HealthStream Q1 revenue rises 10.5%, beats analyst estimates

HealthStream

04/05/2026 21:39

Overview

Healthcare technology platform's Q1 revenue rose 10.5%, beating analyst expectations

Adjusted EBITDA for Q1 beat analyst estimates, rising 24.1% yr/yr

Company authorized $10 mln share repurchase program and repurchased $7.5 mln in shares

Outlook

Company reaffirms 2026 revenue guidance of $323 mln to $330 mln

HealthStream expects 2026 net income of $20.4 mln to $22.8 mln

Company sees 2026 adjusted EBITDA between $73 mln and $77 mln

Result Drivers

ACQUISITIONS - Co said Q1 revenue growth was boosted by $3.4 mln from acquisitions of Virsys12 and MissionCare Collective completed in Q4 2025

ORGANIC PORTFOLIO GROWTH - Co said Q1 revenue rose $4.3 mln from growth across its existing portfolio of solutions

SUBSCRIPTION REVENUE - Co said subscription revenues increased $7.6 mln, or 10.7%, yr/yr

Company press release: ID:nBw6RsxXJa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$81.20 mln
$79.67 mln (5 Analysts)
Q1 EPS
$0.20
Q1 Net Income
$5.90 mln
Q1 Adjusted EBITDA
Beat
$20.10 mln
$17.99 mln (5 Analysts)
Q1 Capex
$7.30 mln
Q1 Operating Income
$7.50 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy"

Wall Street's median 12-month price target for HealthStream Inc is $21.00, about 1.4% above its May 1 closing price of $20.72

The stock recently traded at 27 times the next 12-month earnings vs. a P/E of 29 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)