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HealthEquity, Inc. (HQY) Stock Analysis

Range Bound setup

HoldModerate Confidence

Healthcare · Health Information Services

Hold if already holding. Not a fresh buy at $80.51, but acceptable to hold if already in. Reasons: Negative momentum; Below 200-MA, MA slope -3.4%/30d (confirmed downtrend).

HealthEquity is the largest HSA provider by account count, administering 10.6 million HSAs with $36.5B in assets and 7.2M complementary CDBs as of January 31, 2026. Revenue comes from service fees, custodial fees from insurance company partners and Depository Partners (48% of... Read more

$80.51+26.0% A.UpsideScore 6.0/10#2 of 13 Health Information Services
Stop $74.96Target $101.59(analyst − 10%)A.R:R 3.3:1
Analyst target$112.88+40.2%16 analysts
$101.59our TP
$80.51price
$112.88mean
$128

Hold if already holding. Not a fresh buy at $80.51, but acceptable to hold if already in. Reasons: Negative momentum; Below 200-MA, MA slope -3.4%/30d (confirmed downtrend). Chart setup: RSI 55 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Score 6.0/10, moderate confidence.

Passes 6/8 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 33d clear, semi cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: moderate.

Thesis

Rewards
Strong earnings beat streak (4/4)
High-quality business
Strong growth profile
Risks
Negative momentum
Below 200-MA, MA slope -3.4%/30d (confirmed downtrend)

Key Metrics

P/E (TTM)33.1
P/E (Fwd)15.3
Mkt Cap$6.9B
EV/EBITDA15.7
Profit Mgn16.4%
ROE10.2%
Rev Growth7.3%
Beta0.26
DividendNone
Rating analysts20

Quality Signals

Piotroski F9/9

Options Flow

P/C1.00neutral
IV55%elevated
Max Pain$70-13.1% vs spot

Concentration Risks(10-K Item 1A)

  • MEDIUMProductcustodial revenue from insurance company partners and Depository Partners48%
    10-K Item 1A: 'fees we earn from our insurance company partners and Depository Partners which comprised approximately 48%, 45%, and 39% of our revenues during the fiscal years ended January 31, 2026, 2025, and 2024'

Material Events(8-K, last 90d)

  • 2026-04-06Item 5.02MEDIUM
    CTO Eli Rosner terminated without cause, effective April 17, 2026. Sunil Rajasekar (EVP, Chief Product & Strategy Officer since Jan 2026) to oversee technology organization. No separate CTO successor named.
    SEC filing →
  • 2026-03-30Item 5.02LOW
    William Gassen (CEO of Sanford Health) appointed to Board, effective immediately. Board expanded from 9 to 10 members. Will serve on Audit and Risk Committee and TCCC.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

2 floor-breakers

Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static

Macd
0.0
Volume
0.0
Ma Position
1.0
Rsi
4.5
Obv
10.0
Volume accumulation (rising OBV)Below 200-MA, MA slope -3.4%/30d — confirmed downtrend

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Growth Rank
1.5
Value Rank
4.8
Quality Rank
7.3
GatesMomentum 3.1<4.5Death cross (50MA < 200MA)A.R:R 3.3 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 33d clearSEMI CYCLE PEAK CLEARRange BoundSuitability: Moderate
RSI
55 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $76.03Resistance $87.97

Price Targets

$75
$102
A.Upside+26.2%
A.R:R3.3:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeCautious

Risk Alerts

! Momentum score 3.1/10 — below 4.5 minimum
! Death cross — 50-day MA below 200-day MA

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-06-02 (33d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is HQY stock a buy right now?

Hold if already holding. Not a fresh buy at $80.51, but acceptable to hold if already in. Reasons: Negative momentum; Below 200-MA, MA slope -3.4%/30d (confirmed downtrend). Chart setup: RSI 55 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Target $101.59 (+26.2%), stop $74.96 (−7.4%), A.R:R 3.3:1. Score 6.0/10, moderate confidence.

What is the HQY stock price target?

Take-profit target: $101.59 (+26.0% upside). Target $101.59 (+26.2%), stop $74.96 (−7.4%), A.R:R 3.3:1. Stop-loss: $74.96.

What are the risks of investing in HQY?

Negative momentum; Below 200-MA, MA slope -3.4%/30d (confirmed downtrend).

Is HQY overvalued or undervalued?

HealthEquity, Inc. trades at a P/E of 33.1 (forward 15.3). TrendMatrix value score: 6.4/10. Verdict: Hold.

What do analysts say about HQY?

20 analysts cover HQY with a consensus score of 4.2/5. Average price target: $113.

What does HealthEquity, Inc. do?HealthEquity is the largest HSA provider by account count, administering 10.6 million HSAs with $36.5B in assets and...

HealthEquity is the largest HSA provider by account count, administering 10.6 million HSAs with $36.5B in assets and 7.2M complementary CDBs as of January 31, 2026. Revenue comes from service fees, custodial fees from insurance company partners and Depository Partners (48% of FY2026 revenue), and interchange fees (15%).

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