HCAT — Health Catalyst Inc

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

Trend Edge Setup Score

Trend Edge rates HCAT Bearish with a Setup Score of 0, net conviction 46, actionability 0. How the Setup Score works →

Total Setup Score0
Directional BiasBearish
Net Conviction46
Actionability0 (no mans land)

Key signals behind this score

About Health Catalyst Inc

Health Catalyst, Inc. provides data and analytics technology and services to healthcare organizations in the United States. The company operates in two segments: Technology and Professional Services. It offers ignite data and analytics platform that provides clients a single comprehensive environment to integrate and organize data from their disparate software systems; and applications, a software analytics applications build for ignite platform … Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$2.29
Market Cap$166M
Float58.7M
Shares Outstanding73.9M
P/E (Forward)7.76
Price/Sales (TTM)0.55
vs. Analyst Target-17.0% to analyst PT
Profit Margin-87.70%
Operating Margin (TTM)-9.54%
Revenue (TTM)$302M
Dividend RateNone
Analyst Target Price$1.90 (13 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $189M -$115M $90.8M -$85.9M
2021 $242M -$153M $118M -$102M
2022 $276M -$137M $133M -$82.9M
2023 $296M -$118M $132M -$68.3M
2024 $307M -$69.5M $141M -$10.7M
2025 $311M -$178M $104M -$110M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $80.7M -$41.0M
Sep 2025 $76.3M -$22.2M
Dec 2025 $74.7M -$91.0M
Mar 2026 $70.8M -$111M

Ownership & Float

Insider Ownership5.2%
Institutional Ownership76.6%
Short Float10.8%
% of All Funds Holding1.44%
Number of Funds Holding118

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$1.72Near-term / short-term trend
Weekly40-Week SMA$2.01Medium-term trend
Weekly80-Week SMA$3.10Cyclical trend (business cycle)
Weekly200-Week SMA$6.91Secular trend (multi-year)
Monthly10-Month SMA$2.06Near-term monthly trend
Monthly20-Month SMA$3.19Medium-term monthly trend
Monthly40-Month SMA$6.10Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$1.40 support 3.41x 0 months ago
$2.90 resistance 1.01x 6 months ago
$5.40 resistance 1.33x 16 months ago
$7.00 resistance 1.38x 17 months ago
$8.70 resistance 1.06x 18 months ago

Historical Earnings Reactions (28 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.47% 0.19% 50.00% 31.99% -28.79%
1 Day -0.79% -1.33% 46.43% 37.77% -37.88%
1 Week -0.51% -4.06% 39.29% 56.41% -27.31%
2 Weeks -1.78% -6.48% 39.29% 54.25% -35.25%
1 Month 0.41% -1.42% 44.44% 63.83% -39.96%

Next earnings: August 6, 2026 (25 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan-1.5%42.9%7
Feb-10.7%14.3%7
Mar-10.2%0.0%7
Apr-4.9%42.9%7
May-2.1%42.9%7
Jun8.7%57.1%7
Jul10.7%83.3%6
Aug-11.6%0.0%7
Sep-6.7%28.6%7
Oct-3.6%42.9%7
Nov4.3%57.1%7
Dec-1.3%42.9%7

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.02% 45.9% 327
Tuesday -0.02% 49.3% 361
Wednesday -0.10% 48.2% 357
Thursday 0.00% 45.4% 350
Friday -0.22% 47.0% 349

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 76.6%

Insider Transactions — Smart Summary

Total insider ownership: 5.2%

12-Month Insider Activity Summary

Total Filings3
Net Value-$93,032.728
Net Shares Change-81,597
% of Float-0.1%
C-Suite Filings2
Clusters Detected0

Key Insiders

NameTitleNet ValueFilingsActivity
Larson-Green Julie -$128,348.778 1 1 sell
Landry Benjamin General Counsel -$93,032.728 2 N/A

Significant Filings

DateInsiderTitleNet ValuePrice After
2025-12-08 Larson-Green Julie -$128,348.778 Transaction at $2.67, now -14.4%
2025-12-08 Landry Benjamin General Counsel -$72,327.953 Transaction at $2.64, now -13.2%
2025-09-09 Landry Benjamin General Counsel -$20,704.775 Transaction at $3.35, now -31.7%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Health Catalyst Inc (HCAT) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for HCAT on Trend Edge →