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AMAMN

AMN Healthcare Services, Inc.

$AMN·$1.3B·Medical - Care Facilities·Healthcare
$35.00+2.3%YTD+121.2%1Y+72.1%
Mentions · last 7 days
2026-07-11: 13 posts2026-07-12: 22 posts2026-07-13: 55 posts2026-07-14: 16 posts2026-07-15: 25 posts2026-07-16: 24 posts2026-07-17: 19 posts175+20%
Price updated 4h ago·X counts updated 4h ago
AMAMN
$AMNAMN Healthcare Services, Inc.
$35.00+2.28%175 posts+20%
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 2026-07-17

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

AMN Healthcare at 90% of range with a 57% FCF yield — the healthcare-staffing recovery is finally arriving.

AMN Healthcare Services is the largest US healthcare-staffing operator — the specific franchise providing travel nurses, physicians, and allied-health professionals to hospitals. The stock is up 116% year-to-date on the specific staffing-cycle recovery.

Why the setup reads clean:

  • The free cash flow yield is genuinely striking: 57% FCF yield reflects the specific working-capital release from the staffing-cycle recovery — meaning AMN is generating specific cash flow at a pace that's out of line with the multiple.
  • Fundamentals reflect the specific turnaround: 28% gross margin at 0.3% operating margin — meaning AMN is just crossing back into GAAP operating profitability, which is the specific inflection the equity thesis needed.
  • The tape confirms institutional flow: sitting 13% above the 50-day and 59% above the 200-day at 90% of the 52-week range with today's +5.8% move — the specific pattern of a stock breaking out on a turnaround narrative.
  • The check is the multi-year drawdown: AMN is still off its post-COVID highs — meaning the specific recovery has room to run if the staffing cycle stays constructive.

Aug 6 earnings is the trigger. A number confirming continued bill-rate stability plus staffing-volume recovery extends the leg materially; a soft revenue print with muted bill-rate commentary is the specific setup for the tape to reverse.

What to watch: The Aug 6 print — bill-rate trajectory, travel-nurse volume, and any commentary on healthcare-hospital demand. Above-consensus revenue plus bill-rate stability extends the leg; a soft print with muted bill-rate commentary reverses the tape.

On the calendar: 2026-08-06 — Q2 earnings

Read the AI verdict + X sentiment for $AMN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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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

No material change from last week — hospital systems continue to rely on travel nursing and locum physician staffing to fill permanent workforce gaps that training pipelines cannot replenish at..

What this means for $AMN

Direct beneficiary — Staffs US hospitals with travel nurses, locum physicians, and allied health professionals amid structural healthcare labor shortages; core operations sit in the path of the travel nursing and locum physician staffing demand from hospital labor pressure.

Top industry ETF

$IHFiShares U.S. Healthcare Providers ETF
+17.9%YTD
+29.8%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
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%
Q2 2025Aug 7, 2025$0.30$0.17+76.5%
Next earningsThu, Aug 6·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$2.66$2.54 – $2.896
FY27$2.6B$2.6B – $2.6B$1.09$0.71 – $1.496
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.0.9×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.94%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.+14.8%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.+62.0%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 today2.4% 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.β0.415-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.

8-KOfficer or director changeFeb 58-K — Item 5.02: Officer or director change
+ 12 other (4 13Gs · 2 earnings 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

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

Why AMN Healthcare Services (AMN) is a Top Momentum Stock for the Long-Termzacks.com·8d agoAMN Healthcare to Hold Second Quarter 2026 Earnings Conference Call on Thursday, August 6, 2026prnewswire.com·10d agoHere's Why You Should Retain AMN Stock in Your Portfolio for Nowzacks.com·11d agoHere's Why AMN Healthcare Services (AMN) is a Strong Value Stockzacks.com·12d agoAMN Expands Workforce Intelligence Through Brightfield Alliancezacks.com·23d 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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