Oct. 24 at 6:18 PM
$HCTI eading into the stockholders call & earnings with quiet-but-big setup vibes.
Why we’re excited:
Undervalued: On ~
$12–14M rev, HCTI still screens sub-1× EV/Sales while Health-IT names often fetch ~2–3.5×. You’re paying “services” multiples for a cloud→data→AI platform (CloudEz / DataEz / Readabl.ai).
Clean-up + cash option: Stockholder vote + S-3 effectiveness should clear the ~
$3 overhang. If
$3 warrants get exercised, that’s fresh cash to extend runway just as the HIS/SaaS LOI plugs in and expands front-end CX/agent workflows.
What I’ll listen for: bookings mix, integration milestones, margin path, and any color on timing for the vote/S-3.
Context tickers (not comps, just the lane):
$VEEV (vertical SaaS premium),
$MDRX (provider IT),
$GEHC (digitized care).
Sleeper micro-cap, efficient-care tailwind, and catalysts lining up. Not advice—watch the tape.
