After years of underperformance, healthcare stocks are leading the market in early 2026. As economic uncertainty persists, we analyze four ETFs positioned to capitalize on the sector's shifting momentum.
In a major move to reshape the healthcare technology landscape, Cognizant and Palantir announce a deep partnership. The collaboration aims to integrate Palantir's AI and data platforms with Cognizant's TriZetto healthcare solutions and business operations, promising to deliver secure, scalable AI transformations for clients.
Drawing on two decades of experience at major investment banks, a former analyst makes the case for healthcare stocks as a cornerstone for dividend-focused portfolios, highlighting demographic tailwinds, recession resilience, and innovation.
The Dallas-based investment firm disclosed a significant new position in GE HealthCare Technologies and major adjustments across its portfolio in its latest 13F filing, signaling a strategic shift towards healthcare and financial services.
While the healthcare sector has outperformed the broader market, not all stocks are positioned for success. We examine three companies where regulatory risks, valuation concerns, or business model challenges suggest caution for investors.
Waystar Holding's stock presents a conundrum for investors, with a discounted cash flow model suggesting deep undervaluation while its elevated P/E ratio signals overvaluation. As sentiment in healthcare technology shifts, the market grapples with reconciling the company's long-term potential against its current premium pricing.
New research from Appian delves into the practical challenges and opportunities of AI integration within Australia's heavily regulated healthcare industry, shifting the investor conversation from broad potential to tangible implementation barriers.
In a bold marketing move, telehealth company Hims & Hers is leveraging the Super Bowl's massive audience to spotlight healthcare inequality with its 'Rich People Live Longer' campaign. The push comes as the company expands into advanced diagnostics and treatments, while its stock navigates a significant valuation gap after recent volatility.
A hotter-than-expected Producer Price Index report for January rattled markets Wednesday, sending major indices lower and hammering shares of Clover Health, Alignment Healthcare, and other healthcare-related companies as investors recalibrate expectations for interest rates.
A broad market rally, fueled by falling crude oil prices, lifted major indices and sparked significant gains across the healthcare sector on Tuesday afternoon.
Long Cast Advisers' latest investor letter spotlights Cross Country Healthcare (CCRN), a staffing firm navigating a turbulent healthcare landscape. While the fund's long-term record remains strong, its recent focus raises questions about CCRN's declining revenue and its place in a portfolio eyeing AI's explosive growth.
As Tenet Healthcare prepares to release its Q4 results, investors are watching to see if the hospital operator can maintain its streak of topping revenue estimates amidst a volatile market for healthcare stocks.
Following its recent rebrand from Adtalem Global Education, Covista Inc. lays out a detailed growth strategy targeting the healthcare education sector, backed by solid financial projections through 2029.
The Malaysian healthcare provider KPJ Healthcare Berhad is demonstrating a strengthened capacity for profitable reinvestment, with its return on capital employed rising to 11% alongside significant capital expansion, pointing to a robust operational model.
As the healthcare sector outpaces the broader market, investors are scrutinizing which companies are built for sustainable growth. We analyze one standout performer and two others where the current valuations may warrant a more guarded stance.
Despite facing regulatory challenges, HCA Healthcare continues to outperform market expectations, driven by solid admissions growth and strategic investments in AI and patient care.
While the healthcare sector has outperformed the broader market, not all companies are created equal. We analyze one distributor with a resilient model and two others facing headwinds, separating durable advantages from regulatory risks.
Ventas, a leading healthcare real estate investment trust, has significantly outperformed the Nasdaq Composite over the past year, buoyed by strong quarterly results and favorable demographic trends. Wall Street maintains a bullish outlook on the stock.
HCA Healthcare's shares have soared nearly 60% in the past year, leaving investors to question if there's still value left in the stock. A deep dive into valuation models suggests the hospital giant might still be trading at a discount, even after its impressive run.
In its Q4 2025 investor letter, Conestoga Capital Advisors reaffirmed its position in Phreesia (PHR), the struggling healthcare SaaS platform, highlighting a long-term conviction even as the stock faces severe headwinds and underperforms broader micro-cap indices.
