Added to YB: 2026-01-08
Pitch date: 2026-01-01
TBRG [neutral]
TruBridge, Inc.
+2.85%
current return
Author Info
No bio for this author
Company Info
TruBridge, Inc. provides healthcare solutions and services for community hospitals, clinics, and other healthcare systems in the United States and internationally.
Market Cap
$311.4M
Pitch Price
$22.07
Price Target
44.10 (+94%)
Dividend
N/A
EV/EBITDA
9.64
P/E
88.41
EV/Sales
1.32
Sector
Health Care Technology
Category
value
2025 in Review - First Year of Hardcore Investing - TruBridge, Inc.
TBRG (holding update): CSI family co serving rural hospitals w/ healthcare IT & revenue cycle mgmt. Shifting to higher-margin RCM from EHR-only contracts. Limited competition in $10-12B market, high switching costs, strong net retention. AI disruption risk low due to service component & regulatory barriers. 2x upside if debt paydown continues, margins reach 25%, modest multiple expansion. Main risk: rural hospital closures.
Read full article (1 min)