TickerTalks
Browse all tickers →
TickerTalks›$PGNY
PGPGNY

Progyny, Inc.

$PGNY·$2.2B·Medical - Healthcare Information Services·Healthcare
$26.00+0.5%YTD+22.8%1Y+11.8%
Mentions · last 7 days
2026-08-20: 6 posts2026-08-21: 0 posts2026-08-22: 1 posts8+14%
Price updated 2d ago·X counts updated 8d ago
PGPGNY
$PGNYProgyny, Inc.
$26.00+0.54%8 posts+14%
AI analysisFundamentalsVoices on X
Loading…

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 numbersCooling offAI verdict · as of 2026-08-21

Catching its breath after a run — could pick back up or fade from here.

Fertility-benefits manager with early-renewals de-risking the outlook — utilization rebound is landing, but the beat cadence has moderated.

Progyny is the leading fertility and family-building benefits manager for US employers — a category creator with a large-employer customer base that includes many Fortune 500 companies. The equity had a rough 2024-25 on utilization concerns; the recent narrative is that utilization is rebounding.

  • Q1 revenue grew 1.4% year-on-year to $329M — modest top-line growth reflecting the utilization-hangover from 2024-25; Q2 revenue at $351M was slightly stronger.
  • Q2 EPS came in at $0.36 vs $0.335 consensus (7.5% beat) — modest, and the last four EPS surprises averaged +7%; the pattern shows guidance has caught up to reality.
  • Trades at ~31x trailing earnings; forward 2026 consensus EPS $1.29 works out to ~20x — a reasonable managed-care-adjacent multiple, and cheap if the utilization rebound sustains.
  • Sits at the 58th percentile of the 52-week range but is 11% below the 50-day trend — the tape has cooled off recent highs, and the early-renewals commentary (Aug 16 marketbeat piece) suggests the FY26 outlook is being de-risked structurally.

What restarts the move upward is Nov 5 Q3 confirming revenue growth stepping into mid-single-digits alongside a specific 2027 outlook that includes new-employer wins and existing-account utilization firming. What sustains the cooling is another quarter of ~1-2% growth or a specific large-employer renewal loss; the utilization-rebound thesis needs multi-quarter confirmation.

What to watch: Nov 5 Q3 earnings — utilization rate and new-employer commentary. Watch for any large-employer renewal disclosures as the demand-side reads.

On the calendar: 2026-11-05 — Q3 earnings

Read the AI verdict + X sentiment for $PGNY

  • 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
Free, forever. No credit card.

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 read-through from medical - healthcare information services macro dynamics to this specific revenue mix.

Industry benchmark

10-name peer basket
+30.7%YTD
+33.7%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
Q2 2026Aug 6, 2026$0.36$0.33+7.5%
Q1 2026May 7, 2026$0.30$0.26+17.2%
Q4 2025Feb 26, 2026$0.15$0.15+2.0%
Q3 2025Nov 6, 2025$0.16$0.39-59.0%
Next earningsThu, Nov 5·consensus EPS $0.51

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$1.5B – $1.6B$1.64$1.35 – $1.843
FY29$1.7B$1.7B – $1.7B$1.97$1.91 – $2.032
FY30$1.7B$1.6B – $1.7B$1.75$1.70 – $1.811

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.0.8×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.58%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.-10.3%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.+7.9%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 14Melissa B CummingsCOO2.2K sh$71KSellJun 4Mark S. LivingstonCFO2.5K sh$64KSellJun 4Allison SwartzEVP, GC599 sh$15KSellJun 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
+ 24 other (15 inkinds · 8 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
Free, forever. No credit card.

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 68-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Progyny (PGNY) filed an 8-K on August 7, 2026 under Items 2.02 and 7.01, reporting Q2 2026 financial results and furnishing concurrent Regulation FD investor materials. Body unavailable — earnings details are in Exhibit 99.1, which is not included in the excerpt. Progyny is a fertility and family building benefits management company. The Reg FD filing covers investor presentations distributed simultaneously with the earnings release.

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.

+ 12 other (4 13Gs · 2 10-Qs · 2 routine 8-Ks · 2 proxys) in window

Recent news

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

Progyny, Inc. (NASDAQ:PGNY) Receives Consensus Recommendation of “Moderate Buy” from Analystsdefenseworld.net·3d agoAWM Investment Company Inc. Purchases Shares of 220,000 Progyny, Inc. $PGNYdefenseworld.net·4d agoBet on These 4 Top-Performing Liquid Stocks to Maximize Returnszacks.com·6d agoBank of America Corp DE Grows Stake in Progyny, Inc. $PGNYdefenseworld.net·11d agoProgyny Sees Utilization Rebound as Early Renewals De-Risk Outlookmarketbeat.com·14d ago

More in Medical - Healthcare Information Services

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$TEM$HTFL$TXG$HNGE$DOCS$WGS$TDOC$GEHC
Voices on X · last 7 days

No standout posts about $PGNY on X in the 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.

PrivacyTermsSupport