Phreesia (PHR)

• Market cap: $1.42B
• 1 day: 0.40%
• 5 days: 3.27%
• 1 month: -2.35%
• 3 months: -13.93%
• 6 months: 34.99%
• Year to date: -0.91%
• 1 year: 20.35%
• 5 years: -1.69%
• 10 years: -0.48%
• 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

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

• Low target: $28 12% upside
• Avg. target: $32 26% upside
• High target: $35 40% upside

4 analyst ratings

• positive: 4 100%
• neutral: 0 0%
• negative: 0 0%

Keybanc Scott Schoenhaus 54% 1-year accuracy 21 / 39 met price target	12% upside $28	Overweight Maintained	16 Apr 2025
DA Davidson Robert Simmons 50% 1-year accuracy 1 / 2 met price target	36% upside $34	Buy Maintained	14 Apr 2025
Canaccord Genuity Richard Close 29% 1-year accuracy 7 / 24 met price target	40% upside $35	Buy Maintained	13 Mar 2025
Needham Ryan MacDonald 35% 1-year accuracy 28 / 81 met price target	16% upside $29	Buy Reiterated	13 Mar 2025