ACHC

ACHC Earnings Preview

Acadia Healthcare Company, Inc. · Healthcare · $2B

8d until earnings

ACHC Earnings

Wednesday, Apr 29 2026
EPS Estimate
$0.26
$0.21 – $0.29
Revenue Estimate
$823M
Current Price
$27.84

Our Position

bullish

Q4 beat lifts shares 23.5% on strong execution

structured data est. revisions rising (+11.3pp / 30d)

A beat on revenue and earnings in a tight timeframe proves management can execute against Wall Street expectations. The sharp one-day pop suggests either previous pessimism was overblown or the beat genuinely surprised. Either way, ACHC has reclaimed momentum heading into 2026 — a crucial signal for a healthcare provider dependent on consistent operational delivery.

Watch: Watch for forward guidance and whether management raises 2026 outlook in the earnings call. Confirmation that the Q4 beat reflects structural improvement — not just one-time tailwinds — will determine if this pop holds or fades into the next correction.

Data Signal Summary

1 bullish
1 bearish
Put/call 0.1 (bullish skew) Price downtrend

Key Context

Analyst Consensus
mixed
Insider Activity
mixed
Price Trend
downtrend
From 52w High
-0.7%
Est. Revisions (30d)
+0.0% 3up/6dn
Analyst Target (mean)
$23 $13–$31 -16%
Options P/C Ratio
0.15
Est. Dispersion
32% 13 analysts
Fund Convergence
strong D.E. Shaw, Citadel, Two Sigma, Bridgewater

Recent Activity

insider trades 32 transactions
Award · YOUNG TODD S (Chief Financial Officer) ·58,799 shares
Award · CANCELMI DANIEL J (Director) ·6,625 shares
Award · YOUNG TODD S (Chief Financial Officer) ·48,445 shares
Award · BERNHARD JASON R. (Director) ·11,515 shares
Award · HARRIS PATRICE A. (Director) ·7,032 shares
27 more
Award · FUCCI MICHAEL J. ·7,032 shr
Award · KELLY RALPH DAVID ·11,955 shr
Award · GRIECO WILLIAM F ·11,427 shr
Award · WAUD REEVE B ·17,669 shr
Award · MIQUELON WADE D ·7,032 shr
Award · GREGG VICKY B ·7,032 shr
Award · BISSELL E PEROT ·7,032 shr
Award · KHAN NASSER ·30,676 shr
Award · FARLEY BRIAN P ·38,606 shr
Award · HUNTER CHRISTOPHER H ·134,599 shr
Award · DIXON HEATHER BRIANNE ·43,823 shr
Award · FARLEY BRIAN P ·2,530 shr
Award · HUNTER CHRISTOPHER H ·19,796 shr
Award · DIXON HEATHER BRIANNE ·11,659 shr
Award · FARLEY BRIAN P ·10,445 shr
Award · HUNTER CHRISTOPHER H ·37,516 shr
Award · DIXON HEATHER BRIANNE ·15,447 shr
Award · BERNHARD JASON R. ·3,953 shr
Award · HARRIS PATRICE A. ·2,414 shr
Award · FUCCI MICHAEL J. ·2,414 shr
Award · KELLY RALPH DAVID ·2,414 shr
Award · GRIECO WILLIAM F ·2,414 shr
Award · WAUD REEVE B ·6,065 shr
Award · MIQUELON WADE D ·2,414 shr
Award · GREGG VICKY B ·2,414 shr
Award · BISSELL E PEROT ·2,414 shr
Award · FARLEY BRIAN P ·37,510 shr
analyst ratings 1 rating
UBS Buy 3d ago