Ratings by BMO Capital (Sean Dodge)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/4/2026 | Veeva Systems | VEEV | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/21/2026 | BrightSpring Health | BTSG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2026 | Doximity Inc | DOCS | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/12/2026 | Certara Inc. | CERT | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/8/2026 | Lifestance Health Group | LFST | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2026 | Omada Health Inc | OMDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2026 | Evolent Health | EVH | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2026 | Addus HomeCare | ADUS | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/4/2026 | BrightSpring Health | BTSG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2026 | IQVIA Holdings | IQV | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2026 | Medpace | MEDP | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/24/2026 | TruBridge Inc | TBRG | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/22/2026 | Healthcare Services Group | HCSG | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/9/2026 | HealthEquity, Inc | HQY | Upgrade | Outperform (Market Perform) |
81.08 (84.61) |
4.35% | Details | |
| 3/31/2026 | Phreesia Inc. | PHR | Maintain | Outperform (N/A) |
|
Details | ||
| 3/26/2026 | ICON plc | ICLR | Upgrade | Outperform (Market Perform) |
101.28 (140.73) |
38.95% | Details | |
| 3/18/2026 | HealthEquity, Inc | HQY | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/18/2026 | BrightSpring Health | BTSG | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2026 | Omada Health Inc | OMDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2026 | Certara Inc. | CERT | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/26/2026 | Teladoc | TDOC | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/26/2026 | Medline Inc | MDLN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2026 | Lifestance Health Group | LFST | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2026 | Sotera Health | SHC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2026 | Evolent Health | EVH | Maintain | Outperform (N/A) |
|
Details | ||
| 2/24/2026 | HealthEquity, Inc | HQY | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/18/2026 | Waystar Holding | WAY | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2026 | ICON plc | ICLR | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/12/2026 | Healthcare Services Group | HCSG | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/11/2026 | Medpace | MEDP | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/6/2026 | IQVIA Holdings | IQV | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2026 | Doximity Inc | DOCS | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/23/2026 | BrightSpring Health | BTSG | Maintain | Outperform (N/A) |
|
Details | ||
| 1/12/2026 | Medline Inc | MDLN | New Coverage | Outperform (N/A) |
41.25 (34.71) |
-15.85% | Details | |
| 12/18/2025 | Doximity Inc | DOCS | Maintain | (N/A) |
|
Details | ||
| 12/18/2025 | Veeva Systems | VEEV | Maintain | (N/A) |
|
Details | ||
| 12/4/2025 | HealthEquity, Inc | HQY | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/4/2025 | ICON plc | ICLR | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/21/2025 | Veeva Systems | VEEV | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/13/2025 | Doximity Inc | DOCS | New Coverage | Market Perform (N/A) |
52.72 (20.07) |
-61.93% | Details | |
| 11/13/2025 | Medpace | MEDP | New Coverage | Market Perform (N/A) |
602.77 (455.66) |
-24.41% | Details | |
| 11/13/2025 | ICON plc | ICLR | New Coverage | Market Perform (N/A) |
163.42 (101.28) |
-38.02% | Details | |
| 11/13/2025 | Lifestance Health Group | LFST | New Coverage | Outperform (N/A) |
6.47 (9.21) |
42.35% | Details | |
| 11/13/2025 | Veeva Systems | VEEV | New Coverage | Market Perform (N/A) |
299.10 (153.16) |
-48.79% | Details | |
| 11/13/2025 | Healthcare Services Group | HCSG | New Coverage | Market Perform (N/A) |
17.74 (22.54) |
27.06% | Details | |
| 11/13/2025 | Sotera Health | SHC | New Coverage | Outperform (N/A) |
16.13 (15.74) |
-2.42% | Details | |
| 11/13/2025 | Privia Health Group Inc | PRVA | New Coverage | Outperform (N/A) |
24.32 (23.49) |
-3.41% | Details | |
| 11/13/2025 | Certara Inc. | CERT | New Coverage | Market Perform (N/A) |
8.58 (5.34) |
-37.76% | Details | |
| 11/13/2025 | Phreesia Inc. | PHR | New Coverage | Outperform (N/A) |
22.75 (8.92) |
-60.79% | Details | |
| 11/13/2025 | Waystar Holding | WAY | New Coverage | Outperform (N/A) |
36.03 (17.31) |
-51.96% | Details | |
| 11/13/2025 | Evolent Health | EVH | New Coverage | Outperform (N/A) |
5.04 (4.48) |
-11.11% | Details | |
| 11/13/2025 | Omada Health Inc | OMDA | New Coverage | Outperform (N/A) |
20.81 (17.98) |
-13.6% | Details | |
| 11/13/2025 | TruBridge Inc | TBRG | New Coverage | Market Perform (N/A) |
19.50 (26.11) |
33.9% | Details | |
| 11/13/2025 | IQVIA Holdings | IQV | New Coverage | Outperform (N/A) |
218.53 (167.81) |
-23.21% | Details | |
| 11/13/2025 | HealthEquity, Inc | HQY | New Coverage | Market Perform (N/A) |
99.83 (81.08) |
-18.78% | Details | |
| 11/13/2025 | Addus HomeCare | ADUS | New Coverage | Market Perform (N/A) |
114.51 (95.03) |
-17.01% | Details | |
| 11/13/2025 | Aveanna Healthcare Holdings Inc | AVAH | New Coverage | Outperform (N/A) |
8.98 (7.92) |
-11.8% | Details | |
| 11/13/2025 | BrightSpring Health | BTSG | New Coverage | Outperform (N/A) |
33.91 (67.20) |
98.17% | Details | |
| 11/13/2025 | Teladoc | TDOC | New Coverage | Market Perform (N/A) |
7.56 (7.58) |
0.26% | Details |
