$BTSG

BrightSpring Health Services, Inc.

No enriched coverage for $BTSG in the last 7 days.

$874K
Greenwell Scott A.
100%
See all $BTSG insider activity →
Low

Greenwell Scott A. sold $874K of BTSG

Greenwell Scott A. (President, PharMerica) sold 15,099 shares of BrightSpring Health Services, Inc. (BTSG) at $57.91 ($0.87M total) on 2026-09-14 under a Rule 10b5-1 trading plan.

3 Lesser-Known Stocks Wall Street Is Pounding the Table on Now

APi Group (APG) reported Q2 2026 revenue of $2.3B, up 13.3% YoY, and raised full-year guidance. Analysts see 31% upside to $52.40. BrightSpring Health (BTSG) saw Q2 revenue rise 23% to $3.9B, lifted guidance, and has a 30% upside to $78.25.

BrightSpring Stock Up Nearly 59% YTD: Can Its Growth Story Continue?

BrightSpring Health Services (BTSG) stock has risen 59% YTD, outperforming industry and S&P 500. Q2 2026 revenues grew 23% to $3.9B, adjusted EBITDA up 44%. Growth driven by Specialty Pharmacy and Provider Services, with AI/automation improving efficiency. Leverage reduced to 2.15x. 2026 EPS estimates raised to $1.78 (78% growth). Risks include execution challenges and reimbursement pressures.

BTSG sentiment & insider activity

Recent BTSG coverage spans earnings, financial news and insider activity.

In the last 30 days, BTSG insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($874K). The most active reporter was Greenwell Scott A., President, PharMerica, with 1 filing. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.

What's driving BTSG

  • The insider sale may signal reduced confidence and could exert slight downward pressure on the stock.

    SEC EDGAR · Sep 16, 2026

  • Robust earnings beat and higher guidance indicate strong upside.

    yahoo.com · Sep 5, 2026

  • Strong earnings beat and raised guidance suggest upside potential, especially given the 59% YTD rally.

    tradingview.com · Aug 21, 2026

  • The article frames a near-term earnings/margin risk from IRA reimbursement resets and pharmacy customer exits, partially offset by strong specialty and infusion growth plus improving EBITDA conversion.

    tradingview.com · Aug 12, 2026

  • Guidance lift and strong Specialty and Infusion growth are positives, but analyst questions highlight margin pressure in Pharmacy and ongoing regulatory/customer-exit headwinds.

    markets.chroniclejournal.com · Aug 7, 2026

AlphAI scores every news story that mentions BTSG with an AI model for sentiment and relevance, and aggregates insider trades from BrightSpring Health Services, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $BTSG

Score
$BTSGMedAI 8/10

BrightSpring Stock Up Nearly 59% YTD: Can Its Growth Story Continue?

BrightSpring Health Services (BTSG) stock has risen 59% YTD, outperforming industry and S&P 500. Q2 2026 revenues grew 23% to $3.9B, adjusted EBITDA up 44%. Growth driven by Specialty Pharmacy and Provider Services, with AI/automation improving efficiency. Leverage reduced to 2.15x. 2026 EPS estimates raised to $1.78 (78% growth). Risks include execution challenges and reimbursement pressures.

Here's Why You Should Add BrightSpring Stock to Your Portfolio Now

Zacks says BrightSpring Health Services (BTSG) has growth momentum in Provider Services and Pharmacy Solutions, citing Q2 2026 Pharmacy Solutions revenue up 30% YoY to $2.9B and Provider Services up 30% to $466M. It also flags IRA reimbursement pressure, estimating about $50M impact in Q2 2026 and ~$200M full-year. BTSG shares are up 54.6% YTD; forward P/E 41.80.

5 Revealing Analyst Questions From BrightSpring Health Services’s Q2 Earnings Call

BrightSpring Health Services (BTSG) reported Q2 revenue of $3.87B vs $3.66B expected and adjusted EPS of $0.45 vs $0.40, with adjusted EBITDA of $205.5M. The company raised full-year revenue guidance to $15.26B and EBITDA guidance to $832.5M. Management cited 30% Specialty and Infusion revenue growth and 31% script growth, while Home and Community Pharmacy faced customer exits and regulatory headwinds.

$BTSGMedAI 8/10

BTSG Raises 2026 Guidance as Specialty and Home Health Drive Growth

BrightSpring Health Services (BTSG) beat Q2 expectations with adjusted EPS of 45 cents (21.6% above consensus) and revenue of $3.87B (+23% YoY). It raised 2026 guidance to $15.10-$15.425B revenue and $820-$845M adjusted EBITDA. Specialty and infusion grew 30.1% and home health revenues rose 30.3%, while pharmacy fell 8% due to IRA impacts.

Is BTSG a Buy as Rapid Growth Collides With Its Premium Valuation?

BrightSpring Health Services (BTSG) reported Q2 revenues of $3.87B, up 23% YoY, and adjusted EPS of 45 cents, up 104.5%, beating Zacks estimates, and raised its full-year outlook. The article cites gross margin at 12.7% (+80 bps) and operating margin up 180 bps. It notes forward P/E of 30.7x and expects IRA reimbursement impacts of about $45M per quarter in 2026.

BTSG Drops 18.1% in One Week as Growth Meets Fresh Valuation Risks

BrightSpring Health Services (BTSG) shares fell 18.1% over the past week after better-than-expected Q2 results and raised guidance. Q2 revenue rose 23% to $3.87B and adjusted EPS rose 104.5% to 45 cents. 2026 guidance was raised to $15.1-$15.425B revenue and $820-$845M adjusted EBITDA, but investors cited valuation risk and policy-driven reimbursement pressure.

Related tickers