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Phreesia Inc

Phreesia Inc

PHR
$10.71USD↓-1.65%-0.18 today

MARKET CAP

662.0M

P/E (TTM)

56.4x

FWD P/E

20.4x

DAY RANGE

$11 – $11

52W RANGE

$8
$33

AI Summary

Stalk
Buy NowMedium

After an early Stage 1 base following a terminal decline, the active Lockout Rally signals urgency-driven repricing and institutional demand, justifying immediate participation despite extreme overbought readings. Medium-term bias is bullish following the breakout above the consolidation range and rising short EMAs. Long-term downtrend remains intact below the 200 DMA, making this a tactical entry aligned with early repair dynamics.

  • ↑Revenue grew 13% YoY to $130.9M in Q1, driven by a 40% jump in payment solutions revenue.
  • ↑Net income turned positive at $3.0M vs. a $3.9M loss last year; free cash flow rose to $16.4M.
  • ↓Weak profitability factors highlight risk to sustained margin gains despite a 23% adjusted EBITDA margin.
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The case for & against

Bull & Bear analysis

Bullish

Freesia, Inc. (NASDAQ: FRSA) is a prominent player in the healthcare technology sector, focusing on innovative patient engagement and financial solutions for healthcare providers. The company is strategically positioned through its integration of advanced technologies, like AI, aiming to enhance cash flow for providers and create seamless experiences within the healthcare delivery ecosystem. The recent acquisition of AccessOne further expands its reach, indicating a commitment to improving the financial landscape of healthcare.

Bull says

  • ↑Revenue grew 13% YoY to $130.9M in Q1, driven by a 40% jump in payment solutions revenue.
  • ↑Net income turned positive at $3.0M vs. a $3.9M loss last year; free cash flow rose to $16.4M.
  • ↑AccessOne acquisition adds ~$37M revenue in fiscal 2027, expected to enhance client retention and upsell.
  • ↑AI-driven payment solutions are targeting margin expansion and improved operational efficiency, per management.
  • ↑Analyst consensus Buy rating with a $13.94 target implies ~45% upside from current levels.
  • ↑Strong qualitative factors: high earnings yield, robust growth and positive analyst revisions signal upside.

Bear says

  • ↓Weak profitability factors highlight risk to sustained margin gains despite a 23% adjusted EBITDA margin.
  • ↓Extreme negative momentum and elevated volatility suggest heavy selling pressure and share‐price swings.
  • ↓Regulatory headwinds may curb provider spending on Network Solutions, pressuring revenue growth in late 2027.
  • ↓Integration risk: delays in AccessOne rollout could defer the projected $37M revenue boost.
  • ↓Pending class‐action lawsuit and recent analyst downgrades heighten investor skepticism and sentiment volatility.
  • ↓Market shifts in healthcare financing and AI competition may disrupt Freesia’s moat and growth trajectory.

Investment themes with PHR

Health Care Providers↓ -0.61%

UNH · CVS · HCA

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 05-28-2026bullish

Transcript signals

Bull points

  • Revenue was $115.9 million, an increase of 15% year over year.
  • adjusted EBITDA was $20.8 million, an increase of 16.7% year over year, with an adjusted EBITDA margin of 18%.
  • We maintained positive operating cash flow and positive free cash flow for the fourth consecutive quarter. Operating cash flow remained positive at $14.9 million up $15.6 million year over year. Free cash flow remains positive at $7.5 million in the quarter, up $13.7 million year over year.

Bear points

  • we did introduce our bill pay product or patient bill pay product last year. And so that continues to get traction in the market. And the way that works is, you know, providers, you know, utilizing that product, we believe the way, you know, drives to our businesses is more volume. So that we expect that to contribute.
  • we talked about publicly, you know, the last setback we had with the acquisition we did on Connect On Call, but it's really, you know, the team did a great job getting that restored and back out in the market. So that probably cost us, you know, some time. And that's probably the only one I'd call out.
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