Truist reiterates buy rating on AdaptHealth stock citing market position

Published 26/06/2025, 13:50
Truist reiterates buy rating on AdaptHealth stock citing market position

Investing.com - Truist Securities maintained its buy rating and $13.00 price target on AdaptHealth (NASDAQ:AHCO) stock Thursday following management meetings that highlighted the company’s strong market positioning. According to InvestingPro data, the stock currently trades at $9.01, with analyst targets ranging from $9.50 to $16.00, suggesting potential upside. The company’s attractive valuation is supported by a P/E ratio of 14.25x.

The research firm cited AdaptHealth’s solid footing in a fragmented market with favorable industry tailwinds as key reasons for its continued bullish outlook. Truist noted that core business trends remain strong across most segments, while ongoing improvement in the diabetes division remains a critical focus area. The company’s operational strength is reflected in its substantial EBITDA of $640.22 million and strong free cash flow of $274.58 million over the last twelve months.

Truist expressed encouragement about AdaptHealth’s contract with Humana (NYSE:HUM), which is performing well, and expects the company to secure additional contracts over time due to its scale, breadth of services, and ability to drive cost savings and outcomes. InvestingPro analysis shows the company maintains a "GREAT" overall Financial Health Score of 3.19, supporting its ability to pursue growth opportunities.

The firm also highlighted AdaptHealth’s operational standardization efforts and potential opportunities in artificial intelligence and automation as positive factors. Truist views the company’s financial flexibility and free cash flow generation as attractive attributes.

AdaptHealth’s positioning for potential mergers and acquisitions activity was another factor mentioned in Truist’s decision to maintain its buy rating and $13 price target on the stock.

In other recent news, AdaptHealth Corp reported its Q1 2025 earnings, revealing a mixed financial performance. The company posted an earnings per share (EPS) of -$0.05, missing the forecasted $0.10, but achieved a slight revenue beat with $777.9 million compared to the expected $774.88 million. Despite the EPS miss, the company’s stock rose, reflecting investor optimism. AdaptHealth continues to focus on operational improvements and debt reduction, having reduced its debt by $25 million in Q1. The company has also provided a full-year 2025 revenue guidance of $3.18 billion to $3.32 billion. Analysts from firms like Jefferies and Deutsche Bank (ETR:DBKGn) inquired about improvements in the diabetes segment and the company’s modest M&A strategy, with management highlighting positive trends and strategic acquisitions to enhance growth. Additionally, AdaptHealth recently completed the sale of certain incontinence assets and signed an agreement to sell infusion assets, indicating a strategic focus on core segments.

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