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

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 trading hands.

AMN Healthcare Services News Roundup

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

• Positive Sentiment: Management issued very strong Q1 2026 revenue guidance (well above consensus), citing a large revenue uplift expected from labor-disruption demand — the bullish outlook is the primary catalyst for the rally. AMN Q4 Earnings Meet Estimates, Revenues Beat, Gross Margin Contracts
• Positive Sentiment: Company outlined roughly $600M of expected Q1 2026 revenue tied to labor disruptions (temporary but large), which materially lifts near-term top-line expectations. AMN Healthcare outlines $600M labor disruption revenue for Q1 2026 while targeting 4%-6% organic growth beyond 2026
• Positive Sentiment: Q4 revenue beat Street expectations ($748M vs. ~$723M consensus), and management reiterated a multi-year organic growth target (4–6%), supporting longer-term growth narrative. UPDATE – AMN Healthcare Announces Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Market reaction: multiple outlets note the stock jumped in after-hours/early trading on the guidance and revenue beat — confirms the guidance-driven move. AMN Healthcare Services (AMN) shares skyrocket, what you need to know
• Neutral Sentiment: Company provided an earnings presentation and hosted an earnings call (transcripts available) — useful for investors to review management’s assumptions about timing/duration of the labor-disruption revenue and margin outlook. AMN Healthcare Services, Inc. (NYSE:AMN) Q4 2025 earnings call transcript
• Negative Sentiment: Profitability weakened: adjusted EPS fell ~70% YoY to $0.22 (in line with estimates) and GAAP showed a loss; the steep EPS drop highlights margin pressure and mix impact despite revenue strength. AMN Healthcare Services (NYSE:AMN) Posts Better-Than-Expected Sales In Q4 CY2025, Stock Jumps 10.8%
• Negative Sentiment: Gross margin contracted in the quarter, signaling margin pressure from higher labor costs and mix; investors should watch how durable margins are as the company ramps temporary demand. AMN Q4 Earnings Meet Estimates, Revenues Beat, Gross Margin Contracts

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on the stock. UBS Group lifted their price target on shares of AMN Healthcare Services from $19.00 to $19.50 and gave the stock a “neutral” rating in a research note on Friday. BMO Capital Markets raised their price objective on shares of AMN Healthcare Services from $22.00 to $25.00 and gave the stock an “outperform” rating in a research note on Thursday, January 15th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of AMN Healthcare Services in a research note on Wednesday, January 21st. Citigroup reiterated a “market outperform” rating on shares of AMN Healthcare Services in a report on Friday, December 19th. Finally, Citizens Jmp decreased their price target on AMN Healthcare Services from $24.00 to $22.00 and set a “market outperform” rating for the company in a research note on Friday, December 19th. Four equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $22.36.

AMN Healthcare Services Price Performance

The company has a debt-to-equity ratio of 1.31, a quick ratio of 1.05 and a current ratio of 1.05. The firm has a fifty day simple moving average of $17.79 and a 200 day simple moving average of $18.35. The company has a market capitalization of $741.85 million, a PE ratio of -7.76 and a beta of 0.22.

AMN Healthcare Services (NYSE:AMN) last posted its earnings results on Thursday, February 19th. The company reported $0.22 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.22. AMN Healthcare Services had a positive return on equity of 8.01% and a negative net margin of 3.51%.The company had revenue of $748.23 million during the quarter, compared to analyst estimates of $723.11 million. During the same quarter in the prior year, the business earned $0.75 earnings per share. AMN Healthcare Services’s revenue was up 1.8% on a year-over-year basis. Equities analysts anticipate that AMN Healthcare Services Inc will post 1.33 EPS for the current year.

Hedge Funds Weigh In On AMN Healthcare Services

Large investors have recently added to or reduced their stakes in the company. Teacher Retirement System of Texas lifted its position in AMN Healthcare Services by 111.2% during the third quarter. Teacher Retirement System of Texas now owns 58,813 shares of the company’s stock valued at $1,139,000 after acquiring an additional 30,963 shares during the last quarter. Federated Hermes Inc. grew its holdings in AMN Healthcare Services by 12.5% in the third quarter. Federated Hermes Inc. now owns 733,020 shares of the company’s stock worth $14,191,000 after purchasing an additional 81,611 shares during the last quarter. ARGA Investment Management LP acquired a new position in shares of AMN Healthcare Services during the third quarter worth $886,000. First National Bank of Omaha purchased a new stake in shares of AMN Healthcare Services during the 3rd quarter valued at $1,406,000. Finally, SG Americas Securities LLC purchased a new stake in shares of AMN Healthcare Services during the 3rd quarter valued at $979,000. 99.23% of the stock is currently owned by institutional investors.

AMN Healthcare Services Company Profile

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.