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Healthstream (HSTM)
NASDAQ:HSTM
Earnings Data
Report Date
Apr 27, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.17Last Year’s EPS
0.14Same Quarter Last Year
Moderate Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a predominantly positive operational and strategic picture: solid revenue and adjusted EBITDA growth, strong product-level expansion (CredentialStream, ShiftWizard, Competency Suite), expanding remaining performance obligations, growing career networks and an articulated platform/AI strategy. Near-term GAAP results were weakened by a one-time, non-cash CEO stock grant and higher hosting/licensing costs that compressed gross margin and reduced reported net income and operating income for the quarter; cash balances also declined due to acquisitions and elevated CapEx. Guidance for 2026 shows continued growth and profitable adjusted EBITDA, and many of the negative items appear strategic or one-time in nature, while underlying subscription and product trends are strong.Company Guidance
Revenue and Adjusted EBITDA Growth
Full year 2025 revenue of $304.1M, up 4.3% year-over-year; Q4 revenue $79.7M, up 7.4% YoY. Full year adjusted EBITDA $71.8M (up 7.5% YoY); Q4 adjusted EBITDA $18.8M, up 16.4% YoY with an adjusted EBITDA margin of 23.6% vs. 21.8% prior-year quarter.
Strong Product Momentum
Core product growth in Q4: CredentialStream +21%, ShiftWizard +31%, Competency Suite +27%. In credentialing and scheduling, go‑forward products now contribute more revenue than legacy products combined in those categories.
Growing Contract Visibility and Recurring Revenue
Remaining performance obligations increased 11.2% to $691M (from $621M prior-year quarter). Company continues to have highly recurring revenue profile with 96% of revenues subscription-based and contract terms averaging 3–5 years.
Career Networks and Proprietary Data Scale
NurseGrid adding ~2,000 nurses per week with over 670,000 monthly active users (roughly 1 in 5 U.S. nurses). myClinicalExchange revenue has roughly tripled since acquisition; acquisition of myCNAjobs (MissionCare) adds scale in CNAs/home caregivers and proprietary candidate data.
Solid Cash Generation and Capital Deployment
Operating cash flow for year $63.3M, up 9.8% YoY; free cash flow $31.1M, up 5.5% YoY. Ended Q4 with $57M cash and investments (deployed $35.1M on acquisitions during quarter). Returned capital via $30M in repurchases for the year and increased quarterly dividend by 12.9% to $0.035 per share.
2026 Financial Guidance Reflects Continued Growth
Guidance for 2026: revenue $323M–$330M (growth 6.2%–8.5%), adjusted EBITDA $73M–$77M, net income $20.4M–$22.8M, expected Q1 revenue growth ~8% and inorganic revenue contribution ~ $13M.
Strategic Platform and AI Positioning
hStream platform investments (including AI as one of 10 core elements) and emphasis on systems-of-record and APIs; customers increasingly pushing third-party learning records into HealthStream via platform APIs—positioning company as a consolidating platform rather than point solution.
Operational Metrics and Customer Wins
Days Sales Outstanding steady at 35 days (sixth consecutive quarter ≤40 days). Notable enterprise wins and expansions with top health systems (e.g., Intermountain Health, Northside, Dartmouth, UPMC, Sutter) and partnerships (American Red Cross).
HSTM Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
HSTM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 23, 2026 | $21.24 | $22.09 | +4.00% |
Nov 03, 2025 | $25.32 | $26.03 | +2.80% |
Aug 04, 2025 | $26.02 | $25.71 | -1.19% |
May 05, 2025 | $33.16 | $26.76 | -19.31% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Healthstream (HSTM) report earnings?
Healthstream (HSTM) is schdueled to report earning on Apr 27, 2026, After Close (Confirmed).
What is Healthstream (HSTM) earnings time?
Healthstream (HSTM) earnings time is at Apr 27, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is HSTM EPS forecast?
HSTM EPS forecast for the fiscal quarter 2026 (Q1) is 0.17.