CHE

Rating buyAI Memo

Chemed

As of 2026-02-26/Confidence medium

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Data freshness

AI Memo

As of 2026-02-26 • Model: RankAlpha Sentiment AI

Decision Panel

Action, confidence, horizon, and decision blockers at a glance.

Action

buy

Confidence

medium

Horizon

—

Key catalyst

Q1 2026 earnings — volatility risk • 2026-05-27

Expected move: +25%

Biggest risk

Persistent hospice revenue pressure, adverse reimbursement moves, or execution failures could re-price shares toward the low analyst range near $472.

Invalidation

Break below $472 or thesis failure.

What would change my mind?

Cost controls, stabilizing hospice volumes, and improved Roto-Rooter margins could push the stock toward the analyst high near $595 within 12 months.

Research note

Recommendation

buy

Confidence

medium

As of

2026-02-26

Base target

$551

p=55%

Bull target

$595

p=25%

Bear target

$472

p=20%

Key bullets

Fast scan of bull, bear, and watch items

BullKey bullets

Q1 2026 earnings — volatility risk
Downside follow-through risk
12-month consensus re-rating

BearKey bullets

Adverse CMS or hospice reimbursement changes
Analyst downgrades or negative guidance surprises
Continued VITAS revenue or utilization shortfalls

WatchKey bullets

ANCHOR: {"price": 466.6, "timestamp_utc": "2026-02-25T00:00:00Z", "source": "rankalpha_api_adj_close"} ANALYST_TARGETS_REVIEWED: true Targets are set off the provided anchor price and anchored to visible analyst dispersion: base_target equals the analyst median (551.415), bull_target aligns with the analyst high (595.0) and bear_target aligns with the analyst low (472.0).

Summary

High-level snapshot

Recommendation

buy

Model confidence

medium

Timeframe

Asset

Equity

Trigger

Base case: $551 (p=55%)

Bull/Bear spread: +35% / +7%

Vs latest close: Bull +35% · Base +25% · Bear +7%

Scenario probabilities

Bull Target: $595 (p=25%)Base Target: $551 (p=55%)Bear Target: $472 (p=20%)

Commentary

Market tone is cautious after a material Q4 miss and a double-digit drop; analysts remain net constructive with median targets in the mid-$500s, so short-term sentiment will hinge on upcoming results and any CMS commentary.

As of 2026-02-26 • Updated bi-weekly / post-earningsSource: Internal modelMethodology

Analyst Summary

Thesis highlights from the latest analysis

Bull Case

Cost controls, stabilizing hospice volumes, and improved Roto-Rooter margins could push the stock toward the analyst high near $595 within 12 months.

Bear Case

Persistent hospice revenue pressure, adverse reimbursement moves, or execution failures could re-price shares toward the low analyst range near $472.

Drivers

Scannable catalysts and supporting factors

Q1 2026 earnings — volatility risk
Downside follow-through risk
12-month consensus re-rating

Human Analyst Targets

External snippets for comparison only; verify at source.

Unverified externalLast fetched 2026-02-26Source quality: external scrape

External snippets are unverified; treat as directional signals only. Always confirm with the original provider.

Inline RA est

Provider

serper

Median (USD)

$551.42

Range (USD)

$472.00 - $595.00

Count

Query: Chemed Corp Common (CHE) analyst consensus price target high low average

Chemed (CHE) Stock Forecast & Price Target - Investing.com
Search result #1
According to projections from 4 analysts, the average 12-month price target for Chemed is 555.50, with a high estimate of 595 and a low estimate of 475.
Open source
Chemed Corporation (CHE) Stock Price, News, Quote & History
Search result #2
Chemed (NYSE:CHE) Reports Sales Below Analyst Estimates In Q4 CY2025 Earnings, Stock Drops 14.7% ... CHEMED CORP has an Investment Rating of HOLD; a target price ...
Open source
Chemed (CHE) Stock Forecast, Price Targets and Analysts Predictions
Search result #3
The average price target is $547.33 with a high forecast of $595.00 and a low forecast of $475.00. The average price target represents a 15.13% change from the ...
Extracted: $547.33, $595.00, $475.00Open source
Chemed Corporation: Target Price Consensus and Analysts ...
Search result #4
Spread / Average Target. +17.39%. High Price Target. 595.00USD. Spread / Highest target. +25.73%. Low Price Target. 475.00USD. Spread / Lowest Target. +0.38% ...
Extracted: $595.00, $475.00Open source
CHE | Chemed Corporation Analyst Forecasts - Quiver Quantitative
Search result #5
The median price target is $561.00 with a high estimate of $595.00 and a low estimate of $475.00. The median price target is a 20.23% change from the last price ...
Extracted: $561.00, $595.00, $475.00Open source
Chemed (CHE) Stock Forecast and Price Target 2026 - MarketBeat
Search result #6
According to the 6 analysts' twelve-month price targets for Chemed, the average price target is $555.50. The highest price target for CHE is $595.00, while the ...
Extracted: $555.50, $595.00Open source

Scenarios

Bull Target (Scenario probability)

$595 / p=25% prob

Base Target (Scenario probability)

$551 / p=55% prob

Bear Target (Scenario probability)

$472 / p=20% prob

Price $440 as of 2026-05-28

Nearest Scenario: Bear (∆ 7%)

Targets vs latest close: Bull +35% · Base +25% · Bear +7%

Sentiment & Exposure

Sentiment unavailable: insufficient coverage

Short-term Catalysts

Next few weeks

Q1 2026 earnings — volatility risk
2026-05-27
Q1 results and management guidance may trigger outsized moves; the prior Q4 miss produced a ~14.7% selloff, so execution risk is elevated around the print.
Prob 60% • Move 12% • Priced-in 50%
Downside follow-through risk
2026-05-27
Repeated misses or weaker-than-expected guidance could deepen negative sentiment and push shares materially lower after initial selling.
Prob 35% • Move 15% • Priced-in 60%

Long-term Catalysts

Months to a year

12-month consensus re-rating
2027-02-26
If hospice volumes stabilize and Roto-Rooter margins recover, analyst targets and multiples could re-rate toward the high end of consensus within a year.
Prob 65% • Move 18% • Priced-in 40%

Risks

Adverse CMS or hospice reimbursement changes
Analyst downgrades or negative guidance surprises
Continued VITAS revenue or utilization shortfalls
Roto-Rooter margin pressure or operational disruptions

Peers

Symbol	Summary
EHC	Post-acute and rehab services provider — useful for margin and volume sensitivity comparisons under changing payer dynamics.

Sources

Internal and external references used in this analysis

Model source: RankAlpha Sentiment AI
Human targets: serper
Targets query: Chemed Corp Common (CHE) analyst consensus price target high low average
Analysis date: 2026-02-26

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Symbol

Summary

EHC

Post-acute and rehab services provider — useful for margin and volume sensitivity comparisons under changing payer dynamics.