Brookdale Senior Living

BKD · NYSE

$10.07+$0.21 (+2.13%)TodayMarket closed · Oct 20, 7:38 PM ET

Prev close $9.86

BKD analyst rating

BuyConsensus of 6 analysts over the last 12 months. 83% rate it a buy.

Strong buy0
Buy5
Hold1
Underperform0
Sell0

12-month price target · 7 analysts

Average $19.64 (+95.0% upside)

Low: $17.17
Now: $10.07
High: $24.15

Upgrades and downgrades

The latest rating actions, newest first

BKD analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Barclays	Aug 11, 2026	Maintains	Overweight	$18.00 → $17.00	59%
Compass Point	Jun 15, 2026	Initiates	Buy	$22.00	14%
Stephens & Co.	Apr 9, 2026	Initiates	Overweight	$18.00	71%
Barclays	Feb 3, 2026	Maintains	Overweight	$15.00 → $18.00	59%
RBC Capital	Jan 29, 2026	Maintains	Outperform	$13.00 → $17.00	57%
Barclays	Jan 22, 2026	Maintains	Overweight	$14.00 → $15.00	59%
B of A Securities	Jan 6, 2026	Upgrade	Underperform → Buy	$6.75 → $13.00	53%
RBC Capital	Nov 17, 2025	Maintains	Outperform	$9.00 → $13.00	57%
Barclays	Nov 11, 2025	Upgrade	Equal-Weight → Overweight	$9.50 → $14.00	59%
Barclays	Nov 10, 2025	Maintains	Equal-Weight	$8.00 → $9.50	48%

The case for and against

Updated Dec 29, 2025

Bull case

Brookdale Senior Living Inc. has demonstrated a positive trend in occupancy, with June’s weighted average occupancy reported at 80.5%, reflecting a 230 basis point increase year-over-year. The company experienced a sequential occupancy increase of 50 basis points, driven by higher move-ins and favorable move-outs, indicating strong demand for its services. This continued growth in occupancy levels is a fundamental indicator of the company's ability to enhance revenue generation, particularly from its Assisted Living and Memory Care segment.

Bear case

Brookdale Senior Living faces significant financial challenges, as forecasts indicate a potential stall in occupancy growth, which could pressure margins amid heightened labor costs. A downside scenario suggests a 5% reduction to adjusted EBITDA and a contraction of valuation multiples to 9.0x, reflecting pessimism about profitability. Additionally, the company is vulnerable due to approximately $1.45 billion in interest rate caps and swaps expiring within a year, along with uncertainty regarding the recovery of occupancy levels to pre-pandemic figures.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.