William Blair analyst Jared Haase has reiterated their bullish stance on BTSG stock, giving a Buy rating yesterday.
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Jared Haase has given his Buy rating due to a combination of factors tied to BrightSpring’s growth profile and strategic positioning. He highlights management’s focus on operating discipline and consistently high patient-care standards, which he believes strengthen relationships with patients, payers, referral sources, and pharmaceutical partners and reinforce the company’s role as a preferred provider across its markets.
He also points to BrightSpring’s diversified exposure to fast-growing healthcare niches such as oncology and rare-disease specialty pharmacy, infusion services, and home health and hospice. In his view, the company’s framework for achieving 15% to 20% annual organic adjusted EBITDA expansion from 2026 to 2028 is particularly attractive, especially given that the stock trades at about 12.5 times his 2027 adjusted EBITDA forecast, a valuation he sees as favorable relative to similarly growth-focused healthcare services peers.