National Research Exceeds $152 Million in Total Recurring Contract Value

Written by Emily J. Thompson, Senior Investment Analyst

Source: seekingalpha

Updated: Mar 04 2026

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NRC-1.04%

Should l Buy NRC?

Source: seekingalpha

Contract Value Growth: As of March 4, National Research Corporation's total recurring contract value (TRCV) surpassed $152 million, marking a 6% increase since the end of 2025 and a 13% year-over-year rise, indicating strong performance in renewable contracts that is expected to generate stable revenue over the next 12 months.
Financial Results Clarification: Despite the encouraging growth in TRCV, National Research emphasizes that this milestone does not represent its full financial results for the quarter ending March 31, 2026, reflecting a cautious approach to financial transparency that may influence short-term investor expectations.
Market Strategy Effectiveness: The company anticipates an 8% growth in TRCV into 2026, suggesting that its go-to-market strategy is gaining traction, which could lay the groundwork for future revenue growth and enhance its competitive position in the industry.
Stock Price Reaction: Following the announcement, National Research's stock price rose 0.15% in after-hours trading to $13.14 per share, reflecting market recognition of the company's future growth potential and possibly attracting more investor interest.

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About NRC

National Research Corporation, doing business as NRC Health, is a provider of analytics and insights that facilitate measurement and improvement of the patient and employee experience while also increasing patient engagement and customer loyalty for healthcare organizations in the United States. Its digital solutions consist of four solution categories: Patient Experience, Consumer Experience, Employee Experience, and Market Experience, which can be implemented both collectively as an enterprise solution or individually to meet specific needs within the organization. Its Marketing solutions are subscription-based services that allow for improved tracking of awareness, perception, and consistency of healthcare brands; real-time assessment of competitive differentiators, and enhanced segmentation tools. Its Reputation solutions allow healthcare organizations to share a picture of their organization and ensure that timely and relevant content informs better consumer decision-making.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

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