Senior Living Communities and Assisted Living Facilities
Strategic Profile
The company is executing a portfolio optimization strategy, with plans to sell 29 additional communities in 2026 for $200 million in proceeds, while pursuing 8-9% RevPAR growth. Brookdale recently appointed its first Chief Operating Officer in a decade and reorganized into six regional operating companies to balance operational scale with regional agility.
Cyborg Score Rationale
Full-year 2025 revenue reached $3.04 billion with RevPAR up 5.7% and adjusted EBITDA jumping 18.5% to $457.8 million. However, the company posted a $263 million net loss in 2025 and carries over $4.2 billion in long-term debt, indicating ongoing deleveraging challenges.
Top Insights
Recent analyst upgrades include Bank of America raising its price target from $6.75 to $13.00 and Zacks upgrading to strong-buy in February 2026
The company is focused on capturing demand from the baby boomer generation, which represents the largest demographic opportunity in senior living
Stock has appreciated 200% over the past year as of mid-February 2026
Fourth-quarter weighted average occupancy improved 310 basis points year-over-year
Named Competitors
Senior Living Communities — Regional senior housing operator with skilled nursing and assisted living focus
Senior Living Communities — Regional senior housing operator
Senior Living Communities — Assisted living and memory care operator