Healthstream (HSTM)
NASDAQ:HSTM
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Earnings Data
Report Date
Jul 27, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.17Last Year’s EPS
0.18Same Quarter Last Year
Moderate Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted robust top-line and margin expansion (record revenue and adjusted EBITDA), strong product-level growth (CredentialStream, ShiftWizard, Competency Suite), successful acquisition integrations, a healthy balance sheet and cash generation, and reaffirmed full-year guidance. Management also outlined deliberate, accelerated investments (career networks, My Clinical Exchange infrastructure, sales hiring, and AI) which will modestly increase operating spend and may temper near-term margin cadence. Legacy product migration and potential margin pressure from cloud initiatives are the primary operational risks noted, but they are balanced against strong organic momentum and strategic investments that aim to expand addressable markets and long-term growth.Company Guidance
Record Revenue and Adjusted EBITDA
Revenue of $81.2M in Q1 2026, up 10.5% year-over-year; adjusted EBITDA reached a record $20.1M, up 24.1% year-over-year, with adjusted EBITDA margin improving to 24.8% from 22% a year ago.
Strong Profitability and Operating Income
Operating income of $7.5M, up 71.6% year-over-year; net income of $5.9M, up 36.4% year-over-year; earnings per share of $0.20 versus $0.14 in the prior-year quarter (≈+42.9%).
Healthy Cash Position and Capital Returns
Cash and investments of $66.5M (up from $57M last quarter), no long-term debt, untapped line of credit; free cash flow of $19.7M (up 7.9% YoY); returned capital via $1M dividend and $7.5M of share repurchases in Q1.
Organic and Inorganic Revenue Growth with Successful Acquisitions
Total revenue increase split as organic growth 5.8% and inorganic growth 4.7%; Verisys (Versus)12 and MissionCare Collective contributed $3.4M in Q1 and are integrating well; company expects ~ $13M contribution from those acquisitions for the full year.
Product-Level Momentum — Credentialing, Scheduling, and Learning
CredentialStream revenue grew ~19% YoY; ShiftWizard revenue grew ~29% YoY; Competency Suite revenues increased 17.3% in Q1; legacy-to-modern migrations driving adoption of newer solution set.
Career Networks Engagement and Strategic Potential
Career Networks contributed ~$3.78M in Q1 and produced meaningful engagement: NurseGrid ~683K monthly active users, My Clinical Exchange connected 364K students to clinical placements last year, MyCNAjobs reaches ~70% of the U.S. direct care workforce; >450K hStream IDs created to date.
Strong Backlog and Revenue Visibility
Remaining performance obligations of $687M (vs. $613M a year ago); management expects ~39% of RPO to convert to revenue over the next 12 months and ~67% over 24 months, supporting forward revenue visibility.
Reaffirmed Full-Year Guidance and Q2 Outlook
Company reaffirmed FY2026 guidance: revenue $323M–$330M, net income $20.4M–$22.8M, adjusted EBITDA $73M–$77M; Q2 revenue growth expected to approximate 9.5% with adjusted EBITDA margin ≈23%.
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 |
|---|---|---|---|
May 04, 2026 | $21.25 | $24.36 | +14.64% |
Feb 23, 2026 | $21.21 | $22.05 | +4.00% |
Nov 03, 2025 | $25.25 | $25.96 | +2.80% |
Aug 04, 2025 | $25.95 | $25.64 | -1.19% |
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 Jul 27, 2026, After Close (Confirmed).
What is Healthstream (HSTM) earnings time?
Healthstream (HSTM) earnings time is at Jul 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 (Q2) is 0.17.