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Psych Hospital Operator Acadia Healthcare Downgraded As It Braces For Medicaid Cuts

1. BofA downgraded ACHC from Buy to Neutral amid future Medicaid cuts. 2. Price forecast lowered from $27 to $25 due to decreased estimates. 3. Same-store volumes decelerated, impacted by legal issues and payor pressures. 4. Despite the downgrade, BofA predicts medium-term volume rebound from new beds. 5. ACHC reported strong Q2 earnings, beating consensus with positive sales growth.

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FAQ

Why Bearish?

BofA's downgrade and reduced price forecast are negative signals. Historical trends show downgrades often lead to stock declines.

How important is it?

The downgrade presents significant concerns about future performance, particularly from Medicaid. Balancing potential rebound in volumes and solid earnings adds complexity.

Why Short Term?

Immediate effects from downgrades typically influence market reactions in the short term. Changes in Medicaid will also play a role within a few years.

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