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BTBTSG

BrightSpring Health Services, Inc. Common Stock

$BTSG·$13B·Medical - Healthcare Information Services·Healthcare
$60.87-2.4%YTD+66.2%1Y+106.7%
Price updated 7h ago·X counts updated 5d ago
BTBTSG
$BTSGBrightSpring Health Services, Inc. Common Stock
$60.87-2.39%70 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $BTSG on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

70X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $BTSG's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-08-07

BrightSpring Health Q2 delivered 23% YoY revenue growth to $3.87B and a 44% surge in adjusted EBITDA — a strong beat-and-raise driven by specialty-pharmacy mix and acquisitions. The Community Living divestiture completed. Posters read strong specialty-generics trends across the industry as bullish for TOI as well. Some see the Friday reaction as an over-reaction to a solid print. BTSG is called a great ultimate buyer of TOI if a deal eventually happens.

Read what X is saying about $BTSG

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BTSG — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

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

BrightSpring up 53% YTD — Q2 adj EBITDA +44%, Community Living divested, specialty-pharmacy mix driving the breakout.

BrightSpring Health Services provides home- and community-based healthcare — specialty pharmacy, infusion therapy, home health, hospice. The stock is up 53% YTD and 65% of its 52-week range on specific operational breakout.

  • The P&L is accelerating: revenue grew 25.6% YoY to $3.61B last quarter at a 3.4% operating margin and EPS $0.73 — Q2 revenue growth 23% YoY to $3.87B with a 44% surge in adjusted EBITDA; specialty-pharmacy mix is the specific driver.
  • The Community Living divestiture completion is a specific portfolio-focus signal — simplifies the business toward higher-margin specialty pharmacy and infusion services.
  • Insider Greenwell's $874K sale at $57.91 and $533K M-Exempt are the specific take-chips signals near current levels; the AI-across-operations deployment framing is the margin-improvement catalyst.

Accelerating holds while specialty-pharmacy mix extends and the Community Living divestiture-synergies land. A soft Oct 30 earnings print on specialty-pharmacy revenue, or any specific commentary on home-health reimbursement risk, is what cools the move; a FY27 EPS guide above $3 plus specific AI-margin-improvement metrics is what extends the breakout.

Agrees with X sentimentX bulls on Q2 23% YoY revenue growth to $3.87B, 44% adj EBITDA surge, specialty-pharmacy mix driver, Community Living divestiture, and the Friday-reaction-as-over-reaction framing have the specific setup right — this is a legitimate operational-leverage story.

What to watch: Oct 30 earnings — specialty-pharmacy revenue growth, home-health reimbursement commentary, Community Living divestiture synergy capture, FY27 EPS guide. A soft specialty-pharmacy print or home-health reimbursement risk is what cools the breakout.

On the calendar: 2026-10-30 — Q3 FY26 earnings

Read the AI verdict on $BTSG

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

Delivers home and community-based pharmacy and clinical care services to Medicare and Medicaid populations across the U.S.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Healthcare Information Services sits in its cycle right now — and what that implies for $BTSG.

Medical - Healthcare Information Services · Healthcare

No material change from last week — AI-driven clinical workflow digitization and prior-authorization automation are the structural demand drivers.

What this means for $BTSG

Partial — Delivers home and community-based pharmacy and clinical care services to Medicare and Medicaid populations across the U.S.

Industry benchmark

10-name peer basket
+18.0%YTD
-4.3%1Y

Fundamentals & catalyst

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

Key ratios

P/E
49.9How 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
7.8%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
3.4%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
3.7%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
0.8Same 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
12.7%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
12.2%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
1.4Total 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 2026Jul 31, 2026$0.45$0.40+13.6%
Q1 2026May 1, 2026$0.39$0.29+34.5%
Q4 2025Feb 27, 2026$0.33$0.34-2.9%
Q3 2025Oct 31, 2025$0.30$0.26+13.9%
Next earningsFri, Oct 30·consensus EPS $0.47

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$3.6B+25.6%13.3%3.8%$0.73$101.4M
Q4 FY25$3.6B+16.3%11.6%4.0%$0.38$193.9M
Q3 FY25$3.3B+14.7%11.8%3.2%$0.27$92.2M
Q2 FY25$3.1B+29.1%11.9%2.6%$0.14$24.7M

Forward consensus

5-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$15.3B$15.3B – $15.4B$1.82$1.70 – $1.9513
FY27$17.4B$17.1B – $17.5B$2.31$2.04 – $2.7714
FY28$19.9B$18.8B – $21.8B$2.81$2.24 – $3.3813
FY29$24.5B$24.0B – $25.5B$3.82$3.71 – $4.0211
FY30$30.9B$30.3B – $32.2B$5.45$5.29 – $5.736

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.0.7×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.71%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.+1.9%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.+13.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 150.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% 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.β1.885-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

SellSep 14Scott A. GreenwellPresident15.1K sh$874KSellJun 5Jennifer A PhippsCFO35.0K sh$2.1MSellJun 5Kkr Phoenix Aggregator L.p.10% owner14.7M sh$857.5MSellJun 5Lisa A NalleySee Remarks35.0K sh$2.1MSellJun 5Jon B RousseauSee Remarks260.0K sh$15.3MSellJun 5Kkr Group Partnership L.p.10% owner14.7M sh$857.5M
+ 15 other (4 exempts · 4 awards · 3 inkinds · 2 gifts · 2 others) in window

See when $BTSG 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
  • 30 / 60 / 180-day windows so you can spot building conviction
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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

3New insider — initial holdingsJun 123
AI summary

Form 3 filed by Nigam H. Shah on June 12, 2026 reporting initial beneficial ownership in BrightSpring Health Services, Inc. as of his June 11, 2026 board appointment date. Shah reports no securities currently beneficially owned. Administrative insider-reporting filing — confirms Section 16 reporting status for a newly appointed director with no share position disclosed at this time.

8-KOfficer or director changeJun 128-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

BrightSpring Health Services, Inc. appointed Dr. Nigam H. Shah to its Board of Directors on June 11, 2026 as a Class III director, expanding the board from 7 to 8 members; Dr. Shah will also join the Quality and Compliance Committee and receive standard non-employee director compensation. Dr. Shah's background in healthcare AI and data science at Stanford adds specialized technical expertise to a home and community-based health services company navigating complex care coordination workflows.

SC 13D/AActivist amendmentJun 5SC 13D/A
AI summary

With filed Amendment No. 5 to Schedule 13D disclosing updated beneficial ownership in BTSG (BTSG). The filing covers approximately 26,829,880 shares of BTSG. The position is held for potential M&A activity. Schedule 13D amendments are required when a 5%-or-greater holder's ownership, intent, or plans change materially, providing transparency into concentrated positions that could influence corporate governance or trigger M&A activity.

8-KMaterial agreementJun 58-K — Item 1.01: Material agreement
AI summary

BrightSpring Health Services, Inc. (BTSG) disclosed a material definitive agreement under Item 1.01, reporting a merger or acquisition transaction involving growth company as defined in Rule. The deal is valued at approximately $0. Details of the transaction terms, consideration structure, and closing conditions are set forth in the full 8-K filing. Definitive merger agreements are among the most material events a public company can disclose, triggering regulatory review and shareholder vote requirements.

8-KShareholder voteMay 218-K — Item 5.07: Shareholder vote
AI summary

BrightSpring Health Services, Inc. (BTSG) filed an 8-K on May 21, 2026 disclosing annual shareholder meeting vote results (Item 5.07). BrightSpring is a Louisville, Kentucky-based healthcare services company providing pharmacy and home health services, listed on Nasdaq. Annual meeting results are routine administrative governance disclosures.

+ 8 other (4 13Gs · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

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

BTSG Stock Climbs 67.3% YTD: What's Driving the Rally in 2026?zacks.com·3d agoBrightSpring: Margins Keep Improving While Expanding Its Pharmacy Footprintseekingalpha.com·3d agoTop Healthcare Stocks: Playing Offense And Defense For The Winseekingalpha.com·5d agoBrightSpring Health Services, Inc. to Announce Third Quarter 2026 Financial Results on October 30, 2026globenewswire.com·16d agoBTSG Deploys AI Across Operations: Will It Improve Margins?zacks.com·17d ago

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Voices on X · last 7 days

No standout posts about $BTSG on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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