The Medical group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has American Well Corporation (AMWL) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Medical peers, we might be able to answer that question.American Well Corporation is one of 924 companies in the Medical group. The Medical group currently sits at #9 within the Zacks Sector Rank. The Zacks Sector Rank conside ...

Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than the traditional "buying low and selling high" approach, aiming for quicker profits [1] Group 1: Momentum Investing Characteristics - Fast-moving trending stocks can be difficult to enter at the right time, as they may lose momentum if future growth does not justify their high valuations [2] - Investing in bargain stocks that have recently shown price momentum can be a safer strategy, with tools like the Zacks Momentum Style Score aiding in identifying such stocks [3] Group 2: American Well Corporation (AMWL) Analysis - AMWL has shown significant price momentum, with a four-week price change of 23%, indicating growing investor interest [4] - The stock has gained 18.4% over the past 12 weeks and has a beta of 1.34, suggesting it moves 34% more than the market [5] - AMWL has a Momentum Score of B, indicating a favorable time to invest based on momentum [6] Group 3: Earnings Estimates and Valuation - An upward trend in earnings estimate revisions has contributed to AMWL earning a Zacks Rank 2 (Buy), which is associated with strong momentum effects [7] - AMWL is trading at a Price-to-Sales ratio of 0.36, indicating it is relatively cheap, as investors pay only 36 cents for each dollar of sales [7] Group 4: Additional Investment Opportunities - Besides AMWL, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, suggesting further investment opportunities [8] - Various Zacks Premium Screens are available to help identify winning stock picks based on different investing styles [9]

Company Overview - American Well Corporation (AMWL) is a member of the Medical sector, which includes 926 individual stocks and currently holds a Zacks Sector Rank of 9 [2] - AMWL is part of the Medical Info Systems industry, which consists of 42 individual stocks and is ranked 138 in the Zacks Industry Rank [6] Performance Analysis - AMWL has gained approximately 14.3% year-to-date, outperforming the average loss of about 1% in the Medical group [4] - Over the past three months, the Zacks Consensus Estimate for AMWL's full-year earnings has increased by 36.6%, indicating improved analyst sentiment and a stronger earnings outlook [4] - In comparison, Catalyst Pharmaceutical (CPRX) has returned 4.2% year-to-date and has a Zacks Rank of 1 (Strong Buy) with a 13% increase in the consensus EPS estimate over the past three months [5] Industry Comparison - The Medical Info Systems industry has experienced an average loss of 18% year-to-date, highlighting AMWL's superior performance within its industry [6] - The Medical - Drugs industry, to which Catalyst Pharmaceutical belongs, is ranked 93 and has moved -2.7% so far this year [6] Investment Outlook - Investors interested in Medical stocks should continue to monitor American Well Corporation and Catalyst Pharmaceutical for their solid performance [7]

Industry Overview - The health and fitness industry has evolved into a significant global movement, driven by a shift towards healthier lifestyles, with consumers seeking balanced nutrition and structured workout routines [2] - Demand is increasing across various sectors, including gyms, dietary supplements, and personalized wellness programs, aided by technological advancements such as wearable devices and virtual coaching [2] - Greater awareness of obesity, chronic illnesses, and mental health has emphasized preventive wellness [2] Technological Impact - Major technology companies like Apple and Amazon are accelerating the transformation in health and fitness, integrating activity tracking with guided workout experiences and enhancing healthcare accessibility through AI-powered tools [3] - Innovations are reshaping individual approaches to wellness, blending fitness, healthcare, and daily life [3] Market Forecast - The global health and wellness market is projected to reach $11 trillion by 2034, growing at a CAGR of 5.4% from 2025, driven by preventive healthcare initiatives and workplace wellness programs [4] - Specialized offerings, such as boutique fitness studios and premium wellness clubs, reflect a holistic focus on well-being, creating growth opportunities for companies like Garmin, Herbalife, and American Well [4] Investment Opportunities - The wellness theme is seen as a durable, long-term investment opportunity, with strong demand for fitness, nutrition, and digital health solutions expected to persist [5] - Key companies in the health and fitness space include Garmin, Herbalife, and American Well, which are highlighted for their potential in a growing market [5] Company Insights: Garmin - Garmin develops a range of GPS-enabled and sensor-based devices for active lifestyles, including running watches, smartwatches, and performance-tracking tools [7] - The company has integrated advanced sensors and cloud-based software into its fitness ecosystem, enhancing user experience and performance tracking [8] - Continuous investment in R&D allows Garmin to innovate and meet the growing consumer demand for wearable technology [9] Company Insights: Herbalife - Herbalife is a global nutrition company offering a variety of products aimed at improving health and wellness, including weight-management shakes and sports nutrition products [10][11] - The company adapts to changing consumer preferences by developing new products and emphasizing community engagement through nutrition clubs and wellness evaluations [12][13] - Herbalife's focus on continuous product development and global distribution has solidified its position in the wellness and nutrition industry [13] Company Insights: American Well - American Well, known as Amwell, is a digital healthcare platform that facilitates virtual care delivery across various settings, including primary care and wellness coaching [14] - The company has evolved into a comprehensive digital care platform, integrating services to simplify access for health systems and insurers [15] - Amwell's commitment to innovation and financial strengthening positions it as a key player in the digital wellness market [16]

Summary of American Well (NYSE: AMWL) FY Conference Call Company Overview - **Company**: American Well (Amwell) - **Event**: 46th Annual TD Healthcare Conference - **Date**: March 3, 2026 Industry Insights - **Market Challenges**: The virtual healthcare market has faced challenges post-COVID due to under-delivery of value-based options and an influx of point solutions, leading to competition among numerous providers [5][9] - **Need for Consolidation**: There is a call for consolidation in the market to streamline offerings and enhance innovation for health plans [10] - **Customer Demand**: Despite the availability of virtual care options, there is a lack of coherent demand for cohesive platforms like Amwell's Converge [7][9] Company Performance and Strategy - **Revenue Focus**: The company has seen success with U.S. payers and government contracts, particularly with the Defense Health Agency (DHA) [11][12] - **Revenue Mix**: Expected revenue for 2026 is projected between $195 million and $205 million, with a shift towards 80% subscription revenue by 2027 [43][44] - **Growth Trajectory**: The company anticipates growth in the low single digits, with potential for higher growth rates depending on government contracts and partnerships [58][60] Key Contracts and Partnerships - **Elevance Partnership**: Renewed a three-year deal with Elevance, which is expected to yield equivalent growth to 2025, approaching double digits [21][22] - **Blue Cross Blue Shield, Florida**: Early signs of success in the partnership, with a focus on chronic care programs [26][27] - **DHA Renewal**: Positive discussions with new DHA leadership regarding contract renewal and potential reinstatement of previously eliminated services [33][34][40] Technology and Innovation - **AI Implementation**: Amwell is leveraging AI to enhance operational efficiency and improve care delivery, emphasizing that AI will augment rather than replace human clinicians [29][30][32] - **Pipeline Development**: The company is actively building its pipeline with regional and smaller health plans, focusing on reintroducing its technology-enabled care platform [72][73] Financial Outlook - **Cost Management**: The company aims for EBITDA breakeven by Q4 2026, with a clear visibility into revenue and cost management [45][70] - **Capital Deployment**: With an expected cash balance of over $125 million, Amwell is positioned to explore new partnerships and growth opportunities [76][79] Conclusion - **Future Prospects**: The company is optimistic about its growth trajectory, particularly in government contracts and partnerships, while maintaining a focus on operational efficiency and innovation in virtual healthcare delivery [78][81]

Core Insights - Digital healthcare is evolving with distinct approaches represented by Hims & Hers Health, Inc. (HIMS) and American Well Corporation (AMWL), focusing on consumer-first and enterprise platforms respectively [1][2] Company Overview - HIMS operates a subscription-based platform connecting consumers to healthcare providers for telehealth consultations and wellness support, while AMWL provides technology infrastructure for health systems and plans to deliver hybrid care [1][2] - HIMS is expanding into various health categories including weight management, menopause, and testing, while AMWL is refocusing on enterprise clients and targeting positive cash flow by 2026 [6][10] Stock Performance & Valuation - HIMS has underperformed with a stock decline of 63.1% over the past year, while AMWL's stock declined by 46.6% [3] - HIMS has a forward price-to-sales (P/S) ratio of 1.3X, below its five-year median of 2.7X, while AMWL's forward P/S is at 0.4X, below its five-year median of 1.6X [5] Growth Strategies - HIMS is investing in AI, diagnostics, and acquisitions to enhance its platform and expand internationally, with recent agreements to acquire companies in Australia, Japan, Germany, and the U.K. [8][9] - AMWL has streamlined operations and focused on its core platform, strengthening recurring revenue and aligning with demand for consolidated digital health infrastructure [10][12] Financial Projections - HIMS' earnings per share (EPS) for 2026 is projected to remain flat year-over-year, while AMWL's loss per share is expected to improve by 46.8% from 2025 [14][16] - The average price target for HIMS is $25.54, indicating a potential increase of 65.2%, while AMWL's average price target is $6.25, suggesting a 15.3% increase [18][19] Investment Outlook - HIMS is viewed as better positioned for long-term growth despite recent underperformance, with a focus on expanding its consumer platform and enhancing engagement [21][22] - AMWL is advancing its enterprise strategy but faces revenue decline, making HIMS a more compelling opportunity for investors seeking telehealth exposure [22][23]

BOSTON, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Amwell® (NYSE: AMWL), a leading provider of a comprehensive SaaS-based software platform for technology-enabled healthcare, today announced that Mark Hirschhorn, CFO and COO, will participate in the TD Cowen 46th Annual Health Care Conference, taking place in Boston on March 3, including a fireside chat at 3:10 p.m. ET. An audio webcast of the fireside chat will be available at investors.amwell.com. About Amwell Amwell offers payers and health systems a single, comp ...

Core Viewpoint - Momentum investing focuses on "buying high and selling higher," contrasting with traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Strategy - Momentum investing can be risky as stocks may lose momentum if future growth does not justify high valuations [1] - A safer approach involves investing in bargain stocks that exhibit recent price momentum [2] Group 2: American Well Corporation (AMWL) Analysis - AMWL has shown a price increase of 20.2% over the past four weeks, indicating growing investor interest [3] - The stock gained 36.5% over the past 12 weeks, demonstrating its ability to deliver positive returns over a longer timeframe [4] - AMWL has a beta of 1.36, suggesting it moves 36% higher than the market in either direction [4] - The stock has a Momentum Score of A, indicating a favorable entry point for investors [5] - AMWL has a Zacks Rank 2 (Buy) due to upward revisions in earnings estimates, which attract more investors [6] - The stock is trading at a Price-to-Sales ratio of 0.36, indicating it is relatively cheap at present [6] Group 3: Additional Investment Opportunities - Besides AMWL, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen [7] - Investors can explore over 45 Zacks Premium Screens tailored to different investing styles [8]

Core Insights - The healthcare landscape is evolving towards operational efficiency, with a focus on reducing administrative burdens and security risks associated with numerous point solutions [2] - American Well (Amwell) is undergoing a transformation to concentrate on its technology platform, aiming for positive cash flow by Q4 2026 [3][4] Financial Performance - For fiscal 2025, Amwell reported revenue of $249.3 million, with subscription revenue increasing to 53% of total sales, up from 45% in 2024 [4][9] - Q4 revenue was $55.3 million, a decline of 22.1% year-over-year, but adjusted EBITDA loss improved to $10.3 million from $22.8 million in Q4 2024 [4][15] - The company ended the year with approximately $182 million in cash and no debt, with a cash burn of about $19 million in Q4 [11] Strategic Initiatives - Amwell executed a strategic pivot in 2025 to an API-first telehealth platform, divesting non-core businesses and focusing on AI and automation [5][6] - The company emphasized the importance of resilience and security in its platform, validated by contracts with the Defense Health Agency [5][8] - Management aims to enhance patient experience through AI, faster integrations, and improved clinical data utilization [8] 2026 Guidance - Amwell's guidance for 2026 includes projected revenue of $195 million to $205 million and an adjusted EBITDA loss of $24 million to $18 million [4][12] - The company anticipates achieving positive cash flow from operations in Q4 2026, assuming continued subscription stability and cost discipline [13] Market Dynamics - The healthcare sector is facing pressures from an aging Medicare population, rising pharmacy costs, and clinician shortages, driving the need for platform consolidation and automation [2][6] - Amwell's strategy includes securing long-term customer relationships and expanding higher-margin offerings as sponsors add more clinical programs [20]

Core Insights - American Well Corporation (AMWL) reported a revenue of $55.31 million for the quarter ended December 2025, reflecting a year-over-year decline of 22.1% [1] - The earnings per share (EPS) was -$1.43, an improvement from -$2.77 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $52.51 million by 5.32%, while the EPS also surpassed the consensus estimate of -$1.59 by 10.06% [1] Revenue Breakdown - Platform subscription revenue was $28.84 million, exceeding the two-analyst average estimate of $26.14 million, but still down 22% year-over-year [4] - Other revenue amounted to $2.76 million, falling short of the two-analyst average estimate of $3.92 million, representing a significant year-over-year decline of 43.4% [4] - Revenue from visits reached $23.71 million, surpassing the two-analyst average estimate of $22.38 million, but still down 18.7% compared to the previous year [4] Stock Performance - Over the past month, shares of American Well have returned -8.7%, compared to a -0.3% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating it may perform in line with the broader market in the near term [3]