StreetAccount

Nutex Health (NUTX) Full SA coverage

Description Website Edgar Filings Sector: Healthcare Industry: Healthcare Services & Facilities Market Cap (USD): 1.31 B

Earnings Profile

Last Earnings Call Transcript
Q2 2026 - 07-Aug-26

Next Earnings Release
24-Nov-26 Post-Mkt (Unconfirmed)

Earnings Central

FactSet Consensus	Current Q3 (Sep)	Next Q4 (Dec)	Current Year	Next Year
EPS	$5.71	$6.21	$27.79	$27.87
Revenue	$215.0M	$229.8M	$872.0M	$964.2M

Portfolios Manage

NUTX does not appear in any portfolios.

Today's Move

Price ($)	% Chg	% 30 Day ADV	Options: Impl Move
220.00	-0.1%		n/a

Avg Tgt: $288.20	5 est.

Upcoming Events

No Future Events Found

Company News Date Range: 100 Days

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Records Returned: 17
Related Company News

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14-Sep-2026 10:08	^52WEEK StreetAccount Summary: Stocks reaching new 52-week highs/lows (147 total) 52-Week Highs: 70 total; due to the volume, we are only displaying those with market cap >$3.5B APA (APA Corp. $46.40, +1.70) +3.7%; 52-week +101.9% BBY (Best Buy Co. $92.50, +1.70) +1.9%; 52-week +17.9% CHRD (Chord Energy $156.20, +4.20) +2.8%; 52-week +49.0% CON (Concentra Group $35.60, +0.60) +1.7%; 52-week +60.3% COP (ConocoPhillips $139.00, +1.60) +1.2%; 52-week +47.6% CRBG (Corebridge Financial $35.20, +0.50) +1.4%; 52-week +3.7% CRGY (Crescent Energy $14.90, +0.30) +1.9%; 52-week +69.7% CVX (Chevron $216.70, +2.70) +1.2%; 52-week +36.9% DBX (Dropbox $36.50, +0.90) +2.6%; 52-week +18.1% DHT (DHT Holdings $21.90, -0.10) -0.5%; 52-week +77.3% DK (Delek US Holdings $78.30, +2.20) +2.9%; 52-week +173.2% EQNR (Equinor $45.60, +0.80) +1.7%; 52-week +88.2% EXPD (Expeditors International $191.80, -0.80) -0.4%; 52-week +55.5% FRO (Frontline $50.10, +0.80) +1.7%; 52-week +117.4% KB (KB Financial $132.20, +0.20) +0.1%; 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52-week -49.3% QXO (QXO, Inc. $12.20, -0.10) -0.9%; 52-week -42.6% SARO (StandardAero $23.70, -0.30) -1.3%; 52-week -13.3% TDG (TransDigm Group $1106.80, -33.50) -2.9%; 52-week -14.4% TU (Telus $9.00, -0.10) -0.7%; 52-week -43.5% VIPS (Vipshop Holdings $12.50, -0.00) +0.2%; 52-week -31.2% WMS (Advanced Drainage Systems $126.30, -1.60) -1.2%; 52-week -13.9% # highs/lows by sector (147 in total) Commercial Services - 1 highs, 2 lows Communications - 2 highs, 1 lows Consumer Durables - 0 highs, 1 lows Consumer Non-Durables - 1 highs, 1 lows Consumer Services - 1 highs, 3 lows Distribution Services - 2 highs, 2 lows Electronic Technology - 0 highs, 5 lows Energy Minerals - 16 highs, 0 lows Finance - 21 highs, 15 lows Health Services - 3 highs, 0 lows Health Technology - 3 highs, 11 lows Industrial Services - 1 highs, 1 lows Miscellaneous - 1 highs, 1 lows Non-Energy Minerals - 0 highs, 6 lows Process Industries - 0 highs, 3 lows Producer Manufacturing - 0 highs, 9 lows Retail Trade - 2 highs, 3 lows Technology Services - 5 highs, 3 lows Transportation - 11 highs, 7 lows Utilities - 0 highs, 3 lows Related: ABR, AIV, AMRZ, APA, AQN, ARDX, ARX, ASIC, ASPI, ASR, ASTE, ATLO, ATRC, BBOT, BBUC, BBY, BCAL, BDCO, BEAG, BEPC, BFNH, BN, BROS, BRSP, BURL, BWXT, BXMT, BYND, CCL, CFBK, CHRD, CLLS, CNM, COLL, CON, COP, CRBG, CRGY, CUK, CVX, CZNC, DAC, DBIN, DBX, DHT, DJCO, DK, DMAA, DMLP, DQ, EACO, ECO, ENRD, ENVX, EQNR, ERII, ESAB, EU, EVEX, EVO, EXPD, FBIZ, FBLA, FER, FMAO, FOA, FRO, GCBC, GFR, GT, GXO, HUBG, HUHU, IBTA, IDT, IONR, IPX, IVR, JACS, JILL, JKS, JOBY, KB, KNF, LENZ, LFST, LII, LPBB, LPG, LTBR, LUCD, MFA, MIST, MOMO, MPT, MTCH, MVST, NAT, NB, NCLH, NKSH, NLOP, NSLR, NUTX, OCGN, OKLO, OKTA, OPEN, ORC, PAA, PAC, PAL, PAX, PEG, PNR, PR, QXO, REPX, RRBI, SARO, SFL, SHEL, SLDE, SM, SMID, SPRY, SU, SUN, TDG, TEN, TEVA, TK, TNK, TRTX, TU, TXO, UP, UTI, UTZ, VIPS, VLO, VNME, VOD, WCCB, WMS, WVE, XHLD, ZUMZ...(more)	show story hide story
10-Sep-2026 19:03	NUTX Nutex Health provides update on cybersecurity incident; To date,has not identified any material impact on business operations or financial reporting systems ($195.20) Based on the information currently available, the company's assessment of the materiality of this event, as set forth in the 31-Aug-26 8-K, has not changed. The company continues to evaluate applicable regulatory and legal notification requirements, and the company intends to make all required notifications based on its findings, including to impacted patients and employees Reference Link: Press release See Related StreetAccount comments: 8/31/2026 4:31:47 PM - Nutex Health provides update on cybersecurity incident - 8-K	show story hide story
04-Sep-2026 08:44	StreetAccount Sector Summary - Healthcare Pre-Market Synopsis Sector newsflow very quiet as expected into the long Holiday weekend. Two medical conferences kick off Saturday in Europe. Brokerage conferences the highlight of next week. Yesterday, Healthcare equities were lightly mixed and very little changed overall. Sector on track for modest weekly advance, led by the more defensive groups amid intra-sector rotation. Macro S&P futures are down (0.2%) on Friday morning. Futures near premarket lows following strong August job gains; unemployment rate held a 4.1% alongside a bounce-back in labor-force participation. Unclear how firmer job report will impact Fed rate decision for September, especially with CPI data out next week and current narrative focused on persistent above-target inflation. Otherwise fairly quiet overall heading into the long holiday weekend. Earnings takeaways mixed, though some scrutiny surrounding another disappointing batch of retail results. Nothing particularly incremental when it comes to US-Iran conflict. with Washington focused on a combination of inflicting economic pain and improving SoH transit. Along with CPI, next week brings the AAPL iPhone event, ORCL earnings, a pickup in sell-side conferences and the waiting game for the Anthropic S-1. Pre-market trading update Trading higher +8.1% CNTB on 51K shares +4.5% MRNA shares up +8% WTD +3.2% PRME on 57K shares +2.3% MANE on 6K share +2.3% LTGO earnings (on low volume) +2.0% DNTH initiation +1.1% BLTE initiation +0.5% IONS follow-through, issued PR on FDA approval Trading lower -4.3% IVA on 30K ADRs -2.0% NVO on 215K ADRs -1.9% GSK on 48K ADRs -1.6% NVS on 18K ADRs -0.6% PCVX trial timeline update (on low volume) Pharma Research: MRK Wells Fargo analyst Mohit Bansal (overweight rating) raises price target to $170 from $150 or approx. 12% upside, citing PCSK9 survey work. Firm raises peak sales on Lipfendra to $5B, up from $3B and versus consensus $4.5B. (FactSet average PT $149; range $105-186) Biotech Corporate update: IONS post-close on Thursday issued a press release on the FDA approval of Zanvastro (zilganersen). StreetAccount reported on the approval prior to the market close. PRV awarded with the approval. Conf. call at 10:00ET to discuss Quick take: Analysts highlight the third wholly-owned therapy, but just the first in its neuro franchise. Canaccord Genuity expects ultra-rare disease pricing. PCVX announces that the phase 3 OPUS-1 trial readout for VAX-31 now expected by the end of October vs prior guidance for during Q4. Earnings: LTGO reports Q2 results, initial print following the biotech IPO on 7-Aug. Projects cash sufficient into 2029. Research: BLTE initiated buy at Canaccord Genuity (Whitney Ijem), target is $303 or approx. 77% upside. (FactSet average PT $224; range $185-303) DNTH initiated buy at Citi (Samantha Semenkow), target is $156 or approx. 45% upside. (FactSet average PT $139; range $122-200) IMMX added as a Top Pick at Mizuho Securities. Life Science & MedTech Research: HQY added as a Top Pick at Mizuho Securities. Services & Hospitals Research: BTSG added as a Top Pick at Mizuho Securities. NUTX transferred buy at B Riley Securities (Yuan Zhi), target is $325 or approx. 64% upside. (FactSet average PT $283; range $280-325) Week Ahead (Sat - Sun) Aug 29 - Sep 6 Corporate calendar Fri 4-Sep: IONS call to discuss FDA approval of Zanvastro in Alexander disease (10:00ET) Conference calendar Sat 5-Sep: European Respiratory Society (ERS) Congress (Sep 5-9) European Epilepsy Congress (Sep 5-9) Peek Ahead to next week Sep 7 - 13 Mon 7-Sep: US equity markets closed for Labor Day Holiday Tue 8-Sep: Wells Fargo Healthcare Conference Wed 9-Sep: Earnings after the close: COO; Cantor Fitzgerald Global Healthcare Conference (Sep 9-11); Citi Back to School Conference (Sep 9-10); Goldman Sachs European Medtech and Healthcare Services Conference (Sep 9-10) Fri 11-Sep: FDA PDUFA for TLX.AU Pixclara NDA for imaging of gliomas Imminent / event-driven trial readout: NOVN.SW (NVS) phase 3 CVOT results for HORIZON study evaluating ASO pelacarsen for prevention of ASCVD in patients with elevated Lp(a) Read-across for AMGN and LLY This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: AMGN, BLTE, BTSG, CNTB, COO, DNTH, GSK, HQY, IMMX, IONS, IVA, LLY, LTGO, MANE, MRK, MRNA, NUTX, NVO, NVS, PCVX, PRME, TLX.AU...(more)	show story hide story
03-Sep-2026 20:49	NUTX Nutex Health transferred buy at B Riley Securities ($197.68) Target is $325, 64% upside (FactSet average target $283; range $200-325) Analyst is Yuan Zhi	show story hide story
31-Aug-2026 16:31	NUTX Nutex Health provides update on cybersecurity incident - 8-K ($188.76) As disclosed on 24-Aug-26, Nutex Health became aware of unauthorized activity involving data stored on its computer network. Based on the current status of the company's ongoing investigation, the company believes that certain information maintained on the company's servers was accessed and exfiltrated by an unauthorized third party, including patient and employee, credentialed provider, business and financial information that is private and/or confidential. The third party has threatened to post such information externally. To date, the company has not identified any material impact on its business operations or financial reporting systems. The company continues to assess whether, and to what extent, patient, employee, credentialed provider, confidential business and financial information, intellectual property, or other information may have been accessed, acquired, or exfiltrated and continues to evaluate the potential impact of the unauthorized activity on the company, including any potential disclosure of private and/or confidential information by the third party. The company continues to evaluate applicable regulatory and legal notification requirements, and the company intends to make all required notifications based on its findings, including to impacted patients. See Related StreetAccount comments: 8/24/2026 4:04:40 PM - Nutex Health discloses it recently learned of unauthorized activity involving data stored on its computer network - 8-K Reference Link: 8-K filing	show story hide story
24-Aug-2026 16:04	NUTX Nutex Health discloses it recently learned of unauthorized activity involving data stored on its computer network - 8-K ($187.60) Based on preliminary findings from the company's ongoing investigation, the company believes that certain information maintained on the company's servers was accessed and exfiltrated by an unauthorized third party, including some information that may be private and/or confidential. To date, the company has not identified any material impact on its business operations or financial reporting systems. As of the date of this Current Report on Form 8-K, the company does not believe that the unauthorized access has had, or is reasonably likely to have, a material impact on the company's business strategy, operations, financial condition or results of operations. Reference Link: 8-K filing	show story hide story
07-Aug-2026 11:30	NUTX Transcript Intelligence: Nutex Health Q2 Earnings Q&A Q&A Summary (Call Time: 07-Aug-26 10:30 ET): Arbitration costs as a percentage of related revenue are projected to decline to high teens–low 20s going forward. Revenue per visit is anticipated to remain stable, in the $4,000–$4,200 range, with minor variability tied to inpatient mix. Hospital openings are planned at three to five per year; no increase above historical cadence is currently envisioned. Insurer payment behavior has shown only slight improvement post-court rulings; collection rates remain below desired levels. Pursuit of in-network agreements continues actively, but the proportion of in-network revenue has increased only marginally so far. Patient volume and acuity growth stem from business development investments and expanded service lines; higher inpatient share should lift future revenue per patient. The HaloMD contract renegotiation provides greater flexibility for arbitration processing and reflects industry maturation since initial agreement. This summary was created with GenAI, optimized by StreetAccount. Editor's note: This comment was added for the record on 10-August. Reference Link: Transcript	show story hide story
07-Aug-2026 11:30	NUTX Transcript Intelligence: Nutex Health Q2 Earnings Themes Themes Summary (Call Time: 07-Aug-26 10:30 ET): Themes: Legal and Regulatory Tailwinds: Benefit from favorable court rulings and CMS Final Rule stabilizing the IDR process for providers. Operational Expansion: Drive growth through new hospital openings, service line additions, and internalized real estate development. Population Health Strategy: Expand IPA networks to deepen physician relationships and increase patient volume near facilities. Cost Structure Optimization: Achieve lower arbitration costs via renegotiated vendor contracts and reduced CMS administrative fees. Patient Experience Focus: Maintain high satisfaction and low employee turnover as competitive differentiators in local markets. Risks: Payer Reimbursement Pressure: Face slow progress on insurer payment rates despite regulatory wins; risk of inadequate reimbursement persists. Opportunities: Service Line Diversification: Leverage facility flexibility to add profitable procedures and expand inpatient care, boosting revenue per patient. Strategic Adjustments: IDR Process Flexibility: Renegotiate arbitration vendor terms, enabling in-house or third-party options for dispute resolution cost control. This summary was created with GenAI, optimized by StreetAccount. Editor's note: This comment was added for the record on 10-August. Reference Link: Transcript	show story hide story
07-Aug-2026 11:30	NUTX Transcript Intelligence: Nutex Health Q2 Earnings Guidance Guidance Summary (Call Time: 07-Aug-26 10:30 ET): Nearer-term: Arbitration-related contract services costs high teens - low 20% of arbitration revenue in the next 12 months. Revenue per visit $4,000 - $4,200 for the next several quarters. Patient volume will grow, with higher inpatient mix and new service lines supporting revenue per visit in 2026. Slight increase in in-network revenue and contracts, with no material shift in payer mix over the next year. Three to five hospital openings per year through 2026, with no near-term acceleration. Continued investment in business development, technology, and service line expansion to drive volume in the next 12 months. Seasonality with higher patient visits in Q4 and Q1, and lower volumes in Q2 and Q3. Longer-term: Three to five new hospital openings per year beyond 2026. Internalize real estate development, stabilize operations, then monetize assets via sale-leaseback after hospital stabilization. Open new hospitals in South, Central, and East Florida, and Oklahoma in 2027, with two initially Nutex-owned. Additional Nutex-owned and Nutex-led projects approved for Idaho, Florida, Pennsylvania, Ohio, and Arkansas for post-2027 expansion. Expand service lines, such as endoscopy, across more facilities over time. IDR process remains a core reimbursement mechanism for the foreseeable future per CMS guidance. Proportion of claims submitted to IDR may gradually decline as payer contracts improve over time. Ongoing, incremental growth in in-network agreements, with continued evaluation of all contract offers. Continued growth in the Population Health Division, with new IPAs in Dallas and San Antonio enrolling patients in 2027. Leverage flexibility in arbitration vendor selection, potentially bringing some dispute resolution in-house for future facilities. This summary was created with GenAI, optimized by StreetAccount. Editor's note: This comment was added for the record on 10-August. Reference Link: Transcript	show story hide story
06-Aug-2026 18:02	NUTX Follow-up: Nutex Health reports Q2 results ($151.93) Reports Q2 Adjusted EBITDA $90.0M vs FactSet $57.2M Management commetns "We believe we are set up well for finishing the year strong as we continue to grow with the expected opening of three new hospital later this year." Reference Link: Press release See Related StreetAccount comments: 8/6/2026 4:32:18 PM - Nutex Health reports Q2 GAAP EPS $9.38 vs year-ago ($2.95) - 10-Q	show story hide story
06-Aug-2026 16:32	NUTX Nutex Health reports Q2 GAAP EPS $9.38 vs year-ago ($2.95) - 10-Q ($151.93) Reports Q2: Revenue $210.8M vs FactSet $215.0M [5 est, $206.2-223.4M] Reference Link: 10-Q filing	show story hide story
06-Jul-2026 10:53	^52WEEK StreetAccount Summary: Stocks reaching new 52-week highs/lows (186 total) 52-Week Highs: 165 total; due to the volume, we are only displaying those with market cap >$50B AFL (Aflac $120.20, -0.70) -0.6%; 52-week +16.1% APD (Air Products $306.80, -7.40) -2.4%; 52-week +5.7% BAC (Bank of America $59.30, +0.60) +1.0%; 52-week +21.8% BCS (Barclays £28.20, +0.40) +1.6%; 52-week +57.8% BNY (Bank of New York Mellon $149.20, +2.60) +1.8%; 52-week +62.0% CAH (Cardinal Health $234.80, -4.10) -1.7%; 52-week +45.0% CRWD (CrowdStrike $206.20, +12.20) +6.3%; 52-week +66.2% CSX (CSX Corp $49.10, +0.20) +0.4%; 52-week +46.1% EW (Edwards Lifesciences $94.00, -0.30) -0.4%; 52-week +22.1% FTNT (Fortinet $162.50, +6.30) +4.0%; 52-week +59.0% GD (General Dynamics $373.50, -0.00) 0.0%; 52-week +27.1% GEV (GE Vernova $1175.30, +62.20) +5.6%; 52-week +132.7% HSBC (HSBC Holdings $98.20, +1.40) +1.5%; 52-week +61.9% ING (ING Groep $32.70, +0.60) +1.8%; 52-week +46.1% KO (Coca-Cola $82.80, -1.40) -1.6%; 52-week +16.7% MET (MetLife $90.50, +0.50) +0.5%; 52-week +13.0% MFC (Manulife Financial $41.40, +0.20) +0.6%; 52-week +31.7% PANW (Palo Alto Networks $364.20, +16.10) +4.6%; 52-week +84.9% SAN (Banco Santander $14.20, +0.30) +1.8%; 52-week +67.9% SMFG (Sumitomo Mitsui Financial $25.40, +0.90) +3.7%; 52-week +68.3% TRV (Travelers Cos. $338.00, -4.40) -1.3%; 52-week +31.3% UBS (UBS Group $51.80, +0.80) +1.6%; 52-week +49.1% UNP (Union Pacific $280.40, -1.80) -0.7%; 52-week +18.2% USB (US Bancorp $62.40, +0.70) +1.1%; 52-week +31.4% V (Visa $352.70, -9.40) -2.6%; 52-week -0.4% VRTX (Vertex Pharmaceuticals $518.00, -10.00) -1.9%; 52-week +13.3% WELL (Welltower $233.60, -2.50) -1.0%; 52-week +55.0% 52-Week Lows: 21 total ABTC (American Bitcoin Corp. $7.80, -0.60) -7.4%; 52-week -91.1% AMT (American Tower $160.90, -5.20) -3.1%; 52-week -27.8% CCI (Crown Castle $74.10, -2.60) -3.3%; 52-week -28.2% DLB (Dolby Laboratories $50.70, -0.40) -0.9%; 52-week -33.3% DQ (Daqo New Energy $12.30, +0.10) +0.5%; 52-week -30.5% EH (EHang Holdings $5.70, -0.60) -9.6%; 52-week -66.3% ENLV (Enlivex Therapeutics $0.50, -0.00) -2.9%; 52-week -54.7% HTZ (Hertz Global $2.00, -0.10) -3.8%; 52-week -71.5% LENZ (LENZ Therapeutics $5.50, -0.40) -6.3%; 52-week -82.2% MAT (Mattel $13.10, -0.20) -1.8%; 52-week -36.3% MSC (Studio City International Holdings HK$1.80, -0.10) -3.7%; 52-week -59.1% NEGG (Newegg Commerce $14.40, -0.50) -3.6%; 52-week -16.5% NLOP (Net Lease Office Properties $11.00, -0.10) -1.3%; 52-week -66.2% NOG (Northern Oil & Gas $17.30, -0.60) -3.6%; 52-week -42.2% ORLY (O'Reilly Automotive $84.20, -6.00) -6.7%; 52-week -5.7% REFI (Chicago Atlantic Real Estate Finance $10.60, -0.10) -1.0%; 52-week -25.7% RWT (Redwood Trust $4.30, -0.20) -4.4%; 52-week -30.2% SHOE (Shoe Station Group $14.70, -0.40) -2.6%; 52-week -30.3% SSTK (Shutterstock $9.30, -0.60) -5.6%; 52-week -53.6% VTS (Vitesse Energy $15.30, -0.20) -1.3%; 52-week -34.1% WYNN (Wynn Resorts $93.70, -2.20) -2.3%; 52-week -10.5% # highs/lows by sector (186 in total) Commercial Services - 10 highs, 0 lows Communications - 1 highs, 0 lows Consumer Durables - 3 highs, 1 lows Consumer Non-Durables - 2 highs, 0 lows Consumer Services - 5 highs, 2 lows Distribution Services - 1 highs, 0 lows Electronic Technology - 6 highs, 0 lows Energy Minerals - 2 highs, 2 lows Finance - 65 highs, 6 lows Health Services - 13 highs, 0 lows Health Technology - 34 highs, 2 lows Industrial Services - 2 highs, 0 lows Process Industries - 3 highs, 1 lows Producer Manufacturing - 2 highs, 0 lows Retail Trade - 1 highs, 3 lows Technology Services - 12 highs, 4 lows Transportation - 2 highs, 0 lows Utilities - 1 highs, 0 lows Related: AAT, ABTC, ABX, ACIW, AEG, AFL, AHR, AIZ, ALHC, AMN, AMT, AOUT, APD, ARWR, ASIC, AXGN, BAC, BCS, BEN, BIOA, BNY, BOC, BPRN, BTSG, BVS, CACC, CAH, CBBI, CCI, CDP, CERS, CLYM, CNA, CNS, CON, CORT, CRWD, CSX, CXW, DCTH, DINO, DK, DLB, DOC, DQ, DRTS, DVA, DWSN, EG, EGP, EH, ELMD, ENLV, EQR, ESS, ETON, EVC, EW, FA, FCCN, FMBL, FOCL, FROG, FTNT, FVR, FXLG, GCBC, GCMG, GD, GEO, GEV, GH, GKOS, GNW, GOLF, HCSG, HEI, HNGE, HSBC, HTZ, HXL, IDA, IGIC, IIPR, ILMN, ING, IPCX, IQMX, JACS, JAZZ, JBSS, JMSB, KNSA, KO, KRT, L, LAUR, LENZ, LGND, LINC, LIVN, LMED, LQDA, LXP, LYV, MAT, MBX, MCY, MD, MET, MFC, MGTX, MIDD, MIRM, MRCY, MRNA, MSC, NBIX, NEGG, NEO, NHC, NLOP, NOG, NTRA, NTRS, NUTX, OHI, OKTA, ORLY, OUBSF, OXBC, PACS, PANW, PBCO, PGNY, PNTG, PPLI, PRI, PSMT, PSNL, PTGX, QLYS, REFI, RPRX, RSI, RVMD, RWT, SAN, SCTH, SFDL, SHOE, SIGI, SIRI, SLBK, SLDB, SLF, SMFG, SNA, SNDA, SPNT, SSTK, TBLA, TECX, TENB, THG, TIGO, TRNO, TROW, TRV, UBS, UFPT, UHAL, UNP, USB, UTI, V, VCEL, VMD, VRTX, VSEC, VTR, VTS, WBS, WELL, WLYB, WYNN, XOMA...(more)	show story hide story
02-Jul-2026 10:02	^52WEEK StreetAccount Summary: Stocks reaching new 52-week highs/lows (253 total) 52-Week Highs: 250 total; due to the volume, we are only displaying those with market cap >$30B ALL (Allstate $242.60, -0.50) -0.2%; 52-week +21.2% APD (Air Products $309.10, +2.70) +0.9%; 52-week +8.3% ARGX (argenx $937.00, +27.50) +3.0%; 52-week +72.7% BCS (Barclays £27.90, +0.60) +2.2%; 52-week +52.0% CB (Chubb Ltd. $349.90, -1.80) -0.5%; 52-week +20.8% CFG (Citizens Financial Group $71.50, -0.30) -0.4%; 52-week +55.2% CNC (Centene $68.80, +0.40) +0.6%; 52-week +21.4% CRWD (CrowdStrike $199.30, +6.20) +3.2%; 52-week +62.0% CSX (CSX Corp $48.90, +0.60) +1.1%; 52-week +46.1% DAL (Delta Air Lines $94.80, +1.80) +1.9%; 52-week +93.5% ELV (Elevance Health $424.80, +8.60) +2.1%; 52-week +7.3% EW (Edwards Lifesciences $93.20, +1.20) +1.3%; 52-week +20.7% GD (General Dynamics $368.10, +5.30) +1.5%; 52-week +25.1% GE (GE Aerospace $379.90, +4.90) +1.3%; 52-week +52.6% HSBC (HSBC Holdings $97.50, +1.70) +1.7%; 52-week +61.7% HUM (Humana $414.00, +4.60) +1.1%; 52-week +63.9% ING (ING Groep $32.30, +0.80) +2.7%; 52-week +46.9% LIN (Linde Plc $538.90, +5.30) +1.0%; 52-week +13.0% MTB (M&T Bank $240.20, -1.70) -0.7%; 52-week +21.6% PNC (PNC Financial Services Group $250.00, -1.60) -0.6%; 52-week +29.9% SAN (Banco Santander $14.10, +0.30) +2.4%; 52-week +70.9% UBS (UBS Group $51.50, +1.80) +3.6%; 52-week +52.5% UNH (UnitedHealth Group $428.80, +2.30) +0.5%; 52-week +31.5% UNP (Union Pacific $281.00, +3.30) +1.2%; 52-week +19.3% USB (US Bancorp $61.80, -0.20) -0.3%; 52-week +32.9% VLO (Valero Energy $273.30, +3.80) +1.4%; 52-week +98.0% VRTX (Vertex Pharmaceuticals $511.80, +13.80) +2.8%; 52-week +13.2% WELL (Welltower $231.20, +1.00) +0.4%; 52-week +52.5% 52-Week Lows: 3 total GPI (Group 1 Automotive $283.80, -2.80) -1.0%; 52-week -37.3% MAT (Mattel $13.50, -0.20) -1.7%; 52-week -33.2% VENU (Venu Holding $2.20, -0.00) 0.0%; 52-week -82.3% # highs/lows by sector (253 in total) Commercial Services - 2 highs, 0 lows Communications - 3 highs, 0 lows Consumer Durables - 4 highs, 1 lows Consumer Non-Durables - 4 highs, 0 lows Consumer Services - 3 highs, 1 lows Distribution Services - 2 highs, 0 lows Electronic Technology - 7 highs, 0 lows Energy Minerals - 2 highs, 0 lows Finance - 165 highs, 0 lows Health Services - 20 highs, 0 lows Health Technology - 16 highs, 0 lows Industrial Services - 2 highs, 0 lows Process Industries - 4 highs, 0 lows Producer Manufacturing - 3 highs, 0 lows Retail Trade - 0 highs, 1 lows Technology Services - 6 highs, 0 lows Transportation - 6 highs, 0 lows Utilities - 1 highs, 0 lows Related: AAL, AAT, ABCB, ABX, ACCO, ACHC, ACNB, ADPT, AFBI, AHR, AIZ, ALGT, ALHC, ALL, AMTB, APD, APGE, APPS, ARGX, AROW, ASB, ASND, ASTH, ATEX, AVBH, AWR, AXS, BBCP, BCAL, BCML, BCS, BEN, BFST, BHRB, BLHK, BMRC, BOC, BOH, BOKF, BPOP, BPRN, BSET, BSRR, BTSG, BUSE, BWFG, BY, CAC, CACC, CARE, CATY, CB, CBBI, CBC, CBL, CBU, CCNE, CDNA, CDP, CFFN, CFG, CFR, CHCO, CHMG, CINF, CIVB, CNC, COLB, CON, COSO, CPF, CPIX, CRWD, CSHX, CSX, CTBI, CUZ, CVBF, CWBC, CZNC, CZWI, DAL, DCO, DEA, DGX, DK, DNLI, DVA, EBC, EGP, ELV, EPC, EQBK, EW, FA, FATE, FBIZ, FBP, FCBC, FCF, FDBC, FFBC, FHB, FIBK, FLXS, FLYW, FMAO, FNB, FNWB, FRAF, FRME, FROG, FSBC, FTDR, FULT, FVR, GD, GE, GPI, GSBC, HAFC, HBCP, HBT, HEI, HFWA, HMN, HNVR, HOPE, HSBC, HTB, HUM, HWC, IFS, ILMN, INBK, INCY, ING, IRDM, JACS, JBSS, JMSB, KINS, KOP, KRNY, KRT, LFST, LIN, LMED, MAS, MAT, MBWM, MCB, MCBS, MCHB, MD, MNSB, MPB, MRNA, MTB, MVBF, MYFW, NBTB, NEO, NIC, NNBR, NPB, NUTX, NWBI, OBK, OKTA, OLP, OLPX, ONB, ORRF, OSBC, OSCR, OUBSF, PCB, PDLB, PDM, PEBO, PFIS, PFS, PGC, PKE, PLBC, PLGO, PNC, PNTG, PRI, PRK, PRVA, PSNL, PSO, PTGX, QCRH, RBB, REYN, RLGT, RNST, SAN, SBFG, SBSI, SCTH, SFNC, SFST, SHBI, SIF, SIGI, SIRI, SLDB, SMBC, SMBK, SNA, SNDA, SOMC, STBA, TCBK, TDAY, TFIN, THFF, TIGO, TRIN, TRMK, TRST, UBS, UBSI, UFCS, UHAL, UHT, UNH, UNP, USB, USFD, UVSP, VENU, VLO, VMD, VOYA, VRTX, VSEC, WABC, WAFD, WBS, WELL, WEYS, WNEB, WSBC, WSBF, WSFS, WST, WTFC, XPER, ZION...(more)	show story hide story
29-Jun-2026 17:08	StreetAccount Sector Summary - Healthcare Post-Market Synopsis Healthcare equities finished mixed to slightly higher overall on a mixed tape Monday. Decliners outnumbered advancers on the XLV. Healthcare +0.16% vs S&P 500 +1.18%. Major health groups ended widely mixed for the session, and only Biotech outperformed the wider tape. Biotech, XBI +1.89%, extended its winning to streak to eight days, and outperformance to six days, although newsflow was just incremental at best. One small M&A deal struck just below Friday's closing price: ZYME (0.2%) buying TBPH (3.2%) for ~$1B. VRDN +5.0% to challenge AMGN +0.6% following FDA approval in TED. Handful of downgrades out of BofA today, including BHVN (5.6%) to underperform. Pharma saw broad yet modest gains in a narrow band, with the DRG +1.16%. Today's bounce for Big Tech dominated any incremental sector news. Managed Care was a source of funds in a reversal of last week's dynamic. CRL +4.6% and ZTS (3.7%) bracketed the XLV on Monday. Fairly modest moves in between. VEEV +2.8% was back among leading advancers. In a holiday-shortened week, Healthcare is coming off its best week in four years, and fifth-best week ever for Pharma and tenth-best week ever for Biotech. Biopharma M&A and market rotation were significant drivers las week. Macro There were several large gainers in the big-tech space, though with no specific catalyst in view; followed mtd underperformance and some focus on depressed positioning. South Korean investment and AAPL China supply lobbying among the easiest excuses. Dampened oil/rate momentum (lower) might have been an overhang. However, geopolitics remained largely on the backburner with US and Iran agreeing to halt attacks and another round of technical discussions on tap for tomorrow. SCOTUS denied Trump stay request to remove Fed Governor Cook (though largely as expected and with no notable rate impact). Busy again in terms of M&A, though CMCSA spin (and potential to unleash more media M&A) seems to be the biggest corporate story. Busy macro week on tap with Warsh and NFP the highlights. Q2 earnings season kicks off in a couple of weeks with a second straight Q of 20%+ growth expected on the back of the AI capex boom and energy tailwind from the Middle East conflict. Notable Gainers +32.2% QDEL (QuidelOrtho): FT report - seeking to sell testing unit +24.7% SLS (SELLAS Life Sciences Group, Inc.): best performer on XBI; follow-through, shares +54% last week +16.8% CATX (Perspective Therapeutics): second-best on XBI; brief positive mention B Riley +15.5% VOR (Vor Biopharma): shares were +8% Friday on 8X average volume +14.2% ERAS (Erasca): shares were +7% Friday on 3X average volume +13.5% COAG (Hemab Therapeutics): follow-through, shares were +17% on Friday following pipeline updates and new FIH data +11.0% FDMT (4D Molecular Therapeutics): credit facility / financing agreement +8.5% PRME (Prime Medicine): upgraded at HC Wainwright +6.2% CYTK (Cytokinetics): upgraded at UBS +5.0% VRDN (Viridian Therapeutics): FDA approves Lumvoa for TED +4.6% CRL (Charles River Laboratories): best performer on XLV +4.0% NTRA (Natera): announces partnership with Aveta Biomics in HNSCC +3.6% MRNA (Moderna): second-best on XLV; 52-week high; shares were +13% on Friday +3.2% HNGE (Hinge Health, Inc.): 52-week high; seeking seventh straight weekly advance +3.0% LH (Labcorp Holdings): shares were +6% last week +2.8% VEEV (Veeva Systems): shares were +12% last week Notable Decliners -40.2% EVMN (Evommune): trial results in CSU; downgraded at William Blair -12.6% LRMR (Larimar Therapeutics): regulatory updates in Friedreich's Ataxia -10.0% CAPR (Capricor Therapeutics): worst performer on XBI; shares were (7%) last week -6.9% SEPN (Septerna): sympathy to EVMN -6.8% RGEN (Repligen Corp.): Bloomberg report on BLFS, Repligen a suitor; shares were +11% last week -5.8% ARDX (Ardelyx): shares were (8%) last week -5.6% BHVN (Biohaven): downgraded at BofA -5.2% AORT (Artivion): despite FDA approval AMDS Hybrid Prosthesis -4.9% AMPH (Amphastar Pharmaceuticals): downgraded at BofA -4.6% ALKS (Alkermes): downgraded at BofA -4.3% CNMD (CONMED): downgraded at BofA -3.9% LQDA (Liquidia): downgraded at BofA -3.7% ZTS (Zoetis): worst performer on XLV -3.7% REPL (Replimune Group): follows back-to-back +14% weeks -3.2% TBPH (Theravance Biopharma): acquired for $17.00/shr; closed Friday at $17.63/shr -2.8% IDXX (IDEXX Laboratories): second-worst on XLV -2.8% ALGN (Align Technology): shares were (2%) last week -2.6% MANE (VeraDermics, Inc.): shares were +35% last week -1.9% UNH (UnitedHealth Group): shares were +7% last week -1.8% CNC (Centene): shares were +8% last week -0.2% ZYME (Zymeworks): acquired TBPH for $929M cash Quidel higher following media report on PE bids QDEL FT reports that company is seeking to sell its testing unit, for up to $1.5B, bids coming in from private equity firms. One small M&A deal in biopharma TBPH acquired by ZYME for $17/shr total EV $928M in cash. Lead asset is Yuperli, a LAMA for COPD maintenance treatment. Full year sales of Yuperli in 2025 were $266.6M, or 12% growth from 2024. Viridian wins FDA approval for TED, seeks to challenge Amgen VRDN announced that FDA approved Lumvoa (veligrotug-vvze) BLA for the treatment of TED. PDUFA goal date was Tuesday 30-Jun. On the call: Announced pricing at parity with AMGN Tepezza - on a course of therapy basis. Lantheus Holdings lower following manufacturing-related CRL LNTH announced that FDA issued a CRL for '2501 (Gallium 68 edotreotide), a PET diagnostic imaging kit targeting somatostatin receptor-positive (SSTR+) neuroendocrine tumors (NETs). Agency solely cited third-party manufacturing-related conditions. PDUFA goal date was Monday 29-Jun. Larimar Therapeutics lower as safety questions remain key to review of FA treatment LRMR announced submission of first module of rolling BLA for nomlabufusp in Friedreich's Ataxia. Company also reported new data from open label study. Quick take: Leerink Partners (outperform) expects stock to trade down today, noting that safety questions persist - discontinuation rate, anaphylaxis rate, and lack of clarity on safety database. Notable research in Healthcare today Pharma: AMPH downgraded to underperform from neutral at BofA (Jason Gerberry), target cut to $20 from $25 or approx. 8% downside. (FactSet average PT $22; range $19-30) Biotech: ALKS downgraded to underperform from neutral at BofA (Jason Gerberry), target is $38 or approx. 31% downside. (FactSet average PT $49; range $34-65) BHVN downgraded to underperform from neutral at BofA (Dina Ramadane), target cut to $11 from $12 or approx. 31% downside. (FactSet average PT $22; range $9-50) CYTK upgraded to buy from neutral at UBS (Ashwani Verma), target increased to $115 from $69 or approx. 40% upside. (FactSet average PT $108; range $83-146) LQDA downgraded neutral from outperform at BofA (Jason Gerberry), target increased however to $79 from $64. (FactSet average PT $74; range $60-109) PRME upgraded to buy from neutral at HC Wainwright (Arthur He), target is $8 or approx. 133% upside. (FactSet average PT $7; range $4-11) MedTech: CNMD downgraded to underperform from neutral at BofA (Travis Steed), target remains $40 or approx. 11% upside. (FactSet average PT $40; range $39-40) Post-close news Regulatory: PRAX announces that FDA extends PDUFA goal date by three months for relutrigine NDA. New PDUFA goal date is 27-Dec-2026. Shares trading (5.9%) in the after-hours DBV.FP (DBVT) announced that following meetings with FDA, it will incorporate feedback and now anticipates BLA submission for Viaskin Peanut Patch in Q3 of 2026 - versus prior guidance for H1 of 2026. Conf. call at 17:00ET ADRs trading little changed in the after-hours Trial results: ABVX.FP (ABVX) announced topline results from ABTECT Maintenance Part 2, the supplemental portion of its Phase 3 ulcerative colitis maintenance program evaluating obefazimod. Conf. call at 16:30ET ADRs halted; to resume trading 17:00ET GMAB.DC (GMAB) announced topline results from the phase 3 EPCORE DLBCL-4 trial evaluating epcoritamab (Epkinly, ABBV) and lenalidomide compared to SOC in adult patients with r/r DLBC who received at least one prior line of treatment. Study met its primary objective, stat sig and clinically meaningful improvement in PFS. Hazard Ratio 0.40 (US) and 0.44 (ex-US censoring rules). ADRs trading +3.5% in the after-hours Research: ATHE initiated buy at Jones (Debanjana Chatterjee), target is $16 or approx. 227% upside. (FactSet average PT $16; range $9-33) ADRs trading +2.7% in the after-hours On Deck: Jun 27 - Jul 5 Overview: A holiday shortened week ahead, with US equity markets closed on Friday 3-Jul in observance of Independence Day. Very little on the sector calendar, the FDA cleared out most PDUFA goal dates in the prior week. Regulatory calendar Mon 29-Jun: FDA PDUFA for ARQT/AZN (Zoryve sNDA in pediatric plaque psoriasis) FDA PDUFA for UNCY (OLC NDA in hyperphosphatemia in CKD w/ dialysis) Holiday calendar: Fri 3-Jul: Holiday (observed) - US equity markets closed for Independence Day StreetAccount Healthcare Reads The ERs that can turn patients away - and are reaping millions (29-Jun) STAT News Pfizer, Innovent GLP-1 drugs clear China insurance hurdle (29-Jun) Reuters Medicare Advantage Company Pays $342M to Government in Midst of Billing Probe (26-Jun) KFF Health News This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: 1801.HK, ABBV, ABVX.FP, ALGN, ALKS, AMGN, AMPH, AORT, ARDX, ARQT, ATHE, AZN, BHVN, CAPR, CATX, CNC, CNMD, COAG, CRL, CYTK, DBV.FP, ELV, ERAS, EVMN, FDMT, GMAB.DC, HNGE, IDXX, LH, LLY, LNTH, LQDA, LRMR, MANE, MRNA, NTRA, NUTX, NVO, PFE, PRAX, PRME, QDEL, REPL, RGEN, SEPN, SLS, TBPH, UNCY, UNH, VEEV, VOR, VRDN, ZTS, ZYME...(more)	show story hide story
26-Jun-2026 08:51	StreetAccount Sector Summary - Healthcare Pre-Market Synopsis EMA CHMP published a raft of positive opinions - six new medicines and eleven extensions of indication - however three negative opinions as well. Shares of ACAD +14% in the pre-market, OMER (26%) in the pre-market. Notable week for both Biotech group and Life Science Tools subgroup, both on track for broad HSD gains. Sector strength extends to MSD gains elsewhere. Macro S&P futures are down (0.5%) on Friday morning - Nasdaq futures are down (1.1%). Momentum trade under pressure again following another selloff in Asia. Still a lot of focus on market structure/concentration issues, though expected Samsung/SK Hynix investment announcements, concerns about demand destruction (via price hikes)/elevated GM sustainability, potential delay in OpenAI IPO until 2027, US government request for OpenAI to limit release of next model and open-source competition all flagged as well. Pretty quiet outside of tech. Oil under renewed pressure following a brief reprieve on Thursday as SoH reopening traction narrative remains intact despite Iran's missile strike on Thursday. Oil selloff also seems to be helping to push rates lower again (Warsh as a Fed inflation credibility tailwind mentioned in press). Fed's Williams said policy in right place to bring inflation back to target. Russell rebalancing and month/quarter-end flows another area of focus today. Pre-market trading update Trading higher +13.7% ACAD EMA CHMP positive opinion for Daybu +3.7% TNGX upgraded to buy at Jefferies +2.5% VERA follow-through, shares +15% WTD +2.3% INSM follow-through, shares +9% WTD +0.3% TWST follow-through, shares +10% WTD and on-track for sixth straight weekly gain (five by double-digits) Trading lower -26.3% OMER EMA CHMP negative opinion for Yartemlea -2.5% ZTS shares down (1%) WTD -2.5% HIMS follow-through, shares (8%) WTD -2.4% ABSI follow-through, shares +38% WTD EMA CHMP publishes summary of opinions for June 2026 meeting Summary here. EMA recommends six (6) new medicines for approval, including two (2) biosimilar applications. Also recommends label expansions for eleven (11) more medicines. Three (3) negative opinion issued. Positive opinions for MAA include: Sequiris (CSL.AU) Aujemflu (influenza virus, inactivated) Zambon (private) Hopledo (levodopa /carbidopa) Note: EU rights in-licensed from Amneal (AMRX) Eli Lilly (LLY) Onswik (insulin efsitora alfa) Acadia Pharma (ACAD) Daybu (trofinitide) - following a re-examination - MAA granted but for a restricted indication - Daybu is indicated for the treatment of neurobehavioural symptoms of Rett syndrome in adults and paediatric patients aged 5 years and older Negative opinion for MAA: Netherlands Cancer Institute (private) Tacquell (autologous melanoma-derived TILs) Omeros (OMER) Yartemlea (narsoplimab) Maat Pharma (MAAT.FP) Xervyteg (allogenic faecal microbiota) Extensions of indication were recommended for: Imvanex (BAVA.DC), Datroway (4568.JP / AZN), Jaypirca (LLY), Leqvio (NOVN.SW / ALNY), Menquadfi (SAN.FP), Opzelura (INCY), Rezolsta (JNJ), Rinvoq (ABBV), Stelara (JNJ), Symtuza (JNJ) and Tecvayli (JNJ / GMAB) Also concluded review of Tavneos (AMGN) and recommended that MAA be revoked as benefits no longer outweigh the risks. Biotech Regulatory: REPL announced that FDA has accepted for review its BLA resubmission for RP1 (vusolimogene oderparepvec) in combo with Opdivo (BMY) for advanced melanoma. Class 1 response, the FDA expects to make a decision by 2-Aug-2026 following an Adcom in late July. Research: TNGX upgraded to buy from hold at Jefferies (Maury Raycroft), target increased to $60 from $27 or approx. 99% upside. (FactSet average PT $40; range $24-69) CNTB initiated overweight at Piper Sandler (Biren Amin), target is $7 or approx. 238% upside. (FactSet average PT $7; range $4-10) DYN initiated buy at TD Cowen (Joseph Thome) EPRX initiated outperform at Oppenheimer (Jay Olson), target is $17 or approx. 165% upside. (FactSet average PT $16; range $10-25) FTH initiated outperform at Baird (Jack Allen), target is $57 or approx. 131% upside. (FactSet average PT $54; range $50-60) Life Science & MedTech Research: Bernstein analyst Eve Burstein resumes coverage on eight names in the LST&D space. Outperform ratings on four (A, GH, NTRA, WAT) and market perform on four (AVTR, ILMN, RVTY, TMO) Services & Hospitals Research: NUTX initiated buy at B Riley Securities (Anderson Schock), target is $290 or approx. 94% upside. (FactSet average PT $236; range $175-300) On Deck: Regulatory on Sat 27-Jun: SOBI.SS FDA PDUFA for SEL-212 BLA in gout Peek Ahead to next week (Jun 29 - Jul 5) Mon 29-Jun: FDA PDUFAs for ARQT, LNTH, and UNCY Tue 30-Jun: FDA PDUFA for VRDN/ABBV Fri 3-Jul: Holiday (observed)- US equity markets closed This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: 4568.JP, A, ABBV, ABSI, ACAD, ALNY, AMGN, AMRX, ARQT, AVTR, AZN, BAVA.DC, BMY, CNTB, CSL.AU, DYN, EPRX, FTH, GH, GMAB, HIMS, ILMN, INCY, INSM, JNJ, LLY, LNTH, MAAT.FP, NOVN.SW, NTRA, NUTX, OMER, REPL, RVTY, SAN.FP, SOBI.SS, TMO, TNGX, TWST, UNCY, VERA, VRDN, WAT, ZTS...(more)	show story hide story
25-Jun-2026 22:26	NUTX Nutex Health initiated buy at B Riley Securities ($149.11) Target is $290, 94% upside (FactSet average target $235.50; range $175-300) Analyst is Anderson Schock	show story hide story

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