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AVAVAH

Aveanna Healthcare Holdings Inc.

Hot onWhy it's trendingX chatter spiked vs its recent normMoving on elevated volumeBacked by solid revenue growth
$AVAH·$2.5B·Medical - Care Facilities·Healthcare
$12.32+9.1%1Y+71.1%
Mentions · last 7 days
2026-08-07: 16 posts2026-08-08: 0 posts2026-08-09: 1 posts2026-08-10: 1 posts2026-08-11: 0 posts2026-08-12: 4 posts2026-08-13: 52 posts75
Price updated 1d ago·X counts updated 2d ago
AVAVAH
$AVAHAveanna Healthcare Holdings Inc.
$12.32+9.12%75 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $AVAH, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-14

The move is getting stronger, with heavier trading behind it.

Home-healthcare Q2 +14% growth + 8.5x P/E + 4.94x volume at 96% of range — institutional buying has meaningfully re-rated the equity.

Aveanna Healthcare Holdings is the U.S. home-healthcare provider whose Q2 print delivered 14% revenue growth with continued profitability — sitting at 96% of the 52-week range on 4.94x average volume, the specific pattern of a small-cap where the tape has meaningfully re-rated. No X sentiment data.

  • The Q2 print showed durable growth: revenue of $670.5M grew 14% year-over-year with a 33% gross margin and 12% operating margin — the specific profile of a home-healthcare provider benefiting from continued aging-demographic-driven demand and payer-mix improvement.
  • The valuation is reasonable versus growth: at 8.5x trailing earnings and 0.94x sales, Aveanna trades at a specific discount to home-healthcare peers — a level that reflects the specific balance-sheet concerns (4.7x debt-to-equity) but supports continued upside if the operational execution holds.
  • The technical setup is showing exceptional flow: 4.94x average volume with shares at 96% of the 52-week range and 28% above the 50-day reflects specific institutional buying arriving into the setup — the type of pattern that typically precedes multiple expansion.
  • The forward FY26 EPS estimate is meaningful: consensus $0.58 gives specific forward visibility — the type of number that supports the compounder framing if the specific operational execution continues.

Absent an X-sentiment read, the tape's own signals (4.94x volume, 96% of 52-week range) reflect specific institutional buying that has meaningfully re-rated the equity. The next earnings print becomes the arbiter — continued 14%+ revenue growth with margin discipline supports the recent run, while any margin-compression or payer-mix slip is what would compress the just-elevated multiple.

What to watch: Next earnings print — continued 14%+ revenue growth with margin discipline. Any margin-compression or payer-mix slip compresses the just-elevated multiple; sustained execution supports the recent institutional-buying-driven run.

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What it does

Plain-English summary of the business — what they sell and how they make money.

Aveanna Healthcare Holdings Inc. operates as a diverse platform for home-based care services throughout the United States. The company delivers a range of critical offerings, including private duty nursing (PDN), adult home health and hospice care, in-home pediatric therapy, and enteral nutrition services. Its patient-centered approach allows individuals to receive essential medical care within their own homes, effectively reducing the need for costly institutional settings such as hospitals. The company's operations are structured into three key segments: Private Duty Services (PDS), Home Health & Hospice (HHH), and Medical Solutions (MS). The PDS segment provides specialized private duty nursing, which includes skilled nursing care for medically fragile children at home, nursing support in school environments, and services at pediatric day healthcare centers. This segment also offers employer-of-record support, personal care services, and pediatric therapy (physical, occupational, and speech) provided both in clinics and patients' residences. The HHH segment focuses on home health services, encompassing in-home skilled nursing, physical, occupational, and speech therapy, as well as medical social work and aide assistance. Furthermore, it delivers hospice services, offering compassionate care to patients and their families when life-limiting illnesses no longer respond to curative treatments. The MS segment supplies enteral nutrition products and other vital medical supplies to adults and children, distributed on either a scheduled or as-needed basis. Founded in 2016, Aveanna Healthcare Holdings Inc. is headquartered in Atlanta, Georgia.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Care Facilities sits in its cycle right now — and what that implies for $AVAH.

Medical - Care Facilities · Healthcare

No material change from last week — hospital systems continue to rely on travel nursing and locum physician staffing to fill permanent workforce gaps that training pipelines cannot replenish at..

Top industry ETF

$IHFiShares U.S. Healthcare Providers ETF
+17.6%YTD
+29.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
8.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
16.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
11.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
150%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
32.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
4.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 13, 2026$0.22$0.17+30.7%
Q1 2026May 14, 2026$0.18$0.13+38.5%
Q4 2025Mar 19, 2026$0.17$0.15+10.5%
Q3 2025Nov 6, 2025$0.15$0.08+87.5%
Next earningsThu, Nov 5·consensus EPS $0.18

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$670.5M+13.7%32.6%11.9%$0.19—
Q1 FY26$647.9M+15.9%31.2%11.7%$0.19$-208K
Q4 FY25$662.5M+27.4%31.8%11.7%$0.88$55.2M
Q3 FY25$621.9M+22.2%32.2%9.0%$0.07$31.2M

Forward consensus

4-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.4B$2.4B – $2.5B$0.58$0.56 – $0.627
FY27$2.6B$2.6B – $2.7B$0.71$0.69 – $0.737
FY28$2.8B$2.8B – $2.8B$0.78$0.76 – $0.797
FY29$2.9B$2.9B – $2.9B$0.87$0.82 – $0.923

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.3.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.97%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+38.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+52.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 47.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today15.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.935-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 30Paul R Vigano10% owner3.0M sh$24.0MSellJun 30J.h. Whitney Equity Partners Vii, Llc10% owner2.4M sh$19.4MSellJun 30Robert M Williams10% owner3.0M sh$24.0MSellJun 24Paul R Vigano10% owner1.0M sh$8.0MSellJun 24Robert M Williams10% owner1.0M sh$8.0MSellJun 24J.h. Whitney Equity Partners Vii, Llc10% owner919.4K sh$7.4MSellJun 3Robert M Williams10% owner7.0M sh$43.7MSellJun 3J.h. Whitney Equity Partners Vii, Llc10% owner5.8M sh$36.5MSellJun 3Paul R Vigano10% owner7.0M sh$43.7MSellMay 20Patrick A. CunninghamChief Compliance Officer125.0K sh$949K
1–10 of 25
+ 1 other (1 inkind) in window

See when $AVAH insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDAug 138-K — Item 7.01: Press release / Reg FD
AI summary

Aveanna Healthcare Holdings (AVAH) filed a separate 8-K on August 13, 2026 under Item 7.01 (Regulation FD), furnishing an investor presentation posted in connection with its Q2 2026 earnings. The excerpt is the filing cover page; the actual presentation slides are attached as Exhibit 99.1. This filing is made concurrently with the earnings 8-K and constitutes the Reg FD-compliant public disclosure of any material non-public information shared in investor communications.

8-KPress release / Reg FDAug 138-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Aveanna Healthcare Holdings (AVAH) filed an 8-K covering Items 2.02 and 7.01 on August 13, 2026, reporting second-quarter and first-half 2026 financial results and furnishing a Regulation FD investor presentation. Body unavailable — earnings details are in Exhibit 99.1, which is not included in the excerpt. The Reg FD disclosure accompanies the earnings release, consistent with Aveanna's practice of posting investor materials simultaneously with results. Aveanna provides home-based pediatric and adult healthcare services across the U.S.

8-KOfficer or director changeAug 78-K — Item 5.02: Officer or director change
AI summary

Aveanna Healthcare Holdings (AVAH) filed an 8-K on August 8, 2026 (event date August 5) under Item 5.02, reporting a change in its officers or directors. The excerpt is the cover page; the specific officer identity and transition details are in the body. Aveanna is a home health and hospice services company. This officer change filing is separate from Aveanna's August 13 earnings/Reg FD filings.

8-KShareholder voteMay 298-K — Item 5.07: Shareholder vote
8-KPress release / Reg FDMay 158-K — Item 7.01: Press release / Reg FD
8-KPress release / Reg FDMay 148-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KPress release / Reg FDMar 208-K — Item 7.01: Press release / Reg FD
8-KPress release / Reg FDMar 198-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 15 other (3 routine 8-Ks · 2 10-Qs · 2 proxys · 2 S-8s) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

AVAH Q2 Earnings Call Highlights Higher Growth Targetszacks.com·2d agoAveanna Healthcare Holdings Inc. (AVAH) Q2 2026 Earnings Call Transcriptseekingalpha.com·2d agoAveanna Healthcare: Q2 Earnings Report Boosts The Stock And Reinforces My Buy Ratingseekingalpha.com·2d agoAveanna Healthcare Q2 Earnings Call Highlightsmarketbeat.com·3d agoAveanna (AVAH) Q2 Earnings: Taking a Look at Key Metrics Versus Estimateszacks.com·3d ago

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