HQY Bounce Up SL Hit · -13.4%
Health Care
3/0 Quality
Entry
$88.78
Stop Loss
$82.91
TP1
$97.58
R:R
1.50

Analyst vs AI Verdict

Wall Street

85.0% Buy Rating
7
Strong Buy
10
Buy
2
Hold
1
Sell
0
Strong Sell
20 analysts · April 1, 2026

AI Expert Panel

Price Chart

Fundamentals Trend

Metric 2025-07-31 2025-09-02 2025-10-02 2025-11-03 2025-12-03 2026-01-02
ROE (TTM) 6.9% 5.7% 6.9% 6.9% 6.9% 9.0%
P/E (TTM) 57.52 63.85 55.99 55.88 58.42 40.80
Net Margin 18.4% 9.8% 11.5% 11.5% 11.5% 14.9%
Gross Margin 71.4% 65.5% 66.4% 66.4% 66.4% 67.7%
D/E Ratio 46.91 49.75 46.91 46.91 46.91 46.02
Current Ratio 4.23 4.06 4.23 4.23 4.23 4.13

Company Summary

HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. It provides health savings accounts; investment platform; and online-only automated investment advisory services through Advisor, a Web-based tool. The company also offers flexible spending accounts for health and dependent care; health reimbursement arrangements; and Consolidated Omnibus Budget Reconciliation Act continuation services, as well as administers pre-tax commuter benefit programs. It serves clients through a direct sales force; and a network of health plans, benefits administrators, benefits brokers and consultants, and retirement plan record-keepers. HealthEquity, Inc. was incorporated in 2002 and is based in Draper, Utah.

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Trade Outcome

Exit Price $76.92
Profit -13.4%
Hold Time 150 days
Max Price $97.74
Exit Reason sl_hit

Context Synthesis

2/3 Bullish
Analysts
85.0% Buy
Insiders
Neutral
Institutions
37.61%
Earnings Beat
80.0%
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Historical Stats

HQY Bounce Up

Total Attempts 4
Hit TP 3
Win Rate 75.0%
Avg Win Duration 75.66666666666667 days
Last Outcome TP

Signal Info

Created Oct 06, 2025 00:00
Updated Oct 27, 2025 16:00
Timeout 90 days

Disclaimer: This is an automated trading signal generated by AI analysis. It is not financial advice. Always do your own research before making investment decisions. Past performance does not guarantee future results.