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AMAMWL

American Well Corporation

$AMWL·$221M·Medical - Healthcare Information Services·Healthcare
$13.23+20.8%YTD+170.6%1Y+64.6%
Mentions · last 7 days
2026-07-11: 70 posts2026-07-12: 116 posts2026-07-13: 184 posts2026-07-14: 51 posts2026-07-15: 33 posts2026-07-16: 21 posts2026-07-17: 114 posts609
Price updated 9h ago·X counts updated 9h ago
AMAMWL
$AMWLAmerican Well Corporation
$13.23+20.82%609 posts
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 $AMWL, 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.

Driven by hypeAcceleratingAI verdict · as of 2026-07-18

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

American Well is up 170% YTD on a low-float rip — but the underlying revenue is still declining 18% year-over-year.

American Well runs the Amwell platform for telehealth and hybrid-care delivery — cloud-based tools that health systems use to run virtual visits, remote monitoring and hybrid care programs. The stock is one of the sharpest low-float rips of the year: up 170% year-to-date and 64% year-over-year, sitting in the top 99% of its 52-week range.

  • The revenue trajectory is actually deteriorating: Q1 revenue was $55M down 17.9% YoY, following -22% in Q4 and -7.8% in Q3 — three straight quarters of declining revenue with negative gross-margin expansion means the operating story is not backing the tape action.
  • The tape mechanics are what's driving the move: AMWL sits 50% above its 50-day, 118% above its 200-day, and near the top of the 52-week range with volume 4x normal on a 13M-share float — that's a classic low-float momentum setup where the fundamentals lag the tape by a wide margin.
  • The insider tape shows officer distribution into the run: four officer S-Sales on July 1 totaling about $187K (Hirschhorn, Zamansky, Gotlib, McNeice) — small in dollars, but coordinated timing into a rip is exactly the pattern insiders use when they think the tape is ahead of fundamentals.
  • The Street re-rate is real but late: Zacks upgraded to Buy in late June and multiple 'AMWL soars' headlines are landing — the sell-side is chasing the tape, not leading it, and Zacks' 'fast-paced momentum stock still trading at a bargain' framing is the exact language that precedes an unwind if fundamentals don't confirm.

The August 4 Q2 print is the whole game: revenue stabilizing at or above -10% with any signed enterprise-health-system contract commentary and reaffirmed cash-runway is what pushes the tape toward $18+ as the momentum extends; another quarter of >-15% declining revenue or a cash-burn comment sends the stock back through $8 and unwinds the run entirely.

What to watch: The August 4 Q2 earnings — revenue trajectory vs Q1's -18%, any signed enterprise-health-system contract, and cash-runway commentary. Stabilizing revenue with a real contract pushes the tape to $18+; another declining print sends the stock through $8.

On the calendar: 2026-08-04 — Q2 2026 earnings

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What it does

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

American Well Corporation, an enterprise platform and software company, delivers digitally enabling hybrid care in the United States and internationally. The company offers Amwell Platform, a cloud-based enablement platform, digitally enables a scalable healthcare experience across all care settings; Amwell Carepoint, a device enable healthcare providers to leverage proprietary carts and transform existing tablets and TVs into digital access points in clinical settings; Amwell Converge, a platform and wraparound services of digital care into the in-person, automated, and virtual care settings; and Behavioral Health, a platform that offer students and faculty the right level of care. It also provides specialty care programs, including dermatology, musculoskeletal care, second opinion, and cardiometabolic care for patients and members; Amwell Medical Group network services consisting of primary and urgent care, behavioral health therapy, lactation counseling, and nutrition services. Further, it provides professional services to facilitate implementation, workflow design, systems integration, and service expansion for its products, as well as patient and provider engagement services. The company sells its products through field sales professionals, channel partners, and value-added resellers. It serves providers, payers, and the government, as well as the higher education sector. American Well Corporation was incorporated in 2006 and is headquartered in Boston, Massachusetts.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Healthcare Information Services sits in its cycle right now — and what that implies for $AMWL.

Medical - Healthcare Information Services · Healthcare

No material change from last week — VEEV's 'agentic commercial' CRM framing converts AI from feature to platform pricing, while TEM's oncology AI platform and pharma data licensing confirm AI..

Industry benchmark

9-name peer basket
+34.1%YTD
+61.9%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-2.4How 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
-35.7%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
-37.0%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
-18.9%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
0.9Same 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
-35.1%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
49.7%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
0.0Total 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 5, 2026$-0.66$-0.77+14.3%
Q4 2025Feb 12, 2026$-1.43$-1.59+10.1%
Q3 2025Nov 4, 2025$-1.74$-1.46-19.4%
Q2 2025Aug 5, 2025$-1.24$-1.84+32.6%
Next earningsTue, Aug 4·consensus EPS $-0.60

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$54.9M-17.9%37.2%-23.6%$-0.66$-988K
Q4 FY25$55.3M-22.1%51.2%-45.5%$-1.52$-17.4M
Q3 FY25$56.3M-7.8%52.4%-52.1%$-2.00$-18.8M
Q2 FY25$70.9M+12.9%56.1%-28.7%$-1.24$-4.7M

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$202.3M$200.7M – $203.9M-$3.19-$3.32 – -$3.095
FY27$208.6M$202.6M – $214.7M-$2.26-$2.36 – -$2.205
FY28$217.8M$217.8M – $217.8M-$1.14-$1.23 – -$1.053
FY29$220.2M$215.1M – $227.3M-$0.29-$0.31 – -$0.292
FY30$232.0M$226.6M – $239.4M$0.10$0.09 – $0.101

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.4.1×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.100%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.+49.6%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.+118.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 13.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.4% 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.β1.705-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

SellJul 1Mcneice Paul FrancisChief Accounting Officer653 sh$6KSellJul 1Mark HirschhornCFO4.3K sh$40KSellJul 1Dmitry ZamanskyChief Product & Tech. Officer8.5K sh$79KSellJul 1Phyllis GotlibPresident6.7K sh$62KSellJun 11Stephen J. SchlegelDirector9.8K sh$85KBuyMay 7Ido SchoenbergCEO670 sh$5KSellApr 1Phyllis GotlibPresident3.7K sh$20KSellApr 1Dmitry ZamanskyChief Product & Tech. Officer5.6K sh$30KSellApr 1Mcneice Paul FrancisChief Accounting Officer383 sh$2KSellMar 2Dmitry ZamanskyChief Product & Tech. Officer2.5K sh$13K
1–10 of 13
+ 10 other (10 awards) in window

See when $AMWL 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 changeJul 148-K — Item 5.02: Officer or director change
AI summary

American Well Corporation reclassified director Stephen Schlegel from Class II to Class III on July 8-11, 2026 — he briefly resigned and was reappointed — solely to rebalance board class sizes following departures, as required by NYSE listing standards. No new director was appointed and no operational changes are involved. Routine governance realignment with no financial or strategic implications.

8-KShareholder voteJun 228-K — Item 5.07: Shareholder vote
AI summary

American Well Corporation's annual meeting was held June 16, 2026, with three proposals voted on: Dr. Ido Schoenberg was elected as Class III director (20.5M for, 955K withheld, 2.5M broker non-votes); PricewaterhouseCoopers LLP was ratified as auditor (23.9M for); and named executive compensation was approved in a non-binding advisory vote (21.1M for, 327K withheld). Dr. Roy Schoenberg did not stand for re-election. Routine annual meeting outcomes with no contested proposals or significant withhold votes.

8-KOfficer or director changeMay 128-K — Item 5.02: Officer or director change
8-KOfficer or director changeApr 28-K — Item 5.02: Officer or director change
+ 14 other (5 13Gs · 3 proxys · 2 earnings 8-Ks · 1 10-Q) in window

Recent news

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

American Well (AMWL) Soars 11.1%: Is Further Upside Left in the Stock?zacks.com·4d agoAmerican Well (AMWL) Moves 9.4% Higher: Will This Strength Last?zacks.com·19d agoAmerican Well (AMWL) Upgraded to Buy: Here's Whyzacks.com·24d agoFast-paced Momentum Stock American Well (AMWL) Is Still Trading at a Bargainzacks.com·29d agoIs American Well (AMWL) Stock Outpacing Its Medical Peers This Year?zacks.com·38d ago

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Voices on X · last 7 days

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

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