Lumida
/UHS
⌘K
Universal Health Services Inc

Universal Health Services Inc

UHS
$151.16USD↓-1.55%-2.38 today

MARKET CAP

9.1B

P/E (TTM)

6.7x

FWD P/E

6.1x

DAY RANGE

$151 – $156

52W RANGE

$140
$246

AI Summary

Stalk
TrimMedium

UHS remains in a Stage 4 decline with rallies stalling at declining EMAs despite the recent Lockout Rally. Medium-term bias stays bearish and current price is pulling back into the EMA cluster, presenting a tactical opportunity to trim into strength around the 9/21/50 EMA zone. We will defer selling until price rallies into resistance and shows rejection. A decisive close above the EMAs with follow-through would invalidate the bearish posture.

  • ↑Q1 2026 revenue $4.50B (+9.6% YoY); behavioral health up 7.3% same-facility
  • ↑Adjusted EPS $5.65 (+16.1% YoY); FY2026 EPS growth projected at 8%
  • ↓One Beautiful Bill Act may cut Medicaid benefits ~$360–400M
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Universal Health Services, Inc. (UHS) is a leading provider in the healthcare sector, specifically focused on behavioral health and acute care services across the United States. The company operates a diverse network of facilities, emphasizing a commitment to high-quality patient care while strategically expanding its outpatient capabilities. UHS is well-positioned to capitalize on the rising demand for mental health services, especially through its recent acquisition of Talkspace, a key player in virtual behavioral health care.

Bull says

  • ↑Q1 2026 revenue $4.50B (+9.6% YoY); behavioral health up 7.3% same-facility
  • ↑Adjusted EPS $5.65 (+16.1% YoY); FY2026 EPS growth projected at 8%
  • ↑Repurchased $127M in Q1 2026; $1.3B remains under buyback authorization
  • ↑CMS’s proposed 2.4% payment rate increase could boost hospital revenues
  • ↑Talkspace acquisition expands virtual behavioral health and outpatient services
  • ↑High earnings yield and strong profitability factors highlight efficiency

Bear says

  • ↓One Beautiful Bill Act may cut Medicaid benefits ~$360–400M
  • ↓Staff shortages in acute and behavioral units limit volume growth
  • ↓Negative growth and analyst revision trends signal weakening outlook
  • ↓Rising outpatient competition may pressure pricing and market share
  • ↓Regulatory uncertainty could constrain capital deployment and M&A activity
  • ↓Low dividend yield and weak balance sheet quality heighten risks

Investment themes with UHS

Buybacks↑ +0.48%

Companies repurchasing their own shares

C · JCI · WFC
Health Care Providers↓ -0.61%

UNH · CVS · HCA

Earnings Call · Q1 2025 · Mgmt. Guidance

Updated 06-03-2026neutral

Transcript signals

Bull points

  • at the moment, it feels like there's not a great deal of pressure, again, in large part because I think a good chunk of our supplies are insulated from tariff impact at the moment.
  • the answer to that is no, which is really why I think ultimately, you know, we remain confident that we should be able to reach that 2.5%, 3% target that we set originally.
  • We have a tentative settlement in the Pavilion case, and if this settlement is approved, there will still be substantial commercial insurance for the 2020 year remaining, which is important for the Cumberland cases.

Bear points

  • $82 million, I will remind people, is the gross payment that we get from the state, it's not net of our provider taxes.
  • We continue to pay the taxes on a regular basis.
  • the three cases that have been adjudicated are moving slowly. We have not gotten rulings even on the post-trial motions, let alone any appeals, et cetera.
Read full transcript analysis ›