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TBRG: Measured Optimism Will Depend On Evidence Of Execution In 2025

Update shared on 19 Nov 2025

Fair value Decreased 8.69%
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AnalystConsensusTarget's Fair Value
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1Y
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TruBridge's analyst price target has been revised downward from $24.75 to $22.60. Analysts cite recent coverage reflecting cautious optimism about the company's strategic shift toward revenue cycle management, while awaiting clearer evidence of execution before turning more positive.

Analyst Commentary

Recent initiation of coverage reflects mixed sentiment among the analyst community regarding TruBridge's current positioning and outlook.

Bullish Takeaways
  • Bullish analysts view the company's strategic shift toward revenue cycle management as opening a more attractive growth pathway compared to its previous focus on clinical software.
  • The realignment is seen as positioning TruBridge to capitalize on evolving market needs and drive future revenue expansion.
  • There is an expectation that, as traction with the new strategy becomes evident in financial results, sentiment toward the stock may turn more positive.
Bearish Takeaways
  • Bearish analysts remain cautious due to a lack of clear evidence of execution on the new revenue cycle management strategy.
  • The current neutral valuation reflects the need for greater proof of sustainable growth and successful implementation before a more favorable view is warranted.
  • Short-term uncertainty persists, with analysts seeking demonstrated operational progress before adjusting ratings upward.

What's in the News

  • TruBridge announced a revised earnings guidance for full year 2025, now expecting total revenue of $345 million to $348 million, compared to the previous upper estimate of $350 million (Key Developments).
  • The company provided new earnings guidance for the fourth quarter of 2025, projecting total revenue in the range of $86 million to $89 million (Key Developments).
  • TruBridge expanded its services partnership with Java Medical Group, supporting standardization across multiple hospitals through the TruBridge nTrust offering. This offering includes EHR, business office outsourcing, and financial health software, with a recent EHR optimization completed at Unity Medical Center in Tennessee (Key Developments).

Valuation Changes

  • Consensus Analyst Price Target has decreased from $24.75 to $22.60. This reflects lowered expectations for near-term share price appreciation.
  • Discount Rate has risen slightly from 9.28% to 9.57%. This indicates a modest increase in perceived risk or required rate of return.
  • Revenue Growth estimate has fallen from 3.34% to 2.78%. This points to more conservative growth projections.
  • Net Profit Margin forecast has increased from 9.92% to 11.33%. This suggests expectations for improved profitability.
  • Future P/E ratio has declined from 12.79x to 10.44x. This signifies lower anticipated earnings multiples.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.