TickerTalks
Browse all tickers →
TickerTalks›$AMWL
AMAMWL

American Well Corporation

$AMWL·$230M·Medical - Healthcare Information Services·Healthcare
$11.97+0.3%YTD+113.5%1Y+77.3%
Mentions · last 7 days
2026-08-22: 0 posts2026-08-23: 0 posts80%
Price updated 9h ago·X counts updated 8d ago
AMAMWL
$AMWLAmerican Well Corporation
$11.97+0.34%8 posts0%
AI analysisFundamentalsVoices on X
Loading…

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.

Comeback attemptWinding up for a moveAI verdict · as of 2026-08-31

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Amwell beat Q2 loss estimates and just got a Zacks upgrade — but revenue still down 18% YoY and mid-tier auditor swap raises questions.

American Well (AMWL) is a telehealth turnaround story where the operating improvement is real but the direction remains contested by the fundamentals.

  • Q2 EPS of -$0.59 beat the -$0.86 estimate by ~31%, with revenue of $52M — better than expected but down ~18% YoY as the legacy visit-fee business continues to compress.
  • Zacks upgraded AMWL to Buy on August 26; the stock sits at ~78% of range and volume-multiplier is subdued, so momentum flow has not fully hit yet.
  • A less-noticed August 4 disclosure — the July 14 dismissal of PwC and appointment of BDO USA as auditor — is a red-flag category for governance-sensitive investors even when there are no reportable disagreements.

Bottom line: real operating improvement, real category headwind, and a governance change worth watching — this is a turnaround with fundamentals-first bias, not a runaway momentum play.

Differs from X sentimentNo direct X sample this cycle; the fundamentals still don't support an unambiguously bullish framing given the revenue trend.

What to watch: Q3 revenue trend and Converge platform ARR, BDO transition commentary, gross-margin trajectory, and any large enterprise contract wins.

On the calendar: Q3 2026 earnings — 2026-11-03.

auditor-change

Read the AI verdict + X sentiment for $AMWL

  • 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
Free, forever. No credit card.

What it does

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

Cloud-based telehealth platform enabling hospitals and insurers to deliver hybrid virtual and in-person care at scale.

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

Healthcare IT adoption — EHR optimization, AI-assisted coding, and clinical decision support — is the structural demand driver. CMS reimbursement model shifts toward value-based care accelerate analytics and connectivity investment.

What this means for $AMWL

Partial — software subscription economics provide some insulation from macro cycles; AI integration is the growth catalyst for this segment; American Well Corporation, an enterprise platform and softwa.

Industry benchmark

10-name peer basket
+21.6%YTD
+32.3%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
Q2 2026Aug 4, 2026$-0.59$-0.86+31.4%
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%
Next earningsTue, Nov 3·consensus EPS $-0.66

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-$3.36 – -$3.065
FY27$208.6M$202.6M – $214.7M-$2.26-$2.39 – -$2.175
FY28$217.8M$203.5M – $233.7M-$1.14-$1.23 – -$1.053
FY29$220.2M$213.5M – $229.5M-$0.29-$0.31 – -$0.282
FY30$232.0M$224.9M – $241.7M$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.1.0×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.79%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.+8.3%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.+69.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 13.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% 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 1Mcneice Paul FrancisChief Accounting Officer383 sh$2KSellApr 1Dmitry ZamanskyChief Product & Tech. Officer5.6K sh$30KSellApr 1Phyllis GotlibPresident3.7K sh$20K
+ 6 other (6 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
Free, forever. No credit card.

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-KMaterial eventJul 218-K — Item 4.01
AI summary

American Well Corporation (Amwell) dismissed PricewaterhouseCoopers LLP as its independent registered public accounting firm on July 14, 2026, following an audit committee decision, with no disagreements or reportable events during the transition period through July 14, 2026. On the same date, the audit committee appointed BDO USA, P.C. as the new independent auditor. No consultations with BDO on accounting matters had occurred prior to the appointment. This is an administrative auditor change — switching from a Big 4 firm to a mid-tier firm may reflect cost management efforts, though there are no red flags in the transition documentation.

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

Recent news

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

American Well (AMWL) Upgraded to Buy: What Does It Mean for the Stock?zacks.com·6d agoHere Is Why Bargain Hunters Would Love Fast-paced Mover American Well (AMWL)zacks.com·12d agoAmwell makes grant to new employees under inducement planglobenewswire.com·25d agoAmerican Well Corporation (AMWL) Q2 2026 Earnings Call Transcriptseekingalpha.com·27d agoAmerican Well Q2 Earnings Call Highlightsmarketbeat.com·27d ago

More in Medical - Healthcare Information Services

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$TEM$HTFL$TXG$HNGE$DOCS$WGS$TDOC$GEHC
Voices on X · last 7 days

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

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport