Core home-based care businesses show modest growth with personal care revenues up 6.8% organically and hospice revenues up 11.1%. Home health segment remains weaker despite sequential improvements. Growth outlook relies on census expansion and acquisitions rather than infusion-driven momentum like peers.
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Direct exposure to growing home health care demand with year-over-year revenue and earnings growth. Trading near 52-week low despite solid fundamentals presents opportunity. Easing Medicaid redeterminations provide tailwind. Analysts forecast 16% earnings growth with consensus price target 40% higher than recent prices. Moderate Buy rating.
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Sources: Massive / Polygon daily aggregates (split-adjusted) · SEC filings via Massive · FINRA settlements via Massive · Financial Modeling Prep. Figures are dated where shown; research is informational, not investment advice. Methodology