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PGPGNY

Progyny, Inc.

$PGNY·$2.4B·Medical - Healthcare Information Services·Healthcare
$31.86-1.5%YTD+24.3%1Y+38.4%
Mentions · last 7 days
2026-07-09: 69 posts2026-07-10: 104 posts2026-07-11: 34 posts2026-07-12: 64 posts2026-07-13: 112 posts2026-07-14: 27 posts2026-07-15: 29 posts443+5%
Price updated 14h ago·X counts updated 2d ago
PGPGNY
$PGNYProgyny, Inc.
$31.86-1.48%443 posts+5%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $PGNY, 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 2026-07-16

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

Fertility-benefits leader is back at a 52-week high with a fresh $200M buyback and slowing top-line growth.

Progyny sells fertility and family-building benefits to employers and just tagged a 52-week high with Q2 earnings landing 2026-08-06.

  • Q1 revenue was $328.5M, only +1.4% year-over-year — the fourth straight quarter of decelerating growth from the +9% pace last summer, and the tell that employer-benefit renewals came in softer than the top-line arc since IPO would suggest.
  • Margins moved the other way: gross margin 25.3%, operating margin 10.8%, and $39.6M of free cash flow — the operational leverage is real, and trailing-twelve-month return on invested capital of 13.2% pairs with a nearly debt-free balance sheet (D/E 0.06).
  • On May 26 the Board authorized $200M in share repurchases fundable from cash on hand, unusual for a company still growing revenue and a signal management sees the current multiple (P/E 30.9, EV/EBITDA 17.8) as an entry point.
  • EPS beat consensus by 13.3% in Q1 and analysts model $1.29 for FY26 rising to $1.49 for FY27, so the multiple compresses meaningfully if the guide holds.
  • Insider Geoffrey Clapp had an 819-share F-InKind transaction on June 17 — a tax-withholding conversion on vesting, not a discretionary sale.

The buyback plus the momentum tape are doing the heavy lifting here; the fundamental fork is whether Q2 shows the growth deceleration bottoming or extending.

What to watch: August 6 earnings — specifically Q2 revenue growth (below +2% year-over-year extends the deceleration; above +5% argues renewals stabilized) and any cadence disclosed on the $200M buyback pace. Guidance color on client wins for the 2027 selling season is the read-through most consequential for the multiple.

On the calendar: 2026-08-06 Q2 2026 earnings; guidance and buyback pace are the two variables that matter.

Read the AI verdict + X sentiment for $PGNY

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What it does

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

Administers fertility and family building benefits (IVF, egg freezing) for self-insured employers, bundling clinical and pharmacy coverage.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $PGNY

Neutral — Administers fertility and family building benefits (IVF, egg freezing) for self-insured employers, bundling clinical and pharmacy coverage; limited exposure means the agentic CRM converting AI from feature to platform in life sciences is not a near-term catalyst or headwind.

Industry benchmark

8-name peer basket
+35.4%YTD
+64.1%1Y

Fundamentals & catalyst

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

Key ratios

P/E
30.9How 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
13.2%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
7.5%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
9.0%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
1.6Same 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
13.3%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
24.1%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
0.1Total 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
Q1 2026May 7, 2026$0.30$0.26+17.2%
Q4 2025Feb 26, 2026$0.15$0.15+2.0%
Q3 2025Nov 6, 2025$0.45$0.39+15.4%
Q2 2025Aug 7, 2025$0.48$0.44+9.1%
Next earningsThu, Aug 6·consensus EPS $0.34

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$328.5M+1.4%25.3%10.8%$0.30$39.6M
Q4 FY25$318.4M+6.7%24.1%4.8%$0.15$48.6M
Q3 FY25$313.3M+9.3%23.2%6.9%$0.16$42.9M
Q2 FY25$332.9M+9.5%23.7%7.3%$0.20$50.2M

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.4B$1.4B – $1.4B$1.29$1.28 – $1.307
FY27$1.5B$1.5B – $1.5B$1.49$1.49 – $1.507
FY28$1.6B$1.6B – $1.6B$1.64$1.35 – $1.843
FY29$1.7B$1.7B – $1.7B$1.97$1.93 – $2.012
FY30$1.7B$1.7B – $1.7B$1.75$1.72 – $1.791

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.1.1×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.93%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.+20.6%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.+40.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 71.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.1% 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.β1.025-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

SellJul 14Melissa B CummingsCOO2.2K sh$71KSellJun 4Allison SwartzEVP, GC599 sh$15KSellJun 4Mark S. LivingstonCFO2.5K sh$64KSellJun 3Allison SwartzEVP, GC1.2K sh$30KSellMay 28Allison SwartzEVP, GC2.4K sh$61KSellMay 27Kevin K GordonDirector5.5K sh$137KSellMay 20Mark S. LivingstonCFO8.3K sh$211KSellMay 19Melissa B CummingsCOO9.6K sh$239KSellMar 4Allison SwartzEVP, GC599 sh$11KSellMar 3Allison SwartzEVP, GC4.7K sh$81K
1–10 of 11
+ 31 other (17 inkinds · 13 awards · 1 other) in window

See when $PGNY 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-KCharter amendmentMay 278-K — Item 5.03: Charter amendment · Item 5.07: Shareholder vote
AI summary

Progyny, Inc. held its 2026 Annual Meeting of Stockholders on May 21, 2026, at which stockholders approved charter amendments to the company's Certificate of Incorporation — specifically changes described in Proposals 4 and 5 of the proxy statement, related to corporate governance updates. All votes are reported in the filing. Charter amendments at annual meetings are typically governance improvements or share structure updates; no adverse corporate actions were taken.

8-KPress release / Reg FDMay 78-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

PGNY reported period ending 2026-05-07 financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

8-KPress release / Reg FDFeb 268-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 12 other (3 13Gs · 2 routine 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

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

Progyny, Inc. (PGNY) Hit a 52 Week High, Can the Run Continue?zacks.com·3d agoWhy Progyny (PGNY) Might be Well Poised for a Surgezacks.com·8d agoAre You Looking for a Top Momentum Pick? Why Progyny (PGNY) is a Great Choicezacks.com·8d agoWhat Makes Progyny (PGNY) a New Strong Buy Stockzacks.com·8d agoWhat Does the Sale of Progyny Shares by the CFO Mean for Investors?fool.com·22d ago

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Voices on X · last 7 days

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