Amn Healthcare Services, Inc. (AMN)
NYSEHealth CareMedical - Care FacilitiesSnapshot 2026-09-04
$33.80+1.17%
Close 2026-09-04 · 1-day change
NYSEHealth CareMedical - Care FacilitiesSnapshot 2026-09-04
QuarterlyIQ Insights · AMN
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -52.9% |
| Our one-year growth estimate | diamond | -17.5% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 35.5 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 26 industry peers · Company calendar date is not available
AMN — earnings miss
Dated 2026-02-19
and Exhibit 99.1 attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except to the extent as shall be expressly set forth by specific reference in such filing.
Why it matters: This segment is crucial for AMN's overall growth. Strong growth signals demand recovery in healthcare staffing.
Supportive ifNurse and Allied Solutions revenue grows 9% or more year over year.
Worry ifNurse and Allied Solutions revenue grows less than 9% year over year.
Why it matters: If they meet or exceed this guidance, it shows strong demand and growth.
Supportive ifQ3 revenue reported at $640 million or higher.
Worry ifQ3 revenue reported below $640 million.
Why it matters: A stable gross margin shows good cost management and strong pricing power.
Supportive ifGross margin reported within the 27.0% to 27.5% range.
Worry ifGross margin reported below 27.0%.
Why it matters: A bigger drop would show weak demand. This could hurt investor confidence.
Worry ifQ2 2026 revenue guidance down more than 6% year over year.
Less concerning ifQ2 2026 revenue guidance down less than 6% year over year.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$207 on $10,000 · ±2.1% | How much price usually moves either way. |
| Bad day | $453 loss on $10,000 · 4.5% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,867 loss on $10,000 · 28.7% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Revenue from labor disruption is key for stable and growing overall revenue.
Supportive ifLabor disruption revenue exceeds $10 million in Q3.
Worry ifLabor disruption revenue falls below $5 million in Q3.
Why it matters: A big drop raises worries about cash flow and business health.
Worry ifCash flow from operations was less than $500 million.
Less concerning ifCash flow from operations remains above $500 million.
Why it matters: A better operating margin shows AMN is managing expenses well. This is key for financial health.
Supportive ifOperating margin is expected to be at or above 5.9% in the next quarters.
Worry ifIf operating margin stays below 0.1%, it shows ongoing problems.
Why it matters: Gross margin stability is key for AMN's profitability. It indicates how well AMN is controlling costs.
Watch forGross margin meets or exceeds 27.5%.
Also watch forGross margin falls below 27.0%.
Why it matters: Lower SG&A expenses show better cost efficiency and more profit.
Supportive ifSG&A as a percentage of revenue reported below 22.5%.
Worry ifSG&A as a percentage of revenue reported above 22.5%.