Phreesia, Inc. (NYSE:PHR ) Q2 2026 Earnings Call September 4, 2025 5:00 PM EDT Company Participants Balaji Gandhi - Chief Financial Officer Chaim Indig - Co-Founder, CEO & Director Conference Call Participants Jared Haase - William Blair & Company L.L.C., Research Division Jailendra Singh - Truist Securities, Inc., Research Division Jeffrey Garro - Stephens Inc., Research Division Richard Close - Canaccord Genuity Corp., Research Division Scott Schoenhaus - KeyBanc Capital Markets Inc., Research Division Jessica Tassan - Piper Sandler & Co., Research Division Ryan MacDonald - Needham & Company, LLC, Research Division Daniel Grosslight - Citigroup Inc., Research Division Steven Valiquette - Mizuho Securities USA LLC, Research Division Brian Tanquilut - Jefferies LLC, Research Division Gene Mannheimer Presentation Operator Good morning, ladies and gentlemen, and welcome to the Phreesia's Second Quarter Fiscal 2026 Earnings Call.
Phreesia is on track to meet FY26 revenue targets, driven by steady client growth and strong average revenue per client. Margins are improving, with adjusted EBITDA trending toward high teens and free cash flow beginning to emerge, supporting long-term leverage. Valuation is balanced at 3.3x forward EV/S, but real upside depends on sustained margin expansion and cash flow conversion.
Phreesia (PHR) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Phreesia (PHR) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Phreesia delivered a solid 1Q26 with strong profitability and steady client growth, despite a slight deceleration in revenue growth versus last year. Monetization per client is improving, supported by successful product launches and a strategic focus on larger, higher-value customers. The new 2.5 million share buyback program signals management's confidence in the business and provides additional support for the stock.
Phreesia, Inc. (NYSE:PHR ) Q1 2026 Earnings Conference Call May 28, 2025 8:30 AM ET Company Participants Balaji Gandhi - CFO Chaim Indig - CEO Conference Call Participants Anne Samuel - JPMorgan Jailendra Singh - Truist Securities Jessica Tassan - Piper Sandler Richard Close - Canaccord Genuity John Ransom - Raymond James Daniel Grosslight - Citi William Jellison - D.A. Davidson Ryan MacDonald - Needham & Company Jeff Garro - Stephens Scott Schoenhaus - Keybank Jared Hass - William Blair Aaron Kempson - Citizens JMP Gene Mannheimer - Freedom Capital Markets Joe Vruwink - Baird Operator Good morning, ladies and gentlemen.
The headline numbers for Phreesia (PHR) give insight into how the company performed in the quarter ended April 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Phreesia (PHR) came out with a quarterly loss of $0.07 per share versus the Zacks Consensus Estimate of a loss of $0.13. This compares to loss of $0.35 per share a year ago.
Beyond analysts' top -and-bottom-line estimates for Phreesia (PHR), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended April 2025.
The consensus price target hints at a 28% upside potential for Phreesia (PHR). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
Phreesia remains resilient, maintaining guidance and showing strong financial performance, with Q4 revenue growth of 15% year-over-year and improved cash flow. Despite a slight deceleration in customer growth, Phreesia's revenue per healthcare services client increased, driven by network solutions, and the company expects 13.6% revenue growth in fiscal 2026. Future growth drivers include patient education initiatives and Post-Script Engagement, while competition is seen as beneficial, enhancing market awareness and adoption of healthcare solutions.
Phreesia, Inc. (NYSE:PHR ) Q4 2025 Earnings Conference Call March 12, 2025 5:00 PM ET Company Participants Balaji Gandhi - CFO Chaim Indig - Co-Founder, CEO & Director Conference Call Participants Anne Samuel - JPMorgan Jessica Tassan - Piper Sandler Jailendra Singh - Triust Securities Ryan Daniels - William Blair Richard Close - Canaccord Genuity Ryan MacDonald - Needham & Company Jeff Garro - Stephens Daniel Grosslight - Citi Group Scott Schoenhaus - KeyBanc Capital Markets Operator Good evening, ladies and gentlemen, and welcome to Phreesia's Fourth Quarter Fiscal 2025 Earnings Conference Call. [Operator Instructions] First, I would like to introduce Balaji Gandhi, Phreesia's Chief Financial Officer.