Monitor upcoming 10-Q (due ~mid-August 2026) for first disclosed revenue from this deployment and any guidance update. The 2,700-census customer is a proof-of-concept for scaling; revenue per patient or per-seat pricing is not disclosed, so upside is speculative until hard numbers appear. The strong pipeline (several thousand more patients in discussions) suggests potential near-term sequential customer additions — watch for follow-on announcements.
Price Chart
Executive Summary
Amesite announced its largest enterprise deployment to date: a 2,700-patient census home care customer for its NurseMagic AI documentation platform. This validates the platform's enterprise scalability and the company's AI-native strategy in the non-acute care market, with management highlighting ~18% operating spend reduction over 6 quarters and a strong pipeline. However, no financial terms (revenue, pricing, contract value) were disclosed, and the company remains a micro-cap with limited operating history, making the near-term revenue impact unquantifiable.
Key Facts
- New enterprise customer with ~2,700-patient census — largest deployment to date
- NurseMagic platform deployed across workforce for AI documentation, EMR integration, and EVV workflow
- Company reports ~18% reduction in operating spend over last 6 quarters while scaling
- Pipeline includes advanced discussions with organizations representing 'several thousand more patients' — over 70% self-scheduled demos
- No contract value, revenue contribution, or pricing terms disclosed in the filing
- Management claims the platform reduces caregiver documentation time from ~20 minutes to ~20 seconds
- Current market cap ~$4M; stock trades on Nasdaq with 86% analyst buy rating
Financial Impact
Unquantifiable — no revenue or contract value disclosed; enterprise customer count now at 1 this size, but financial contribution absent from filing
Risk Factors
- No contract value or revenue figures disclosed — deal economics unverifiable
- Micro-cap ($4M market cap) with limited operating history; single large customer concentration risk if this represents most of the deployed base
- Forward-looking statements about pipeline and automation efficiencies are not guarantees; execution risk on onboarding and retention
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001213900-26-058740 |
| Document: ea029141601ex99-1.htm | 0001213900-26-058740 |
| Document: 0001213900-26-058740-index-headers.html | 0001213900-26-058740 |
| Document: 0001213900-26-058740-index.html | 0001213900-26-058740 |
| Document: 0001213900-26-058740.txt | 0001213900-26-058740 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 14, 2026 13d ago | DEFA14A | $0.8825 | awaiting T+60 | — | $0.5630 (−36.20%) |
Oct 14, 2026 13d ago | DEF 14A | $0.8825 | awaiting T+60 | — | $0.5630 (−36.20%) |
Jun 3, 2026 20w ago | DEFA14A | $1.39 $1.06 | ▼ −23.74% | ▼ −25.62% | $0.5630 (−59.50%) |
May 29, 2026 21w ago | EFFECT | $1.41 $1.16 | ▲ +17.73% | ▲ +18.91% | $0.5630 (+60.07%) |
May 19, 2026 23w ago | 8-K | $1.73 $1.07 | ▼ −38.15% | ▼ −44.44% | $0.5630 (−67.46%) |
May 12, 2026 23w ago | S-1 | $0.8310 $1.05 | ▼ −26.35% | ▼ −21.92% | $0.5630 (+32.25%) |
Apr 28, 2026 26w ago | 424B5 | $0.9800 $0.9519 | ▲ +2.87% | ▲ +6.86% | $0.5630 (+42.55%) |
Apr 27, 2026 26w ago | Press Release | $1.05 $0.9802 | ▲ +6.65% | ▲ +11.42% | $0.5630 (+46.38%) |
Apr 27, 2026 26w ago | Press Release | $1.05 $0.9802 | ▼ −6.65% | ▼ −11.42% | $0.5630 (−46.38%) |
Apr 20, 2026 27w ago | S-1 | $1.30 $1.05 | ▲ +19.23% | ▲ +26.13% | $0.5630 (+56.69%) |
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