OpinionENSG
Ensign’s short-report selloff is testing whether execution still beats the narrative
The short-report hit on Ensign is serious, but the selloff is running into a business that just posted record occupancy, 21.7% adjusted EPS growth, and higher full-year guidance. We see this as a test of whether allegations can overpower a long-running execution story, and right now execution still has the better numbers.
Jun 9, 20264 MIN