Amwell (AMWL)
Enterprise software for embedded hybrid healthcare delivery.
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Enterprise software subscriptions and platform visit fees support a hybrid-care model spanning in-person, virtual, and automated care. The technology is designed to be embedded in healthcare clients' existing offerings and workflows.
Enterprise software supports digital care across clinical, retail, school, and home settings. The platform extends beyond telehealth visits to in-person, virtual, and automated care, and can be embedded in healthcare clients' existing offerings and workflows.
Revenue comes from enterprise software subscriptions and fees for visits run on the enterprise and shared-services platforms. The business also includes an accompanying clinical-services platform. The Converge platform brings products, programs, modules, devices, and third-party applications onto a single code base. The model depends on healthcare clients integrating its technology into their care delivery workflows.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 13, 2026 | Truist Financial | Target | Target: $7.50 | Target: $12 |
| Aug 5, 2026 | Morgan Stanley | Target | Target: $6.50 | Target: $13 |
| Aug 5, 2026 | UBS | Target | Target: $10 | Target: $11 |
| Jul 17, 2026 | Wells Fargo | Reiterate | Rating: —Target: — | Target: $16 |
| Jun 8, 2026 | Truist Financial | Target | Target: — | Target: $7.50 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $195.9M · Total debt $3.0M · Total assets $327.2M · Shareholders' equity $221.2M
- Revenue
- $52.0M
- Operating income
- −$9.6M
- Net income
- −$9.9M
No dividends on record.
| Institutions | 42.32% | 7.20M shares | |
|---|---|---|---|
| 59 holders · as of Jun 30, 2026 | |||
| Insiders | 12.94% | 2.20M shares | |
| 13 holders · as of Sep 3, 2026 | |||
| Other | 44.74% | 7.61M shares | |
| remainder | |||
17.01M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This company has 3 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Senvest Management, LLCInstitution | 7.81% | 1.33M A | as of Jun 30, 2026 |
Morgan StanleyInstitution | 7.52% | 1.28M A | as of Jun 30, 2026 |
Cable Car Capital LLCInstitution | 5.89% | 1.00M A | as of Jun 30, 2026 |
Ido Schoenberg1Insiderdirector, officer: Chairman, co-CEO | 4.89% | 114,920 A · 673,564 B | filed Feb 13, 2026 |
Funicular Funds, LPInstitution | 4.77% | 810,551 | filed Jan 26, 2026 |
- The filed share classes (A, B, COMMON) could not be matched to the company's, so no percentage.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 1, 2026 | Paul Francis McNeice | officer: Chief Accounting Officer | −112 | $11.80 |
| Sep 1, 2026 | Phyllis Gotlib | officer: President, International | −3,573 | $11.80 |
| Sep 1, 2026 | Mark Hirschhorn | officer: Chief Financial Officer | −10,751 | $11.80 |
| Jul 1, 2026 | Phyllis Gotlib | officer: President, International | −6,677 | $9.33 |
| Jul 1, 2026 | Dmitry Zamansky | officer: Chief Product & Tech. Officer | −8,460 | $9.33 |
- Teladoc Health
Enterprise virtual care and behavioral-health platform overlap
- Microsoft
Healthcare video and workflow platform overlap through Teams
- Amazon
Virtual care, primary care, pharmacy, and AI-health overlap
- Oracle
EHR and health-system workflow overlap through Oracle Health
- Zoom Communications
Healthcare video communications overlap with Zoom platforms
- Doximity
Clinician-network and telehealth-tool overlap
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Amwell | $13.58 | +2.80% | $224.7M | — | — | 1.0 | −26.6% |
| Teladoc Health | $6.19 | −2.60% | $1.15B | — | — | 0.5 | −4.0% |
| Microsoft | $499.61 | +0.32% | $3.70T | 27.7 | 25.5 | 11.1 | +17.8% |
| Amazon | $248.03 | −2.73% | $2.74T | 20.5 | 26.6 | 3.5 | +19.6% |
| Oracle | $146.70 | −1.62% | $429.54B | 23.4 | 17.2 | 6.0 | +29.6% |
| Zoom Communications | $93.03 | +2.29% | $26.67B | 8.4 | 15.1 | 5.3 | +4.9% |
| Doximity | $26.87 | +1.36% | $4.96B | 31.2 | 19.2 | 7.6 | +7.3% |
| Median | 23.4 | 19.2 | 5.7 | +12.5% |