Privia Health acquires ACO business from Evolent Health for $100 million. Transaction enhances Privia's value-based care lives to 1.5 million. Deal expected to positively impact Adjusted EBITDA in 2026. Privia will serve 120,000 MSSP lives, demonstrating industry leadership. Evolent reaffirmed its revenue guidance amid the acquisition.
- Privia Health earnings at $0.02/share missed estimate of $0.05/share, down 60% from last year. - Revenues of $415.24 million missed estimate by 4.56%, but topped consensus three times in last four quarters. - Stock down 18.1% YTD compared to S&P 500's gain of 8.8%. - Estimate revisions trend unfavorable, Zacks Rank #4 (Sell) expect underperformance in near future. Price Impact Rating: Bearish Impact Horizon Rating: Short-term Type: Earnings