TruBridge (TBRG)

• Market cap: $278M
• 1 day: 3.44%
• 5 days: 10.05%
• 1 month: 46.61%
• 3 months: 48.25%
• 6 months: 97.25%
• Year to date: 142.76%
• 1 year: 142.76%
• 5 years: 142.76%
• 10 years: -69.11%
• Sector: Information Technology
• Industry: Computer Programming Services

About: TruBridge Inc is a provider of healthcare solutions and services for community hospitals, clinics, and other healthcare systems. It provides services such as Electronic health records & information systems, revenue cycle management, population health, and data management, etc. The segments of the company are RCM, EHR, and Patient Engagement. The company derives maximum revenue from the RCM segment.

Employees: 3,219

Fund manager confidence

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

1% more capital invested

Capital invested by funds: $97.4M [Q2] → $97.9M (+$568K) [Q3]

10.13% less ownership

Funds ownership: 64.86% [Q2] → 54.73% (-10.13%) [Q3]

15% less funds holding

Funds holding: 108 [Q2] → 92 (-16) [Q3]

52% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 48

73% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 22

90% less call options, than puts

Call options by funds: $27K | Put options by funds: $271K

Research analyst outlook

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

• Low target: $13 30% downside
• Avg. target: $14.50 22% downside
• High target: $17 9% downside

4 analyst ratings

• positive: 2 50%
• neutral: 2 50%
• negative: 0 0%

Stephens & Co. Jeff Garro 40% 1-year accuracy 2 / 5 met price target	9% downside $17	Equal-Weight Maintained	20 Nov 2024
Barclays	25% downside $14	Equal-Weight Maintained	11 Nov 2024
Cantor Fitzgerald Sarah James 36% 1-year accuracy 35 / 98 met price target	30% downside $13	Overweight Reiterated	4 Oct 2024
RBC Capital Sean Dodge 54% 1-year accuracy 19 / 35 met price target	25% downside $14	Outperform Reiterated	17 Sept 2024