Acadia Healthcare Company (ACHC) Stock Overview
Provides behavioral healthcare services in the United States and Puerto Rico. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 3/6 |
| Past Performance | 0/6 |
| Financial Health | 1/6 |
| Dividends | 0/6 |
ACHC Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$11.94
FV
189.0% overvalued intrinsic discount5.20%
Revenue growth p.a.
57
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Acadia Healthcare Company, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$34.51 |
| 52 Week High | US$35.83 |
| 52 Week Low | US$11.43 |
| Beta | 0.64 |
| 1 Month Change | 38.26% |
| 3 Month Change | 26.04% |
| 1 Year Change | 55.07% |
| 3 Year Change | -56.55% |
| 5 Year Change | -44.09% |
| Change since IPO | 283.44% |
Recent News & Updates
Narrative Update • Jul 21
ACHC: New Management And Bed Expansion Will Balance Sector And Execution Risks
Analysts have lifted their price target for Acadia Healthcare Company, with the updated fair value estimate moving from about $28.86 to $32.21. This reflects a series of recent target increases into the mid to high $30s as they factor in adjusted Q2 expectations and views on improving operational stability under new management.Narrative Update • Jul 06
ACHC: Bed Expansion And Underperforming Assets Will Limit Upside Under New Management
Analysts have lifted the fair value estimate for Acadia Healthcare Company from about $23.00 to roughly $28.86, reflecting higher price targets and expectations for improved operational stability and earnings visibility under new management. Analyst Commentary Recent research updates on Acadia Healthcare Company point to a clustering of higher price targets and upgraded ratings, with several firms citing new management, operational stability and clearer earnings visibility as key factors shaping their views.
Narrative Update • Jun 22
ACHC: Execution On Bed Expansion Plans Will Likely Restrain Future Share Performance
Acadia Healthcare Company’s analyst price target has been revised higher from $24.50 to $30, reflecting analysts’ updated view that new management could improve operational stability, earnings visibility, and returns from underperforming assets over time. Analyst Commentary Recent research coverage around Acadia Healthcare Company highlights a mixed backdrop, with some analysts pointing to potential benefits from new management while others remain cautious on execution risk, valuation, and the long timeline tied to operational initiatives.Recent updates
Narrative Update • Jul 21
ACHC: New Management And Bed Expansion Will Balance Sector And Execution Risks
Analysts have lifted their price target for Acadia Healthcare Company, with the updated fair value estimate moving from about $28.86 to $32.21. This reflects a series of recent target increases into the mid to high $30s as they factor in adjusted Q2 expectations and views on improving operational stability under new management.Narrative Update • Jul 06
ACHC: Bed Expansion And Underperforming Assets Will Limit Upside Under New Management
Analysts have lifted the fair value estimate for Acadia Healthcare Company from about $23.00 to roughly $28.86, reflecting higher price targets and expectations for improved operational stability and earnings visibility under new management. Analyst Commentary Recent research updates on Acadia Healthcare Company point to a clustering of higher price targets and upgraded ratings, with several firms citing new management, operational stability and clearer earnings visibility as key factors shaping their views.Narrative Update • Jun 22
ACHC: Execution On Bed Expansion Plans Will Likely Restrain Future Share Performance
Acadia Healthcare Company’s analyst price target has been revised higher from $24.50 to $30, reflecting analysts’ updated view that new management could improve operational stability, earnings visibility, and returns from underperforming assets over time. Analyst Commentary Recent research coverage around Acadia Healthcare Company highlights a mixed backdrop, with some analysts pointing to potential benefits from new management while others remain cautious on execution risk, valuation, and the long timeline tied to operational initiatives.Analysis Article • Jun 21
Acadia Healthcare Company (ACHC) Stock Could Be 108.3% Overvalued After Expansion News
Recent headlines around Acadia Healthcare Company (ACHC) focus on its facility expansion and new partnerships as demand for behavioral health services grows. This has drawn investor attention to how this capacity buildout could influence future earnings power. See our latest analysis for Acadia Healthcare Company. The recent facility expansion story comes alongside a strong recovery in Acadia Healthcare Company’s share price, with a 1-day share price return of 5.83%, a 30-day share price...
Narrative Update • Jun 06
ACHC: New Management Turnaround And Bed Expansion Will Reveal Undervalued Earnings Power
Analysts have nudged up their price targets on Acadia Healthcare into the $30 range, pointing to new management's efforts to improve operational stability, earnings visibility, and returns from previously underperforming assets. Analyst Commentary Recent research on Acadia Healthcare points to a cluster of positive revisions, with several bullish analysts moving price targets into the US$30 range and citing increased confidence in the company under new leadership.Narrative Update • May 23
ACHC: Medicaid Headwinds And New Facility Ramps Will Reveal Undervalued Earnings Power
Analysts have lifted the updated fair value estimate for Acadia Healthcare to $39 from $27, reflecting a higher assumed future P/E multiple alongside more conservative revenue growth and profit margin expectations. Analyst Commentary Recent Street research on Acadia Healthcare has been clustered around higher price targets and improved ratings, with several bullish analysts revisiting their models following Q4 results and updated guidance.Seeking Alpha • Apr 30
Acadia Healthcare: Why I Am Selling The Rally (Rating Downgrade)
Summary Acadia Healthcare Company, Inc. is downgraded to Sell due to persistent structural issues and a sharp valuation increase. Despite CEO change and capex cuts, ACHC faces a 200+ bps margin disadvantage from elevated insurance costs and rising claim frequency. ACHC's reliance on Medicaid (60.7% of revenue) is at risk from OBBBA, with reimbursement rates set to decline after 2028. Valuation is stretched versus peers, with high leverage making ACHC highly sensitive to small changes in growth or margin assumptions. Read the full article on Seeking AlphaNarrative Update • Apr 29
ACHC: Medicaid Pressure And Execution Risks Will Restrain Future Share Performance
Analysts have raised the price target on Acadia Healthcare, increasing the model-based fair value estimate by about $0.31 to $14.00 as they incorporate updated views on achievable revenue growth, profit margins, and a slightly lower discount rate following recent research updates across the Street. Analyst Commentary Recent Street research on Acadia Healthcare shows a mix of optimism and caution, with several firms revising their price targets and updating models following Q4 results and new guidance.Narrative Update • Apr 14
ACHC: Medicaid Reimbursement Headwinds Will Constrain Execution Under Returning CEO
Acadia Healthcare's analyst fair value estimate has been revised slightly higher from $22.71 to $23.00, reflecting updated models as several firms adjusted their $20 to $28 price targets in response to recent Q4 results, the achievability of guidance, operational efficiency efforts, and ongoing Medicaid-related pressures. Analyst Commentary Recent Street research around Acadia Healthcare reflects a mix of optimism on execution potential and caution around reimbursement and guidance risk, which helps frame the revised fair value estimate of $23.00.Narrative Update • Mar 31
ACHC: Medicaid Pressure And Execution Risks Will Drive Shares Lower
Analysts have lifted their average price targets on Acadia Healthcare into a broad $20 to $28 range, and the updated fair value estimate has shifted to $13.69 as models now reflect more moderate revenue growth and profit margins, along with a higher assumed future P/E multiple. Analyst Commentary Recent Street research on Acadia Healthcare presents a mixed picture, with several firms raising price targets into the low to high $20s while a few bearish analysts are trimming targets or turning more cautious ahead of upcoming results.Narrative Update • Mar 16
ACHC: Medicaid Pressure And Operating Discipline Will Guide Balanced Risk Reward Outlook
Narrative Update: Acadia Healthcare Company The updated analyst price target for Acadia Healthcare has moved modestly higher to reflect a fair value estimate of about $22.71, supported by refreshed models that incorporate recent Q4 results, revised guidance views, and a slightly higher assumed future P/E multiple in line with broader Street target increases to the low to high $20s range. Analyst Commentary Recent Street research on Acadia Healthcare reflects a mix of constructive and cautious views, with several firms adjusting price targets following Q4 results, updated guidance, and commentary from management.Narrative Update • Mar 02
ACHC: Medicaid Pressure And Operating Discipline Will Shape Future Risk Reward Balance
Analysts have lifted their blended price target for Acadia Healthcare to $22.29 from $19.07, citing refreshed models after Q4 results, a wider range of updated Street targets between $20 and $28, and adjusted assumptions around discount rates, revenue growth, margins, and future P/E. Analyst Commentary Bullish and cautious voices are both active around Acadia Healthcare, and you can see that split clearly in the recent round of price target changes and ratings.Narrative Update • Feb 16
ACHC: Reset Leadership And Medicaid Pressure Will Reveal Undervalued Earnings Power
Narrative Update The analyst price target for Acadia Healthcare has shifted from about $32.01 to $27.00, as analysts point to updated assumptions for discount rate, revenue growth, profit margin, and a lower future P/E multiple following recent research moves, including downgrades and target cuts at several firms. Analyst Commentary Recent research on Acadia Healthcare has centered on refining valuation assumptions, which has led to price target adjustments rather than dramatic shifts in the overall thesis.Analysis Article • Feb 13
Investors Still Aren't Entirely Convinced By Acadia Healthcare Company, Inc.'s (NASDAQ:ACHC) Earnings Despite 27% Price Jump
Those holding Acadia Healthcare Company, Inc. ( NASDAQ:ACHC ) shares would be relieved that the share price has...Narrative Update • Feb 02
ACHC: Medicaid Volume Stabilization And Bad Debt Control Will Drive Future Upside
Analysts have trimmed their fair value estimate for Acadia Healthcare to about $19 from about $25. This reflects recent Street target cuts that factor in higher discount rates, slightly softer revenue growth assumptions, changed profit margin expectations and a lower future P/E multiple following concerns around Medicaid volumes and bad debt.Narrative Update • Jan 19
ACHC: Medicaid Pressure And Bad Debt Reset Will Reveal Undervalued Earnings Power
Analysts have trimmed their price targets on Acadia Healthcare by a few dollars, citing updated models that reflect weaker Medicaid volumes, higher bad debt expense, and a lower assumed future P/E multiple, despite a higher projected profit margin. Analyst Commentary Recent research notes point to a more cautious stance on Acadia Healthcare, with trimmed price targets reflecting updated assumptions around Medicaid volumes, bad debt expense, and the P/E multiple applied to future earnings.Narrative Update • Jan 05
ACHC: Medicaid Volume Reset And Bad Debt Headwinds Will Unlock Undervalued Earnings Power
Analysts have trimmed their price targets for Acadia Healthcare, with at least one moving from $28 to $22. They cited weaker Medicaid volume and higher bad debt expense, which fed into a more cautious 2025 outlook and updated valuation assumptions.Narrative Update • Dec 17
ACHC: Activist Pressure And Medicaid Normalization Will Unlock Undervalued Earnings Power
Analysts have reduced their price target on Acadia Healthcare to approximately $32.85 from about $49.43 per share, reflecting more conservative assumptions for growth, margins, and valuation multiples following weaker Medicaid volumes and higher bad debt expense in recent results. Analyst Commentary Bullish analysts acknowledge the near-term headwinds from softer Medicaid volumes and higher bad debt expense, but continue to view Acadia Healthcare as fundamentally well positioned within the behavioral health space.Narrative Update • Dec 03
ACHC: Activist Pressure And Medicaid Recovery Will Drive Future Upside Potential
Analysts have reduced their price target on Acadia Healthcare to approximately $22 from about $28 per share as they incorporate weaker Medicaid volumes and higher bad debt expenses into their forward-looking models. Analyst Commentary Analysts are reassessing their expectations for Acadia Healthcare following the latest quarterly results, weighing the implications of softer Medicaid trends and higher bad debt on the company’s medium term growth and margin profile.Narrative Update • Nov 19
ACHC: Stakeholder Pressure And Medicaid Trends Will Shape Recovery Path
Narrative Update on Acadia Healthcare Company Analysts have lowered their price target for Acadia Healthcare, reducing it from $28 to $22. They cite weaker Medicaid volume and rising bad debt expense as key reasons for the downward revision.Analysis Article • Nov 13
There May Be Some Bright Spots In Acadia Healthcare Company's (NASDAQ:ACHC) Earnings
The most recent earnings report from Acadia Healthcare Company, Inc. ( NASDAQ:ACHC ) was disappointing for...Analysis Article • Nov 11
Investors Give Acadia Healthcare Company, Inc. (NASDAQ:ACHC) Shares A 25% Hiding
Acadia Healthcare Company, Inc. ( NASDAQ:ACHC ) shares have had a horrible month, losing 25% after a relatively good...Narrative Update • Nov 04
ACHC: Operational Reforms And Board Changes Will Drive Renewed Upside
Analysts have reduced their price target for Acadia Healthcare by $1.36 to $28.36. This change reflects cautious sentiment due to disappointing quarterly results, ongoing operational pressures, and reduced growth expectations.Narrative Update • Oct 08
Behavioral Health Reforms And Demographic Trends Will Expand Healthcare Facilities
The analyst price target for Acadia Healthcare has been reduced by approximately $0.71 to $29.71. Analysts cited weaker revenue growth, modestly lower profit margin expectations, and continued operational challenges as reflected in recent research updates.Narrative Update • Aug 22
Behavioral Health Reforms And Demographic Trends Will Expand Healthcare Facilities
Analysts have lowered Acadia Healthcare’s price target to $30.43 amid execution missteps, persistent growth and free cash flow delays, and reduced FY25 guidance, with only limited benefit from recent one-time TN DPP gains. Analyst Commentary Bearish analysts cite continued execution missteps, including missed Q2 consensus estimates and uncertainty surrounding the impact of Medicaid Redeterminations and the One Big Beautiful Bill Act.Narrative Update • Aug 07
Behavioral Health Reforms And Demographic Trends Will Expand Healthcare Facilities
Acadia Healthcare Company's fair value has been revised downward, primarily driven by a notable decline in its projected future P/E and an increased discount rate, resulting in a lower consensus price target from $41.86 to $38.21. What's in the News Acadia Healthcare completed a buyback of 1,706,807 shares (1.84% of shares outstanding) for $50.02 million as of June 30, 2025.Analysis Article • Jul 28
Market Participants Recognise Acadia Healthcare Company, Inc.'s (NASDAQ:ACHC) Revenues
With a median price-to-sales (or "P/S") ratio of close to 1x in the Healthcare industry in the United States, you could...Analysis Article • Jul 05
The Return Trends At Acadia Healthcare Company (NASDAQ:ACHC) Look Promising
There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...Analysis Article • May 23
Shareholders May Be Wary Of Increasing Acadia Healthcare Company, Inc.'s (NASDAQ:ACHC) CEO Compensation Package
Key Insights Acadia Healthcare Company's Annual General Meeting to take place on 29th of May Total pay for CEO Chris...Analysis Article • May 12
Here's Why Acadia Healthcare Company (NASDAQ:ACHC) Has A Meaningful Debt Burden
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analysis Article • Apr 18
Should You Investigate Acadia Healthcare Company, Inc. (NASDAQ:ACHC) At US$23.91?
Acadia Healthcare Company, Inc. ( NASDAQ:ACHC ), is not the largest company out there, but it received a lot of...Analysis Article • Mar 28
Returns On Capital Are Showing Encouraging Signs At Acadia Healthcare Company (NASDAQ:ACHC)
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Seeking Alpha • Mar 20
Acadia Healthcare: No Mid-Term Alpha Opportunity
Summary Acadia Healthcare Company shares are cheap on price terms, but investors may be best to seek more selective opportunities elsewhere. The business has consistently underperformed established benchmarks, destroying $31/share in economic value since 2016. Market returns reflect these business results, producing wide dispersion, thus making it unsuitable for portfolios seeking stable, high-probability compounders. Reiterate a hold rating at $33/share; avoid long or short recommendations due to the lack of active returns and high volatility. Read the full article on Seeking AlphaShareholder Returns
| ACHC | US Healthcare | US Market | |
|---|---|---|---|
| 7D | 0.03% | -0.1% | -2.0% |
| 1Y | 55.1% | 40.3% | 15.1% |
Return vs Industry: ACHC exceeded the US Healthcare industry which returned 40.3% over the past year.
Return vs Market: ACHC exceeded the US Market which returned 15.1% over the past year.
Price Volatility
| ACHC volatility | |
|---|---|
| ACHC Average Weekly Movement | 8.1% |
| Healthcare Industry Average Movement | 7.0% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: ACHC has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: ACHC's weekly volatility (8%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2005 | 22,000 | Debbie Osteen | www.acadiahealthcare.com |
Acadia Healthcare Company, Inc. provides behavioral healthcare services in the United States and Puerto Rico. The company owns and operates acute inpatient psychiatric facilities; specialty treatment facilities comprising residential recovery facilities and eating disorder facilities; comprehensive treatment centers; and residential treatment centers, as well as facilities providing outpatient behavioral healthcare services for the behavioral healthcare and recovery needs of communities. Acadia Healthcare Company, Inc. was founded in 2005 and is headquartered in Franklin, Tennessee.
Acadia Healthcare Company, Inc. Fundamentals Summary
| ACHC fundamental statistics | |
|---|---|
| Market cap | US$3.13b |
| Earnings (TTM) | -US$1.11b |
| Revenue (TTM) | US$3.37b |
0.9x
P/S Ratio-2.9x
P/E RatioIs ACHC overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| ACHC income statement (TTM) | |
|---|---|
| Revenue | US$3.37b |
| Cost of Revenue | US$1.96b |
| Gross Profit | US$1.41b |
| Other Expenses | US$2.52b |
| Earnings | -US$1.11b |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
Jul 28, 2026
| Earnings per share (EPS) | -12.04 |
| Gross Margin | 41.81% |
| Net Profit Margin | -32.84% |
| Debt/Equity Ratio | 116.5% |
How did ACHC perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/07/24 21:59 |
| End of Day Share Price | 2026/07/24 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Acadia Healthcare Company, Inc. is covered by 24 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Matthew Gillmor | Baird |
| Sarah James | Barclays |
| Andrew Mok | Barclays |