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TickerTalks›$HNGE
HNHNGE

Hinge Health, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 47% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (56 mentions/wk)
$HNGE·$6.9B·Medical - Healthcare Information Services·Healthcare
$88.49+1.2%YTD+71.0%1Y+50.6%
Mentions · last 7 days
2026-08-06: 3 posts2026-08-07: 8 posts2026-08-08: 5 posts2026-08-09: 11 posts2026-08-10: 14 posts2026-08-11: 13 posts2026-08-12: 0 posts56-27%
Price updated 1h ago·X counts updated 2d ago
HNHNGE
$HNGEHinge Health, Inc.
$88.49+1.22%56 posts-27%
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 $HNGE, 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 2026-08-14

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

Digital MSK Q2 beat $213M + Cylinder deal opens $135B GI TAM + high-tight-flag with $91.50 pivot — priced for continued execution.

Hinge Health is the recently-public digital-MSK (musculoskeletal) care platform whose Q2 print delivered a monster beat and raise — revenue hitting $213M just two months after raising targets at Investor Day. Up 71% YTD and coiled at 91% of the 52-week range.

  • The Q2 print magnitude is decisive: revenue of $213M reflects specific execution well ahead of Investor-Day targets set only two months before — the specific pattern that supports the "beat and raise" compounder framing at 10x trailing sales.
  • The Cylinder deal is a specific TAM-expansion catalyst: news of the Cylinder acquisition opening a $135B GI care growth opportunity represents specific vertical-expansion into a large adjacent addressable market — the type of specific-catalyst deal that supports continued upside.
  • The technical setup shows momentum: shares at 91% of the 52-week range, 12% above the 50-day, and 64% above the 200-day reflect specific institutional accumulation into the compounder setup — the type of high-tight-flag pattern with a $91.50 pivot bulls note.
  • The valuation is genuinely stretched: at -13x P/E (small loss) and 10x sales for a healthcare-services company, HNGE is priced for continued 30%+ growth plus margin improvement — the specific setup where any specific execution stumble compresses the multiple hard.

Coming into Nov 3 earnings, the tape needs continued 30%+ revenue growth, specific Cylinder-integration timing commentary, and any additional vertical-expansion disclosures. A clean beat plus visible GI-adjacency contribution extends the compounder trend past the $91.50 pivot; any customer-acquisition-cost inflation or execution slippage is what would compress the just-elevated multiple from the 91%-of-range level.

Agrees with X sentimentAgree with the fully-bullish read — the Q2 revenue beat, Cylinder acquisition GI-TAM expansion, and O'Neil-textbook technical setup are all real, aligned catalysts. There isn't a substantive bear thread on the tape to counter with, though the 10x sales multiple leaves less room for slippage.

What to watch: Nov 3 Q3 earnings — continued 30%+ revenue growth, specific Cylinder-integration timing commentary, and any additional vertical-expansion disclosures. Any customer-acquisition-cost inflation or execution slippage compresses the just-elevated multiple from the 91%-of-range level.

On the calendar: 2026-11-03 — Q3 earnings

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-08-13

X users are bullish on Hinge Health after a monster Q2 beat and raise, with revenue hitting $213M just two months after raising targets at investor day. Posters cite a textbook O'Neil setup on the custom Indicator with Market BULL, Power Trend ON, Weekly Trend BULL, RS Rating 82, and a high-tight flag forming with a $91.50 pivot near 52-week highs.

Read the AI verdict + X sentiment for $HNGE

  • 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.

Digital health company providing a musculoskeletal care platform with exercise therapy, acute injury care, and post-surgical rehabilitation for employers and insurers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Healthcare Information Services sits in its cycle right now — and what that implies for $HNGE.

Medical - Healthcare Information Services · Healthcare

No material change from last week — VEEV's 'agentic commercial' CRM framing converts AI from feature to platform pricing, while TEM's oncology AI platform and pharma data licensing confirm AI..

What this means for $HNGE

Partial — Digital health company providing a musculoskeletal care platform with exercise therapy, acute injury care, and post-surgical rehabilitation for employers and insurers; partial earnings exposure to medical - healthcare information services demand dynamics through its product portfolio.

Industry benchmark

10-name peer basket
+25.9%YTD
+34.5%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-12.6How 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
-166%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
-81.6%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
3.2%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
9.9Same 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
-139%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
80.8%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
0.0Total 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 2026Aug 4, 2026$0.59$0.61-4.1%
Q1 2026May 5, 2026$0.45$0.39+15.4%
Q4 2025Feb 10, 2026$0.49$0.04+1125.0%
Q3 2025Nov 4, 2025$0.34$0.24+41.7%
Next earningsTue, Nov 3·consensus EPS $0.67

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$182.3M+47.2%84.6%17.6%$0.43$43.0M
Q4 FY25$170.7M+45.6%84.4%16.0%$0.39$63.5M
Q3 FY25$154.2M+53.3%81.9%-4.0%$-0.02$81.3M
Q2 FY25$139.1M+54.9%70.3%-417%$-7.38$18.4M

Forward consensus

5-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$822.2M$819.1M – $828.6M$2.60$2.20 – $2.8311
FY27$1.0B$978.2M – $1.1B$3.40$2.88 – $3.8712
FY28$1.3B$1.2B – $1.3B$4.48$3.34 – $5.188
FY29$1.6B$1.5B – $1.7B$5.50$5.26 – $5.757
FY30$1.9B$1.9B – $2.0B$6.66$6.37 – $6.977

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.0.5×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.91%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.+12.2%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.+64.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

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

Recent transactions

SellJul 9Insight Holdings Group, Llc10% owner176.4K sh$15.9MSellJul 7Insight Holdings Group, Llc10% owner19.4K sh$1.7MSellJul 1Mecklenburg Gabriel M.i.Chair83.3K sh$7.1MSellJun 29Insight Holdings Group, Llc10% owner289.5K sh$23.6MSellJun 25Insight Holdings Group, Llc10% owner497.0K sh$35.6MSellJun 24Insight Holdings Group, Llc10% owner23.1K sh$1.7M
+ 20 other (8 conversions · 6 inkinds · 3 awards · 2 exempts · 1 other) in window

See when $HNGE 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-KPress release / Reg FDAug 48-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Hinge Health, Inc. filed its Q2 2026 earnings 8-K on August 4, 2026, reporting financial results for the second quarter ended June 30, 2026 via a press release (Exhibit 99.1). Hinge Health is a digital musculoskeletal care platform delivering virtual physical therapy to employer and health plan clients, recently listed on NYSE as an emerging growth company. Items 7.01 and 8.01 suggest supplemental materials were also disclosed alongside the quarterly results. This is a routine but closely watched quarterly earnings disclosure for a high-growth digital health company.

8-KPress release / Reg FDJun 98-K — Item 7.01: Press release / Reg FD
AI summary

Hinge Health, Inc. announced its first Investor Day at Movement on June 9, 2026, and raised guidance for Q2 2026 and full year 2026 via a press release. A guidance raise concurrent with a first Investor Day signals management confidence at this digital physical therapy company. Body unavailable — specific guidance figures are in the attached Exhibit 99.1 press release, not in the excerpt.

8-KShareholder voteJun 48-K — Item 5.07: Shareholder vote
AI summary

Hinge Health, Inc. held its 2026 Annual Meeting of Stockholders on June 3, 2026; Class A common stockholders had 1 vote per share and Class B stockholders had 15 votes per share under the dual-class structure (giving founders dominant control); two proposals were voted upon. Routine annual meeting; the Class B super-voting structure ensures founders control director elections. Specific vote counts are not detailed in the available excerpt.

8-KPress release / Reg FDMay 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Hinge Health Inc. reported Q1 2026 financial results for the quarter ended March 31, 2026, with a conference call scheduled for May 5, 2026 at 1:30 PM PT / 4:30 PM ET. Non-GAAP financial reconciliations are included in the press release. Hinge Health operates a digital musculoskeletal (MSK) care platform providing therapy, exercise, and education programs for chronic pain conditions. Body unavailable — Q1 2026 financial results are furnished in the attached press release (Exhibit 99.1), not in the 8-K body.

3New insider — initial holdingsMar 183
8-KOfficer or director changeMar 178-K — Item 5.02: Officer or director change
+ 14 other (7 13Gs · 2 10-Qs · 2 proxys · 1 ARS) in window

Recent news

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

Is Hinge Health Stock a Buy as Growth Accelerates and Risks Rise?zacks.com·2d agoHinge Health's Cylinder Deal Opens a $135B GI Care Growth Opportunityzacks.com·2d agoHNGE Rallies 64.6% in 3 Months as Growth and Margins Gain Momentumzacks.com·2d agoIs the Options Market Predicting a Spike in Hinge Health Stock?zacks.com·2d agoJim Cramer Recommends Buying This Health Care Stock: ‘What A Quarter They Had'benzinga.com·3d ago

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Voices on X · top 5 · last 7 days

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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