Acadia Healthcare Gets $25 Price Target, Guides $3.37B–$3.45B 2026 Revenue

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Acadia Healthcare reported Q4 2025 adjusted EPS of $0.07, a 164% surprise, as revenues rose 6.1% to $821.5 million despite an 89% profit drop. The company projects 2026 revenues of $3.37–$3.45 billion and EBITDA of $575–$610 million, and carries a $25 price target implying 15.8% upside.

1. Q4 2025 Earnings Surprise

Acadia Healthcare posted adjusted earnings of $0.07 per share in Q4 2025, marking a 164% surprise, though net profit fell 89% compared to the prior year.

2. Operational Performance

The company's Q4 revenue reached $821.5 million, a 6.1% increase year-over-year, driven by a 3.1% rise in patient days, 2.5% more admissions, and a 4.4% boost in same-facility revenues.

3. 2026 Financial Guidance

Management expects full-year 2026 revenues between $3.37 billion and $3.45 billion, with adjusted EBITDA of $575 million to $610 million, reflecting expansion in facility network and operational efficiencies.

4. Analyst Outlook

An analyst has set a $25 price target on the shares, implying roughly 15.8% upside from recent levels and signaling confidence in the company’s growth trajectory.

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