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HealthStream ( (HSTM) ) has issued an update.
On May 4, 2026, HealthStream reported record first-quarter 2026 revenue of $81.2 million, up 10.5% year over year, with operating income rising 71.6% to $7.5 million and net income climbing 36.4% to $5.9 million, or $0.20 per diluted share, driven by subscription growth and contributions from its late-2025 acquisitions. Adjusted EBITDA increased 24.1% to $20.1 million, the company reaffirmed its full-year 2026 guidance, and strengthened shareholder returns through a $0.035 per-share quarterly dividend, active execution of two $10 million share repurchase programs, and the promotion of Michael M. Collier to COO & Executive Vice President to oversee enterprise operations and lead its AI transformation efforts.
As of March 31, 2026, HealthStream held $66.5 million in cash, cash equivalents, and marketable securities with no debt, while investing $7.3 million in capital expenditures in the quarter to support platform and application development. The March 13, 2026 authorization of a new $10 million buyback, combined with the completion of a prior repurchase program and Collier’s expanded operational remit, underscores a strategy of disciplined capital deployment and operational scaling that may enhance earnings leverage and competitive positioning in healthcare workforce technology.
The most recent analyst rating on (HSTM) stock is a Buy with a $40.00 price target. To see the full list of analyst forecasts on HealthStream stock, see the HSTM Stock Forecast page.
Spark’s Take on HSTM Stock
According to Spark, TipRanks’ AI Analyst, HSTM is a Neutral.
The score is anchored by strong financial quality (cash generation and a very conservative balance sheet) and constructive 2026 guidance with high recurring revenue visibility. These positives are tempered by a weak technical setup (below key moving averages with negative momentum) and a rich valuation (high P/E and low yield), which reduces near-term attractiveness despite solid fundamentals.
To see Spark’s full report on HSTM stock, click here.
More about HealthStream
HealthStream, Inc., based in Nashville and listed on Nasdaq as HSTM, is a healthcare technology platform company focused on clinical workforce solutions. It generates most of its revenue from subscription-based services and professional offerings that help healthcare organizations manage training, compliance, and operational performance across their staff and enterprises.
Average Trading Volume: 309,052
Technical Sentiment Signal: Sell
Current Market Cap: $607.2M
See more data about HSTM stock on TipRanks’ Stock Analysis page.