Acadia Healthcare Company Lowers 2025 EBITDA Guidance to $611 Million Amid Litigation Costs
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 03 2025
0mins
Should l Buy ACHC?
Source: Businesswire
- EBITDA Guidance Cut: Acadia Healthcare Company now expects its 2025 adjusted EBITDA to range between $601 million and $611 million, significantly down from the previous guidance of $650 million to $660 million, indicating rising legal costs that could negatively impact investor confidence.
- Surge in Litigation Costs: The company projects its 2025 PLGL expenses to reach approximately $116 million, up $62 million from $54 million in 2024, primarily due to increased claim frequency and less favorable reinsurance terms, highlighting escalating legal risks.
- Stock Price Plunge: Following this announcement, Acadia's stock price fell by $1.80, or 10.9%, closing at $14.69 on December 3, 2025, directly affecting the value of investors' holdings.
- Legal Investigation Launched: The Law Offices of Howard G. Smith have initiated an investigation into Acadia, aiming to provide legal support for affected investors, reflecting heightened market concerns regarding the company's compliance and financial transparency.
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Analyst Views on ACHC
Wall Street analysts forecast ACHC stock price to rise
11 Analyst Rating
5 Buy
5 Hold
1 Sell
Moderate Buy
Current: 15.890
Low
13.00
Averages
18.10
High
25.00
Current: 15.890
Low
13.00
Averages
18.10
High
25.00
About ACHC
Acadia Healthcare Company, Inc. is a provider of behavioral healthcare services across the United States. It provides behavioral healthcare services to its patients in a variety of settings, including inpatient psychiatric hospitals, specialty treatment facilities, residential treatment centers and outpatient clinics. Its acute inpatient psychiatric facilities provide a high level of care in order to stabilize patients that are either a threat to themselves or to others. Its specialty treatment facilities include residential recovery facilities and eating disorder facilities. Its comprehensive treatment centers specialize in providing medication-assisted treatment in an outpatient setting. Its residential treatment centers treat patients with behavioral disorders in a non-hospital setting. The facilities balance therapy activities with social, academic and other activities. It operates a network of 262 behavioral healthcare facilities with over 11,850 beds in 39 states and Puerto Rico.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Acadia Healthcare Shares Surge on Investor Interest from David Einhorn
- Surge in Investor Interest: Hedge fund manager David Einhorn disclosed his recent purchases of Acadia Healthcare stock during a CNBC appearance, leading to a 15% surge in shares on Wednesday, indicating renewed market interest in the behavioral healthcare operator.
- Current Technical Analysis: Acadia's stock is trading 10.4% above its 20-day simple moving average but remains below its 100-day and 200-day SMAs, suggesting short-term strength but long-term challenges, with a 64.48% decline over the past year.
- Earnings Expectations and Analyst Outlook: Acadia is set to report earnings on February 25, with an EPS estimate of 4 cents and revenue forecast of $799.53 million, indicating growth potential despite challenges, and a P/E ratio of 11.8x suggesting a value opportunity.
- Analyst Rating Dynamics: The stock carries a “Buy” rating with an average price target of $35.37, although RBC Capital and Jefferies have lowered their targets to $17.00 and $15.00 respectively, reflecting mixed market sentiment regarding its future performance.
See More
Stock Price Movements of Various Companies
- Acadia Healthcare Stock Surge: Acadia Healthcare's stock rose 10% after investor David Einhorn announced his purchases, reflecting market optimism about the new management's ability to enhance performance, which could improve future profitability.
- Vertiv's Upbeat Guidance: Vertiv's stock jumped nearly 20% due to its optimistic guidance for 2026, with orders accelerating significantly in Q4, surpassing Wall Street expectations and indicating strong demand in the data center market.
- Unity Software's Downgrade: Unity Software's shares fell nearly 30% after issuing a first-quarter revenue outlook between $480 million and $490 million, below analysts' expectations of $492.1 million, raising concerns about its future growth prospects.
- Smurfit WestRock Order Improvement: Smurfit WestRock's stock soared over 10% after revealing improved product orders in late December, with expectations of reaching $7 billion in profits by 2030, highlighting its long-term growth potential.
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David Einhorn Bullish on Peloton After Dip
- Overreaction by Investors: David Einhorn purchased Peloton stock after its latest earnings report, asserting that investors overreacted to the company's disappointing holiday quarter results, which caused a 26% drop in share price on Thursday, while he believes new management and an improving balance sheet will drive recovery.
- Historical Price Comparison: Peloton's stock peaked above $170 during the pandemic but has since plummeted to under $5; Einhorn argues that the stock has been unfairly punished and anticipates improvements in cash flow through cost-cutting and debt refinancing in the near future.
- Acadia Healthcare Outlook: Einhorn is also optimistic about Acadia Healthcare, suggesting that the return of a former successful CEO could help revive the stock, which has fallen from $80 to $13 in recent years, with potential for it to rebound significantly in the coming years.
- View on Housing Market: Einhorn expressed a negative outlook on the housing market, citing a structural decline due to housing shortages, rising rates, and affordability challenges, while mentioning he has high-conviction short positions that he does not plan to disclose.
See More
Acadia Healthcare Shares Surge 12% Following Einhorn's Endorsement
- Stock Surge: Acadia Healthcare (ACHC) shares rose approximately 12% on Wednesday after hedge fund manager David Einhorn endorsed the company, indicating growing market confidence in its future prospects.
- Volume Spike: Nearly 6 million shares of Acadia (ACHC) have changed hands so far, significantly exceeding the 65-day average of 3.4 million shares, suggesting a notable increase in investor interest and potential for future growth.
- Historical Performance Review: Despite a more than 64% decline last year, this rally marks the second-largest intraday gain for 2026, reflecting market expectations for a rebound and potentially attracting more investor attention.
- Leadership Change: Since Debra Osteen took over as CEO in January 2023, Acadia (ACHC) has gained approximately 9% year-to-date, indicating that the new leadership may be steering the company towards a more positive trajectory.
See More
Acadia Healthcare to Release Q4 and Year-End 2025 Results
- Earnings Release Schedule: Acadia Healthcare announced it will release its Q4 and year-end 2025 results on February 25, 2026, before market open, reflecting the company's commitment to transparency and investor communication.
- Investor Conference Call: On the same day, Acadia will hold a conference call at 9:00 a.m. ET to engage with institutional investors and analysts, aiming to enhance market confidence.
- Network Coverage: As of September 30, 2025, Acadia operates 278 behavioral healthcare facilities across the U.S. and Puerto Rico, providing approximately 12,500 beds, showcasing its leadership in the industry.
- Employee and Patient Services: With around 25,500 employees serving over 82,000 patients daily, Acadia solidifies its position as the largest stand-alone behavioral healthcare company in the U.S.
See More
Trump Threatens Tariffs, Market Drops 1.5% Amid Risk-Off Sentiment
- Market Reaction: The S&P 500 fell 1.5% to 6,840 points due to Trump's aggressive trade stance towards Europe, marking its worst session since late November, primarily dragged down by consumer discretionary and technology stocks.
- Tariff Threats: Trump threatened to impose a 10% tariff on several European countries starting February 1 if negotiations over Greenland control fail, with potential increases to 25% by June, which could impact up to 25% of U.S. exports to Europe, leading to cautious market reactions.
- Fixed Income Volatility: Long-dated Treasury yields climbed to their highest levels since late September, with the 30-year yield rising 6 basis points to 4.90%, reflecting a risk-off sentiment among investors.
- Precious Metals Surge: Safe-haven demand pushed gold prices up 1.9% to $4,760 per ounce and silver nearly 5% to $94.50 per ounce, indicating market concerns over economic uncertainty.
See More
Acadia Healthcare Shares Surge on Investor Interest from David Einhorn
- Surge in Investor Interest: Hedge fund manager David Einhorn disclosed his recent purchases of Acadia Healthcare stock during a CNBC appearance, leading to a 15% surge in shares on Wednesday, indicating renewed market interest in the behavioral healthcare operator.
- Current Technical Analysis: Acadia's stock is trading 10.4% above its 20-day simple moving average but remains below its 100-day and 200-day SMAs, suggesting short-term strength but long-term challenges, with a 64.48% decline over the past year.
- Earnings Expectations and Analyst Outlook: Acadia is set to report earnings on February 25, with an EPS estimate of 4 cents and revenue forecast of $799.53 million, indicating growth potential despite challenges, and a P/E ratio of 11.8x suggesting a value opportunity.
- Analyst Rating Dynamics: The stock carries a “Buy” rating with an average price target of $35.37, although RBC Capital and Jefferies have lowered their targets to $17.00 and $15.00 respectively, reflecting mixed market sentiment regarding its future performance.
See More
Stock Price Movements of Various Companies
- Acadia Healthcare Stock Surge: Acadia Healthcare's stock rose 10% after investor David Einhorn announced his purchases, reflecting market optimism about the new management's ability to enhance performance, which could improve future profitability.
- Vertiv's Upbeat Guidance: Vertiv's stock jumped nearly 20% due to its optimistic guidance for 2026, with orders accelerating significantly in Q4, surpassing Wall Street expectations and indicating strong demand in the data center market.
- Unity Software's Downgrade: Unity Software's shares fell nearly 30% after issuing a first-quarter revenue outlook between $480 million and $490 million, below analysts' expectations of $492.1 million, raising concerns about its future growth prospects.
- Smurfit WestRock Order Improvement: Smurfit WestRock's stock soared over 10% after revealing improved product orders in late December, with expectations of reaching $7 billion in profits by 2030, highlighting its long-term growth potential.
See More
David Einhorn Bullish on Peloton After Dip
- Overreaction by Investors: David Einhorn purchased Peloton stock after its latest earnings report, asserting that investors overreacted to the company's disappointing holiday quarter results, which caused a 26% drop in share price on Thursday, while he believes new management and an improving balance sheet will drive recovery.
- Historical Price Comparison: Peloton's stock peaked above $170 during the pandemic but has since plummeted to under $5; Einhorn argues that the stock has been unfairly punished and anticipates improvements in cash flow through cost-cutting and debt refinancing in the near future.
- Acadia Healthcare Outlook: Einhorn is also optimistic about Acadia Healthcare, suggesting that the return of a former successful CEO could help revive the stock, which has fallen from $80 to $13 in recent years, with potential for it to rebound significantly in the coming years.
- View on Housing Market: Einhorn expressed a negative outlook on the housing market, citing a structural decline due to housing shortages, rising rates, and affordability challenges, while mentioning he has high-conviction short positions that he does not plan to disclose.
See More
Acadia Healthcare Shares Surge 12% Following Einhorn's Endorsement
- Stock Surge: Acadia Healthcare (ACHC) shares rose approximately 12% on Wednesday after hedge fund manager David Einhorn endorsed the company, indicating growing market confidence in its future prospects.
- Volume Spike: Nearly 6 million shares of Acadia (ACHC) have changed hands so far, significantly exceeding the 65-day average of 3.4 million shares, suggesting a notable increase in investor interest and potential for future growth.
- Historical Performance Review: Despite a more than 64% decline last year, this rally marks the second-largest intraday gain for 2026, reflecting market expectations for a rebound and potentially attracting more investor attention.
- Leadership Change: Since Debra Osteen took over as CEO in January 2023, Acadia (ACHC) has gained approximately 9% year-to-date, indicating that the new leadership may be steering the company towards a more positive trajectory.
See More
Acadia Healthcare to Release Q4 and Year-End 2025 Results
- Earnings Release Schedule: Acadia Healthcare announced it will release its Q4 and year-end 2025 results on February 25, 2026, before market open, reflecting the company's commitment to transparency and investor communication.
- Investor Conference Call: On the same day, Acadia will hold a conference call at 9:00 a.m. ET to engage with institutional investors and analysts, aiming to enhance market confidence.
- Network Coverage: As of September 30, 2025, Acadia operates 278 behavioral healthcare facilities across the U.S. and Puerto Rico, providing approximately 12,500 beds, showcasing its leadership in the industry.
- Employee and Patient Services: With around 25,500 employees serving over 82,000 patients daily, Acadia solidifies its position as the largest stand-alone behavioral healthcare company in the U.S.
See More
Trump Threatens Tariffs, Market Drops 1.5% Amid Risk-Off Sentiment
- Market Reaction: The S&P 500 fell 1.5% to 6,840 points due to Trump's aggressive trade stance towards Europe, marking its worst session since late November, primarily dragged down by consumer discretionary and technology stocks.
- Tariff Threats: Trump threatened to impose a 10% tariff on several European countries starting February 1 if negotiations over Greenland control fail, with potential increases to 25% by June, which could impact up to 25% of U.S. exports to Europe, leading to cautious market reactions.
- Fixed Income Volatility: Long-dated Treasury yields climbed to their highest levels since late September, with the 30-year yield rising 6 basis points to 4.90%, reflecting a risk-off sentiment among investors.
- Precious Metals Surge: Safe-haven demand pushed gold prices up 1.9% to $4,760 per ounce and silver nearly 5% to $94.50 per ounce, indicating market concerns over economic uncertainty.
See More
