AMN Healthcare Services Inc.

AMN Healthcare Services provides talent solutions for the healthcare sector. The company's talent solutions provides management, staffing, recruitment, technology, analytics, and related services to manage healthcare workforce needs. The company provides its healthcare personnel, from nurses, doctors, and allied health personnel to healthcare leaders and executives. The company's workforce solutions and staffing services include: travel nurse staffing; rapid response nurse staffing and labor disruption services; local, or per diem, staffing; locum tenens staffing; allied staffing; physician permanent placement services; interim leadership staffing and executive search services; and recruitment process outsourcing.
  • TickerAMN
  • ISINUS0017441017
  • ExchangeNew York Stock Exchange
  • SectorSupport Services
  • CountryUnited States
Valens Research

Valens Equity Insights and Inflections - 2021 06 15

CBRL is set up to not just survive the pandemic, but actually to thrive because of it, and the market isn't pricing this in. Before 2020, the company already had been steadily improving UAFRS-based (Uniform) ROA the past 10 years, thanks to its strong strategy to optimize its restaurant and store business. Now the company is rolling out new strategies, like introducing alcohol sales and off-premise dining offerings, that could turbocharge returns coming out of the pandemic. The market is not pricing these tailwinds in. On top of that, management's compensation aligns them to focus on their str...

Valens Research

AMN - Embedded Expectations Analysis - 2021 06 14

AMN Healthcare Services, Inc. (AMN:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with a 20.8x Uniform P/E. At these levels, the market is pricing in bearish expectations for the firm, and although management may have concerns about staffing levels, declining bill rates, and their solutions, market expectations are too bearish, and long-term equity outperformance is likely Specifically, management may have concerns about the expected decline in bill rates, immigration issues for nursing staff, and the compressed pay-to-bill spread in nurse staffing....

AMN Healthcare Services Inc: 1 director

A director at AMN Healthcare Services Inc sold 2,907 shares at 96.000USD and the significance rating of the trade was 62/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The na...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

The Only Thing We Have To Fear Is Fear Itself This powerful quote from FDR can be applied to many facets of life. When it comes to the market, fear can lead investors to buy when it is time to sell, sell when it is time to buy, or freeze up altogether. Step one in conquering this issue starts with preparation and a gameplan. In our report from last Thursday (3/12) titled “Searching For A Bottom” we laid out our gameplan and what we need to see before having confidence that equity markets are bottoming. Below we provide new data points and observations. Yes, equities remain deeply oversold...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

The Only Thing We Have To Fear Is Fear Itself This powerful quote from FDR can be applied to many facets of life. When it comes to the market, fear can lead investors to buy when it is time to sell, sell when it is time to buy, or freeze up altogether. Step one in conquering this issue starts with preparation and a gameplan. In our report from last Thursday (3/12) titled “Searching For A Bottom” we laid out our gameplan and what we need to see before having confidence that equity markets are bottoming. Below we provide new data points and observations. Yes, equities remain deeply oversold...

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • No one knows just how the COVID-19 plays out, but yes, at some point this too will pass. We would expect volatility to continue and headlines to trump (pun not intended) trends. The divergence between Technology and the Energy, Materials, and Industrials Sectors has been disturbing to us for some time. Small-Caps and emerging markets have been lagging the Tech heavy S&P 500 significantly as well. • We believe that widening spreads between high-yield corporates and 10-yr Treasuries could be the canary in the coal mine. A decisive break above the trend line may usher in a mu...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

S&P 500 consolidating despite negative signals We remain cautious as there continues to be several new or persisting negative signals which tell us that upside is likely to be muted from here -- barring improvements. At the same time we are not seeing widespread breakdowns and the major averages are still consolidating within a 1-month horizontal range. As long as this consolidation continues, a neutral outlook is appropriate. • Sector Relative Strength Rankings & Weighting Recommendations. Defensives (Staples, Utilities, Real Estate) notched new YTD RS highs yet again over the past week. ...

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • Emerging Markets are showing signs of RS reversals. We would like to see price inflections. • Automotive parts retailers remain attractive as consumers look to repair their cars rather than buy new ones. • The Communications Sector continues to indicate leadership.

AMN Healthcare Services Inc: 1 director

A director at AMN Healthcare Services Inc sold 2,907 shares at 96.000USD and the significance rating of the trade was 62/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The na...

Valens Research

Valens Equity Insights and Inflections - 2021 06 15

CBRL is set up to not just survive the pandemic, but actually to thrive because of it, and the market isn't pricing this in. Before 2020, the company already had been steadily improving UAFRS-based (Uniform) ROA the past 10 years, thanks to its strong strategy to optimize its restaurant and store business. Now the company is rolling out new strategies, like introducing alcohol sales and off-premise dining offerings, that could turbocharge returns coming out of the pandemic. The market is not pricing these tailwinds in. On top of that, management's compensation aligns them to focus on their str...

Valens Research

AMN - Embedded Expectations Analysis - 2021 06 14

AMN Healthcare Services, Inc. (AMN:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with a 20.8x Uniform P/E. At these levels, the market is pricing in bearish expectations for the firm, and although management may have concerns about staffing levels, declining bill rates, and their solutions, market expectations are too bearish, and long-term equity outperformance is likely Specifically, management may have concerns about the expected decline in bill rates, immigration issues for nursing staff, and the compressed pay-to-bill spread in nurse staffing....

Valens Research

AMN - Embedded Expectations Analysis - 2021 03 23

AMN Healthcare Services, Inc. (AMN:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with a 18.8x Uniform P/E. At these levels, the market is pricing in bearish expectations for the firm, and although management may have concerns about demand, digital initiatives, and elective procedures, market expectations are too bearish, and long-term equity outperformance is likely Specifically, management may lack confidence in their ability to control SG&A expenses, sustain revenue growth in Q1 2021, and secure expansion opportunities for Stratus and their Telev...

Valens Research

Valens Equity Insights and Inflections - 2020 12 29

Current market expectations for CVS are excessively pessimistic. Markets expect UAFRS-based (Uniform) ROA (ROA') to roll over to prior lows from 2010-2011. However, the company's fundamental strategy is likely to lead to continued ROA' expansion. CVS has been evolving into a full-service healthcare firm since their acquisition of Caremark in 2007, which led to initial ROA' expansion to 15%-17% levels. This was followed by continued investment in healthcare solutions and monetizing their data on customers leading to an ROA' plateau shift the past three years, to 19%+ levels. With the new ac...

Valens Research

AMN - Embedded Expectations Analysis - 2020 12 22

AMN Healthcare Services, Inc. (AMN:USA) currently trades near corporate averages relative to UAFRS-based (Uniform) earnings, with a 23.2x Uniform P/E. At these levels, the market is pricing in bearish expectations for the firm, and although management may have concerns about gross margins, 2021 demand, and new clinicians, market expectations are too bearish, and long-term equity outperformance is likely Specifically, management may lack confidence in their ability to mitigate gross margin declines, execute on the businesses' growth trajectories, and continue refinancing debt. Moreover, they m...

Increased risk weighs on AMN HEALTHCARE, penalising its rating down to Slightly Negative

The independent financial analyst theScreener just lowered the general evaluation of AMN HEALTHCARE (US), active in the Health Care Providers industry. As regards its fundamental valuation, the title still shows 2 out of 4 possible stars. Its market behaviour, however, has slightly deteriorated and will be qualified as risky moving forward. theScreener considers that these new qualifications justify an overall rating downgrade to Slightly Negative. As of the analysis date March 16, 2021, the closing price was USD 75.10 and its target price was estimated at USD 50.24.

Ford Equity US Rating and Forecast Report

Ford Equity Research covers more than 4,000 stocks using a proprietary quantitative model that evaluates a company’s earnings strength, its relative valuation and recent price movement. Ford’s five recommendation ratings include strong buy, buy, hold, sell, strong sell. For all stocks in our coverage universe, ratings are generated each week and reflect the fundamental and price data as of the last trading day of the week.

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