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HQYHealthEquity, Inc.Buy Wait6.2·$96.07-2.74%

HealthEquity (HQY) Q2 2026 earnings — TrendMatrix coverage

BEAT+3.9% vs estimateEPS $1.24 vs $1.19 estCurrent verdict Buy (Wait) 6.2/10

Reported

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure

Event detail · Q2 2026

Key numbers

Reported EPS
$1.24
Estimate
$1.19
Surprise
+3.9%
Revenue (period 2026-07-31)
$350.7M
Score today
6.2/10

Revenue source: xbrl.

Report record · Q2 2026

How the report landed

HealthEquity (HQY) beat the $1.19 estimate with diluted EPS of $1.24 — a clear 3.9% upside surprise.

Current read · as of 2026-09-05

Where TrendMatrix's rating stands now

TrendMatrix currently rates HQY Buy (Wait) at 6.2/10; no pre/post engine snapshot brackets this report.

4 of the last 4 quarters beat the estimate; this quarter's +3.9% surprise compares with a +7.9% four-quarter average. Next scheduled report: 2026-12-02.

What supports the rating

  • V7 quality resilience bonus: +0.2 (Q=7.9 in RISK_OFF)
  • Sector modifier (Healthcare): +0.5

What argues against it

  • Concentration risk — Product: HSAs and other CDBs
  • News modifier +2: HOLD_IF_HOLDING → STRONG_BUY_WAIT
  • Momentum score 4.4/10 — below 4.5 minimum

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current engine read

The levels TrendMatrix's engine tracks

Current price
$96.07
Entry target
$89.47
Price target
$107.10
Stop
$82.28
Upside to target
+11.5%
Reward-to-risk
1.5:1

The stock trades at 35.7× trailing but 17.5× forward earnings — consensus estimates already build in a substantial earnings recovery.

Model outputs from TrendMatrix’s engine as of 2026-09-05 — shown for context, not personalized investment advice.

Healthcare context

HQY at TrendMatrix's latest read

Healthcare earnings trade on pipeline and payer dynamics as much as the quarter itself; a beat or miss is weighed against trial and reimbursement news.

Industry
Health Information Services
Market cap
$7.95B
P/E (fwd)
17.5
P/E (ttm)
35.7
52-week range
$72.76$107.62
Off 52-week high
10.7%
RSI (14)
37
Volume vs avg
0.50×
Score today
6.2/10

Earnings figures are sourced from TrendMatrix’s pipeline (EPS: existing earnings extraction; revenue: SEC XBRL company facts where available, yfinance-provisional otherwise). Not a buy/sell rating, a price target, or investment advice — see the current verdict on the stock’s main page for TrendMatrix’s live read.

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