Analyst Upside

AU · rank #1 · 2026-07-21

NUTX

NASDAQ · $1.12B (USD)

SignalStrong Buy10.0strength 10.0 / 10
verdict · PROCEED

The exact numbers the algorithm saw.

Factor scores and the inputs behind this pick.
Composite score
Z-score blend of all factors below.
3.348
EPS revisions (30d)
Change in consensus EPS estimate over the past 30 days ($/share).
+$0.58
Net revisions (30d)
Number of analysts revising upward minus downward.
2
Insider signal (90d)
$0 across 0 unique buyers.
-0.163
Analyst upside
Consensus target $246.40
+52.6%
Momentum acceleration
3-month minus 12-month momentum.
+37.67%
Analyst rating
5 = Strong Buy, 1 = Strong Sell.
4.67
Gross margin TTM+50.6%
52w high$204.00
Market cap (USD)$1.12B

The AI research card

Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.

Summary

Nutex Health Inc. is a physician-led, technology-enabled healthcare services company that operates approximately 27 micro-hospitals and hospital outpatient departments across 12 states alongside a population health management division [RECENT_DEVELOPMENTS, BUSINESS_STATUS].

Rationale

The quant model's 52.6% analyst upside and 100% revision agreement are supported by Q1 2026 earnings doubling year-over-year, robust operating cash flow of $75.5 million, and active share repurchase programs [RECENT_DEVELOPMENTS].

Material risks

  • 1Heavy reliance on No Surprises Act arbitration for reimbursement disputes exposes the company to regulatory volatility and rising Independent Dispute Resolution (IDR) expenses, which recently dragged Q1 2026 adjusted EBITDA down by 21% [RECENT_DEVELOPMENTS].
  • 2The shift to internally funding new hospital construction prior to anticipated sale-leaseback transactions could tie up cash and strain liquidity if construction delays or unfavorable financing terms emerge [RECENT_DEVELOPMENTS].

AI verdict council

Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.

OpenAI
Proceed
Claude
Caution
Gemini
Proceed