Analyst Upside

AU · rank #3 · 2026-07-24

NUTX

NASDAQ · $1.12B (USD)

SignalHold
verdict · CAUTION

The exact numbers the algorithm saw.

Factor scores and the inputs behind this pick.
Composite score
Z-score blend of all factors below.
2.863
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.
-0.121
Analyst upside
Consensus target $246.40
+60.5%
Momentum acceleration
3-month minus 12-month momentum.
+26.78%
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 (NUTX) runs 27 physician-led micro hospitals and hospital outpatient departments across 12 states, alongside risk-bearing physician networks and a population health arm.

Rationale

The stock screens well for analyst_upside because Street sentiment is strongly positive, with 60.5% implied upside, 5 analysts, unanimous revision agreement, and recent EPS/revenue results that beat expectations hard.

Material risks

  • 1Nutex’s margins and EBITDA are heavily exposed to No Surprises Act arbitration/IDR outcomes, so any regulatory or reimbursement shift could quickly weaken the earnings case behind the upside target.
  • 2The 2026 growth plan depends on opening 3–4 new hospitals with $20–30 million per-site build costs, creating execution and capital-allocation risk if ramp-up or site economics disappoint.

AI verdict council

Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.

OpenAI
Proceed
Claude
Caution
Gemini
Error