Healthcare Facilities & Managed Care "6/8/26 Investor Conference Recap: ..."

Research evidence excerpt

Healthcare Facilities & Managed Care "6/8/26 Investor Conference Recap: ..."

Global Research

9 June 2026ab

Healthcare Facilities & Managed Care Equities

Americas6/8/26 Investor Conference Recap: AMN, OSCR

Healthcare Providers

AJ Rice

This week, some companies in our coverage are attending investor conferences. On Analyst

Monday, June 8th, AMN Healthcare (AMN) and Oscar Health (OSCR) presented. We aj.rice@ubs.com

offer some of our key takeaways and notes below. +1-212-713 4299

Jonathan Yong

AMN: Business Appears Stable Analyst

AMN continued to characterize the current staffing market as largely normalized, with jonathan.yong@ubs.com

demand and pricing stabilizing over the past year and early signs of volume recovery +1-212-713 6268

(including the first Y/Y increase in travel nurse volumes in over three years), supported by Michael Wei

still-positive healthcare utilization. Management emphasized that hospitals’ cost Associate Analyst

pressures and reluctance to add permanent staff are structurally supportive for flexible michael.wei@ubs.com

labor, particularly as the cost premium for contract labor has compressed to a low single- +1-212-713 2565

digit range versus permanent hiring. Growth remains mixed across segments, with James Kurek

improving trends in allied staffing, moderate but stable physician staffing (with some Analyst

recent softness), and a structurally tight supply backdrop, especially in specialties like james.kurek@ubs.com

behavioral health, supporting longer-term demand. +1-212-713 3704

Joseph Overman

OSCR: Business Trends Tracking Better than Expected - Positive for Others Associate Analyst

OSCR reaffirmed 2026 guidance and noted that trends are modestly better than joseph.overman@ubs.com

+1-212-882 0086

expected thus far.