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DGDGX

Quest Diagnostics Incorporated

$DGX·$25B·Medical - Diagnostics & Research·Healthcare
$231.84+1.7%YTD+31.5%1Y+32.6%
Mentions · last 7 days
2026-07-20: 0 posts2026-07-21: 2 posts2026-07-22: 6 posts2026-07-23: 71 posts2026-07-24: 15 posts2026-07-25: 4 posts2026-07-26: 4 posts102+19%
Price updated 1h ago·X counts updated 1d ago
DGDGX
$DGXQuest Diagnostics Incorporated
$231.84+1.75%102 posts+19%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $DGX, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-26

The move is getting stronger, with heavier trading behind it.

Quest Diagnostics just crushed Q2 (7/23) and hit a 52-week high — 10% organic revenue growth, 8% below Baird's $350 target framing.

Quest Diagnostics is the largest US clinical-laboratory-services company — blood-and-fluid diagnostic testing for hospitals, physicians, and direct-to-consumer wellness. Up 32% over 12 months and 31% YTD, this is a healthcare compounder accelerating on a clean Q2 beat.

The setup is a durable services business printing above expectations:

  • Q2 was a clean beat: EPS $3.12 beat $2.82 (11% surprise) with revenue $3.04B (+10.2% YoY, largely organic) — the last four EPS prints all beat by 2-11%, and management raised the FY26 EPS outlook per Seeking Alpha (7/24).
  • The consolidation story is real: acquisition of physician-office lab networks plus the direct-to-consumer trend (per the analyst $350 PT commentary) mean Quest is still gaining share in a mature market — the AI/genomics-plus-DTC combo is what's justifying the multiple.
  • The utilization concerns from HCA are being dismissed: X posters noted 'a blood-draw lab outperformed every AI stock on the tape' — that's a fair framing, and the tape is confirming the setup.

At 86% of the 52-week range and 18% above the 200-day, this is accelerating on the print. Q3 earnings on 10/20 is the referee — continued 10%+ revenue growth plus AI/DTC monetization commentary restarts the trade toward the $350 PT bulls are calling; a soft physician-office-lab-integration comment or a hospital-utilization-slowdown extends any cooling.

Agrees with X sentimentX is right on the ~10% Q2 pop, the 10% organic revenue growth, the DGX-outperforming-AI-stocks framing, the 260-strike call trade, and the $350 PT reiteration on consolidation + DTC + AI. The dismissal of HCA-utilization concerns is directionally correct — Quest hasn't shown the same pressure.

What to watch: 10/20 Q3 earnings — continued 10%+ revenue growth plus AI/DTC monetization commentary restarts the trade toward $350; a soft physician-office-lab-integration comment or hospital-utilization-slowdown extends any cooling.

On the calendar: 2026-10-20 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-07-25

Quest Diagnostics jumps roughly 10% on a Q2 beat-and-raise with over 10% revenue growth, largely organic, prompting posters to say a blood-draw lab outperformed every AI stock on the tape. A high-conviction 260-strike call trade is flagged and one analyst reiterates a $350 target on consolidation, direct-to-consumer trends and AI. Utilization concerns from HCA are dismissed.

Read the AI verdict + X sentiment for $DGX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Quest Diagnostics Incorporated, founded in 1967 and headquartered in Secaucus, New Jersey, is a premier provider of diagnostic testing, information, and related services, serving clients both domestically and internationally. Its core business involves the development and provision of diverse diagnostic information services, such as routine, advanced clinical, and anatomic pathology testing. While primarily operating under the Quest Diagnostics brand, it also leverages specialized identities like AmeriPath, Dermpath Diagnostics, ExamOne, and Quanum to reach a broad spectrum of clients. Its extensive client base includes patients, clinicians, hospitals, integrated delivery networks, health plans, employers, and other direct healthcare entities. Delivery of these services is facilitated through a robust network comprising laboratories, patient service centers, in-office phlebotomists, call centers, and mobile health professionals including paramedics and nurses. Additionally, the company provides risk assessment services for the life insurance industry and offers comprehensive information technology solutions to healthcare organizations and clinicians.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Diagnostics & Research sits in its cycle right now — and what that implies for $DGX.

Medical - Diagnostics & Research · Healthcare

No material change from last week — pharma R&D spending is recovering and CDMO demand is growing as drug pipelines advance toward clinical trials.

Industry benchmark

16-name peer basket
+26.1%YTD
+48.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
23.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
8.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
14.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
14.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
33.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 23, 2026$3.12$2.82+10.6%
Q1 2026Apr 21, 2026$2.50$2.37+5.5%
Q4 2025Feb 10, 2026$2.42$2.36+2.5%
Q3 2025Oct 21, 2025$2.60$2.50+4.0%
Next earningsTue, Oct 20·consensus EPS $2.81

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$3.0B+10.2%33.7%15.1%$2.88$330.0M
Q1 FY26$2.9B+9.2%32.5%13.8%$2.27$164.0M
Q4 FY25$2.8B+7.1%32.6%13.9%$2.21$307.0M
Q3 FY25$2.8B+13.2%33.7%13.7%$2.18$419.0M

Forward consensus

5-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$11.9B$11.9B – $12.0B$11.02$10.85 – $11.1210
FY27$12.5B$12.3B – $12.7B$11.91$11.67 – $12.3114
FY28$13.0B$12.8B – $13.3B$12.95$12.10 – $14.1211
FY29$13.7B$13.6B – $13.9B$14.33$14.12 – $14.605
FY30$11.6B$11.4B – $11.7B$14.82$14.60 – $15.105

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.86%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+12.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+18.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 109.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.575-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 4Karthik KuppusamySVP, Clinical Solutions8.1K sh$1.6MSellJun 1J. E. DavisCEO10.0K sh$1.9MSellMar 5Michael E PrevoznikSVP & General Counsel3.9K sh$800KSellMar 5Patrick PlewmanSVP for Diagnostic Services2.9K sh$589KSellMar 5Catherine T. DohertyEVP, Regional Businesses5.6K sh$1.1MSellMar 4Karthik KuppusamySVP, Clinical Solutions2.6K sh$538KSellMar 3Catherine T. DohertyEVP, Regional Businesses632 sh$131K
+ 39 other (23 awards · 10 inkinds · 5 smalls · 1 exempt) in window

See when $DGX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteMay 218-K — Item 5.07: Shareholder vote
8-KMaterial agreementMay 88-K — Item 1.01: Material agreement
8-KOfficer or director changeMar 128-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
3New insider — initial holdingsMar 113
+ 13 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Are You Looking for a Top Momentum Pick? Why Quest Diagnostics (DGX) is a Great Choicezacks.com·3d agoWhy Quest Diagnostics (DGX) is a Top Momentum Stock for the Long-Termzacks.com·3d agoQuest Diagnostics Incorporated (DGX) Soars to 52-Week High, Time to Cash Out?zacks.com·4d agoQuest Diagnostics Upgrades EPS Outlook For 2026 After Outperforming Q2 Resultsseekingalpha.com·4d agoQuest Diagnostics Q2 Earnings Call Highlightsmarketbeat.com·4d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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