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2024-04-25 23:05

Deutsche Bank upgraded behavioral healthcare provider Acadia Healthcare (NASDAQ:ACHC) to Hold from Sell on Thursday, citing a neutral risk-reward setup following a recent decline in its share price.
The firm noted that ACHC stock has lost ~9% this year amid a series of issues, while its for-profit rivals, such as HCA Healthcare (HCA), have added ~18%. Yet, it sees a neutral risk/reward profile at these levels, which leads to the upgrade.
However, Deutsche Bank continues to flag concerns over Acadia’s (ACHC) EBITDA narrative if the government eliminates its competitive advantage in the CTC division, which operates comprehensive treatment centers (CTC), targeting substance use disorders.
The firm expects further headwinds if Congress clears the Modernizing Opioid Treatment Act, targeted at increasing the availability of opioid overdose therapy, methadone. Deutsche Bank maintained its $70 price target on Acadia (ACHC).

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