$PGNY

Progyny, Inc.

AlphAI earnings readsecond quarter of 2026 · AUG 6Reports Record Quarterly Revenue, Gross Profit and Adjusted EBITDAVerdict: solid

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No enriched coverage for $PGNY in the last 7 days.

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$321K
GORDON KEVIN K
0%
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Low

Progyny director Kevin Gordon sells $321,358 in company stock

Progyny director Kevin K. Gordon sold 11,500 shares for $321,358 at $27.94 each. The stock rose 59% in six months. Progyny reported Q2 2026 earnings of $0.55 per share on $350.51M revenue, beating estimates. Citizens raised its price target to $33. Progyny maintains full-year guidance of $1.36B-$1.385B revenue and $2.04-$2.10 EPS.

Spotting Winners: Progyny (NASDAQ:PGNY) And Health Insurance Providers Stocks In Q2

Progyny (PGNY) and other health insurers reported Q2 earnings, with revenues beating estimates by 2.8% but guidance below expectations. PGNY's revenue grew 5.3% YoY, missing EBITDA guidance. CVS Health (CVS) reported 7.3% YoY revenue growth, beating estimates. Molina Healthcare (MOH) saw a 4.8% YoY revenue decline. Alignment Healthcare (ALHC) grew 31.6% YoY, while Clover Health (CLOV) saw 55.6% YoY growth. Stocks have declined since earnings, except CLOV, which rose 4.3%.

PGNY sentiment & insider activity

Recent PGNY coverage spans earnings, financial news and insider activity.

In the last 30 days, PGNY insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($321K). The most active reporter was GORDON KEVIN K with 1 filing.

What's driving PGNY

AlphAI scores every news story that mentions PGNY with an AI model for sentiment and relevance, and aggregates insider trades from Progyny, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $PGNY

Score
$PGNYHighAI 8/10

Spotting Winners: Progyny (NASDAQ:PGNY) And Health Insurance Providers Stocks In Q2

Progyny (PGNY) and other health insurers reported Q2 earnings, with revenues beating estimates by 2.8% but guidance below expectations. PGNY's revenue grew 5.3% YoY, missing EBITDA guidance. CVS Health (CVS) reported 7.3% YoY revenue growth, beating estimates. Molina Healthcare (MOH) saw a 4.8% YoY revenue decline. Alignment Healthcare (ALHC) grew 31.6% YoY, while Clover Health (CLOV) saw 55.6% YoY growth. Stocks have declined since earnings, except CLOV, which rose 4.3%.

$PGNYMedAI 8/10

Q2 Earnings Outperformers: Cencora (NYSE:COR) And The Rest Of The Health Insurance Providers Stocks

Cencora (COR) is down 6.7% since reporting Q2 earnings, trading at $97.38. Progyny (PGNY) reported $350.5M revenue, up 5.3% YoY, but missed EBITDA guidance, dropping 14.1% to $25.94. Humana (HUM) reported $40.87B revenue, up 26.2% YoY, beating estimates, and rose 5% to $407.96. Cigna (CI) reported $71.56B revenue, up 6.6% YoY, beating estimates, but fell 4% to $284.64.

Progyny at Wells Fargo healthcare conference: growth runway stays wide

Progyny (PGNY) presented at the Wells Fargo Healthcare Conference, noting seasonal August softness but expecting a September recovery. The company serves 7.2M lives, with a large addressable market. It adjusted 2024 guidance downward but emphasized long-term growth, new product lines, and strong cash flow. Management highlighted Progyny's leading position in fertility benefits and expansion into women's health. The stock is trading below its Fair Value, with a PEG ratio of 0.46, according to Inv

3 Healthcare Stocks We Steer Clear Of

Healthcare stocks have outperformed the S&P 500, but some companies face challenges. Bausch + Lomb (BLCO) has declining EPS and free cash flow margins. Envista (NVST) shows weak sales growth and profitability. Progyny (PGNY) struggles with unit sales and capital returns. All three trade at forward P/E ratios of 16.9x, 17.5x, and 11.8x respectively.

$CVSMedAI 8/10

Health Insurance Providers Stocks Q2 Teardown: Clover Health (NASDAQ:CLOV) Vs The Rest

CVS Health (CVS) reported $106.1B revenue, up 7.3% YoY, beating estimates. Despite strong earnings, its stock fell 10.2% to $93.76. Progyny (PGNY) reported $350.5M revenue, up 5.3% YoY, but missed EBITDA guidance, causing a 15.3% stock drop to $25.58. Cencora (COR) reported $84.75B revenue, up 5.1% YoY, in line with expectations, with a 3.2% stock increase to $316.20. UnitedHealth (UNH) reported $112B revenue, flat YoY, beating estimates, but its stock fell 7.1% to $388.62.

$PGNYHigh

This fertility benefit business is set to boom. Buy the stock now, Wells Fargo says

Wells Fargo initiated coverage of Progyny with an overweight rating and $37 price target, implying 45% upside. The analyst cited demographic trends, corporate wellness focus, and healthcare innovation as drivers. Progyny's market share growth, global expansion, and new offerings were highlighted. Nine of 11 analysts rate the stock a buy or strong buy, with shares up 13% over the past year.

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