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Home Healthcare Demand Will Spur Capacity Expansion

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AVAH
AnalystConsensusTarget
Not Invested
Published 28 May 2025

Update shared on23 Aug 2025

Fair value Increased 12%
Previous
AnalystConsensusTarget's Fair Value
US$7.56
1.5% overvalued intrinsic discount
23 Aug
US$7.67
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1Y
40.5%
7D
5.5%

Aveanna Healthcare Holdings’ consensus price target has been revised upward to $7.56, reflecting analysts’ increased confidence in its leverage improvement, earnings momentum, and robust Medicaid positioning.


Analyst Commentary


  • Improved visibility on the company’s leverage trajectory, with clearer impacts from interest rate swaps and caps.
  • Strong year-to-date earnings performance supporting an accelerated path to a reasonable leverage ratio.
  • Recent quarter results erased prior concerns around regulatory headwinds.
  • Significant positive differentiation in Aveanna’s positioning within the Medicaid landscape.
  • Materially higher future earnings estimates driven by business momentum and operating outperformance.

What's in the News


  • Aveanna Healthcare Holdings raised its full-year 2025 revenue guidance to greater than $2.3 billion, up from greater than $2.15 billion.
  • Reported an impairment loss of $153,000 for the quarter ended June 28, compared to $80,000 a year ago.

Valuation Changes


Summary of Valuation Changes for Aveanna Healthcare Holdings

  • The Consensus Analyst Price Target has significantly risen from $6.75 to $7.56.
  • The Consensus Revenue Growth forecasts for Aveanna Healthcare Holdings has risen from 6.6% per annum to 7.2% per annum.
  • The Future P/E for Aveanna Healthcare Holdings has risen from 14.42x to 15.18x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.