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Modular AI Solutions Will Transform Value-Based Healthcare

Published
30 Mar 25
Updated
30 Aug 25
AnalystConsensusTarget's Fair Value
US$4.56
36.3% undervalued intrinsic discount
04 Sep
US$2.90
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1Y
-66.0%
7D
1.8%

Author's Valuation

US$4.5636.3% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on30 Aug 25
Fair value Decreased 15%

Health Catalyst's price target has been cut as analysts cite persistent operating headwinds, declining revenue outlook, customer churn, market structural challenges, and heightened uncertainty from a CEO transition, resulting in a downward revision of fair value from $5.33 to $4.56. Analyst Commentary Weak first-half 2025 bookings and a reduction in revenue guidance, implicating lower net revenue retention and increased customer churn.

Shared on10 Aug 25
Fair value Decreased 23%

Health Catalyst’s consensus price target has been reduced to $5.78, primarily reflecting a deterioration in net profit margin despite a lower discount rate. What's in the News CEO Dan Burton will step down effective June 2026, transitioning from his full-time role while continuing to assist the Board and serve as a director.

Shared on01 May 25
Fair value Increased 12%

Shared on24 Apr 25
Fair value Decreased 27%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.1% to 0.2%.

Shared on17 Apr 25
Fair value Decreased 4.19%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 28%

AnalystConsensusTarget has increased profit margin from 12.2% to 14.7%, decreased future PE multiple from 20.0x to 17.1x and increased discount rate from 9.9% to 11.0%.

Shared on02 Apr 25
Fair value Decreased 4.32%