$ACHC

Cantor Fitzgerald maintained a Neutral rating on Acadia Healthcare (ACHC) with a $30 price target, citing operational changes in job postings. The stock is up 103% YTD, and analysts predict EPS of $1.52 for the year. Acadia's Q2 2026 earnings beat expectations, with adjusted EPS of $0.38 and revenue of $865.8M. Guggenheim raised its price target to $39, while Raymond James initiated coverage with an Outperform rating and a $39 target.

Wall Street analysts issued updates on several companies. First Solar (FSLR) was upgraded to Sector Weight at KeyBanc. Liberty Energy (LBRT) was upgraded to Overweight with a $27 target at Barclays. PepsiCo (PEP) was downgraded to Hold with a $138 target at Deutsche Bank. Roblox (RBLX) was downgraded to Underperform with a $38 target at Jefferies.

Acadia Healthcare Company, Inc. (ACHC) filed an SEC Form 8-K — Other Events. Exhibit 99.1 UNITED STATES DISTRICT COURT MIDDLE DISTRICT OF TENNESSEE NASHVILLE DIVISION IN RE ACADIA HEALTHCARE COMPANY, INC. STOCKHOLDER DERIVATIVE LITIGATION Lead Case No. 3:19-cv-00167 (Consolidated with Case No. 3:19-cv-00441) STIPULATION OF SETTLEMENT IN THE COURT OF CHANC

Acadia Healthcare (ACHC) reported Q2 earnings above estimates, driven by higher patient admissions. The stock has surged 30.26% over 90 days and 111.48% year-to-date, but long-term returns remain negative. Analysts suggest the stock is modestly undervalued at $30.22, with a fair value estimate of $32.21, citing growth prospects and operational leverage. However, risks include Medicaid reimbursement pressures and legal costs.

Acadia Healthcare (ACHC) is discussed in relation to its 18.17X forward 12-month P/E versus an industry 11.35X. The article cites YTD share gains of 113.1% and a Zacks Rank #3 (Hold). Consensus for 2026 calls for EPS of $1.54 and revenue of $3.43B. ACHC raised 2026 adjusted EBITDA guidance to $590-$615M and expects incremental adjusted EBITDA of $200M versus 2025, while noting higher operating and legal expenses.

UBS cut its price target on Acadia Healthcare to $1.50 from $4.50 and kept a Neutral rating, according to the note published Aug. 14, 2026. The article frames the decision using UBS’s valuation, EPS revision, and visibility metrics.

Acute care: Revenue was $495 million, flat year over year but up 6% after normalizing for supplemental payments. Management cited strong volumes and admissions at existing acute facilities as well as newer joint-venture and de novo locations. Specialty care: Revenue was $134 million, up 4% sequentially from the first quarter. The business experienced the full-quarter impact of the New York Medicaid decision.

Acadia Healthcare (NASDAQ: ACHC) shares fell 13.3% after the company reported mixed Q2 results. Revenue was flat year over year, while adjusted EPS dropped to $0.38 from $0.83. The company beat headline revenue and EPS expectations and slightly raised full-year guidance, but investors focused on weaker underlying profitability trends.

Acadia Healthcare Co. (ACHC) reported Q2 net income of 12 cents per share and adjusted earnings of 38 cents per share, versus a Zacks mean estimate of 33 cents. Revenue was $865.8 million, above the $844.7 million forecast. Full-year guidance calls for EPS of $1.45 to $1.60 and revenue of $3.4 billion to $3.45 billion.

Acadia Healthcare (NASDAQ:ACHC) reported Q2 CY2026 revenue of $865.8 million, flat year on year but above expectations by about 2%, and non-GAAP adjusted EPS of $0.38, down from $0.83 but 9.7% above consensus. The company guided full-year revenue to about $3.43 billion. Shares fell about 1.3% to $32.18 after the report.