Phreesia (PHR)

• Market cap: $1.54B
• 1 day: 2.59%
• 5 days: -3.51%
• 1 month: 1.40%
• 3 months: 3.69%
• 6 months: 16.76%
• Year to date: 3.69%
• 1 year: 14.16%
• 5 years: 36.33%
• 10 years: 4.15%
• Sector: Industrials
• Industry: Specialty Business Services

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]

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]

1.2% less ownership

Funds ownership: 95.46% [Q3] → 94.25% (-1.2%) [Q4]

Research analyst outlook

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

• Low target: $29 11% upside
• Avg. target: $32 24% upside
• High target: $35 34% upside

6 analyst ratings

• positive: 6 100%
• neutral: 0 0%
• negative: 0 0%

Canaccord Genuity Richard Close 41% 1-year accuracy 11 / 27 met price target	34% upside $35	Buy Maintained	13 Mar 2025
Needham Ryan MacDonald 36% 1-year accuracy 30 / 84 met price target	11% upside $29	Buy Reiterated	13 Mar 2025
Piper Sandler Jessica Tassan 38% 1-year accuracy 9 / 24 met price target	26% upside $33	Overweight Reiterated	29 Jan 2025
Citigroup Daniel Grosslight 39% 1-year accuracy 9 / 23 met price target	34% upside $35	Buy Maintained	10 Jan 2025
Keybanc Scott Schoenhaus 17% 1-year accuracy 2 / 12 met price target	15% upside $30	Overweight Maintained	8 Jan 2025