ACHC stock sentiment todayAcadia Healthcare Company, Inc.
Sentiment verdict
Gossip first, financials second — COLD at 85% confidence.
Last updated · cached analysis, refreshes periodically
ACHC
Acadia Healthcare Company, Inc.Severe legal headwinds and systemic regulatory scrutiny regarding patient safety outweigh steady demand for behavioral health services.
Pick a name and you can add your own 1-, 3- and 6-month price calls — no account needed. The needle above shows where the crowd sits. Calls lock 48 hours after you make them, so every scorecard stays honest.
You'll show up on boards and The Floor under this name. Add an email later to keep your history.
No account needed. You can add an email later to keep your calls.
Already have an account? Sign in
See exactly how analyst targets, gossip sentiment and momentum are weighted into this 6-month forecast.
Sign in to go Pro →Full model breakdown (analyst / gossip / momentum weights) is a Pro feature. Modelled for ACHC. Not financial advice.
Price · last 12 months
Gossip
The narrative is currently dominated by a massive $485M jury verdict in New Mexico and ongoing DOJ/SEC investigations into patient admission practices. Short-sellers and investigative reports have alleged 'holding patients against their will' for insurance billing, creating a 'broken trust' narrative that is scaring off institutional investors.
- ·DOJ investigative subpoenas regarding admissions/billing
- ·Massive $400M+ legal settlements and verdicts
- ·Negative investigative reporting from mainstream media
- ·Concerns over facility safety standards and staffing levels
Financial
Fundamentally, the company generates consistent revenue growth due to the mental health crisis, but legal liabilities are now threatening the balance sheet. While EBITDA margins have historically been strong (~20%), the overhang of unaccrued legal settlements creates a valuation trap.
- ·Revenue growth: ~8-10% YoY
- ·P/E Ratio: Significantly compressed due to risk premium
- ·Net Debt/EBITDA: ~2.5x (pre-settlement hits)
- ·Operating Margins: Pressured by rising labor costs and legal fees
Conviction
Whose money is actually in the stock — insider open-market trades and the patience of the institutional holder base.
Mixed conviction — no decisive signal from insiders or the holder base.
- ·No open-market insider trades in the last 120 days.
Pro shows every named insider trade in the window (buyer, title, size, price, and whether it was a pre-scheduled 10b5-1 sale) plus the full holder register split into patient capital and fast money.
Unlock with Pro →Source: SEC EDGAR Form 4 + 13F holder register. Option exercises, grants, gifts and tax withholding are excluded — only open-market purchases and sales count. Not financial advice.
Risks
- ·Further billion-dollar class action settlements
- ·Potential loss of Medicare/Medicaid certifications for non-compliant facilities
- ·Strict federal oversight impacting patient throughput/census
- ·High turnover in nursing and clinical staff
Peer temperature
How direct competitors stack up against ACHC right now.
- HOTUHSUniversal Health Services
HOTTER — offers a more diversified acute care portfolio that hedges behavioral health risks with stable hospital margins.
See full analysis → - HOTTHCTenet Healthcare
HOTTER — trading at a similar multiple but with aggressive share buybacks and high-margin ambulatory surgical center growth.
See full analysis → - NEUTRALEHCEncompass Health
HOTTER — cleaner regulatory profile and superior focus on high-demand inpatient rehabilitation without the systemic legal overhang.
See full analysis →
- ACHC-12.7%
- UHS-1.2%
- THC+1.3%
- EHC+9.8%
Analyst price target
Consensus average of 12 analysts · median 32.00
Source: StockAnalysis.com · updated 2026-08-28
AI-generated analysis for informational purposes only. Not financial advice.