The aging population in the US presents a massive opportunity as seniors grow old at home, says William Blair analyst Ryan Daniels. By 2030, all baby boomers will be older than 65, and seniors are expected to represent 21% of the population. The desire for aging in place is driving growth across various markets.
In-home care services, such as hospice, home health, and personal care, are crucial if people want to remain at home as long as possible. Addus HomeCare, a Texas-based company, is one beneficiary of this trend. William Blair has an outperform rating on the stock, citing its ability to top analyst expectations.
Technology solutions also stand to gain from the aging-in-place trend. Smart-home and fall-monitoring technologies are obvious beneficiaries, while technology that analyzes social needs’ data is another ripe area. William Blair likes Phreesia, a software solution provider offering robust tools to screen for social determinants of health. The company’s stock has an average analyst rating of buy and 31% upside to the Street’s consensus price target.
Daniels predicts bright growth for home-based care delivery across various service lines, including pharmacy and high-acuity specialized care models. As a result, investors should look to these companies as they capitalize on the growing demand for in-home care services and social needs data analysis.
Source: https://www.cnbc.com/2025/05/26/these-names-should-benefit-from-seniors-aging-at-home-says-william-blair.html