The company's third-quarter performance wasn't nearly as bad as the investor reaction to it might suggest.The stock of healthcare provider services specialist Phreesia (PHR 23.31%) wasn't looking all that healthy on Tuesday. Investors were clearly displeased with the company's latest quarterly earnings release, and they expressed this sentiment by selling their stock. It fell by more than 23% that trading session. Double-digit improvementsPhreesia published its third quarter of fiscal 2026 figures after mar ...

Core Insights - Phreesia reported revenue of $120.33 million for the quarter ended October 2025, reflecting a year-over-year increase of 12.7% and a slight revenue surprise of +0.17% over the Zacks Consensus Estimate of $120.13 million [1] - The company's EPS for the quarter was $0.10, a significant improvement from -$0.25 in the same quarter last year, although it did not deliver an EPS surprise against the consensus estimate of $0 [1] Financial Performance Metrics - Average healthcare services clients were reported at 4,520, slightly below the estimated 4,530 [4] - Patient payment volume reached $1.18 billion, exceeding the estimated $1.16 billion [4] - Payment facilitator volume percentage was 85%, surpassing the average estimate of 81.3% [4] - Revenue from subscription and related services was $55.48 million, slightly above the estimated $55.44 million, with a year-over-year change of +12.4% [4] - Revenue from network solutions was $37.43 million, close to the estimated $37.46 million, showing a year-over-year increase of +14.4% [4] - Revenue from payment processing fees was $27.42 million, exceeding the estimated $27.25 million, representing an 11% increase compared to the previous year [4] Stock Performance - Over the past month, Phreesia's shares have returned -7.9%, contrasting with the Zacks S&P 500 composite's +1.2% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - Wall Street analysts expect Phreesia (PHR) to report quarterly earnings of $0.00 per share, reflecting a year-over-year increase of 100% [1] - Revenue projections for Phreesia are set at $120.13 million, which represents a 12.5% increase from the same quarter last year [1] - There has been a 50% upward revision in the consensus EPS estimate over the last 30 days, indicating a significant reassessment by analysts [1] Revenue Estimates - Analysts estimate 'Revenue - Subscription and related services' to be $55.44 million, marking a 12.3% increase from the previous year [4] - 'Revenue - Network solutions' is projected to reach $37.46 million, indicating a 14.5% year-over-year change [4] - 'Revenue - Payment processing fees' is expected to be $27.25 million, reflecting a 10.3% increase compared to the prior year [5] Client and Volume Metrics - The average number of healthcare services clients is anticipated to be 4,530, up from 4,237 in the same quarter last year [5] - The consensus estimate for 'Patient payment volume' is $1.16 billion, compared to $1.08 billion from the previous year [5] - Analysts project a 'Payment facilitator volume percentage' of 81.3%, slightly up from 81.0% year-over-year [6] Stock Performance - Over the past month, Phreesia shares have declined by 10.6%, while the Zacks S&P 500 composite has seen a minor decrease of 0.1% [6] - Phreesia holds a Zacks Rank 2 (Buy), suggesting it is expected to outperform the overall market in the near future [6]

Core Insights - Phreesia reported revenue of $117.26 million for the quarter ended July 2025, reflecting a year-over-year increase of 14.8% and a surprise of +0.7% over the Zacks Consensus Estimate of $116.45 million [1] - The company's EPS was $0.01, a significant improvement from -$0.31 in the same quarter last year, resulting in an EPS surprise of +114.29% compared to the consensus estimate of -$0.07 [1] Financial Performance Metrics - Average healthcare services clients were reported at 4,467, slightly below the three-analyst average estimate of 4,475 [4] - Patient payment volume reached $1.25 billion, exceeding the average estimate of $1.18 billion from three analysts [4] - Payment facilitator volume percentage was 82%, closely aligning with the average estimate of 82.2% based on two analysts [4] - Revenue from subscription and related services was $53.7 million, below the average estimate of $55.27 million from six analysts, but still showing a year-over-year increase of +10.5% [4] - Revenue from network solutions was $35.16 million, surpassing the six-analyst average estimate of $33.25 million, with a year-over-year change of +24.7% [4] - Revenue from payment processing fees was $28.39 million, slightly above the six-analyst average estimate of $27.9 million, reflecting a year-over-year increase of +12.2% [4] Stock Performance - Phreesia's shares have returned +12.3% over the past month, outperforming the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]