AMWL · NYSE · Medical - Healthcare Information Services

Amwell

Enterprise software for embedded hybrid healthcare delivery.

$11.93
After-hours close+0.04 (+0.34%)
At close$11.89(+1.19%)
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Profile

American Well CorporationAMWLHealth Care

Enterprise software subscriptions and platform visit fees support a hybrid-care model spanning in-person, virtual, and automated care. The technology is designed to be embedded in healthcare clients' existing offerings and workflows.

Enterprise software supports digital care across clinical, retail, school, and home settings. The platform extends beyond telehealth visits to in-person, virtual, and automated care, and can be embedded in healthcare clients' existing offerings and workflows.

Revenue comes from enterprise software subscriptions and fees for visits run on the enterprise and shared-services platforms. The business also includes an accompanying clinical-services platform. The Converge platform brings products, programs, modules, devices, and third-party applications onto a single code base. The model depends on healthcare clients integrating its technology into their care delivery workflows.

Company facts

CEODr. Ido Schoenberg
ListedSep 17, 2020
ExchangeNYSE
HeadquartersBoston, MA
CountryUnited States
Employees562
CIK0001393584
ISINUS03044L2043

Key statistics

Market cap$202.9M
EPS (ttm)−$4.77
P/E (ttm)−2.50
ROE-33.3%
P/B0.9039
P/S0.9286
Dividend yield
Beta1.03vs XLV 0.73

Year to date +145% · Average volume (30d) 116.3K

Analysts

Price target, next 12 months$12.50+4.8%Median of 15 analysts · vs the Aug 28 close
ConsensusHold5 of 15 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingPrior targetTarget
Aug 13, 2026Truist FinancialTarget$7.50$12
Aug 5, 2026Morgan StanleyTarget$6.50$13
Aug 5, 2026UBSTarget$10$11
Jul 17, 2026Wells FargoReiterateOverweight$16
Jun 8, 2026Truist FinancialTarget$7.50

Earnings

EPS

Estimate−$0.66
ReportedDue Nov 3, 2026

Revenue

Estimate$47.3M
ReportedDue Nov 3, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 4, 2026Q2 FY26−$0.86−$0.59+31.4%$49.9M$52.0M+4.4%+24.95%
May 5, 2026Q1 FY26−$0.77−$0.78−1.3%$51.5M$54.9M+6.5%+12.42%
Feb 12, 2026Q4 FY25−$1.59−$1.43+10.1%$52.6M$55.3M+5.1%+24.71%
Nov 4, 2025Q3 FY25−$1.46−$1.74−19.4%$54.6M$56.3M+3.2%−9.50%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$66.8M$70.9M$56.3M$55.3M$54.9M$52.0M
Gross profit$35.3M$39.8M$29.5M$28.3M$20.4M$27.6M
Operating income−$30.4M−$20.4M−$29.3M−$25.2M−$12.9M−$9.6M
Net income−$18.7M−$19.7M−$32.4M−$24.9M−$10.9M−$9.9M
Diluted EPS−$1.19−$1.24−$2.00−$1.52−$0.66−$0.59
Gross margin52.8%56.1%52.4%51.2%37.2%53.0%
Operating margin-45.5%-28.7%-52.1%-45.5%-23.6%-18.4%

Fiscal years (4-quarter sums)FY21 $252.8M · FY22 $277.2M · FY23 $259.0M · FY24 $254.4M · FY25 $249.3M

Revenue by product · Q2 FY26

Platform Subscription$25.7M · 49%
Visits$24.4M · 47%
Others$1.9M · 4%

Balance sheet, Jun 30, 2026Cash & short-term investments $195.9M · Total debt $3.0M · Total assets $327.2M · Shareholders' equity $221.2M

Dividends

No dividends on record.

Ownership

Institutions 37.12%6.31M sharesInsiders 8.13%1.38M sharesOther 54.75%9.31M shares

Shares outstanding 17.01M · Float 13.43M · 79.0% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
Morgan Stanley1.16M6.80%13FMay 15, 2026
Senvest Management, LLC1.14M7.60%13GMay 14, 2026
Cable Car Capital LLC1.00M5.89%13FMay 15, 2026
Funicular Funds, LP810.6K5.50%13GJan 26, 2026
Vanguard Capital Management LLC567.3K3.34%13FMay 15, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Jul 1, 2026Phyllis Gotlibofficer: President, International−6,677$9.33
Jul 1, 2026Dmitry Zamanskyofficer: Chief Product & Tech. Officer−8,460$9.33
Jul 1, 2026Mark Hirschhornofficer: Chief Financial Officer−4,299$9.33
Jul 1, 2026Paul Francis McNeiceofficer: Chief Accounting Officer−653$9.33
Jun 11, 2026Stephen J. Schlegeldirector−9,750$8.76
View details

Peers

  • Teladoc Health

    Enterprise virtual care and behavioral-health platform overlap

  • Microsoft

    Healthcare video and workflow platform overlap through Teams

  • Amazon

    Virtual care, primary care, pharmacy, and AI-health overlap

  • Oracle

    EHR and health-system workflow overlap through Oracle Health

  • Zoom Communications

    Healthcare video communications overlap with Zoom platforms

  • Doximity

    Clinician-network and telehealth-tool overlap

CompareAfter-hours close

CompanyPriceChange
Amwell$11.93+0.34%$202.9M0.9−26.6%
Teladoc Health$6.500.00%$1.18B0.5−4.0%
Microsoft$513.06−0.06%$3.81T28.626.211.5+17.8%
Amazon$266.10−0.11%$2.87T21.428.53.7+19.6%
Oracle$150.95+0.17%$434.14B25.918.76.4+20.6%
Zoom Communications$98.29−0.11%$28.86B9.116.15.8+4.9%
Doximity$26.69−0.19%$5.00B31.419.17.6+7.3%
Median25.919.16.1+12.5%