May. 10 at 11:59 AM
$NUTX rode this from
$80 to
$180 last year before getting out before selloff. Knew their would be a pull back from written off longstanding uncollectable A/R however think that anything around
$130 is a great entry point
Q1 2026 financials
Revenue - 216M (2% increase YoY)
Operating income -
$81.2M (1% increase Yoy)
Net income: 46.8M - (130% increase YoY)
EPS 6.52 (95% Increase YoY)
2026 will have higher EPS than 2025 due to less stock compensation for hospital build outs. Even with minimal revenue growth EPS should still hit around 20-25 conservatively. Making P/E of around 6-7
Balance Sheet
The B/S is the main reason why I am back into this company. Cash of
$207M and growing 25-40m per quarter.
A/R is staying consistent which is a great sign if revenues are flat - meaning collections remains strong and minimal writeoffs in the future.
NUTX will continue to buy back shares at open market with their increased cash reserves. PT by end of 2026 of
$250.
