$ACHC

Acadia Healthcare (ACHC) reports Q3 earnings on Wednesday, with analysts expecting $0.46 EPS on $877.8M revenue. The company faces investor scrutiny over claims accruals, staffing dynamics, and the path to normalized profitability. ACHC stock trades at $29.62, with a mean price target of $33.79. The company operates 279 behavioral healthcare facilities across 40 states and Puerto Rico.

HCA Healthcare (HCA) reported Q2 revenue of $20.23B, up 8.7% YoY, exceeding estimates by 2.4%. Tenet Healthcare (THC) saw revenue of $5.63B, up 6.8%, beating estimates by 3.9%. Universal Health Services (UHS) reported $4.64B, up 8.3%, exceeding estimates by 1.1%. Acadia Healthcare (ACHC) reported $865.8M, flat YoY, topping estimates by 2%. HCA and Tenet stocks rose 24.5% and 34.3% post-earnings, respectively, while Acadia fell 5%.

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.