AMN Healthcare Services (NYSE:AMN) Shares Gap Up – Here’s What Happened

Shares of AMN Healthcare Services Inc (NYSE:AMN) gapped up before the market opened on Friday . The stock had previously closed at $17.28, but opened at $18.67. AMN Healthcare Services shares last traded at $18.27, with a volume of 282,347 shares traded.

Key Stories Impacting AMN Healthcare Services

Here are the key news stories impacting AMN Healthcare Services this week:

• Positive Sentiment: Q4 revenue topped expectations — AMN reported quarterly revenue of ~$748M, above Street estimates, signaling resilient top‑line demand in its staffing and workforce solutions segments. Read More.
• Positive Sentiment: Big near‑term revenue guidance tied to labor disruptions — Management outlined roughly $600M of expected labor‑disruption revenue for Q1 2026 and provided a Q1 revenue target far above prior consensus (~$1.2B guidance cited by company), which investors interpreted as a strong near‑term revenue catalyst. Read More.
• Positive Sentiment: Management reiterated longer‑term organic growth targets of ~4–6% beyond 2026, giving investors a sense of underlying demand restoration beyond one‑time surge revenue. Read More.
• Neutral Sentiment: Adjusted EPS met expectations — AMN reported adjusted EPS of $0.22, in line with consensus, so the beat was driven by revenue rather than an earnings surprise. Read More.
• Neutral Sentiment: Earnings call commentary and transcript provide detail on margin dynamics and demand mix — investors should review the call for color on how much of the Q1 boost is timing vs. durable demand. Read More. • Read More.
• Negative Sentiment: GAAP loss and profitability weakness — The company posted a GAAP loss (about $(0.20)/share) and a negative net margin, and adjusted EPS is down sharply from $0.75 a year earlier, highlighting persistent margin pressure. Read More.
• Negative Sentiment: Sustainability risk: near‑term revenue may be lumpy — Much of the Q1 bump is tied to labor disruption (temporary surge staffing), so investors should be cautious about extrapolating the boost into durable margin recovery. Read More.

Analyst Ratings Changes

AMN has been the subject of several analyst reports. Wall Street Zen upgraded shares of AMN Healthcare Services from a “hold” rating to a “buy” rating in a report on Saturday, November 15th. Zacks Research upgraded shares of AMN Healthcare Services from a “strong sell” rating to a “hold” rating in a research note on Tuesday, November 25th. Weiss Ratings reissued a “sell (d-)” rating on shares of AMN Healthcare Services in a report on Wednesday, January 21st. Citigroup restated a “market outperform” rating on shares of AMN Healthcare Services in a research note on Friday, December 19th. Finally, UBS Group reaffirmed a “neutral” rating and set a $19.50 price objective on shares of AMN Healthcare Services in a research report on Friday. Four research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, AMN Healthcare Services presently has a consensus rating of “Hold” and an average price target of $22.36.

AMN Healthcare Services Stock Performance

The company has a quick ratio of 1.05, a current ratio of 1.05 and a debt-to-equity ratio of 1.31. The firm has a 50-day simple moving average of $17.73 and a 200 day simple moving average of $18.33. The company has a market cap of $711.24 million, a price-to-earnings ratio of -2.58 and a beta of 0.22.

AMN Healthcare Services (NYSE:AMN) last posted its quarterly earnings data on Thursday, February 19th. The company reported $0.22 earnings per share for the quarter, meeting the consensus estimate of $0.22. The business had revenue of $748.23 million during the quarter, compared to the consensus estimate of $723.11 million. AMN Healthcare Services had a positive return on equity of 10.89% and a negative net margin of 10.14%.The company’s revenue was up 1.8% compared to the same quarter last year. During the same period in the prior year, the company earned $0.75 earnings per share. On average, sell-side analysts predict that AMN Healthcare Services Inc will post 1.33 earnings per share for the current fiscal year.

Institutional Investors Weigh In On AMN Healthcare Services

A number of institutional investors and hedge funds have recently made changes to their positions in the business. Royal Bank of Canada grew its holdings in shares of AMN Healthcare Services by 1.5% during the first quarter. Royal Bank of Canada now owns 194,366 shares of the company’s stock worth $4,753,000 after buying an additional 2,784 shares during the last quarter. AQR Capital Management LLC lifted its position in AMN Healthcare Services by 54.2% during the 1st quarter. AQR Capital Management LLC now owns 98,026 shares of the company’s stock worth $2,398,000 after acquiring an additional 34,465 shares during the period. Jacobs Levy Equity Management Inc. purchased a new position in shares of AMN Healthcare Services in the 1st quarter valued at approximately $283,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings in shares of AMN Healthcare Services by 2.8% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 42,938 shares of the company’s stock valued at $1,050,000 after purchasing an additional 1,153 shares during the period. Finally, Goldman Sachs Group Inc. raised its stake in shares of AMN Healthcare Services by 13.7% during the first quarter. Goldman Sachs Group Inc. now owns 429,908 shares of the company’s stock worth $10,516,000 after purchasing an additional 51,737 shares during the last quarter. 99.23% of the stock is owned by hedge funds and other institutional investors.

About AMN Healthcare Services

AMN Healthcare Services, Inc (NYSE: AMN) is a leading provider of healthcare workforce solutions in the United States. The company specializes in staffing and recruitment services for a broad range of clinical and allied health professionals, including travel nurses, permanent placement of nursing staff, locum tenens physicians, and allied health personnel. In addition to direct staffing, AMN Healthcare offers comprehensive workforce management solutions such as vendor management systems (VMS), recruitment process outsourcing (RPO), and compliance and credentialing services through its technology platforms.

Founded in 1985 as American Mobile Nurses, the company rebranded to AMN Healthcare in 2010 to reflect its expanding portfolio of services.