Phreesia (PHR)

• Market cap: $1.54B
• 1 day: -2.06%
• 5 days: -9.35%
• 1 month: -1.52%
• 3 months: 30.50%
• 6 months: 2.15%
• Year to date: 5.48%
• 1 year: 4.69%
• 5 years: -12.77%
• 10 years: 5.94%
• Sector: Industrials
• Industry: Business Services

About: Phreesia Inc is a provider of comprehensive software solutions that improves the operational and financial performance of healthcare organizations by activating patients in their care to optimize patient health outcomes. Through its SaaS-based technology platform, it offers healthcare services clients a robust suite of integrated solutions that manage patient access, registration, payments, and clinical support. The Phreesia Platform encompasses a comprehensive range of technologies and services, including, but not limited to, initial patient contact, registration, appointment scheduling, payments, and post-appointment patient surveys.

Employees: 1,438

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

30% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $8.4M

10% more capital invested

Capital invested by funds: $1.25B [Q3] → $1.38B (+$124M) [Q4]

5% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 64

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

1.23% less ownership

Funds ownership: 95.47% [Q3] → 94.23% (-1.23%) [Q4]

2% less funds holding

Funds holding: 190 [Q3] → 187 (-3) [Q4]

Research analyst outlook

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

• Low target: $29 9% upside
• Avg. target: $32 19% upside
• High target: $35 32% upside

8 analyst ratings

• positive: 8 100%
• neutral: 0 0%
• negative: 0 0%

Piper Sandler Jessica Tassan 41% 1-year accuracy 9 / 22 met price target	24% upside $33	Overweight Reiterated	29 Jan 2025
Citigroup Daniel Grosslight 43% 1-year accuracy 10 / 23 met price target	32% upside $35	Buy Maintained	10 Jan 2025
Needham Ryan MacDonald 68% 1-year accuracy 54 / 79 met price target	9% upside $29	Buy Reiterated	10 Jan 2025
Keybanc Scott Schoenhaus 61% 1-year accuracy 22 / 36 met price target	13% upside $30	Overweight Maintained	8 Jan 2025
RBC Capital Sean Dodge 46% 1-year accuracy 18 / 39 met price target	20% upside $32	Outperform Upgraded	8 Jan 2025