Cross Country Healthcare, Inc. (CCRN)
NASDAQHealth CareStaffing & Employment ServicesSnapshot 2026-09-04
NASDAQHealth CareStaffing & Employment ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · CCRN
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 sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -46.7% |
| Our one-year growth estimate | diamond | 1.8% |
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.
No outside relationship met the current evidence threshold.
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.
A larger daily loss that occurred about once in every 20 trading days.
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 48.5 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 12 industry peers · Company calendar date is not available
CCRN — officer change
Dated 2026-07-27
Director — Kevin C. Clark, W. Larry Cash, Venkat Bhamidipati, Dwayne Allen, Gale Fitzgerald and Janice Nevin: Directors resigned in connection with the Merger.
Why it matters: New licenses show growth in tech projects and client interest.
Supportive ifNew licensing deals for the Intellify platform have been announced.
Worry ifNo new licensing deals are announced in the next quarter.
Why it matters: Leadership changes can impact company culture and strategy. New leadership may bring fresh ideas or challenges.
Watch forNew CEO Joel Tremblay shares plans that match growth goals.
Also watch forLeadership does not share a clear vision or plan after the change.
Why it matters: Litigation could delay the merger. This may affect stockholder value.
Worry ifLitigation is resolved quickly. There are no major delays or bad outcomes.
Less concerning ifLitigation can cause delays or problems. This affects the merger process.
Why it matters: The merger marks a major shift to private ownership, impacting growth and strategy.
Supportive ifThe merger is done. Cross Country Healthcare is now a private company.
Worry ifThe merger does not close. This is due to regulatory or shareholder issues.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$15 on $10,000 · ±0.2% | How much price usually moves either way. |
| Bad day | $409 loss on $10,000 · 4.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,708 loss on $10,000 · 47.1% | 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: Exceeding guidance shows strong recovery. It also shows high market demand.
Supportive ifQ2 revenue guidance exceeds $240 million, indicating strong growth.
Worry ifQ2 revenue guidance is below $240 million. This shows ongoing challenges.
Why it matters: The earnings report will show if the company can improve its financial performance. Investors will look for signs of recovery.
Watch forThe earnings report shows revenue growth speeding up again. This means recovery is happening.
Also watch forThe earnings report shows revenue still going down. There is no sign of profit improvement.
Why it matters: Litigation may delay or complicate the merger. This could hurt growth plans.
Worry ifCourt ruling favors the merger, allowing it to proceed without delays.
Less concerning ifA court ruling may impose big restrictions or block the merger.
Why it matters: The merger's completion could boost growth and market position for Cross Country Healthcare.
Supportive ifThe merger gets final regulatory approval. This lets the deal close.
Worry ifRegulatory approval is denied or delayed. This stops the merger from closing.
Why it matters: Better adjusted EPS means improved operations. It also shows better cost control.
Supportive ifQ2 2026 adjusted EPS improves to at least $(0.02).
Worry ifQ2 2026 adjusted EPS remains at or worsens from $(0.03).
Why it matters: The merger will change Cross Country Healthcare's status and could impact its future growth.
Supportive ifThe merger will close in Q3 2026. There are no regulatory or shareholder issues.
Worry ifThe merger is delayed or blocked. This is due to regulatory or shareholder objections.
Why it matters: If sector revenue growth speeds up, it could help Cross Country Healthcare. This would improve market conditions.
Supportive ifSector revenue growth is speeding up again. This shows that demand is getting stronger.
Worry ifSector revenue growth is still slowing down. This means there are ongoing challenges.
Why it matters: Revenue growth will show if the company can maintain momentum post-merger.
Supportive ifQ2 2026 revenue exceeds $241 million, continuing the positive trend.
Worry ifQ2 2026 revenue falls below $230 million, indicating a slowdown.