Healthcare

Aveanna Healthcare provides in-home nursing, home health, hospice, and medical solutions, with a strong niche in pediatric private duty care. Recent gains in revenue, margins, and cash flow have reshaped the business and make its recovery worth a closer look.

AtriCure develops heart surgery and pain-management devices, with strong positions in surgical ablation and AtriClip. Revenue growth has stayed solid, and cash generation has improved, making its transition toward a more scalable business especially worth examining.

Acadia Healthcare runs psychiatric hospitals, addiction treatment centers, and outpatient behavioral health services. Demand for mental health care and new capacity remains strong, and the company’s scale and expansion pipeline make its execution path especially important to watch.

Arcutis is evolving into a focused dermatology company built around the fast-growing ZORYVE franchise. Revenue has climbed sharply, cash flow has turned positive, and additional indications could deepen its reach across chronic skin conditions.

ACADIA has grown into a profitable biotech with two marketed neurology products, rising cash flow, and very low leverage. The combination of NUPLAZID, DAYBUE, and a stronger financial base makes its long-term business trajectory worth a closer look.

Abcellera develops antibody discovery technology for drug partners, combining lab science with data-driven tools. Its appeal comes from a broad partnered pipeline, low leverage, and long-term royalty potential, even as current results remain uneven and investment-heavy.

Waystar provides software and payments tools that help healthcare providers get reimbursed faster and with fewer errors. Strong revenue growth, rising free cash flow, and improving margins make it a notable company to examine more closely.