Investment case
Phreesia, Inc.
PHR · 3 developments mapped · last assessed 2026-09-04
Market Ontology has mapped 3 macro, policy, and market developments to Phreesia, Inc. since 2026-09-04. Each one is traced from the driver to the valuation assumption it moves, and the valuation below is run on the same engine the subscription uses.
Valuation
No validated run has been published for PHR yet, so no modelled value is shown. The PHR valuation is in the public catch-up queue.
Subscribers do not wait for the weekly cycle: they run PHR on demand, against live prices and the latest filings, and change any assumption the developments below move.
Filed financials
Current case
- Main threat
Phreesia falls 6.3% after Q2 net income misses expectations
Direct financial performance miss, specifically net income, leading to immediate investor re-evaluation of profitability.
· Moves profitability outlook, earnings per share growth, cost structure efficiency
What changed, by assumption
- 2026-09-04Phreesia falls 6.3% after Q2 net income misses expectations
- 2026-09-04Phreesia Falls 6.3% on Q2 Net Income Shortfall Despite 10% Revenue Growth to $129.5M
- 2026-09-04Phreesia declines 6.3% on Q2 net income miss despite 10% revenue growth
Event impact log
Full ledger →| Date | Mechanism | Direction | Horizon | Impact |
|---|---|---|---|---|
| 2026-09-04 | Phreesia falls 6.3% after Q2 net income misses expectations | Bearish | 1-5d | 0.80 |
| 2026-09-04 | Phreesia Falls 6.3% on Q2 Net Income Shortfall Despite 10% Revenue Growth to $129.5M | Bearish | 1-3m | 0.80 |
| 2026-09-04 | Phreesia declines 6.3% on Q2 net income miss despite 10% revenue growth | Bearish | 1-3m | 0.70 |