HQY surpasses fiscal first-quarter revenue expectations on robust HSA growth. The company also updates its fiscal 2026 guidance.
Scott Cutler, HealthEquity CEO, joins 'Squawk Box' to discuss the company's quarterly earnings results, state of the HSA market, how the tax and spending bill in Congress would impact eligibility, implementation of AI, and more.
HealthEquity, Inc. (NASDAQ:HQY ) Q1 2026 Earnings Conference Call June 3, 2025 4:30 PM ET Company Participants James M. Lucania - CFO & Executive VP Jon Kessler - Former Director & Special Advisor Richard Putnam - Vice President of Investor Relations Scott R.
HealthEquity benefits from secular HSA growth and higher interest rates, with Q1 results beating expectations and guidance raised slightly. The core investment thesis is HQY's earnings power is highly levered to cash balances and long-term interest rates, with fixed-rate contracts providing visibility and future growth. Valuation is sensitive to long-term rate assumptions; fair value is $105–$115 per share, with the current price near $110 offering only modest upside.
The headline numbers for HealthEquity (HQY) give insight into how the company performed in the quarter ended April 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
HealthEquity (HQY) came out with quarterly earnings of $0.97 per share, beating the Zacks Consensus Estimate of $0.81 per share. This compares to earnings of $0.80 per share a year ago.
HealthEquity (NASDAQ:HQY), a custodian for health savings accounts, is set to announce its earnings on Tuesday, June 3, 2025. Historically, the stock has demonstrated a strong likelihood of positive returns following its earnings announcements.
HQY's sustained strength in HSAs raises optimism about the stock.
Evaluate the expected performance of HealthEquity (HQY) for the quarter ended April 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
HealthEquity (HQY) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Investors looking for stocks in the Medical Services sector might want to consider either Pediatrix Medical Group (MD) or HealthEquity (HQY). But which of these two stocks presents investors with the better value opportunity right now?
Investors interested in Medical Services stocks are likely familiar with Pediatrix Medical Group (MD) and HealthEquity (HQY). But which of these two stocks is more attractive to value investors?