HealthStream (NasdaqGS:HSTM) Q4 2025 Earnings call February 24, 2026 09:00 AM ET Company ParticipantsMollie Condra - Head of Investor Relations and CommunicationsRichard Close - Managing Director of Digital and Tech-Enabled Health Equity ResearchRobert A. Frist Jr. - CEO and ChairmanRyan Daniels - Partner and Group Head of Healthcare Technology and ServicesScotty Roberts - CFO and SVP of Finance and AccountingConference Call ParticipantsConstantine Davides - Managing Director and Senior Equity AnalystMatthe ...

HealthStream (NasdaqGS:HSTM) Q4 2025 Earnings call February 24, 2026 09:00 AM ET Company ParticipantsMollie Condra - Head of Investor Relations and CommunicationsRichard Close - Managing Director of Digital and Tech-Enabled Health Equity ResearchRobert A. Frist Jr. - CEO and ChairmanRyan Daniels - Partner and Group Head of Healthcare Technology and ServicesScotty Roberts - CFO and SVP of Finance and AccountingConference Call ParticipantsConstantine Davides - Managing Director and Senior Equity AnalystMatthe ...

HealthStream (NasdaqGS:HSTM) Q4 2025 Earnings call February 24, 2026 09:00 AM ET Speaker3Good morning, and welcome to HealthStream's fourth quarter and full year 2025 earnings conference call. At this time, I would like to inform you that the conference is being recorded and that all participants are in listen-only mode. At the request of the company, we will open the conference up for questions and answers after the presentation. I would now like to turn the conference over to Mollie Condra, Head of Invest ...

Core Viewpoint - HealthStream (HSTM) reported quarterly earnings of $0.18 per share, exceeding the Zacks Consensus Estimate of $0.16 per share, and showing an increase from $0.16 per share a year ago [1] Financial Performance - The earnings surprise for the quarter was +12.50%, with the company previously expected to post earnings of $0.17 per share but actually reporting $0.20, resulting in a surprise of +17.65% [2] - HealthStream's revenues for the quarter were $79.71 million, surpassing the Zacks Consensus Estimate by 4.63%, compared to $74.24 million in the same quarter last year [3] Stock Performance and Outlook - HealthStream shares have declined approximately 11.8% since the beginning of the year, while the S&P 500 has gained 0.9% [4] - The company's earnings outlook is mixed, with a current Zacks Rank of 3 (Hold), indicating expected performance in line with the market [7] Future Earnings Estimates - The current consensus EPS estimate for the upcoming quarter is $0.17 on revenues of $78.1 million, and for the current fiscal year, it is $0.77 on revenues of $317.2 million [8] Industry Context - The Internet - Services industry, to which HealthStream belongs, is currently ranked in the bottom 35% of over 250 Zacks industries, suggesting potential challenges ahead [9]

HealthStream Announces Fourth Quarter and Full-Year 2025 Results Page 1 February 23, 2026 Exhibit 99.1 Contact: Scott A. Roberts Chief Financial Officer (615) 301-3182 ir@healthstream.com Media: Mollie Condra, Ph.D. Head, Investor Relations & Communications (615) 301-3237 mollie.condra@healthstream.com HealthStream Announces Fourth Quarter & Full-Year 2025 Results NASHVILLE, Tenn. (February 23, 2026)—HealthStream, Inc. (the "Company") (Nasdaq: HSTM), a leading healthcare technology platform company for clin ...

HealthStream to Host Fourth Quarter & Full-Year 2025 Earnings Conference CallFeb 12, 2026 9:25 AM Eastern Standard Time# HealthStream to Host Fourth Quarter & Full-Year 2025 Earnings Conference CallShare---NASHVILLE, Tenn.--([BUSINESS WIRE])--HealthStream, Inc. (Nasdaq: HSTM), a leading healthcare technology platform company for workforce solutions, announced today that it will host a conference call and webcast to discuss its fourth quarter & full-year 2025 financial results on Tuesday, February 24, 2026. ...

Core Viewpoint - HealthStream (HSTM) is currently viewed as a better value opportunity compared to Shopify (SHOP) based on various financial metrics and rankings [1]. Group 1: Zacks Rank and Earnings Outlook - HSTM has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook due to recent revisions in earnings estimates [3]. - In contrast, SHOP has a Zacks Rank of 4 (Sell), suggesting a less favorable earnings outlook [3]. Group 2: Valuation Metrics - HSTM's forward P/E ratio is 28.70, significantly lower than SHOP's forward P/E of 93.19, indicating that HSTM may be undervalued relative to SHOP [5]. - HSTM has a PEG ratio of 2.39, while SHOP's PEG ratio is higher at 3.77, suggesting that HSTM's earnings growth is more reasonably priced [5]. - HSTM's P/B ratio stands at 1.88, compared to SHOP's P/B of 17.11, further indicating that HSTM is more attractively valued [6]. Group 3: Value Grades - HSTM holds a Value grade of B, while SHOP has a Value grade of F, reinforcing the view that HSTM is the superior choice for value investors [6].

Core Viewpoint - HealthStream (HSTM) is currently viewed as a more attractive investment option compared to Shopify (SHOP) for value investors seeking undervalued stocks [1][3][7] Valuation Metrics - HSTM has a forward P/E ratio of 34.79, significantly lower than SHOP's forward P/E of 116.86, indicating HSTM may be undervalued [5] - The PEG ratio for HSTM is 2.90, while SHOP's PEG ratio stands at 4.73, suggesting HSTM has a better earnings growth outlook relative to its price [5] - HSTM's P/B ratio is 2.02, compared to SHOP's P/B of 17.63, further highlighting HSTM's relative valuation advantage [6] Earnings Outlook - HSTM is experiencing an improving earnings outlook, which enhances its attractiveness in the Zacks Rank model, indicating a positive trend in earnings estimates [3][7]

Core Viewpoint - HealthStream (HSTM) is currently positioned as a more attractive investment compared to Shopify (SHOP) based on various valuation metrics and Zacks Rank [1][3]. Valuation Metrics - HSTM has a forward P/E ratio of 34.93, significantly lower than SHOP's forward P/E of 110.41, indicating that HSTM may be undervalued relative to SHOP [5]. - The PEG ratio for HSTM is 2.91, while SHOP's PEG ratio stands at 4.47, suggesting that HSTM offers better value when considering expected earnings growth [5]. - HSTM's P/B ratio is 2.03, compared to SHOP's P/B of 16.64, further highlighting HSTM's relative undervaluation [6]. Zacks Rank and Value Grades - HSTM holds a Zacks Rank of 2 (Buy), indicating a stronger earnings outlook compared to SHOP, which has a Zacks Rank of 3 (Hold) [3]. - In terms of Value grades, HSTM has a grade of B, while SHOP has a grade of F, reinforcing the notion that HSTM is the better option for value investors [6].

Core Viewpoint - HealthStream's CEO, Robert A. Frist, Jr., has donated approximately $3.5 million worth of his personal shares to benefit employees, enhancing employee engagement and ownership in the company [1][3]. Employee Stock Contribution - A total of 146,286 shares will be distributed to over 700 employees who have worked at HealthStream for a minimum of three years, with the number of shares each employee receives increasing based on their years of service [2]. - Executives and certain senior management will not receive any shares from this contribution, ensuring that the benefit is directed solely to eligible employees [2]. Financial Impact - The transaction will result in a compensation expense of approximately $3.5 million and additional administrative expenses of about $275,000, which will be recorded in the fourth quarter of 2025 [3][4]. - The expected financial impact includes a decrease in operating income by $3.775 million, net income by $2.955 million, and earnings per share by $0.10 [4]. - The only effect on adjusted EBITDA will be the administrative expenses and employer payroll taxes associated with the share distribution [4]. Management Commentary - The CFO, Scott A. Roberts, emphasized that the financial impact is due to accounting treatment rather than operational performance, and the contribution is seen as a bonus for shareholders as it does not dilute existing equity [5]. - The CEO's generous contribution of personal shares is intended to foster a more engaged workforce while minimizing the financial burden on the company [5]. Company Overview - HealthStream is recognized as the largest ecosystem of platform-delivered workforce solutions in the healthcare industry, aimed at empowering healthcare professionals to deliver high-quality patient care [6].