BTSGHealthcare · Health Information ServicesThe 17 Wall Street analysts covering BrightSpring Health Services, Inc. hold a median 12-month price target of $80 — +41.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 91 of 100 as at 17 Sept 2026 — among the strongest tenth. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores BrightSpring Health Services, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Momentum (93): The shares have been drifting up relative to others.
Volatility (51): The share price moves around a lot.
Size (15): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on BTSG, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +41.3% from it.
Of the 20 most recent actions, 4 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 13 Aug 2026 | BTIG | Reiterates | Buy | $90 |
| 3 Aug 2026 | BTIG | Reiterates | Buy | $90 |
| 3 Aug 2026 | BTIG | Reiterates | Buy | — |
| 14 July 2026 | Keybanc | Maintains | Overweight | — |
| 14 July 2026 | Keybanc | Maintains | Overweight | $60 → $80 |
| 14 July 2026 | Morgan Stanley | Maintains | Overweight | $71 → $80 |
| 14 July 2026 | Morgan Stanley | Maintains | Overweight | — |
| 13 July 2026 | Guggenheim | Initiates | Buy | — |
| 13 July 2026 | Guggenheim | Initiates | Buy | $81 |
| 13 July 2026 | Wells Fargo | Maintains | Overweight | — |
| 13 July 2026 | Wells Fargo | Maintains | Overweight | $61 → $78 |
| 10 July 2026 | Raymond James | Initiates | Outperform | $80 |
| 10 July 2026 | Raymond James | Initiates | Outperform | — |
| 8 July 2026 | UBS | Maintains | Buy | — |
| 8 July 2026 | UBS | Maintains | Buy | $63 → $85 |
| 2 July 2026 | B of A Securities | Maintains | Buy | — |
| 22 June 2026 | BTIG | Maintains | Buy | — |
| 18 June 2026 | TD Cowen | Maintains | Buy | — |
| 8 June 2026 | Goldman Sachs | Initiates | Buy | — |
| 2 June 2026 | Morgan Stanley | Maintains | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. BTSG appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 17 Sept 2026, BrightSpring Health Services, Inc. returned +106.6% against +17.0% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 13% of US stocks
Cheaper than 73% of US stocks
Cheaper than 17% of US stocks
Cheaper than 13% of US stocks
Higher than 72% of US stocks
Higher than 90% of US stocks
Higher than 12% of US stocks
Higher than 51% of US stocks
Higher than 54% of US stocks
Higher than 70% of US stocks
Higher than 75% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
BrightSpring Health Services, Inc. has a market value of $11.2B and an enterprise value of $13.5B.
Revenue in the twelve months to 30 June 2026: $14.4B. The latest quarter grew 23.0% year on year.
Net income over the same four quarters: $365.4M, a 2.5% net margin.
Diluted earnings per share, trailing twelve months: $1.67.
Free cash flow in the twelve months to 30 June 2026: $402.4M.
BrightSpring Health Services, Inc. spent $163.2M on share buybacks in the twelve months to 30 June 2026.
Trailing P/E: 52.4×; forward P/E: 24.8× — the forward figure prices analyst consensus estimates, not reported earnings.
BrightSpring Health Services, Inc. employs 23,500 people — $612K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own BrightSpring Health Services, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
BTSG faces an estimated $200 million 2026 revenue headwind from the IRA in its Home Pharmacy segment, though the company's efficiency gains and technology investments are helping to protect profitability.
Why it matters — A BTSG watcher would want to monitor how the company's cost-saving measures offset the significant IRA-driven revenue pressure expected in 2026.
BrightSpring Health Services presented at the Morgan Stanley 24th Annual Global Healthcare Conference, with a transcript of the presentation published by Seeking Alpha.
Why it matters — BTSG watchers would care because the presentation gives management a public platform to discuss the company's business and outlook with the investment community.
A Zacks Investment Research report highlights that BrightSpring Health Services' expansion in specialty pharmacy, infusion, and home-based care supports growth, while noting that IRA-related and execution risks may pressure near-term margins. The headline advises adding the stock to a portfolio now.
Why it matters — BTSG watchers would care because the report points to both the company's growth drivers and the specific risks that could affect near-term profitability.
BrightSpring Health Services has gained more than 54% year-to-date, driven by growth in its specialty pharmacy, infusion and EBITDA segments. However, the company faces a premium valuation and policy headwinds that temper the outlook.
Why it matters — BTSG watchers would care because the stock's strong year-to-date gains are weighed against valuation and policy risks that could affect its future performance.
BrightSpring Health Services reported a 30% rise in Specialty and Infusion sales, attributed to LDD growth, new product launches, and expansion into rare therapies. The Zacks article questions whether this growth will continue.
Why it matters — The 30% sales increase in BTSG's specialty pharmacy segment signals strong momentum in a core business area, making its continuation a key factor for investors tracking the company's performance.
The 17 Wall Street analysts covering BrightSpring Health Services, Inc. have a median 12-month price target of $80, with estimates ranging from $70 to $90. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 17 analysts covering BrightSpring Health Services, Inc., 17 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks BrightSpring Health Services, Inc. 91 out of 100 across roughly 4,600 US stocks as at 17 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 17 Sept 2026, BrightSpring Health Services, Inc. ranks 91 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Momentum (93 of 100).
No one can know that. What the data says: the median 12-month target from 17 analysts implies +41.3% from the last close, and Ticker Nerd's factor model ranks BrightSpring Health Services, Inc. 91 out of 100 as at 17 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering BrightSpring Health Services, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for BTSG are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $70 to $90 over the next 12 months.
BrightSpring Health Services, Inc. returned +106.6% over the 12 months to 17 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
BrightSpring Health Services, Inc. is a U.S.
The most recent item we track (Zacks Investment Research, 17 Sept 2026): "BTSG Faces $200M IRA Hit but Efficiency May Protect Profitability". BTSG faces an estimated $200 million 2026 revenue headwind from the IRA in its Home Pharmacy segment, though the company's efficiency gains and technology investments are helping to protect profitability.
BrightSpring Health Services, Inc. is a U.S. home and community-based healthcare services platform focused on delivering integrated pharmacy and provider solutions for complex patient populations. The company operates through Pharmacy Solutions and Provider Services, offering services such as infusion and specialty pharmacy, home and community pharmacy, home health care, rehabilitation, and other clinical support services. Its care model serves patients across Medicare, Medicaid, and commercial insurance programs, with an emphasis on coordinated, person-centered care in home and community settings. BrightSpring Health Services plays an important role in the healthcare market by connecting pharmacy capabilities with direct care services, supporting patients who require ongoing, specialized, or chronic care management.
CEO Mr. Jon B. Rousseau · 23,500 employees · United States · https://www.brightspringhealth.com
