Stock analysis, trade plans, and proprietary indicators by Trend Edge.
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 →
| Current Price | $9.13 |
|---|---|
| Market Cap | $547M |
| Float | 49.0M |
| Shares Outstanding | 61.8M |
| P/E (Forward) | 16.10 |
| P/E (TTM) | 221.25 |
| Price/Sales (TTM) | 1.14 |
| vs. Analyst Target | +68.6% to analyst PT |
| Profit Margin | 0.48% |
| Operating Margin (TTM) | 1.33% |
| Revenue (TTM) | $481M |
| Dividend Rate | None |
| Analyst Target Price | $15.39 (15 analysts) |
| 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 | $294M | $29.5M |
| Quarter | Revenue | Net Income |
|---|---|---|
| Apr 2025 | $116M | -$3.9M |
| Jul 2025 | $117M | $654,000 |
| Oct 2025 | $120M | $4.3M |
| Jan 2026 | $127M | $1.3M |
| Insider Ownership | 4.3% |
|---|---|
| Institutional Ownership | 98.5% |
| Short Float | 7.8% |
| % of All Funds Holding | 2.70% |
| Number of Funds Holding | 222 |
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 | $9.28 | Near-term / short-term trend |
| Weekly | 40-Week SMA | $16.40 | Medium-term trend |
| Weekly | 80-Week SMA | $21.21 | Cyclical trend (business cycle) |
| Weekly | 200-Week SMA | $23.79 | Secular trend (multi-year) |
| Monthly | 10-Month SMA | $16.77 | Near-term monthly trend |
| Monthly | 20-Month SMA | $20.88 | Medium-term monthly trend |
| Monthly | 40-Month SMA | $22.97 | Secular monthly trend |
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 | 1 months ago |
| $16.90 | resistance | 1.26x | 3 months ago |
| $20.10 | resistance | 2.41x | 4 months ago |
| $31.30 | resistance | 1.97x | 7 months ago |
| Timeframe | Avg Return | Median | Win Rate | Best | Worst |
|---|---|---|---|---|---|
| Gap | -1.03% | 0.69% | 53.57% | 23.12% | -29.71% |
| 1 Day | -1.22% | 0.53% | 50.00% | 21.22% | -26.56% |
| 1 Week | 1.62% | 1.34% | 57.14% | 42.58% | -33.81% |
| 2 Weeks | 1.46% | 0.20% | 50.00% | 47.80% | -40.20% |
| 1 Month | 2.91% | -1.06% | 46.43% | 55.73% | -40.30% |
Next earnings: May 27, 2026
Insufficient historical data for monthly seasonality analysis (requires 7+ years of data).
| Day | Avg Return | Win Rate | Samples |
|---|---|---|---|
| Monday | -0.15% | 47.5% | 322 |
| Tuesday | 0.15% | 52.7% | 357 |
| Wednesday | 0.02% | 51.1% | 352 |
| Thursday | -0.10% | 50.1% | 345 |
| Friday | 0.13% | 50.0% | 346 |
Institutional holder breakdown coming soon.
Total institutional ownership: 98.5%
Total insider ownership: 4.3%
Founder-led management: Chaim Indig (Co-Founder, CEO & Director), Evan Roberts (Co-Founder & President of Provider Solutions)
| Total Filings | 65 |
|---|---|
| Net Value | -$9.3M |
| Net Shares Change | 2,554,912 |
| % of Float | 5.2% |
| C-Suite Filings | 58 |
| Clusters Detected | 9 |
| Name | Title | Net Value | Filings | Activity |
|---|---|---|---|---|
| Pale Fire Capital SE | +$28.8M | 2 | 2 buy | |
| Gandhi Balaji | Chief Financial Officer | -$271,972.089 | 3 | 3 sell |
| Linetsky David | President, Network Solutions | -$232,340.62 | 3 | 3 sell |
| Hoffman Allison C | General Counsel and Secretary | -$195,452.785 | 2 | 2 sell |
| Period | Filings | Insiders | Net Value | Seniority |
|---|---|---|---|---|
| 2025-06-11 – 2025-06-20 | 3 | 3 | -$247,981.189 | 2 C-suite |
| 2025-06-27 – 2025-07-08 | 4 | 4 | -$940,230.511 | 2 C-suite |
| 2025-07-17 – 2025-07-21 | 9 | 8 | -$327,607.973 | 8 C-suite |
| 2025-08-20 – 2025-08-29 | 7 | 6 | -$5.7M | 6 C-suite |
| 2025-09-18 – 2025-09-22 | 8 | 7 | -$594,206.812 | 8 C-suite |
| 2025-10-17 – 2025-10-21 | 7 | 7 | -$227,777.346 | 7 C-suite |
| 2026-01-12 – 2026-01-20 | 14 | 7 | -$1.4M | 14 C-suite |
| 2026-03-19 – 2026-04-02 | 5 | 4 | +$28.7M | 3 C-suite |
| 2026-04-13 – 2026-04-21 | 5 | 3 | -$589,169.738 | 5 C-suite |
| Date | Insider | Title | Net Value | Price After |
|---|---|---|---|---|
| 2026-04-02 | Pale Fire Capital SE | +$10.5M | Transaction at $8.20, now +11.3% | |
| 2026-03-19 | Pale Fire Capital SE | +$18.3M | Transaction at $11.42, now -20.1% | |
| 2026-03-27 | Gandhi Balaji | Chief Financial Officer | -$43,127.942 | Transaction at $11.26, now -18.9% |
| 2026-03-19 | Linetsky David | President, Network Solutions | -$1,183.324 | Transaction at $11.06, now -17.4% |
| 2026-01-20 | Linetsky David | President, Network Solutions | -$127,311.944 | Transaction at $16.36, now -44.2% |
| 2026-01-20 | Hoffman Allison C | General Counsel and Secretary | -$83,461.032 | Transaction at $16.36, now -44.2% |
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.
Get the full AI Consult analysis for PHR on Trend Edge →