago
AdaptHealth Corp. Announces First Quarter 2025 Results
CONSHOHOCKEN, Pa.--(BUSINESS WIRE)--AdaptHealth Corp. (NASDAQ: AHCO) (“AdaptHealth” or the “Company”), a national leader in providing patient-centered, healthcare-at-home solutions including home medical equipment, medical supplies, and related services, announced today financial results for the first quarter ended March 31, 2025. First Quarter Results and Highlights All comparisons are to the quarter ended March 31, 2024. Net revenue was $777.9 million compared to $792.5 million, a decrease of.
Positive
Zacks Investment Research
1 month ago
AdaptHealth (AHCO) Upgraded to Buy: Here's What You Should Know
AdaptHealth (AHCO) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Neutral
Zacks Investment Research
1 month ago
AHCO or SYK: Which Is the Better Value Stock Right Now?
Investors with an interest in Medical - Products stocks have likely encountered both AdaptHealth Corp. (AHCO) and Stryker (SYK). But which of these two stocks offers value investors a better bang for their buck right now?
Neutral
Business Wire
1 month ago
AdaptHealth Corp. Announces First Quarter 2025 Earnings Release Date and Conference Call
PLYMOUTH MEETING, Pa.--(BUSINESS WIRE)--AdaptHealth Corp. (NASDAQ: AHCO) (“AdaptHealth” or the “Company”), a national leader in providing patient-centered, healthcare-at-home solutions including home medical equipment, medical supplies, and related services, will release its first quarter 2025 financial results before the opening of the financial markets on Tuesday, May 6, 2025. Management will host a teleconference at 8:30 a.m. ET to discuss the results and business activities with analysts an.
Neutral
Seeking Alpha
2 months ago
Comprehensive Q1 Review Of My Stock Picks + Ratings Updates
Although there is one day left in Q1, I'm pleased to present a detailed review of my Q1 stock picks, along with updated commentary and ratings. Today's report begins with an unconventional review of Apple, which I plan to drop coverage on. This report contains new coverage of 38 stocks that I've previously written about here at Seeking Alpha.
Neutral
Business Wire
3 months ago
AdaptHealth Corp. to Participate in Upcoming Investor Conferences
PLYMOUTH MEETING, Pa.--(BUSINESS WIRE)--AdaptHealth Corp. (NASDAQ: AHCO) (“AdaptHealth” or the “Company”), a national leader in providing patient-centered, healthcare-at-home solutions including home medical equipment, medical supplies, and related services, announced today that they will participate in the following upcoming investor conferences: The Jefferies Value-Based Healthcare Summit, being held in Miami, on Monday, March 10, 2025, including a fireside chat at 3:45pm ET. The Leerink Part.
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