$PGNY

Progyny, Inc.

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

Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.

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

No SEC Form 4 filings for $PGNY in the last 30 days.

See all $PGNY insider activity →
High

Health Insurance Providers Stocks Q2 In Review: Elevance Health (NYSE:ELV) Vs Peers

CVS Health (CVS) reported $106.1B revenue, up 7.3% YoY, beating estimates. UnitedHealth (UNH) reported $112B revenue, flat YoY, also beating estimates. Progyny (PGNY) reported $350.5M revenue, up 5.3% YoY, missing guidance. Molina Healthcare (MOH) reported $10.87B revenue, down 4.8% YoY, missing guidance. All stocks have declined since earnings.

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.

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.

PGNY sentiment & insider activity

Recent PGNY coverage spans earnings and financial news.

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

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.

$PGNYLow

Progyny Sees Utilization Rebound as Early Renewals De-Risk Outlook

Progyny (NASDAQ:PGNY) said early renewals show a utilization rebound and stronger early new-business commitments than a year ago, with management expecting to reach its annual target of at least 1 million covered lives based on current activity and pipeline. It reported 99% retention over 10 years and discussed expanded products, including Progyny Select, and partnerships such as with Cigna.

$PGNYMedAI 8/10

Progyny (PGNY) Q2 2026 Earnings Call Transcript

Progyny (PGNY) reported Q2 2026 revenue of $350.5 million, up 5.3% reported (11% excluding a transition agreement), and net income of $28.1 million ($0.34/diluted share). Adjusted EBITDA rose to $62.1 million, with gross margin expanding to 25.5%. Fertility benefit revenue was $230.2 million. Full-year 2026 guidance: revenue $1.36B to $1.385B, adjusted EBITDA $233M to $240M.

$PGNYMedAI 8/10

Progyny (PGNY) Q2 2026 Earnings Call Transcript

Progyny (PGNY) reported Q2 2026 revenue of $350.5M (+5.3% reported, +11% excluding a transition agreement), net income of $28.1M ($0.34/share), and adjusted EBITDA of $62.1M (17.7% margin). Fertility benefit revenue was $230.2M and pharmacy $120.3M. Guidance: 2026 revenue $1.36B-$1.385B and adjusted EBITDA $233M-$240M; Q3 revenue $335M-$345M.

Q2 Earnings Roundup: Oscar Health (NYSE:OSCR) And The Rest Of The Health Insurance Providers Segment

A Q2 earnings roundup covers health insurers and related providers. CVS Health (CVS) reported $106.1B revenue (+7.3% YoY), beating EPS and full-year EPS guidance; shares fell 8.4% to $95.66. Progyny (PGNY) revenue was $350.5M (+5.3%), but guidance missed; stock down 7.8% to $27.87. Humana (HUM) revenue $40.87B (+26.2%) and Clover Health (CLOV) revenue $743.2M (+55.6%) both beat; CLOV rose 9.9% to $4.55.

$PGNYMed

Why Progyny Stock Plunged, Then Gradually Recovered Today

Progyny (PGNY) shares fell about 6% after its Q2 earnings. The company reported 5% sales growth, with adjusted EPS up 15% versus expectations. Q3 sales guidance calls for 7% to 11% growth and adjusted earnings are slightly lower sequentially. Gross margins rose 180 bps and covered members increased 7% to 7.2 million.

Related tickers