NUTXNutex Health, Inc.
The Read
4% post-Q1 2026 results that confirmed margin improvement and stable utilization.
The schedule
- Thu15Oct
Reimbursement changes represent a core regulatory risk for freestanding EDs. A favorable CMS final rule maintaining current rate structures supports the $235 bull path (matching analyst consensus), whereas adverse adjustments could pressure the stock toward $235.00.
- Tue12Jan
Management's presentation at the JPM conference sets the strategic tone for the year. A clear 2027 roadmap for facility expansion and debt management targets $225, while a lack of specific growth catalysts risks a drift to $185.
- Tue9Feb
The Q4 print and FY2027 initial guidance will be pivotal for sustained multiple expansion. Strong full-year projections that solidify the ongoing earnings recovery can propel the stock to $250, while soft guidance missing elevated expectations floors the setup at $195.
- Fri12Feb
Following the CMS digest, Q3 earnings will pivot focus back to intrinsic cash flow generation. Operating cash flow sits at a healthy $75.5M, and evidence of continued robust FCF conversion supports a $205.00 target, while higher-than-expected CapEx drag could send shares back to $165.
- Thu29Apr
First-quarter results will validate the momentum of early 2027 strategic initiatives. Meeting elevated revenue run-rate expectations supports a push to $275, whereas any utilization weakness after the winter season risks a fallback to $225.
Past
- Sun9Aug
With NUTX trading near 52-week highs and RSI overbought at 80.6, the Q2 print will test the durability of its 220% YoY net income growth. The $215.00 target assumes micro-hospital utilization and margin expansion offset 'sell the news' risks, while the $175.00 fallback reflects a mean reversion if margins contract.
- Thu30Apr
Actual outcome: Bull · $126.30 at outcome
Nutex Health reported a clean Q1 2026, delivering an EPS of $1.68 that perfectly matched consensus estimates. These in-line financial results validated the bullish thesis of continued margin improvement and stable utilization, keeping the stock well above the $116.50 bull target.
- Tue31Mar
Actual outcome: Bull · $100.92 at outcome
Nutex Health reported Q4 EPS of $19.06, exactly meeting analyst estimates. The stock rallied 6.2% as the 10-K filing and management call provided reassuring details regarding the previously flagged quarter-over-quarter revenue contraction and IDR utilization, which helped stabilize investor sentiment and drove shares higher.