Pacs Group

PACS · NYSE

$47.72+$1.87 (+4.08%)TodayMarket closed · Oct 20, 7:37 PM ET

Prev close $45.85

PACS analyst rating

BuyConsensus of 5 analysts over the last 12 months. 100% rate it a buy.

Strong buy0
Buy5
Hold0
Underperform0
Sell0

12-month price target · 8 analysts

Average $60.38 (+26.5% upside)

Low: $57.57
Now: $47.72
High: $65.10

Upgrades and downgrades

The latest rating actions, newest first

PACS analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
JP Morgan	Sep 4, 2026	Maintains	Overweight	$47.00 → $58.00	71%
Oppenheimer	Aug 10, 2026	Maintains	Outperform	$48.00 → $57.00	56%
UBS	Aug 6, 2026	Maintains	Buy	$57.00 → $60.00	64%
RBC Capital	Aug 6, 2026	Maintains	Outperform	$52.00 → $57.00	57%
Truist Securities	Aug 6, 2026	Maintains	Buy	$52.00 → $62.00	67%
UBS	Jul 8, 2026	Maintains	Buy	$50.00 → $57.00	64%
Truist Securities	May 18, 2026	Maintains	Buy	$50.00 → $52.00	67%
Oppenheimer	May 13, 2026	Maintains	Outperform	$42.00 → $48.00	56%
UBS	Mar 4, 2026	Maintains	Buy	$42.00 → $44.00	64%
Oppenheimer	Mar 4, 2026	Maintains	Outperform	$40.00 → $42.00	56%

The case for and against

Updated Aug 19, 2026

Bull case

PACS Group is a leading provider of skilled nursing facilities, with a sizable and growing footprint and attractive clinical capabilities. The company has a strong financial outlook, with projected adjusted EBITDA of $555-$575M in 2026. With a decentralized model and focus on underperforming facilities, PACS has the potential for significant growth in the fragmented post-acute care market.

Bear case

PACS Group is facing operational challenges and reporting delays due to an internal investigation, which may impact its ability to gain momentum and execute its M&A strategy in the near term. The company's leverage position is relatively low, but may not be enough to support its M&A strategy if it continues to face hurdles. Despite a robust M&A pipeline, there are uncertainties surrounding the timing and success of potential deals, leading to a negative outlook on the stock.

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.