AdaptHealthAHCO
Market Cap: $1.49B
About: AdaptHealth Corp is engaged in providing patient-centered, healthcare-at-home solutions including home medical equipment (HME), medical supplies, and related services. It focuses on providing; sleep therapy equipment, supplies, and related services (including CPAP and bi-PAP services) to individuals suffering from obstructive sleep apnea (OSA), medical devices and supplies to patients for the treatment of diabetes (including continuous glucose monitors (CGM and insulin pumps), home medical equipment to patients discharged from acute care and other facilities, oxygen and related chronic therapy services in the home, and other HME devices and supplies on behalf of chronically ill patients with wound care, urological, incontinence, ostomy and nutritional supply needs.
Employees: 10,700
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
155% more call options, than puts
Call options by funds: $17M | Put options by funds: $6.65M
19% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 62
0.69% more ownership
Funds ownership: 86.68% [Q1] → 87.37% (+0.69%) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 3 [Q1] → 3 (+0) [Q2]
8% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 40
1% less funds holding
Funds holding: 206 [Q1] → 203 (-3) [Q2]
12% less capital invested
Capital invested by funds: $1.33B [Q1] → $1.16B (-$162M) [Q2]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
RBC Capital Ben Hendrix 80% 1-year accuracy 47 / 59 met price target | 17%upside $13 | Outperform Reiterated | 12 Aug 2024 |
Financial journalist opinion
Based on 3 articles about AHCO published over the past 30 days