RS Breakdown — momZ +0.82 · low 4w×1.00 · vs industry
About Phreesia Inc
Phreesia, Inc. provides an integrated SaaS-based software and payment platform for the healthcare industry in the United States and Canada. It offers solutions including appointment optimization and referral management using AI-enabled workflows; and AI-based smart answering solution patient communications supported by voice and messaging solutions; integrated payment solutions embedded in intake and post-visit workflows, and financing solutions … Read full Trend Edge analysis →
Sector: Healthcare
Industry: Health Information Services
Exchange: NYSE
IPO Date: July 18, 2019
Headquarters: 1521 Concord Pike, Wilmington, DE, United States, 19803
Founder-Led: Yes — Chaim Indig (Co-Founder, CEO & Director), Evan Roberts (Co-Founder & President of Provider Solutions)
Key Metrics
Current Price
$10.72
Market Cap
$669M
Float
49.9M
Shares Outstanding
61.8M
P/E (Forward)
14.20
P/E (TTM)
67.63
Price/Sales (TTM)
1.35
vs. Analyst Target
+30.0% to analyst PT
Profit Margin
1.85%
Operating Margin (TTM)
5.15%
Revenue (TTM)
$496M
Dividend Rate
None
Analyst Target Price
$13.94 (15 analysts)
Financial History
Annual Revenue & Earnings History
Year
Revenue
Net Income
Gross Profit
EBITDA
2021
$149M
-$27.3M
$96.3M
-$7.6M
2022
$213M
-$118M
$132M
-$92.3M
2023
$281M
-$176M
$172M
-$145M
2024
$356M
-$137M
$232M
-$103M
2025
$420M
-$58.5M
$285M
-$25.6M
2026
$481M
$2.3M
$326M
$29.5M
Recent Quarterly Revenue & Net Income
Quarter
Revenue
Net Income
Jul 2025
$117M
$654,000
Oct 2025
$120M
$4.3M
Jan 2026
$127M
$1.3M
Apr 2026
$131M
$3.0M
Ownership & Float
Insider Ownership
4.4%
Institutional Ownership
97.7%
Short Float
7.0%
% of All Funds Holding
2.70%
Number of Funds Holding
222
Current Moving Averages
Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.
Timeframe
SMA
Value
Trend Context
Weekly
10-Week SMA
$9.74
Near-term / short-term trend
Weekly
40-Week SMA
$14.04
Medium-term trend
Weekly
80-Week SMA
$20.23
Cyclical trend (business cycle)
Weekly
200-Week SMA
$23.35
Secular trend (multi-year)
Monthly
10-Month SMA
$13.43
Near-term monthly trend
Monthly
20-Month SMA
$20.00
Medium-term monthly trend
Monthly
40-Month SMA
$21.79
Secular monthly trend
Volume Shelves — Support & Resistance
Trend Edge identifies volume shelves: price zones where historically elevated trading volume
creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative
volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.
Price Level
Type
Volume Ratio
Age
$11.90
resistance
2.09x
3 months ago
$16.90
resistance
1.26x
5 months ago
$20.10
resistance
2.41x
6 months ago
$31.30
resistance
1.97x
9 months ago
Historical Earnings Reactions (29 events)
Timeframe
Avg Return
Median
Win Rate
Best
Worst
Gap
-0.37%
0.82%
55.17%
23.12%
-29.71%
1 Day
-1.05%
1.15%
51.72%
21.22%
-26.56%
1 Week
1.77%
1.54%
58.62%
42.58%
-33.81%
2 Weeks
1.38%
-0.88%
48.28%
47.80%
-40.20%
1 Month
2.91%
-1.06%
46.43%
55.73%
-40.30%
Next earnings: August 15, 2026 (34 days away)
Seasonality & Day-of-Week Patterns
Monthly Seasonality
Month
Avg Return
Win Rate
Samples
Jan
4.3%
71.4%
7
Feb
-3.9%
14.3%
7
Mar
-16.1%
0.0%
7
Apr
-0.1%
28.6%
7
May
-2.6%
28.6%
7
Jun
13.4%
85.7%
7
Jul
4.4%
66.7%
6
Aug
3.9%
71.4%
7
Sep
-13.4%
14.3%
7
Oct
1.2%
57.1%
7
Nov
2.3%
57.1%
7
Dec
8.4%
57.1%
7
Day-of-Week Tendencies
Day
Avg Return
Win Rate
Samples
Monday
-0.13%
47.9%
328
Tuesday
0.15%
52.5%
362
Wednesday
0.02%
51.1%
358
Thursday
-0.10%
50.4%
351
Friday
0.17%
50.3%
350
Top Institutional Holders
Institutional holder breakdown coming soon.
Total institutional ownership: 97.7%
Insider Transactions — Smart Summary
Total insider ownership: 4.4%
Founder-led management: Chaim Indig (Co-Founder, CEO & Director), Evan Roberts (Co-Founder & President of Provider Solutions)
Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Phreesia Inc
(PHR) powered by Claude Opus — Anthropic's most capable AI model.
The analysis covers five layers:
technical analysis (near-term, medium-term, cyclical, and secular trend, momentum,
volume shelf support and resistance, breakout and breakdown signals),
qualitative analysis (business model, competitive moat, sector dynamics),
insider sentiment (buy and sell signals from executive and director transactions),
share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and
fundamental analysis (valuation, revenue growth, profit margin, earnings quality).
AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit,
stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward.
Whether you are building a long position, initiating a short, or looking for a reversal setup,
AI Consult identifies the highest-probability signal from the current trend.