Added to YB: 2026-05-13
Pitch date: 2026-03-03
MDRX [bullish]
Veradigm Inc.
+4.26%
current return
Author Info
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Company Info
Veradigm Inc., a healthcare technology company, provides information technology solutions to healthcare providers, payers, and biopharma markets in the United States and internationally.
Market Cap
$758.3M
Pitch Price
$4.46
Price Target
8.69 (+95%)
Dividend
N/A
EV/EBITDA
9.63
P/E
-24.78
EV/Sales
0.90
Sector
Health Care Technology
Category
turnaround
Veradigm Inc. - $MDRX
MDRX: EHR co trading OTC at 0.72x rev, 5x EV/EBITDA vs Nextgen's 15x PE takeout & TruBridge's 6.7x floor. New activist-backed board & CEO Don Trigg (ex-Cerner) targeting audited financials & Nasdaq relisting by late 2026. $586.5M '25 rev (midpoint), est $590M '26 at 17% margins post-15% staff cuts & India offshoring. Sticky EHR customer base (20k practices), growth from RCM attach (5% penetration), AI scribe, life sciences data. 7x multiple = $6/share (35%+ upside), turnaround potential higher (100% upside). Risks: class action, relist delay, Epic expansion, AI disruption.
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