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HSTMHealthStream, Inc.Buy Wait5.9·$27.14+2.82%
Buy WaitModerate Confidence
Investment thesis

HSTM combines a consistent earnings-beat track record and excellent cash conversion with a rich valuation, elevated leverage, and a negative risk-reward asymmetry now that its price target has effectively been reached.

Thesis pillars

  • Strong Earnings Beat Track RecordDeteriorating
  • Excellent Cash Conversion QualityStable
  • Rich Valuation With Limited UpsideImproving
  • +2 more pillars — see the Why tab for full reasoning

Full reasoning →

Open full analysis

HealthStream, Inc. (HSTM) Stock Analysis

Buy WaitVALUE-TRAP 1/5GrowthQualityModerate Confidence

Healthcare · Health Information Services

Wait for pullback to $23.60. At $27.14 the A.R:R is 0.8:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $23.60 (Atr Pullback Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Concentration risk — Customer: healthcare industry; Thin upside margin: 4.9%.

HealthStream provides SaaS-based workforce development solutions to U.S. healthcare organizations, spanning learning and compliance training, clinical competency development, staff scheduling, and credentialing/privileging through its hStream technology platform. The company,... Read more

$27.14+4.9% A.UpsideScore 5.9/10#9 of 24 Health Information Services
QualityF-score8 / 9FCF yield6.46%
IncomeYield0.49%Payout19.10%sustainable
Entry $23.60(Atr Pullback Sticky)Stop $21.89Target $28.47(analyst − 15%)A.R:R 0.8:1
Analyst target$33.50+23.4%2 analysts
$28.47our TP
$27.14price
$33.50mean
$40

Wait for pullback to $23.60. At $27.14 the A.R:R is 0.8:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $23.60 (Atr Pullback Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Concentration risk — Customer: healthcare industry; Thin upside margin: 4.9%. Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. | News modifier +1 (HOLD_IF_HOLDING → STRONG_BUY_WAIT) Score 5.9/10, moderate confidence.

Passes 4/8 gates (clean insider activity, news boost analyst 0.50, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-07-25
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Mon, Aug 3, 202610d to earnings· next earnings call

Thesis

Rewards
Positive news sentiment (+0.67)
Strong growth profile
Wide economic moat
Risks
Concentration risk — Customer: healthcare industry
Thin upside margin: 4.9%
Negative momentum

Key Metrics

P/E (TTM)40.0
P/E (Fwd)30.5
Mkt Cap$771M
EV/EBITDA17.1
Profit Mgn6.4%
ROE5.6%
Rev Growth10.5%
Beta0.45
Dividend0.49%
Rating analysts11

Quality Signals

Piotroski F8/9MoatWide

Options Flow

IV63%elevated

Concentration Risks(10-K Item 1A)

  • HIGHCustomerhealthcare industry
    10-K Item 1A: 'our lack of market diversification resulting from our concentration on the healthcare industry may make us susceptible to losing market share to our competitors'
  • MEDIUMCustomerhealthcare provider customers
    10-K Item 1: 'We derive a substantial portion of our revenues from a relatively small number of customers that are healthcare providers.'

Material Events(8-K, last 90d)

  • 2026-05-08Item 5.02LOW
    Michael M. Collier was promoted to Chief Operating Officer and EVP from EVP, Corporate Strategy, Development & Operations, effective May 4, 2026, and granted options for 18,781 shares. Routine promotion, not a departure.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 floor-breaker

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Macd
0.0
Obv
1.0
Volume
2.3
Ma Position
5.0
Rsi
8.1
Uptrend pullback (RSI 34) - buy opportunityVolume distribution (falling OBV)Above 200-MA but MA slope flat
GatesMomentum 3.3<4.5A.R:R 0.8 < 1.5@spotExecutive change: officer departure/appointmentEARNINGS PROXIMITY 10d<=14d (soft)Insider activity: OKNEWS BOOST ANALYST 0.50SEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Aggressive
RSI
34 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $25.70Resistance $30.00

Price Targets

$22
$24
$28
A.Upside+4.9%
A.R:R0.8:1

Position Sizing

ConvictionMedium conviction
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! NEWS_MOD=+1: HOLD_IF_HOLDING → STRONG_BUY_WAIT
! momentum at 3.3 (below the engine's 4.5 threshold)
! asymmetry at 0.8 (below the engine's 1.5 threshold)@spot

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-08-03 (10d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is HSTM stock a buy right now?

Wait for pullback to $23.60. At $27.14 the A.R:R is 0.8:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $23.60 (Atr Pullback Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Concentration risk — Customer: healthcare industry; Thin upside margin: 4.9%. Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. | News modifier +1 (HOLD_IF_HOLDING → STRONG_BUY_WAIT) Target $28.47 (+4.9%), stop $21.89 (−24.0%), A.R:R 0.8:1. Score 5.9/10, moderate confidence.

What is the HSTM stock price target?

Take-profit target: $28.47 (+4.9% upside). Target $28.47 (+4.9%), stop $21.89 (−24.0%), A.R:R 0.8:1. Stop-loss: $21.89.

What are the risks of investing in HSTM?

Concentration risk — Customer: healthcare industry; Thin upside margin: 4.9%; Negative momentum.

Is HSTM overvalued or undervalued?

HealthStream, Inc. trades at a P/E of 40.0 (forward 30.5). TrendMatrix value score: 4.0/10. Verdict: Buy (Wait for Entry).

What do analysts say about HSTM?

11 analysts cover HSTM with a consensus score of 4.0/5. Average price target: $34.

What does HealthStream, Inc. do?HealthStream provides SaaS-based workforce development solutions to U.S. healthcare organizations, spanning learning...

HealthStream provides SaaS-based workforce development solutions to U.S. healthcare organizations, spanning learning and compliance training, clinical competency development, staff scheduling, and credentialing/privileging through its hStream technology platform. The company, organized as a single reportable segment since 2023, derives a substantial portion of its subscription-based revenue from a relatively small number of healthcare-provider customers, though no single customer exceeded 10% of 2025 revenue, and has grown through acquisitions including Virsys12 and MissionCare Collective in 2

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