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BrightSpring Health Surges on Specialty Pharmacy Momentum
17 Nov
Summary
- BrightSpring reports 28.2% revenue growth, 37.2% EBITDA rise
- Pharmacy Solutions segment drives strong performance
- Analyst raises price target, cites confidence in future growth
In a strong performance, BrightSpring Health Services, Inc. (NASDAQ:BTSG) has reported robust Q3 results as of October 28, 2025. The company, a leading provider of post-acute care and pharmacy solutions, saw its revenue surge 28.2% year-over-year to $3.334 billion. Adjusted EBITDA also grew significantly, rising 37.2% to $160 million, while the company swung to a net income of $37.5 million from a prior-year loss.
The key driver behind BrightSpring's success was its Pharmacy Solutions segment, which grew approximately 31% to $2.97 billion on the back of specialty and infusion strength. The company's Provider Services division also contributed, rising 9% to $367 million. Buoyed by these results, BrightSpring has raised its fiscal year 2025 revenue guidance to $12.4-$12.7 billion, while maintaining its adjusted EBITDA target of $605-$615 million.
Analysts remain bullish on BrightSpring's prospects, with UBS analyst A.J. Rice reiterating a Buy rating and lifting the 12-month price target to $42 (from $35) after the Q3 "beat-and-raise" performance. Rice cited the company's confidence, particularly around the continued momentum in its specialty and infusion business, as a key driver for the positive outlook.
