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AMAMN

AMN Healthcare Services, Inc.

$AMN·$1.4B·Medical - Care Facilities·Healthcare
$34.62-1.3%YTD+110.2%1Y+72.7%
Mentions · last 7 days
2026-08-21: 0 posts2026-08-22: 0 posts2026-08-23: 0 posts2026-08-24: 1 posts50%
Price updated 2d ago·X counts updated 6d ago
AMAMN
$AMNAMN Healthcare Services, Inc.
$34.62-1.31%5 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $AMN, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptAcceleratingAI verdict · as of 2026-08-20

The move is getting stronger, with heavier trading behind it.

Healthcare-staffing recovery play up 110% year-to-date — the Q2 print was a real inflection off a demolished base.

AMN Healthcare is the largest US healthcare-staffing company — placing travel nurses, physicians, allied-health professionals, and interim leaders into hospitals and clinics. The business was crushed by the post-COVID unwind of premium travel-nurse rates in 2023-2024; the recent print suggests the trough is behind and the recovery is stronger than the model implied.

  • Q2 was the tape-changing print: revenue essentially doubled year-on-year to $1.38B (off a depressed base) and EPS of $0.77 crushed the $0.19 consensus by 308% — the biggest positive surprise in a quarter of surprises across healthcare staffing.
  • The margin story compounds on volume: gross margin at 27% and operating margin at 8.5% are well above trough quarters where op margin went negative — as travel-nurse demand normalizes at higher-than-pre-COVID rates, through-cycle margins trend favorable.
  • The valuation still leaves room after the run: 0.36x price-to-sales on FY26 consensus of $3.25B revenue and $2.65 EPS puts the forward multiple near 13x — historical multiples were 15-20x, so the multiple has room to expand if estimates keep revising up.

Trajectory is accelerating at 88% of the 52-week range with the tape catching up to the print; the Nov 5 Q3 earnings needs another positive surprise plus a full-year guide-up on travel-nurse pricing — a soft travel-nurse pricing quarter or a soft physician-services print reverses the setup after the 110% year-to-date run.

What to watch: Nov 5 Q3 earnings — another positive EPS surprise plus a full-year guide-up on travel-nurse pricing sustains the recovery narrative; a soft travel-nurse pricing quarter or a physician-services print softness reverses the setup after the year-to-date run.

On the calendar: 2026-11-05 — Q3 2026 earnings

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What it does

Plain-English summary of the business — what they sell and how they make money.

Staffs US hospitals with travel nurses, locum physicians, and allied health professionals amid structural healthcare labor shortages.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Care Facilities sits in its cycle right now — and what that implies for $AMN.

Medical - Care Facilities · Healthcare

Labor costs — nursing and clinical staffing — are the largest operating lever; travel nurse normalization is improving but costs remain above pre-COVID levels. Volume recovery in elective procedures is the topline tailwind.

What this means for $AMN

Direct beneficiary — healthcare IT adoption is directly accelerated by value-based care mandates and AI integration spend; AMN Healthcare Services, Inc.

Top industry ETF

$IHFiShares U.S. Healthcare Providers ETF
+17.6%YTD
+21.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-38.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-2.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
0.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
57.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-5.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
27.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$0.77$0.19+307.8%
Q1 2026May 7, 2026$2.10$1.60+31.3%
Q4 2025Feb 19, 2026$0.22$0.220.0%
Q3 2025Nov 6, 2025$0.39$0.19+105.3%
Next earningsThu, Nov 5·consensus EPS $0.22

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.4B+99.9%26.8%8.5%$1.60$555.2M
Q4 FY25$748.2M+1.8%26.1%1.1%$-0.20$67.6M
Q3 FY25$634.5M-7.7%29.1%1.3%$0.76$14.8M
Q2 FY25$658.2M-11.1%29.8%-18.8%$-3.02$68.7M

Forward consensus

3-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.3B$3.2B – $3.3B$2.65$2.53 – $2.886
FY27$2.6B$2.6B – $2.6B$1.08$0.71 – $1.506
FY28$2.7B$2.7B – $2.7B$1.28-$0.34 – $2.902

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.88%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+3.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+45.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 38.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.395-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 15Mark G FolettaDirector3.7K sh$114K
+ 14 other (8 awards · 6 exempts) in window

See when $AMN insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeMay 48-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

AMN disclosed a personnel change (8-K Item 5.02, dated 2026-05-04). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

3New insider — initial holdingsMay 13
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for AMN on 2026-05-01, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

+ 11 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

6,643,401 Shares in AMN Healthcare Services Inc $AMN Bought by BlackRock Inc.defenseworld.net·3d ago5 Broker-Adored Stocks to Watch as Iran-U.S. Tensions Refuse to Fadezacks.com·6d agoHere's Why AMN Healthcare Services (AMN) is a Strong Momentum Stockzacks.com·6d agoAMN Stock Rallies Nearly 119% YTD: What's Behind the Momentum?zacks.com·7d agoAMN Healthcare Services: Strong Secular Growth Propels Earningsseekingalpha.com·18d ago

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Voices on X · last 7 days

No standout posts about $AMN on X in the last 7 days.

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