HealthEquity (HQY) delivered better-than-expected Q2 results, keeping its margin runway and fiscal 2028 catalysts intact, RBC Capital Markets said in a Thursday note.
The report pointed to a record 48% adjusted EBITDA margin, driven by continued AI-enabled service cost reductions.
The note said a slower HSA cash-balance growth reflects a deliberate strategy toward higher-value investment accounts and
Marketplace engagement. It said the strategy is "accretive" rather than a degradation of the model.
"Marketplace and Bronze plan enrollment represent emerging catalysts," the report said. The firm's primary offerings are based on the administration of health savings accounts and other consumer-directed benefits.
RBC kept its outperform rating and a price target of $108.
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