The strong beat and reaffirmed guidance suggest accelerating fundamentals. Watch for continued subscription revenue growth and margin expansion. The stock may gap up on the beat and guidance confidence.
Price Chart
Executive Summary
HealthStream reported Q1 2026 revenue of $81.2M (up 10.5% YoY, a record) and GAAP EPS of $0.20 (up from $0.14, beating $0.16 consensus by 25%). Operating income surged 71.6% to $7.5M, and the company reaffirmed full-year 2026 guidance. The strong beat and raised profitability profile are bullish.
Key Financial Metrics
Key Facts
- Record quarterly revenue of $81.2M, up 10.5% YoY
- GAAP EPS $0.20 beat consensus of $0.16 by 25%
- Operating income up 71.6% to $7.5M
- Adjusted EBITDA up 24.1% to $20.1M
- Reaffirmed FY2026 guidance: revenue $323M-$330M, adjusted EBITDA $73M-$77M
- Board declared $0.035/share dividend payable May 29, 2026
- New $10M share repurchase program authorized on March 13, 2026
Financial Impact
EPS beat of $0.04 (25% above consensus) and record revenue growth of 10.5% indicate strong operational momentum.
Risk Factors
- Acquisition integration of Virsys12 and MissionCare
- Higher labor and cloud hosting costs pressuring margins if revenue growth slows
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001437749-26-014670 |
| Document: hstm20260125_8k.htm | 0001437749-26-014670 |
| Document: 0001437749-26-014670-index-headers.html | 0001437749-26-014670 |
| Document: 0001437749-26-014670-index.html | 0001437749-26-014670 |
| Document: 0001437749-26-014670.txt | 0001437749-26-014670 |
| 8-K Data (Synthetic) | 0001437749-26-014670 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 3d ago | 144 | $35.16 | awaiting T+60 | — | $35.16 (−0.00%) |
Sep 21, 2026 5w ago | SC 13D | $29.01 | awaiting T+60 | — | $35.16 (+21.20%) |
Sep 14, 2026 6w ago | 8-K | $29.63 | awaiting T+60 | — | $35.16 (+18.66%) |
May 8, 2026 24w ago | 8-K | $23.12 $28.01 | ▲ +21.15% | ▲ +16.76% | $35.16 (+52.08%) |
May 4, 2026 25w ago | 8-K | $24.36 $28.20 | ▲ +15.76% | ▲ +13.02% | $35.16 (+44.33%) |
Apr 10, 2026 28w ago | DEFA14A | $20.37 $28.18 | ▲ +38.34% | ▲ +29.42% | $35.16 (+72.61%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers