Amwell®'s Investor Conference Playbook: Driving Momentum in Digital Health

Amwell® (NYSE: AMWL), a leading SaaS-based healthcare technology platform, is strategically leveraging investor conferences in 2025 to bolster its profile among institutional stakeholders. The company’s participation in three major events—Needham & Co.’s Virtual Tech Conference (May 8), Truist’s Healthcare Disruptors Conference (June 24), and TD Cowen’s Healthcare Conference (March 4)—highlights its focus on visibility, partnership-building, and investor confidence. These engagements are critical as Amwell aims to solidify its position in the rapidly evolving digital health sector.

The Strategic Value of Investor Conferences

Investor conferences serve as pivotal platforms for companies to communicate their vision, share financial milestones, and address concerns. For Amwell, these events offer opportunities to:
1. Amplify its SaaS-driven model: Amwell’s platform unifies clinical programs across care settings, serving millions of patients and sponsors. At these conferences, executives will emphasize scalability and outcomes, which are key differentiators in a crowded digital health space.
2. Highlight partnership growth: The company’s collaborations with payers and health systems will likely be a focal point. For instance, fireside chats with CEO Ido Schoenberg at TD Cowen (March 4) will underscore how these alliances drive adoption and revenue.
3. Counter market skepticism: The digital health sector has faced valuation pressures, with Amwell’s stock down 25% over the past year amid concerns about pricing models and competition. These conferences could help reposition the company as a resilient player with defensible technology.

Key Takeaways from the Conference Calendar

March 4: TD Cowen Healthcare Conference

CEO Ido Schoenberg’s fireside chat (9:10 a.m. ET, Boston) is the earliest and most high-profile engagement. The event’s focus on healthcare innovation positions Amwell to showcase its unified care platform, which integrates telehealth, chronic care management, and behavioral health. A live webcast of the session will likely attract retail and institutional investors alike, with the audio recording available post-event for further analysis.

May 8: Needham & Co. Virtual Tech Conference

CFO Mark Hirschhorn’s participation in one-on-one virtual meetings emphasizes Amwell’s operational transparency. This is critical given the company’s recent focus on cost optimization and margin improvement. Investors will scrutinize guidance on EBITDA margins, which have lagged peers like Teladoc (TDOC) due to high sales and marketing expenses.

June 24: Truist Securities Healthcare Disruptors Conference

Hirschhorn’s presence at this New York-based event aligns with Amwell’s push into health system partnerships. The company’s ability to onboard large health systems—such as its recent deal with Ascension—will be a key data point. Truist’s focus on “disruptors” also positions Amwell to contrast its SaaS model with legacy EHR vendors, a narrative that could resonate with growth-oriented investors.

Market Context and Risks

Amwell operates in a $250 billion digital health market projected to grow at 12% annually through 2030. However, risks remain:
- Competitive pressures: Teladoc, CVS Health (CVS), and Microsoft (MSFT) are expanding telehealth offerings, raising concerns about Amwell’s pricing power.
- Regulatory hurdles: Federal scrutiny of digital health platforms, particularly around data privacy and antitrust compliance, could constrain growth.

Conclusion: A Catalyst-Driven Outlook

Amwell’s 2025 conference strategy is a calculated move to address investor concerns while capitalizing on its platform’s strengths. If the company can demonstrate:
1. Margin improvements: A target of 15% EBITDA margins by 2026 (up from 8% in 2023),
2. Health system adoption: Adding 10+ major systems in 2025, and
3. Clinical outcomes data: Lowering readmission rates or improving patient satisfaction by 20%,

its stock could rebound from its current $12.50 level (down 30% YTD). Historically, Amwell’s stock has risen an average of 5% in the week following major investor events, with a peak 12% jump after its 2023 earnings call.

Investors should monitor post-conference analyst upgrades and volume spikes around the TD Cowen event (March 4). With a market cap of $600 million and a 2025 revenue forecast of $420 million (per consensus estimates), Amwell’s valuation is near a 10-year low. A successful conference cycle could catalyze a re-rating, particularly if the company narrows its valuation gap with peers like Teladoc (TDOC), which trades at 1.5x sales versus Amwell’s 0.7x.

In short, Amwell’s 2025 investor outreach is not just about visibility—it’s a make-or-break effort to prove its platform can deliver both growth and profitability in a sector where execution often lags ambition.