4. BrightSpring Health Services Inc. (NASDAQ:BTSG)
BrightSpring Health Services, Inc. (NASDAQ: BTSG) ranks highest among the three broader healthcare providers. Second-quarter 2026 revenue reached approximately $3.87 billion, up 23% year over year, and the company increased its full-year revenue and adjusted EBITDA guidance. The reported results cover continuing operations following the divestiture of its Community Living business. sec.gov
Its combination of pharmacy and provider services gives investors several avenues for growth. The investment argument centers on serving medically complex patients while converting expanding revenue into stronger earnings and cash flow.
BrightSpring earns fourth place for its operating momentum. Still, its growth figures should not be presented as evidence that AI is driving results. The supplied material supports a healthcare services thesis more clearly than a direct AI investment thesis.