Acadia Healthcare Shares Jump 100% Year to Date on Raised 2026 Outlook

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Acadia Healthcare shares have surged 100% year to date, rebounding from a 2025 slump driven by patient-related litigation costs and legal liability concerns. Early this year the company brought back former CEO Debra Osteen, replacing Chris Hunter, while reaffirming its 2025 guidance. Management raised its 2026 adjusted EBITDA and earnings outlook after both the first- and second-quarter results, and after the second quarter increased its operating cash flow guidance to $350-$400 million from $285-$325 million while lowering expected capital expenditures to $235-$255 million from $255-$280 million. The company added 240 licensed beds in the second quarter of 2026 through two newly opened joint-venture facilities, a 144-bed facility with Orlando Health in Florida and a 96-bed facility with Methodist Jennie Edmundson Hospital in Iowa, and also opened two new Comprehensive Treatment Center locations. The Zacks Consensus Estimate for 2026 earnings stands at $1.55 per share with four upward revisions and no cuts over the past 60 days, while the 2027 EPS consensus implies 14.4% year-over-year growth and 2026 and 2027 revenue consensus of $3.42 billion and $3.61 billion signals increases of 3.4% and 5.4%, respectively.

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