HealthEquity raises FY26 EPS view to $3.87-$3.95 from $3.74-$3.91

Consensus $3.89. Narrows FY26 revenue view to $1.3B-$1.31B from $1.29B-$1.31B, consensus $1.31B. Raises FY26 adjusted EBITDA view to $555M-$565M from $540M-$560M. The company said, “For the fiscal year ending January 31, 2026, management expects revenues of $1.302 billion to $1.312 billion. Its outlook for net income is between $197 million and $205 million, resulting in net income of $2.24 to $2.33 per diluted share. Its outlook for non-GAAP net income, calculated using the method described below, is between $341 million and $348 million, resulting in non-GAAP net income per diluted share of $3.87 to $3.95. Management expects Adjusted EBITDA of $555 million to $565 million.”