Concentra Cuts 2026 Revenue Forecast to $2.31B as Price Target Signals 26% Upside

CONCON

Concentra Group is scheduled to report Q1 2026 results on May 7 with consensus revenue and EPS estimates of $553.5 M and $0.33. Full-year 2026 revenue forecasts have been cut by $10 M to $2.31 B with EPS downgraded to $1.44, while the average one-year price target of $28.67 implies 26% upside.

1. Upcoming Q1 2026 Earnings Release

Concentra Group will release first-quarter 2026 results on May 7 with analysts projecting $553.5 million in revenue and earnings of $0.33 per share, setting the stage for market reaction to core operations.

2. Forecast Revisions

Over the past 90 days, full-year 2026 revenue estimates have been trimmed from $2.32 billion to $2.31 billion and 2027 forecasts from $2.46 billion to $2.45 billion, while 2026 EPS outlook dropped from $1.45 to $1.44 and 2027 EPS from $1.66 to $1.65.

3. Q4 2025 Performance Review

In the quarter ended December 31, 2025, Concentra delivered $539.08 million in revenue, exceeding analyst projections of $532.06 million by 1.32%, and reported earnings of $0.27 per share versus estimates of $0.22, a 24.4% beat.

4. Analyst Targets and Valuation Divergence

Six analysts set a one-year price target averaging $28.67, with a high of $31.00 and low of $27.00, implying 26% upside. A conflicting valuation model estimates zero value, while seven brokerages assign an average rating of 1.9 (Outperform).

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