Recent discussions on X about AdaptHealth Corp. (AHCO) have centered around the company's Q2 earnings report and a new partnership with a major national healthcare system. Many users expressed intrigue over the flat year-on-year revenue of $800.4 million, despite a strong profit beat, with some questioning the stock's subsequent drop in price. The updated full-year revenue guidance, slightly below analyst expectations, has also sparked curiosity about the company’s growth trajectory.
Additionally, the exclusive home medical equipment deal with a prominent healthcare system has generated buzz, with several posts highlighting it as a potential driver for future growth. There’s a mix of cautious optimism among participants, as they debate whether this partnership can offset concerns about stagnant revenue. The conversation remains dynamic, with ongoing speculation about long-term strategic moves and their impact on investor confidence.
Note: This discussion summary was generated from an AI condensation of post data.
AdaptHealth Corp. Insider Trading Activity
AdaptHealth Corp. insiders have traded $AHCO stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $AHCO stock by insiders over the last 6 months:
- DAVID SOLOMON III WILLIAMS sold 8,200 shares for an estimated $79,786
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
AdaptHealth Corp. Hedge Fund Activity
We have seen 101 institutional investors add shares of AdaptHealth Corp. stock to their portfolio, and 133 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 2,267,333 shares (+33.8%) to their portfolio in Q2 2025, for an estimated $21,380,950
- DEERFIELD MANAGEMENT COMPANY, L.P. removed 1,245,902 shares (-11.2%) from their portfolio in Q2 2025, for an estimated $11,748,855
- PACER ADVISORS, INC. added 1,091,602 shares (+inf%) to their portfolio in Q2 2025, for an estimated $10,293,806
- DIMENSIONAL FUND ADVISORS LP added 910,583 shares (+21.4%) to their portfolio in Q2 2025, for an estimated $8,586,797
- JEFFERIES FINANCIAL GROUP INC. added 841,614 shares (+21.4%) to their portfolio in Q2 2025, for an estimated $7,936,420
- PRINCIPAL FINANCIAL GROUP INC added 839,864 shares (+52.3%) to their portfolio in Q2 2025, for an estimated $7,919,917
- BLACKROCK, INC. removed 801,812 shares (-5.0%) from their portfolio in Q2 2025, for an estimated $7,561,087
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
AdaptHealth Corp. Analyst Ratings
Wall Street analysts have issued reports on $AHCO in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Truist Securities issued a "Buy" rating on 05/12/2025
- RBC Capital issued a "Outperform" rating on 05/08/2025
- Baird issued a "Outperform" rating on 02/27/2025
- Canaccord Genuity issued a "Buy" rating on 02/26/2025
To track analyst ratings and price targets for AdaptHealth Corp., check out Quiver Quantitative's $AHCO forecast page.
AdaptHealth Corp. Price Targets
Multiple analysts have issued price targets for $AHCO recently. We have seen 4 analysts offer price targets for $AHCO in the last 6 months, with a median target of $13.5.
Here are some recent targets:
- David Macdonald from Truist Securities set a target price of $13.0 on 05/12/2025
- Ben Hendrix from RBC Capital set a target price of $13.0 on 05/08/2025
- Eric Coldwell from Baird set a target price of $16.0 on 02/27/2025
- Richard Close from Canaccord Genuity set a target price of $14.0 on 02/26/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
