It is still in the penalty box, but the next leg could be driven by AI and a reset in expectations.
This is a power story, not a profits story. The volatility is loud, the timeline is messy, and the upside depends on belief turning into proof. But the narrative is starting to harden.
Occupancy is rising, costs are behaving, and a senior housing operator is finding its rhythm. A recovery built on consistency, operating leverage, and time doing the heavy lifting.
A bruised chart, a real business, and a market that may be underpricing the next cycle turn.
This pet health company isn’t betting on a boom. It’s fixing the balance sheet, stabilizing margins, and earning trust back quarter by quarter. That’s where reratings usually begin.