HealthStream (HSTM)

• Market cap: $957M
• 1 day: 0.83%
• 5 days: -2.57%
• 1 month: 0.48%
• 3 months: 9.70%
• 6 months: 14.03%
• Year to date: 17.79%
• 1 year: 19.49%
• 5 years: 12.72%
• 10 years: 7.48%
• Sector: Information Technology
• Industry: Computer Programming, Data Processing, Etc.

About: HealthStream Inc provides workforce and provider solutions for healthcare organizations. Its reportable segments include Workforce Solutions and Provider Solutions. Workforce development solutions consist of SaaS, subscription-based products that are used by healthcare organizations. Its Provider Solutions products offer healthcare organizations software applications for administering and tracking provider credentialing, privileging, call center and enrollment activities. The company generates a majority of its revenue from Subscription Services.

Employees: 1,092

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

25% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 61

3% more funds holding

Funds holding: 200 [Q2] → 205 (+5) [Q3]

3% more capital invested

Capital invested by funds: $607M [Q2] → $628M (+$20.5M) [Q3]

0.06% less ownership

Funds ownership: 71.64% [Q2] → 71.58% (-0.06%) [Q3]

100% less funds holding in top 10

Funds holding in top 10: 1 [Q2] → 0 (-1) [Q3]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $29 8% downside
• Avg. target: $32 0% upside
• High target: $34 8% upside

2 analyst ratings

• positive: 1 50%
• neutral: 1 50%
• negative: 0 0%

Barclays	8% upside $34	Overweight Maintained	23 Oct 2024
Canaccord Genuity Richard Close 50% 1-year accuracy 13 / 26 met price target	8% downside $29	Hold Maintained	23 Oct 2024