Ratings by BMO Capital (Sean Dodge)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 8/27/2026 | Waystar Holding | WAY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/27/2026 | Veeva Systems | VEEV | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/14/2026 | Aveanna Healthcare Holdings Inc | AVAH | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2026 | Sotera Health | SHC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2026 | Lifestance Health Group | LFST | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2026 | Doximity Inc | DOCS | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/7/2026 | Omada Health Inc | OMDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2026 | Medline Inc | MDLN | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2026 | Addus HomeCare | ADUS | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/5/2026 | Certara Inc. | CERT | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/30/2026 | Teladoc | TDOC | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/29/2026 | IQVIA Holdings | IQV | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2026 | Medpace | MEDP | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/25/2026 | ICON plc | ICLR | Maintain | Outperform (N/A) |
|
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 (97.00) |
19.63% | Details | |
| 3/31/2026 | Phreesia Inc. | PHR | Maintain | Outperform (N/A) |
|
Details | ||
| 3/26/2026 | ICON plc | ICLR | Upgrade | Outperform (Market Perform) |
101.28 (161.40) |
59.36% | 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 (35.11) |
-14.88% | 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 (26.35) |
-50.02% | Details | |
| 11/13/2025 | ICON plc | ICLR | New Coverage | Market Perform (N/A) |
163.42 (101.28) |
-38.02% | Details | |
| 11/13/2025 | Medpace | MEDP | New Coverage | Market Perform (N/A) |
602.77 (583.21) |
-3.25% | Details | |
| 11/13/2025 | Lifestance Health Group | LFST | New Coverage | Outperform (N/A) |
6.47 (12.60) |
94.74% | Details | |
| 11/13/2025 | Veeva Systems | VEEV | New Coverage | Market Perform (N/A) |
299.10 (279.23) |
-6.64% | Details | |
| 11/13/2025 | Healthcare Services Group | HCSG | New Coverage | Market Perform (N/A) |
17.74 (21.82) |
23% | Details | |
| 11/13/2025 | Sotera Health | SHC | New Coverage | Outperform (N/A) |
16.13 (18.68) |
15.81% | Details | |
| 11/13/2025 | Certara Inc. | CERT | New Coverage | Market Perform (N/A) |
8.58 (8.10) |
-5.59% | Details | |
| 11/13/2025 | Privia Health Group Inc | PRVA | New Coverage | Outperform (N/A) |
24.32 (20.64) |
-15.13% | Details | |
| 11/13/2025 | Phreesia Inc. | PHR | New Coverage | Outperform (N/A) |
22.75 (11.84) |
-47.96% | Details | |
| 11/13/2025 | Waystar Holding | WAY | New Coverage | Outperform (N/A) |
36.03 (25.76) |
-28.5% | Details | |
| 11/13/2025 | Omada Health Inc | OMDA | New Coverage | Outperform (N/A) |
20.81 (22.84) |
9.75% | Details | |
| 11/13/2025 | Evolent Health | EVH | New Coverage | Outperform (N/A) |
5.04 (4.28) |
-15.08% | Details | |
| 11/13/2025 | TruBridge Inc | TBRG | New Coverage | Market Perform (N/A) |
19.50 (26.24) |
34.56% | Details | |
| 11/13/2025 | IQVIA Holdings | IQV | New Coverage | Outperform (N/A) |
218.53 (258.35) |
18.22% | 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 (114.55) |
0.03% | Details | |
| 11/13/2025 | Aveanna Healthcare Holdings Inc | AVAH | New Coverage | Outperform (N/A) |
8.98 (13.46) |
49.89% | Details | |
| 11/13/2025 | BrightSpring Health | BTSG | New Coverage | Outperform (N/A) |
33.91 (59.16) |
74.46% | Details | |
| 11/13/2025 | Teladoc | TDOC | New Coverage | Market Perform (N/A) |
7.56 (6.26) |
-17.2% | Details |
