PHR 8-K SEC Filing Analysis

Latest settled — T+20d ⚠ clustered

PHR ▲ +5.68% at T+20d

SHORT call ✗ call lost -5.68% · α vs SPY +3.30% · entry $9.15 → $9.67

Next anchor: T+60d in 15d

Last close $9.06 (close Jun 12) · +0.98% from $9.15 entry (call sign-flipped)

Entry anchored
Apr 2, 03:59 PM ET
via Databento tick

T+1d

-0.98%

call +0.98% · α +1.05%

$9.06

settled 2mo ago

T+5d

-6.45%

call +6.45% · α +10.58%

$8.56

settled 2mo ago

T+20d

+5.68%

call -5.68% · α +3.30%

$9.67

settled 6w ago

T+60d

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call — · α —

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in 15d

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Executive Summary

Phreesia reported Q4 revenue of $127.1M (16% YoY growth) but missed EPS estimates with $0.02 vs $0.31 expected, driven by higher costs. The company lowered its FY2027 revenue guidance to $510-520M (from $545-559M) due to reduced pharma marketing spend, particularly in vaccines and GLP-1 drugs, but maintained its Adjusted EBITDA guidance of $125-135M through cost efficiencies from AI-driven automation.

Key Financial Metrics

Guidance

$510M-$520M

lowered

Free Cash Flow

$54.4M

Actionable Insight

The stock will likely react negatively to the significant EPS miss and lowered revenue guidance, despite maintained EBITDA targets. Monitor pharma marketing trends and AI cost savings execution. The insider buying spree ($28.8M in 30 days) suggests confidence in the long-term thesis, but near-term headwinds are clear.

Key Facts

Q4 revenue: $127.1M (+16% YoY), but EPS of $0.02 missed consensus of $0.31 by 93.5%
Lowered FY2027 revenue guidance to $510-520M (down $35-49M) due to reduced pharma client spending commitments
Maintained Adjusted EBITDA guidance of $125-135M despite revenue cut, citing AI-driven efficiency gains
Network solutions revenue under pressure from vaccine and GLP-1 drug marketing pullbacks
AccessOne acquisition contributing as expected; refinancing completed with new $275M credit facility

Financial Impact

Revenue guidance reduced by $35-49M; EBITDA margin expansion expected to offset most of the decline

revenueepsebitdaguidance

Risk Factors

Continued weakness in pharma marketing spend could lead to further guidance cuts
AI-driven cost savings may not materialize as quickly or fully as expected
Execution risk in integrating AccessOne and scaling ProviderConnect

Market Snapshot

Exchange

NYSE

Sector

Services-Business Services, NEC

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

Document	Accession Number
8-K Filing (Primary)	0001412408-26-000084
Document: phr-20260330.htm	0001412408-26-000084
Document: 0001412408-26-000084-index-headers.html	0001412408-26-000084
Document: 0001412408-26-000084-index.html	0001412408-26-000084
Document: 0001412408-26-000084.txt	0001412408-26-000084
8-K Data (Synthetic)	0001412408-26-000084

5 reports for PHR

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for PHR — sortable, filterable
	Type				Now
May 14, 2026 4w ago	DEFA14A NEUTRAL ★ 3/10	$8.77 $8.92	▲ +1.71%	▲ +0.75%	$9.06 (+3.31%)
Apr 10, 2026 9w ago	Insider Cluster BEARISH ★ 4/10	$8.06 $9.17	▼ −13.77%	▼ −9.27%	$9.06 (−12.41%)
Apr 10, 2026 9w ago	Insider Cluster BEARISH ★ 6/10	$8.06 $9.17	▼ −13.77%	▼ −9.27%	$9.06 (−12.41%)
Apr 3, 2026 10w ago	8-K BEARISH ★ 8/10	$9.15 $8.56	▲ +6.45%	▲ +10.58%	$9.06 (+0.98%)
Mar 18, 2026 12w ago	Insider Cluster NEUTRAL ★ 4/10	$11.20 $11.28	▲ +0.71%	▲ +1.43%	$9.06 (−19.11%)

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