HealthEquity, Inc. · Healthcare · Health Information Services
Scores & Status Key
AI Summary Scores: Intraday / Swing / Long scores are synthesized from multi-factor analysis for each timeframe. They summarize current conditions discussed in the report and do not constitute trading recommendations.
Intraday Trend Score: A 0–100 composite from the Trend Explorer™ analytics engine used for ranking and comparison. It describes current conditions and is not a forecast.
Trend Status: A rules-based label (Bullish / Mixed / Bearish) derived from signal confluence (trend structure, momentum, and positioning). It indicates alignment, not expected return.
Last
$96.22
−$0.32 (−0.33%) 9:30 AM ET
Prev closePrevC$96.54
OpenOpen$95.95
Day highHigh$96.22
Day lowLow$95.95
VolumeVol11,041
Avg volAvgVol818,331
On chart
Interval
Intervals apply to 1D & 5D.
Intervals apply to 1D & 5D.
Scale: Linear
Overlays
Panels
Style
Scale: Linear
Presets
Tools
Tickers only (no ^ indexes). Add up to 5.
Mkt cap
$7.97B
EV/Sales
6.35
P/E ratio
33.71
FY Revenue
$1.36B
EPS
2.86
Gross Margin
71.25%
Div yield
0.00%
Sector
Healthcare
AI report sections
MIXED
HQY
HealthEquity, Inc.
HealthEquity, Inc shows steady fundamental performance with expanding profitability, solid free cash flow generation, and a strong liquidity position, while trading at valuation multiples that appear elevated relative to its growth pace. Technically, the stock is trending modestly above key moving averages with neutral-to-positive momentum signals but carries a negative 6–12 month return profile and a moderate short-interest overhang. Recent news flow has been predominantly positive, emphasizing record operating metrics and product innovation, which contrasts with the stock’s longer-term price softness.
AI summarized at 3:59 PM ET, 2026-05-19
AI summary scores
INTRADAY:58SWING:55LONG:67
Volume vs average
Intraday (cumulative)
+4% (Above avg)
Vol/Avg: 1.04×
RSI
39.80(Weak)
Weak (30–40)
0255075100
MACD momentum
Intraday
+0.04 (Strong)
MACD: 0.22 Signal: 0.18
Short-Term
-1.37 (Weak)
MACD: 0.32 Signal: 1.69
Long-Term
-1.03 (Weak)
MACD: 3.21 Signal: 4.24
Intraday trend score
56.05
LOW28.25HIGH56.05
Latest news
HQY•12 articles•Positive: 5Neutral: 2Negative: 5
NegativeThe Motley Fool• Keith Noonan
Why HealthEquity Stock Sank This Week
HealthEquity stock fell 8.6% this week despite delivering sales and earnings beats in its fiscal Q2 report. The company posted adjusted EPS of $1.24 on revenue of $350.7 million, both exceeding analyst expectations. However, management's marginal increase to full-year revenue guidance and unchanged adjusted EPS guidance disappointed investors who were expecting stronger forward guidance.
Despite beating Q2 earnings and revenue expectations, the stock declined 8.6% due to disappointing forward guidance. Management only marginally raised full-year revenue guidance and kept adjusted EPS guidance unchanged, failing to meet investor expectations for stronger outlook despite strong quarterly performance.
NeutralZacks Investment Research• Na
HealthEquity (HQY) Q2 Earnings and Revenues Top Estimates
HealthEquity reported Q3 2026 earnings of $1.24 per share, beating consensus estimates of $1.19, with revenues of $350.73 million slightly exceeding expectations. The company has outperformed the S&P 500 by 2% year-to-date. However, the stock received a Zacks Rank #3 (Hold) rating due to mixed estimate revisions, suggesting near-term performance in line with the market.
While HealthEquity delivered a positive earnings surprise (+4.20%) and beat revenue estimates, the stock received a Zacks Rank #3 (Hold) rating due to mixed estimate revision trends. The company has outperformed the market year-to-date, but the neutral rating suggests expected near-term performance in line with the broader market rather than outperformance.
PositiveGlobeNewswire Inc.• Healthequity
One in Three Americans Delay Medical Care Due to Cost, HealthEquity Research Finds
Over one-third of American workers are delaying or avoiding medical care due to cost, impacting workplace productivity with an estimated $183 billion annual loss to employers. However, HSA holders demonstrate significantly stronger financial readiness and confidence in managing healthcare expenses, with 88% reporting their HSA helps them feel financially prepared.
HealthEquity is positioned favorably as the research demonstrates strong differentiation for HSA holders, showing 88% report improved financial security and 43% higher likelihood of finding healthcare affordable compared to non-HSA holders. The data supports HSA adoption as a solution to workforce financial resilience, directly benefiting HealthEquity's core business as the largest independent HSA custodian.
PositiveGlobeNewswire Inc.• Healthequity, Inc.
HealthEquity Delivers Record Q4 and Standout Fiscal 2026 Sales Metrics
HealthEquity reported strong fiscal 2026 results with HSAs growing 7% to 10.6 million accounts and total accounts reaching 17.8 million. HSA assets increased 14% to $36.5 billion, with HSA investments surging 26% to $18.5 billion. The company achieved record fourth-quarter new HSA sales, growing 17% year-over-year, adding over one million new HSA accounts from sales during the fiscal year. HealthEquity reaffirmed guidance for fiscal 2026 and 2027.
HealthEquity demonstrated strong operational performance with 7% HSA growth, 14% increase in total HSA assets, 26% growth in HSA investments, and record fourth-quarter new HSA sales up 17% year-over-year. The company added over one million new HSA accounts from sales and maintained high client retention, indicating robust business momentum and market demand despite softer job growth.
PositiveThe Motley Fool• Motley Fool Markets Team
HealthEquity Net Income Jumps 67% in Q2
HealthEquity reported strong Q2 fiscal 2026 financial results with 9% revenue growth and 67% net income increase, while experiencing slower organic HSA account sales and raising full-year guidance.
HQYHSAhealthcarefinancial servicesearningsrevenuenet income
Sentiment note
Demonstrated robust financial performance with significant revenue and net income growth, raised full-year guidance, improved operational efficiency, and maintained strong asset growth despite some slowdown in new account acquisitions
PositiveGlobeNewswire Inc.• Atiya Easterling
HealthEquity's AI-Powered Tool Recognized for Innovation in Streamlining Benefits Education
HealthEquity introduced HSAnswers, an AI-powered educational tool that provides personalized responses to complex healthcare benefits questions, winning multiple industry awards for its innovative approach to simplifying benefits information.
Company launched an innovative AI tool that won multiple industry awards, demonstrated significant user engagement, and aims to solve real problems for millions of Americans in understanding healthcare benefits
PositiveGlobeNewswire Inc.• N/A
HealthEquity Announces First Quarter Earnings Release Date Presentations at Investor Conferences
HealthEquity, the largest HSA custodian, announced plans to release its Q1 FY2026 financial results and host a conference call on June 3, 2025. The company also announced upcoming investor conference presentations.
The article announces upcoming financial results and investor conference participation, indicating the company's continued growth and engagement with the investment community.
NegativeGlobeNewswire Inc.• N/A
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims on Behalf of Investors of HealthEquity, Inc. - HQY
HealthEquity, Inc. reported weaker-than-expected Q4 earnings and provided weak guidance for FY2026, citing increased cyber threats and fraud attacks, causing its stock price to drop significantly.
HealthEquity reported weaker-than-expected Q4 earnings and provided weak guidance for FY2026, citing increased cyber threats and fraud attacks, which caused its stock price to drop significantly.
NegativeGlobeNewswire Inc.• N/A
If You Have Suffered Losses in HealthEquity, Inc. (NASDAQ: HQY) You Are Encouraged to Contact The Rosen Law Firm About Your Rights
HealthEquity, Inc. (HQY) shares fell 17% on March 19, 2025, after the company missed profit estimates and gave weak guidance due to rising criminal activity targeting the firm.
HQYHealthEquitysecurities class action
Sentiment note
The article reports that HealthEquity's shares fell 17% due to the company missing profit estimates and providing weak guidance, which was attributed to rising criminal activity targeting the firm.
NegativeGlobeNewswire Inc.• N/A
HealthEquity, Inc. Announcement: If You Have Suffered Losses in HealthEquity, Inc. (NASDAQ: HQY) You Are Encouraged to Contact The Rosen Law Firm About Your Rights
HealthEquity, Inc. (NASDAQ: HQY) shares fell 17% on March 19, 2025, after the company missed profit estimates and gave weak guidance due to rising criminal activity targeting the firm.
HQYHealthEquitysecurities class action
Sentiment note
The article reports that HealthEquity's shares fell 17% due to the company missing profit estimates and providing weak guidance, which was attributed to rising criminal activity targeting the firm.
NeutralGlobeNewswire Inc.• N/A
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of OSI Systems, Inc. - OSIS
Pomerantz LLP is investigating claims on behalf of investors of OSI Systems, Inc. (OSIS) following a short report by Culper Research that alleges the company's reported growth in Mexico revenues is 'largely an illusion' and accuses it of 'downplaying' U.S. Department of Justice investigations.
OSISHQYNYXHOSI SystemsHealthEquityNyxoah
Sentiment note
The article only briefly mentions HealthEquity as another company that Pomerantz LLP is investigating, without providing any details about the nature of the investigation or any allegations against the company.
NegativeGlobeNewswire Inc.• N/A
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of HealthEquity, Inc. - HQY
HealthEquity, Inc. reported weaker-than-expected Q4 earnings and provided weak guidance for FY2026, citing increased cyber threats and fraud attacks, causing its stock price to drop significantly.
HQYOSISNYXHHealthEquityOSI SystemsNyxoah
Sentiment note
HealthEquity reported weaker-than-expected Q4 earnings and provided weak guidance for FY2026, citing increased cyber threats and fraud attacks, which led to a significant drop in its stock price.
News and sentiment labels describe article tone and are provided for research purposes only. They are not trading recommendations or forecasts.
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