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BTBTSG

BrightSpring Health Services, Inc. Common Stock

$BTSG·$12B·Medical - Healthcare Information Services·Healthcare
$59.13-2.9%YTD+67.3%1Y+149.2%
Mentions · last 7 days
2026-08-20: 2 posts2026-08-21: 0 posts2026-08-22: 1 posts2026-08-23: 1 posts2026-08-24: 4 posts180%
Price updated 2d ago·X counts updated 6d ago
BTBTSG
$BTSGBrightSpring Health Services, Inc. Common Stock
$59.13-2.91%18 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $BTSG, 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 numbersCooling offAI verdict · as of 2026-08-21

Catching its breath after a run — could pick back up or fade from here.

Home-and-community-health specialty-pharmacy roll-up growing 25% — the run has cooled while the model keeps compounding.

BrightSpring Health delivers pharmacy and provider services in homes and community settings — specialty pharmacy (high-cost injectables and oncology), home health, hospice, and personal care. The specialty-pharmacy mix is what's driving the growth, and the recent divestiture of the Community Living arm sharpened the story.

  • Q2 revenue grew 25% year-on-year to $3.87B and adjusted EBITDA surged 44% — the specialty-pharmacy segment plus acquisitions is doing exactly what the roll-up thesis requires; four straight beats with the last two 13-34% above consensus.
  • Trades at ~50x trailing GAAP earnings, forward 2026 consensus EPS of $1.70 works out to ~35x — a growth multiple that requires the specialty-pharmacy volume mix to keep expanding at these rates.
  • On Jul 25 CEO Jon Rousseau took delivery of $4.1M via an F-InKind (tax-withholding, not a discretionary sale) — routine equity comp settlement rather than a distribution signal, but worth logging for context.
  • Sits at the 72nd percentile of the 52-week range but is 10% below the 50-day trend — the tape is cooling after a +152% 12-month run; the multiple has caught up to the beat cadence and now needs the next quarter to keep it going.

What restarts the move is Oct 29 Q3 confirming a fifth straight double-digit-beat with specialty-pharmacy segment revenue re-accelerating alongside quantified integration synergies from recent acquisitions. What sustains the cooling is a mere in-line print or margin compression from acquisition integration; at 35x forward, either would be enough to compress the multiple back toward peer levels.

Agrees with X sentimentThe X read on Q2 (23% revenue growth, 44% adjusted EBITDA surge, Community Living divestiture, specialty-pharmacy tailwind) matches the mechanics. The 'over-reaction to a solid print' framing on the Friday drop is a reasonable read; the honest counter is that the 12-month move already priced in a lot of the specialty-pharmacy operating leverage.

What to watch: Oct 29 Q3 earnings — specialty-pharmacy revenue growth and integration-synergy commentary. Watch for any additional acquisition announcements funded by the current strong cash-flow run.

On the calendar: 2026-10-29 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 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 the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — VEEV's 'agentic commercial' CRM framing converts AI from feature to platform pricing, while TEM's oncology AI platform and pharma data licensing confirm AI..

What this means for $BTSG

Neutral — Delivers home and community-based pharmacy and clinical care services to Medicare and Medicaid populations across the U.S; limited read-through from medical - healthcare information services macro dynamics to this specific revenue mix.

Industry benchmark

10-name peer basket
+26.3%YTD
+23.9%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 earningsThu, Oct 29·consensus EPS $0.46

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$15.1B$15.0B – $15.2B$1.70$1.63 – $1.7614
FY27$17.1B$16.8B – $17.2B$2.14$1.99 – $2.3614
FY28$19.6B$18.5B – $20.8B$2.68$2.24 – $3.2912
FY29$24.3B$23.8B – $25.0B$4.26$4.13 – $4.4211
FY30$28.7B$28.0B – $29.5B$5.44$5.28 – $5.646

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.0.5×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.-10.2%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.+19.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 150.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% 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

SellJun 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$857.5MSellMar 4Lisa A NalleySee Remarks30.0K sh$1.2MSellMar 4Jennifer A PhippsCFO35.0K sh$1.4MSellMar 4Jon B RousseauSee Remarks220.0K sh$9.1MSellMar 4Kkr Phoenix Aggregator L.p.10% owner19.7M sh$807.5MSellMar 4Kkr Group Partnership L.p.10% owner19.7M sh$807.5M
+ 31 other (12 awards · 6 exempts · 5 gifts · 4 inkinds · 4 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-KAcquisition completedMar 318-K — Item 2.01: Acquisition completed · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

BTSG disclosed a personnel change (8-K Item 5.02, dated 2026-03-31). An executive departure and a new appointment are both reported. President, ResCare Community Living. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

SC 13D/AActivist amendmentMar 4SC 13D/A
8-KMaterial agreementMar 48-K — Item 1.01: Material agreement
+ 13 other (6 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

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Voices on X · last 7 days

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

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