Loop Capital cuts Ardent Health price target to $19, maintains Buy

Published 12/05/2025, 13:08
Loop Capital cuts Ardent Health price target to $19, maintains Buy

On Monday, Loop Capital Markets adjusted its price target for Ardent Health Partners Inc (NYSE:ARDT) shares, reducing it to $19.00 from the previous $21.00, while sustaining a Buy rating on the stock. Currently trading at $14.52, the stock shows potential upside according to InvestingPro analysis, with analyst targets ranging from $15.50 to $24.00. This change follows the healthcare provider’s recent earnings report, which Loop Capital’s analyst Timothy Greaves found encouraging.

Ardent Health Partners reported a solid financial performance for the quarter, with total revenue reaching $1.5 billion, marking a 4% year-over-year increase and meeting the consensus expectations. The company’s adjusted EBITDA was also favorably noted at $98 million, which was $2 million above what was anticipated by market analysts. InvestingPro data reveals the company’s strong financial health, with a "GREAT" overall score of 3.44 and impressive profitability metrics, including a basic EPS of $1.65.

The company experienced robust growth in admissions, which was attributed to strong inpatient demand and an intensified flu season. In addition to its financial results, Ardent Health Partners announced the addition of Dave Caspers to its executive team as the Chief Operating Officer. The announcement was coupled with optimistic remarks about the company’s expansion strategy.

Loop Capital’s analysis emphasizes Ardent Health’s potential to enhance profit margins by improving supply chain and operational efficiencies. The firm also recognizes the potential benefits from Ardent Health’s strategy of expanding its footprint through joint ventures. Moreover, there is an anticipation of additional gains from the New Mexico State DPP, pending approval by the Centers for Medicare & Medicaid Services (CMS), which is not currently factored into the company’s financial guidance.

In light of these developments, despite the reduction in the price target, Loop Capital maintains a positive outlook on Ardent Health Partners’ stock, reaffirming the Buy rating and signaling confidence in the company’s strategic direction and growth potential. The stock has demonstrated strong momentum with a 10.25% return over the past week, while trading at attractive valuations with a P/E ratio of 8.86. For deeper insights into ARDT’s valuation and growth prospects, investors can access comprehensive analysis through InvestingPro’s detailed research reports, available for over 1,400 US stocks.

In other recent news, Ardent Health Partners LLC reported a 4% increase in revenue, reaching $1.5 billion for the first quarter of 2025, alongside an earnings per share (EPS) of $0.29. The company also announced a strategic acquisition of 18 NextCare Urgent Care clinics, which is expected to enhance downstream volumes in key markets. S&P upgraded Ardent Health’s credit rating to B+, reflecting confidence in the company’s financial health and strategic direction. Analysts from Leerink Partners have noted the company’s strong market position and growth opportunities, especially in light of the recent acquisition. Ardent Health has reaffirmed its full-year 2025 financial guidance, anticipating accelerated EBITDA growth in the latter half of the year. The company ended the quarter with a cash position of $495 million, despite a total debt of $1.1 billion. Ardent Health continues to explore mergers and acquisitions, with potential transactions expected in 2025. The company remains focused on operational excellence initiatives to drive margin expansion over the next several years.

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