NEW YORK, Feb. 12, 2026 (GLOBE NEWSWIRE) -- Progyny, Inc. (Nasdaq: PGNY), a global leader in women’s health and family building solutions, will report its financial results for the quarterly period and full year ended December 31, 2025, after the close of the market on Thursday, February 26, 2026. The company will host a conference call at 4:45 p.m. Eastern Time (1:45 p.m. Pacific Time) and issue a press release regarding its financial results prior to the start of the call. Interested participants in the U ...

Core Viewpoint - BTIG has raised the price target for Progyny (PGNY) to $35 from $30 while maintaining a Buy rating, following insights from the JP Morgan Healthcare Conference [1] Group 1: Financial Performance - Progyny is expected to report Q4 revenue, net income, and adjusted EBITDA slightly above previous guidance due to favorable member engagement tracking [1] - The company is experiencing strong demand, new client acquisitions, and an increase in member additions, indicating robust growth [1] Group 2: Market Position - Progyny continues to strengthen its industry-leading position in the fertility and family building sector [1]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest in AI technologies now [1][13] - The energy demands of AI technologies are highlighted, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is presented as a critical player in the AI energy sector, owning essential energy infrastructure assets that are poised to benefit from the increasing energy demands of AI [3][7] - This company is described as a "toll booth" operator in the AI energy boom, collecting fees from energy exports and positioned to capitalize on the onshoring trend driven by tariffs [5][6] Financial Position - The company is noted for being debt-free and holding a significant cash reserve, amounting to nearly one-third of its market capitalization, which positions it favorably compared to other energy firms burdened with debt [8][10] - It also has a substantial equity stake in another AI-related company, providing investors with indirect exposure to multiple growth opportunities without the associated premium costs [9] Market Trends - The article discusses the broader trends of AI, energy, tariffs, and onshoring, emphasizing the interconnectedness of these sectors and the company's strategic positioning within them [6][14] - The influx of talent into the AI sector is mentioned, indicating a continuous stream of innovation and advancements that will drive future growth [12] Future Outlook - The potential for significant returns is highlighted, with projections suggesting a possible 100% return within 12 to 24 months for investors who act quickly [15][19] - The company is characterized as undervalued, trading at less than seven times earnings, which presents a compelling investment opportunity in the context of the AI and energy sectors [10][11]

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

Core Insights - Progyny is being introduced at a JPMorgan event, highlighting its significance in the healthcare facilities sector [1] Company Overview - Mark Livingston serves as the Chief Financial Officer of Progyny, indicating a strong leadership team [2] - The executive team includes CEO Pete Anevski, COO Melissa Cummings, and Chief Commercial Officer Katie Higgins, showcasing a diverse and experienced management group [2] Leadership Background - Melissa Cummings previously led significant growth and brand recognition at Blue Cross Blue Shield of Rhode Island, emphasizing her expertise in the healthcare industry [2] - Katie Higgins has been instrumental in leading sales and client success teams for the past two years, indicating a focus on market strategy and customer engagement [2]

Summary of Progyny Conference Call Company Overview - **Company**: Progyny - **Industry**: Healthcare Facilities, specifically women's health and family-building benefits - **Key Executives Present**: CEO Pete Anevski, CFO Mark Livingston, Chief Commercial Officer Katie Higgins, COO Melissa Cummings [1][2] Core Business and Services - Progyny provides comprehensive benefits related to women's health and family-building, including fertility, adoption, surrogacy, pregnancy, postpartum, and menopause [3][4] - The company emphasizes expert care and support for members, leading to significant revenue growth and profitability since its IPO in 2019 [4] Market Insights and Trends - The prevalence of infertility is reported as 1 in 5, highlighting a significant need for related benefits [5] - Employers are increasingly focused on providing benefits that meet employee needs while managing medical costs [5][6] - Progyny has demonstrated a 5% compounded increase in medical costs over three years, compared to 27% for the broader market, indicating effective cost management [6][7] Client Retention and Growth - Progyny added 900,000 lives in the 2025 selling season with nearly 100% client retention [8][12] - Clients are not only retaining benefits but also expanding them, with 30% of the book of business adding to their benefits [12] Diversification and Risk Management - The company has reduced its exposure to the tech industry, with the largest industry now representing only 15% of lives covered, down from 18% [17][18] - The largest client is projected to represent only a mid-single-digit percentage of revenue in 2026, mitigating individual client risk [18] New Product Launch: Progyny Select - Progyny Select is designed for small employers (100+ employees) and offers a fully insured, pooled risk model for infertility benefits [19][21] - This market represents an additional 50 million covered lives, expanding Progyny's addressable market significantly [20][24] New Services and Offerings - Recent service expansions include pregnancy, postpartum, parenting, leave and benefit navigation, and menopause, aimed at enhancing member experience [25][26] - The company is focused on integrating these services to provide a cohesive experience for members [26] Global Expansion - Progyny's acquisition of Apryl in 2024 allows for a unified global offering that addresses women's health and family-building services across different countries [28][29] - The focus is on providing local customization while maintaining global consistency [30] Financial Performance and Cash Flow - Progyny has maintained a strong conversion rate of Adjusted EBITDA to cash flow, exceeding a 75% target [31] - The company plans to continue investing in business expansion, including new offerings and go-to-market resources [32] Future Outlook - The leadership expresses confidence in the growth potential of Progyny Select and the overall business strategy for 2026 and beyond [34][61] - The company aims to demonstrate its ability to grow sustainably despite macroeconomic challenges [63] Competitive Landscape - Progyny positions itself as a leader in the market, contrasting with competitors who may struggle with cash flow and business models [51][52] - The company welcomes competition, believing the market is large enough for multiple players [52] Conclusion - Progyny is well-positioned for future growth with a diversified client base, new product offerings, and a strong focus on member experience and cost management [64]

JP Morgan Presentation January 2026 1 Today's Speakers 2 Pete Anevski Chief Executive Officer Melissa Cummings Chief Operating Officer Katie Higgins Chief Commercial Officer Mark Livingston Chief Financial Officer Safe Harbor Statement Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. We intend such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements co ...

Company Performance - Progyny (PGNY) has seen a stock increase of 5.5% over the past month, reaching a new 52-week high of $28.49 [1] - Year-to-date, Progyny's stock has gained 6.8%, compared to 7.8% for the Zacks Medical sector and 10.9% for the Zacks Medical Services industry [1] Earnings and Revenue - Progyny has consistently beaten earnings estimates, with a reported EPS of $0.45 against a consensus estimate of $0.39 in its last earnings report [2] - For the current fiscal year, Progyny is expected to post earnings of $1.93 per share on revenues of $1.27 billion, with a year-over-year change of 7.22% [3] - For the next fiscal year, earnings are projected to be $2.11 per share on revenues of $1.39 billion, reflecting a year-over-year change of 9.24% [3] Valuation Metrics - Progyny's current valuation metrics show a trading multiple of 14.2X current fiscal year EPS estimates, below the peer industry average of 15.3X [7] - The stock trades at a trailing cash flow basis of 79.5X compared to the peer group's average of 11.2X, and has a PEG ratio of 0.85 [7] Zacks Rank and Style Scores - Progyny holds a Zacks Rank of 2 (Buy) due to a solid earnings estimate revision trend [8] - The company has a Value Score of B, a Growth Score of A, and a Momentum Score of C, resulting in a combined VGM Score of A [6][8] Industry Comparison - In comparison to peers, Enhabit, Inc. (EHAB) also shows strong performance with a Zacks Rank of 2 (Buy) and a Value Score of A [9] - Enhabit, Inc. reported earnings that beat consensus estimates by 41.67%, with expected earnings of $0.53 per share on revenue of $1.06 billion for the current fiscal year [10]

Industry Overview - The Medical Services sector is rapidly evolving due to digital health advancements, value-based care adoption, and a focus on patient-centric solutions [1] - The global healthcare analytics market is projected to grow from $56.64 billion in 2025 at a CAGR of 22.7% through 2035, benefiting payers, providers, and analytics vendors [1] - The industry includes various service providers such as pharmacy benefit managers, contract research organizations, and healthcare workforce solution providers, transitioning from volume-based to value-based care [3] Key Trends - The U.S. digital health market is expected to grow from $92.08 billion in 2025 to $248.11 billion by 2034, with a CAGR of 11.6% [4] - The global big data in healthcare market is valued at $110.97 billion in 2025, projected to grow at a CAGR of 19.2% from 2026 to 2035 [4] - Companies adopting AI technologies have seen a 50% reduction in treatment costs and over 50% improvement in patient outcomes [4] Workforce Challenges - A projected healthcare worker shortage of 100,000 by 2028, including a shortfall of 73,000 nursing assistants, is expected to elevate labor costs [2][5] - The WHO estimates a shortfall of 11 million physicians, particularly in low-income countries, emphasizing the need for workforce expansion [5] - Total hospital expenses increased by 5.1% in 2024, significantly outpacing the overall inflation rate of 2.9% [5] Company Highlights - **Medpace Holdings (MEDP)**: Expected earnings growth rate of 17.2% in 2025, with revenues projected to rise by 18.7% from 2024 [19][20] - **Enhabit, Inc. (EHAB)**: Anticipated earnings surge of 161.9% in 2025, with revenue growth of 2.3% [23][24] - **Progyny (PGNY)**: Projected earnings increase of 9.8% in 2025, with revenues expected to grow by 9.2% [26][27] Performance Metrics - The Medical Services industry has gained 6.8% over the past year, in line with the Medical sector, but lagged behind the S&P 500's 19.3% increase [10] - The industry is currently trading at a forward P/E of 16.9X, compared to the S&P 500's 23.3X and the sector's 21.6X [14]

Company Performance - Progyny (PGNY) has seen a stock increase of 2.4% over the past month, reaching a new 52-week high of $27.76, and has gained 56.3% since the start of the year, outperforming the Zacks Medical sector's 7.6% and the Zacks Medical Services industry's 6.9% [1] - The company has a strong record of positive earnings surprises, having beaten earnings consensus estimates in the last four quarters, with the latest EPS reported at $0.45 against a consensus estimate of $0.39, and revenue exceeding estimates by 4.19% [2] Financial Projections - For the current fiscal year, Progyny is expected to post earnings of $1.8 per share on revenues of $1.27 billion, reflecting a 9.76% change in EPS and a 9.16% change in revenues [3] - The next fiscal year projections indicate earnings of $1.93 per share on revenues of $1.39 billion, representing year-over-year changes of 7.22% and 9.24%, respectively [3] Valuation Metrics - Progyny currently trades at 15X current fiscal year EPS estimates, slightly below the peer industry average of 15.6X, while on a trailing cash flow basis, it trades at 78.1X compared to the peer group's average of 11X [7] - The stock has a PEG ratio of 0.9, which does not place it among the top echelon of stocks from a value perspective [7] Zacks Rank and Style Scores - Progyny holds a Zacks Rank of 2 (Buy) due to rising earnings estimates, which aligns with the recommendation for investors to select stocks with Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B [8] - The company has a Value Score of B, a Growth Score of A, and a Momentum Score of D, resulting in a combined VGM Score of B [6] Industry Comparison - In comparison to industry peers, CareDx, Inc. (CDNA) also shows strong performance with a Zacks Rank of 2 (Buy) and a Growth Score of A, although its Value Score is C [9] - CareDx, Inc. reported earnings that beat consensus estimates by 115.38%, with expected earnings of $0.77 per share on revenue of $374.08 million for the current fiscal year [10]