Morgan Stanley analyst Craig Hettenbach maintained a Buy rating on Hinge Health, Inc. Class A yesterday and set a price target of $72.00.
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Craig Hettenbach has given his Buy rating due to a combination of factors tied to Hinge Health’s operating momentum and growth outlook. He highlights that the company’s app downloads surged 61% year-over-year in Q4, an acceleration from the prior quarter that points to stronger-than-expected member additions and sustained improvement in revenue per member. He also notes that management is likely to provide constructive commentary on the recent selling season during the upcoming earnings call, which should reinforce confidence in near‑term performance. In his view, this data supports the idea that current expectations for member growth in late 2025 and early 2026 are conservative.
In addition, Hettenbach emphasizes that Hinge Health continues to demonstrate a clear competitive edge, with third‑party app data underscoring its lead versus key rivals in the digital musculoskeletal care space. This competitive positioning, combined with potential upside to the market’s forecast of 21% year-over-year revenue growth in 2026, underpins his positive stance on the stock. He sees particular room for upside if the company can drive further gains in member yield, which he identifies as an important swing factor for future results. Taken together, the strong usage trends, favorable setup for estimates, and differentiated market position justify his Buy recommendation on Hinge Health Class A shares.
According to TipRanks, Hettenbach is ranked #3038 out of 10350 analysts.
In another report released on January 9, Piper Sandler also reiterated a Buy rating on the stock with a $60.00 price target.