Ratings by BMO Capital (Sean Dodge)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | 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 (97.67) |
20.46% | Details | |
| 3/31/2026 | Phreesia Inc. | PHR | Maintain | Outperform (N/A) |
|
Details | ||
| 3/26/2026 | ICON plc | ICLR | Upgrade | Outperform (Market Perform) |
101.28 (170.00) |
67.85% | 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 (39.79) |
-3.54% | 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 (21.52) |
-59.18% | Details | |
| 11/13/2025 | Medpace | MEDP | New Coverage | Market Perform (N/A) |
602.77 (537.73) |
-10.79% | 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 (11.58) |
78.98% | Details | |
| 11/13/2025 | Veeva Systems | VEEV | New Coverage | Market Perform (N/A) |
299.10 (195.38) |
-34.68% | Details | |
| 11/13/2025 | Healthcare Services Group | HCSG | New Coverage | Market Perform (N/A) |
17.74 (25.31) |
42.67% | Details | |
| 11/13/2025 | Sotera Health | SHC | New Coverage | Outperform (N/A) |
16.13 (17.75) |
10.04% | Details | |
| 11/13/2025 | Privia Health Group Inc | PRVA | New Coverage | Outperform (N/A) |
24.32 (26.90) |
10.61% | Details | |
| 11/13/2025 | Certara Inc. | CERT | New Coverage | Market Perform (N/A) |
8.58 (6.93) |
-19.23% | Details | |
| 11/13/2025 | Phreesia Inc. | PHR | New Coverage | Outperform (N/A) |
22.75 (10.71) |
-52.92% | Details | |
| 11/13/2025 | Waystar Holding | WAY | New Coverage | Outperform (N/A) |
36.03 (22.27) |
-38.19% | Details | |
| 11/13/2025 | Evolent Health | EVH | New Coverage | Outperform (N/A) |
5.04 (5.81) |
15.28% | Details | |
| 11/13/2025 | Omada Health Inc | OMDA | New Coverage | Outperform (N/A) |
20.81 (23.70) |
13.89% | 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 (206.26) |
-5.61% | 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 (114.52) |
0.01% | Details | |
| 11/13/2025 | Aveanna Healthcare Holdings Inc | AVAH | New Coverage | Outperform (N/A) |
8.98 (9.69) |
7.91% | Details | |
| 11/13/2025 | BrightSpring Health | BTSG | New Coverage | Outperform (N/A) |
33.91 (70.69) |
108.46% | Details | |
| 11/13/2025 | Teladoc | TDOC | New Coverage | Market Perform (N/A) |
7.56 (9.43) |
24.74% | Details |
