CareCloud (NASDAQ:CCLD) Announces Earnings Results

CareCloud (NASDAQ:CCLD) announced its quarterly earnings results on Thursday. The company reported $0.11 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.11, FiscalAI reports. The company had revenue of $34.42 million for the quarter, compared to the consensus estimate of $32.10 million. CareCloud had a net margin of 9.80% and a return on equity of 24.31%. CareCloud updated its FY 2026 guidance to 0.200-0.23 EPS.

Here are the key takeaways from CareCloud’s conference call:

• For 2025 CareCloud delivered a financial turnaround — $120.5M revenue (≈9% YoY), GAAP net income $10.8M (first full-year positive EPS since IPO, $0.10), $20.5M free cash flow, and 2026 guidance of $128–130M revenue and EPS $0.20–$0.23.
• Strategic M&A expanded the addressable market — the Medsphere and MAP App deals added inpatient/hospital products (Wellsoft, HealthLine) and >100 hospitals, were funded from free cash flow at <1x revenue and caused no common-share dilution, creating a cross-sell runway for RCM and AI.
• AI is now core to the go‑forward plan — the AI Center of Excellence and product launches (notably stratusAI Desk Agent, Voice Audit, cirrusAI Notes) are in production with early customer traction (one client reports ~80% of inbound scheduling calls handled) and roadmap items (coding, prior auth, “zero‑touch” claims) targeted for 2026 monetization.
• Liquidity and execution risks remain — year‑end cash was modest (~$3.6M) despite strong free cash flow, the company resumed and will double Series B preferred dividends to clear arrearages, guidance excludes any unannounced material M&A, and broader market skepticism of AI/SaaS valuations could weigh on the stock until consistent AI revenue/metrics are proven.

CareCloud Price Performance

CCLD stock traded up $0.18 during trading on Friday, hitting $3.09. 826,005 shares of the company’s stock traded hands, compared to its average volume of 335,950. CareCloud has a 52 week low of $1.14 and a 52 week high of $4.01. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.24 and a current ratio of 1.26. The business has a fifty day simple moving average of $2.67 and a 200 day simple moving average of $3.06. The stock has a market capitalization of $130.80 million, a price-to-earnings ratio of 77.14 and a beta of 2.09.

Institutional Trading of CareCloud

A number of large investors have recently made changes to their positions in the business. Centiva Capital LP purchased a new stake in shares of CareCloud during the 3rd quarter valued at about $47,000. HRT Financial LP bought a new stake in CareCloud during the fourth quarter worth approximately $43,000. Qube Research & Technologies Ltd purchased a new stake in CareCloud during the third quarter valued at approximately $87,000. Dynamic Technology Lab Private Ltd purchased a new stake in CareCloud during the third quarter valued at approximately $90,000. Finally, Man Group plc bought a new stake in shares of CareCloud in the 4th quarter valued at approximately $84,000. 10.16% of the stock is currently owned by institutional investors.

Trending Headlines about CareCloud

Here are the key news stories impacting CareCloud this week:

• Positive Sentiment: Reported record net income, first full-year positive EPS since IPO, exceeded prior revenue guidance and announced new generative AI product initiatives — a material proof point for growth and margin improvement. Read More.
• Positive Sentiment: Q4 results: EPS of $0.11 matched consensus while revenue of $34.42M topped estimates (~$32.1M). The quarter showed healthy margins and ROE, supporting the company’s profitability story. Read More.
• Positive Sentiment: Zacks Research revised up its FY‑2026 estimate (from $0.43 to $0.45), indicating some analyst confidence in the company’s improving profitability trends. Read More.
• Neutral Sentiment: Earnings matched consensus (EPS $0.11), which removes a miss-driven downside but also limits an upside catalyst from an earnings beat. Read More.
• Neutral Sentiment: Zacks published a set of quarterly and FY estimates for 2026–2027 (Q2/Q3/Q4 at ~$0.11–0.12; FY2027 ~$0.53). These provide a near-term model but are below market consensus, so they temper enthusiasm until more upward revisions arrive.
• Neutral Sentiment: Short‑interest data reported appears to be erroneous or zeroed out (shows 0 shares / NaN changes), so it offers no reliable signal on bearish positioning at present.
• Negative Sentiment: FY‑2026 guidance: CareCloud set EPS guidance of $0.20–$0.23, which is modestly below the consensus (~$0.24) and introduces uncertainty on near‑term upside vs. expectations. Revenue guidance of $128M–$132M sits near Street estimates but leaves limited surprise potential.
• Negative Sentiment: Despite better margins, consensus full‑year earnings (~$0.58) remain well above some analyst models (Zacks’ FY‑2026 at $0.45), indicating potential for downward revisions or disappointment if growth/AI monetization ramps slower than hoped.

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on CCLD shares. Wall Street Zen upgraded CareCloud from a “buy” rating to a “strong-buy” rating in a research report on Saturday, February 14th. Weiss Ratings reiterated a “hold (c-)” rating on shares of CareCloud in a research report on Monday, December 29th. Finally, ThinkEquity started coverage on CareCloud in a report on Monday, November 24th. They set a “buy” rating for the company. One equities research analyst has rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $3.25.

CareCloud Company Profile

CareCloud, Inc is a healthcare technology company that provides cloud-based practice management, electronic health record (EHR) and revenue cycle management (RCM) solutions to medical practices and health systems. Its flagship offering, the CareCloud Central platform, combines clinical, financial and administrative workflows into a single, unified system. The platform includes modules for scheduling, billing, coding, patient engagement and telehealth, enabling practices to streamline front- and back-office operations and improve overall practice performance.

Founded in 2009 and headquartered in Miami Beach, Florida, CareCloud serves small to mid-size physician groups and specialty clinics across the United States.