KeyBanc Upgrades BrightSpring Based on Specialty Pharmacy and EBITDA Outlook
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 12 2025
0mins
Source: SeekingAlpha
Upgrade by KeyBanc: KeyBanc Capital Markets has upgraded BrightSpring Health Services (BTSG) to Overweight, highlighting the strength of its Specialty Pharmacy network and sustainable EBITDA growth potential.
Onco360 Expansion: The Onco360 Specialty Pharmacy is expected to enhance BrightSpring's Limited Distribution Drug (LDD) portfolio, with projections suggesting the company could capture approximately $15B from new oncology drugs by 2032.
Acquisition Impact: BrightSpring's acquisition of 127 home health locations from UnitedHealth is anticipated to provide significant EBITDA upside starting in 2026, potentially increasing the company's EV/EBITDA valuation by 2-3%.
Revenue Guidance: BrightSpring has raised its 2025 revenue guidance to up to $12.8B, indicating strong growth in its specialty and infusion services.
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Analyst Views on BTSG
Wall Street analysts forecast BTSG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BTSG is 43.20 USD with a low forecast of 40.00 USD and a high forecast of 50.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Analyst Rating
12 Buy
0 Hold
0 Sell
Strong Buy
Current: 39.550
Low
40.00
Averages
43.20
High
50.00
Current: 39.550
Low
40.00
Averages
43.20
High
50.00
About BTSG
BrightSpring Health Services, Inc. provides home and community-based pharmacy and health solutions for populations in need of specialized and/or chronic care. Through the Company’s service lines, including pharmacy, home health care and primary care, and rehabilitation and behavioral health, it provides integrated care and clinical solutions in all 50 states to over 450,000 customers, clients and patients daily. With a focus on senior and specialty patients, the Company’s platform provides pharmacy and provider services (both clinical and supportive care in nature) in lower-cost home and community settings largely to medicare, medicaid, and commercially insured populations. It delivers services through two reportable segments: Pharmacy Solutions and Provider Services. It provides pharmacy services when and where demanded and as required by customers and patients in their homes and communities, often in coordination with its provider’s services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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