Phreesia (PHR)

• Market cap: $1.42B
• 1 day: 3.91%
• 5 days: 2.20%
• 1 month: -13.86%
• 3 months: -11.36%
• 6 months: 31.41%
• Year to date: -4.01%
• 1 year: 4.49%
• 5 years: 2.89%
• 10 years: -3.59%
• Sector: Healthcare
• Industry: Health Information Services

About: Phreesia Inc is a provider of comprehensive software solutions that improve 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, initial patient contact, registration, automated answering services, appointment scheduling, payments, and post-appointment patient surveys.

Employees: 2,082

Fund manager confidence

Based on 2024 Q4 regulatory disclosures 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 (+$126M) [Q4]

8% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 63

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

1% less funds holding

Funds holding: 190 [Q3] → 188 (-2) [Q4]

1.09% less ownership

Funds ownership: 95.35% [Q3] → 94.25% (-1.09%) [Q4]

Research analyst outlook

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

• Low target: $28 16% upside
• Avg. target: $32 32% upside
• High target: $35 45% upside

5 analyst ratings

• positive: 5 100%
• neutral: 0 0%
• negative: 0 0%

Keybanc Scott Schoenhaus 28% 1-year accuracy 11 / 39 met price target	16% upside $28	Overweight Maintained	16 Apr 2025
DA Davidson Robert Simmons 0% 1-year accuracy 0 / 2 met price target	41% upside $34	Buy Maintained	14 Apr 2025
Canaccord Genuity Richard Close 20% 1-year accuracy 5 / 25 met price target	45% upside $35	Buy Maintained	13 Mar 2025
Needham Ryan MacDonald 25% 1-year accuracy 20 / 81 met price target	20% upside $29	Buy Reiterated	13 Mar 2025
Piper Sandler Jessica Tassan 26% 1-year accuracy 6 / 23 met price target	36% upside $33	Overweight Reiterated	29 Jan 2025