HealthEquity raises FY26 EPS view to $3.74-$3.91 from $3.61-$3.78

Consensus $3.73. Backs FY26 revenue view $1.29B-$1.31B, consensus $1.3B. Raises FY26 adjusted EBITDA view to $540M-$560M from $530M-$550M. The company said, “For the fiscal year ending January 31, 2026, management expects revenues of $1.290 billion to $1.310 billion. Its outlook for net income is between $185 million and $200 million, resulting in net income of $2.11 to $2.28 per diluted share. Its outlook for non-GAAP net income, calculated using the method described below, is between $329 million and $344 million, resulting in non-GAAP net income per diluted share of $3.74 to $3.91 (based on an estimated 88 million diluted weighted-average shares outstanding). Management expects Adjusted EBITDA of $540 million to $560 million.”