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    Rising Earnings Optimism Could Be A Game Changer For Phreesia (PHR)

    Simply Wall St·12/05/2025 05:19:50
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    • In recent days, analysts have become increasingly optimistic about Phreesia ahead of its October 2025-quarter earnings report, expecting year-over-year improvements in both earnings and revenue and highlighting a positive Earnings ESP alongside a consistent record of outperforming estimates.
    • This growing optimism is underscored by multiple firms reaffirming positive ratings and lifting earnings forecasts, suggesting that expectations around Phreesia’s ability to extend its track record of beating consensus have become a key focus for the market.
    • With analysts revising earnings estimates sharply higher, we’ll now examine how this rising optimism could influence Phreesia’s broader investment narrative.

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    Phreesia Investment Narrative Recap

    To own Phreesia, you need to believe its patient-intake and engagement platform can keep gaining share and lifting revenue per healthcare client as digital adoption deepens. The latest wave of analyst optimism around an expected October 2025-quarter earnings beat supports that thesis in the near term, but it does not materially change the key short term catalyst, which remains execution on new modules and AI tools, or the biggest risk, that integrated EHR platforms compress its pricing power.

    The launch of Phreesia VoiceAI in September 2025 looks particularly relevant here, since it speaks directly to the company’s push to embed AI across workflows and potentially increase value delivered per client. How well VoiceAI is adopted and monetized will be closely watched against rising expectations for earnings outperformance, especially as investors weigh whether these innovations can offset competitive and regulatory pressures over time.

    Yet even with upbeat earnings expectations, investors still need to be aware of the risk that growing preference for unified EHR platforms could...

    Read the full narrative on Phreesia (it's free!)

    Phreesia's narrative projects $611.2 million revenue and $52.6 million earnings by 2028. This requires 12.0% yearly revenue growth and a $95.3 million earnings increase from -$42.7 million today.

    Uncover how Phreesia's forecasts yield a $33.73 fair value, a 64% upside to its current price.

    Exploring Other Perspectives

    PHR Earnings & Revenue Growth as at Dec 2025
    PHR Earnings & Revenue Growth as at Dec 2025

    Simply Wall St Community members currently provide 1 fair value estimate for Phreesia at US$33.73, underscoring how even a single viewpoint can differ from market pricing. Set against upbeat earnings expectations and optimism around AI driven modules, this reinforces how important it is to weigh both growth catalysts and competitive risks when judging the company’s longer term performance potential.

    Explore another fair value estimate on Phreesia - why the stock might be worth just $33.73!

    Build Your Own Phreesia Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.