Digital Platforms And AI Will Reshape Future Healthcare

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

04 Apr 25

Updated

11 Dec 25

Views

42

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-40.2%

7D

14.6%

Loading

1Y

-40.2%

7D

14.6%

You can edit this narrative until Dec 12 12:10 AM. Then, changes will post as Updates.

Author's Valuation

US$8.1342.2% undervalued

AnalystConsensusTarget Fair Value

Shared on 11 Dec 25

AMWL: Cost Discipline And 2026 Cash Flow Breakeven Will Drive Future Upside

Analysts have trimmed their price target on American Well, cutting it by $3 to $7 per share, as they balance the positive surprise in Q3 adjusted EBITDA and reaffirmed 2026 cash flow breakeven goals against slightly more conservative assumptions for the discount rate, revenue growth, and future valuation multiples. Analyst Commentary Bullish Takeaways Bullish analysts highlight the Q3 adjusted EBITDA beat as evidence that cost reduction initiatives are gaining traction faster than previously modeled, supporting a path to improved profitability.

Shared on 26 Nov 25

Fair value Decreased 0.51%

AMWL: Cost Reduction Progress And Cash Flow Breakeven Will Support Future Upside

Narrative Update on American Well Analysts have lowered their price target for American Well from $10 to $7. They cited ongoing cost reduction efforts and progress toward cash flow breakeven as positive factors, even as expectations for revenue growth and margins have softened.

Shared on 10 Nov 25

Fair value Decreased 14%

AMWL: Cost Reduction Initiatives And 2026 Cash Flow Goals Will Drive Upside

Analysts have revised their price target for American Well from $10.00 to $7.00. They cite ongoing cost reduction efforts and a maintained outlook for 2026 cash flow breakeven as factors influencing the updated assessment.

Shared on 08 Aug 25

American Well’s valuation has weakened as its Future P/E increased and Net Profit Margin declined, justifying a stagnant analyst price target at $9.50. What's in the News Amwell, as part of a Leidos-led partnership, was awarded an extension of its Digital First contract to support the Military Health System (MHS), serving about 9.6 million beneficiaries.

Shared on 01 May 25

Fair value Decreased 14%

Shared on 24 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 5.57%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 13%

AnalystConsensusTarget has increased revenue growth from 4.5% to 6.0%.

AnalystConsensusTarget Fair Value

US$8.13

42.2% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

-0.23%

Healthtech revenue growth rate

13.15%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.38%

Calculation

US$17.68m

Earnings '28

x

10.54x

PE Ratio '28

=

US$186.39m

Market Cap '28

US$186.39m

Market Cap '28

/

18.89m

No. shares '28

=

US$9.87

Share Price '28

US$9.87 Share Price '28

Discounted to 2025 @ 8.42% p.a.

=

US$7.74

Fair Value '25