AMWL Earnings

AMWL reported its FY2025Q3 earnings on 2025-11-04, showcasing a revenue of 56.29M against an estimate of 54.55M, resulting in a 3.17% surprise. The EPS was -1.74, surpassing the expected -1.83 by 4.92%. The stock experienced a -9.5% price change on the earnings day and a -20% change over the next five days, reflecting market reactions to the results.

Following AMWL's FY2025Q3 earnings announcement on 2025-11-04, the stock price moved by -9.5% on the day of the release. Over the subsequent five days, it saw a -20% change. Historically, AMWL's stock price tends to shift by an average of 1.55% in the 10 days leading up to earnings and -8.7% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate AMWL's annual revenue to reach 57.82M, while the EPS is projected at -1.33. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between AMWL's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, AMWL's stock price typically moves by 1.55% in the 10 days before its earnings and -8.7% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of -1.33 and revenue of 57.82M.

The earnings call reveals significant declines in revenue, subscription, and visit metrics, alongside reduced gross profit and margin pressure. Despite improved operating expenses and EBITDA, the lack of clear guidance on DHA renewal and AI integration impact, coupled with unclear management responses, heightens uncertainty. The Q&A section suggests optimism but lacks concrete data, and the 2026 guidance presents both headwinds and tailwinds. The absence of a market cap limits precise prediction, but overall sentiment leans negative due to financial declines and uncertainty in strategic renewals.