8-K ·Filed Jul 2, 2026

AHCO

AdaptHealth Corp.
BEARISH
Impact 6/10
Horizonweeks Processed3mo ago SEC0001104659-26-080297
8-K Item 1.05: Material cybersecurity incident (mandatory SEC disclosure)
Actionable Insight ▼ Bearish

Monitor for updates on the scope of affected data, any regulatory actions (e.g., HIPAA, state AG investigations), and potential class-action lawsuits. Look for amendments to this 8-K as more information becomes available. The perceived risk from patient PHI exposure may weigh on the stock in the near term despite containment.

DirectionBearish
Confidencemedium
Horizonweeks
Final — all horizons settled through T+60d
AHCO ▼ -47.49% at T+60d
SHORT call ✓ call won +47.49% · α vs SPY +51.06% · entry $10.76 → $5.65
Entry anchored
Jul 2, 03:59 PM ET
via exchange tick
T+1d
-4.55%
call +4.55% · α +5.43%
$10.27
settled 3mo ago
T+5d
-5.58%
call +5.58% · α +6.51%
$10.16
settled 3mo ago
T+20d
-0.74%
call +0.74% · α +0.33%
$10.68
settled 2mo ago
T+60d
-47.49%
call +47.49% · α +51.06%
$5.65
settled 4d ago

Price Chart

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Executive Summary

AdaptHealth disclosed a material cybersecurity incident involving unauthorized access to cloud-based business applications, including patient management systems, via a social engineering attack on a third-party contractor. The incident, confirmed on June 15, 2026, and deemed material on June 27, 2026, involved exfiltration of a stored password file for insurance billing and access to external electronic health record portals, exposing personally identifiable and protected health information. While the incident has been contained and has not materially impacted operations or patient service, the financial impact remains uncertain, creating legal, regulatory, and reputational risk.

Key Facts

  • A threat actor gained unauthorized access to AdaptHealth's cloud-based business applications via a social engineering attack on a third-party contractor.
  • Data exfiltrated includes a stored password file for insurance billing and accessed external electronic health record portals, exposing personally identifiable information (PII) and protected health information (PHI).
  • AdaptHealth determined the incident is material on June 27, 2026, due to the nature and potential volume of data at risk.
  • The incident has been contained; no material impact on operations or patient service as of the report date.
  • The company does not collect Social Security numbers in affected systems and does not store financial account or payment card information there.
  • Full financial impact, including remediation, legal, regulatory, and reputational costs, cannot be determined at this time.
  • The company maintains cybersecurity insurance that may cover certain losses.

Financial Impact

Financial impact is currently unknown but could be material; the company cannot estimate remediation, legal, regulatory, notification, or reputational costs. Cybersecurity insurance may provide partial coverage.

revenueoperating costslegal expensesreputation

Risk Factors

  • Regulatory penalties and enforcement actions from HHS/OCR or state AGs under HIPAA and state data breach laws.
  • Patient notification costs, credit monitoring services, and potential litigation from affected parties.
  • Reputational damage leading to patient attrition or contract losses with healthcare partners and insurers.
  • Undisclosed residual access or broader data sets not yet identified during the ongoing investigation.

Market Snapshot

Exchange
Nasdaq
Sector
Services-Home Health Care Services
Analyst Consensus
79% bullish (14 analysts)

Investment Themes

Healthcare & Medical Devices

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001104659-26-080297
Document: 0001104659-26-080297-index-headers.html0001104659-26-080297
Document: 0001104659-26-080297-index.html0001104659-26-080297
Document: 0001104659-26-080297.txt0001104659-26-080297
9 reports for AHCO
Performance horizon
100% Hit rate 4 of 4 directional calls best @ T+1▲ +3.65%Apr 13, 2026
Filters
Rows
Reports for AHCO — sortable, filterable
TypeNow
Aug 15, 2026
6w ago
Institutional Cluster
BEARISH ★ 5/10
$5.81 $5.82▼ −0.17%▼ −2.15%$5.60 (+3.61%)
Aug 14, 2026
7w ago
Insider Cluster
BULLISH ★ 5/10
$5.81 $5.88▲ +1.20%▲ +3.20%$5.60 (−3.61%)
Aug 11, 2026
7w ago
Insider Cluster
NEUTRAL ★ 4/10
$5.65 $5.70▲ +0.89%▲ +1.94%$5.60 (−0.88%)
Jul 2, 2026
13w ago
8-K
BEARISH ★ 6/10
$10.76 $10.68▲ +0.74%▲ +0.33%$5.60 (+47.96%)
Jun 26, 2026
14w ago
3
NEUTRAL ★ 3/10
$10.21 $10.76▲ +5.39%▲ +5.67%$5.60 (−45.15%)
May 5, 2026
21w ago
8-K
MIXED ★ 6/10
$11.75 $9.65▼ −17.87%▼ −22.83%$5.60 (−52.34%)
Apr 13, 2026
24w ago
8-K
BULLISH ★ 8/10
$12.32 $11.24▼ −8.77%▼ −16.49%$5.60 (−54.55%)
Mar 12, 2026
29w ago
Insider Cluster
BULLISH ★ 6/10
$13.08 $10.35▼ −20.87%▼ −26.92%$5.60 (−57.19%)
Feb 26, 2026
31w ago
Insider Cluster
NEUTRAL ★ 4/10
$9.08 $11.41▲ +25.66%▲ +32.06%$5.60 (−38.33%)
Showing 9 of 9

US Market Status

Market Closed — Opens Mon (64h 59m)

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