American Well Corp · Brief

Next report

2 days

Nov 3 · after closeest.Q3 FY26

Expected move

No implied move.

—≥ implied

Q2 FY26—▲+24.95%—

quarterimplied−25%0+25%realized×

Q2 FY26—▲+24.95%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Nov 3 report · est.

Bull2 of 3

56managers reporting a position in the latest quarterly filings13F · Jun 30 '26

6 of 23of the largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

Bear1

31.00%share of revenue from the largest disclosed customer Elevance HealthSEC filings

AI captions · Oct 26 '26once per report · top 2 per case

AMWL report session

No linked exposure.

Oct 21impliedImplied move: ±18.6% into Nov 3 earnings (Oct 21 close).Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.