Ratings by JPMorgan (Anne Samuel)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
12/9/2025 Phreesia Inc. PHR Maintain Overweight
(Overweight)
 
 
  Details
12/4/2025 HealthEquity, Inc HQY Maintain Overweight
(Overweight)
 
 
  Details
11/17/2025 Evolent Health EVH Maintain Overweight
(Overweight)
 
 
  Details
11/11/2025 Progyny PGNY Maintain Neutral
(Neutral)
 
 
  Details
8/26/2025 Progyny PGNY Maintain Neutral
(Neutral)
 
 
  Details
7/31/2025 Waystar Holding WAY Maintain Overweight
(Overweight)
 
 
  Details
6/25/2025 Phreesia Inc. PHR Maintain Overweight
(Overweight)
 
 
  Details
6/5/2025 Phreesia Inc. PHR Maintain Overweight
(Overweight)
 
 
  Details
6/5/2025 HealthEquity, Inc HQY Maintain Overweight
(Overweight)
 
 
  Details
5/28/2025 Phreesia Inc. PHR Maintain Overweight
(N/A)
 
 
  Details
5/20/2025 Omnicell OMCL Maintain Neutral
(Neutral)
 
 
  Details
5/12/2025 Evolent Health EVH Maintain Overweight
(Overweight)
 
 
  Details
4/8/2025 HealthEquity, Inc HQY Maintain Overweight
(Overweight)
 
 
  Details
3/20/2025 Omnicell OMCL Maintain Neutral
(Neutral)
 
 
  Details
3/13/2025 Health Catalyst Inc. HCAT Maintain Overweight
(Overweight)
 
 
  Details
3/10/2025 Evolent Health EVH Maintain Overweight
(Overweight)
 
 
  Details
1/28/2025 Evolent Health EVH Maintain Overweight
(N/A)
 
 
  Details
1/28/2025 Progyny PGNY Maintain Neutral
(N/A)
 
 
  Details
12/2/2024 Progyny PGNY Downgrade Neutral
(Overweight)
15.48
(31.19)
101.49% Details
11/25/2024 Evolent Health EVH Maintain Overweight
(N/A)
 
 
  Details
11/20/2024 Omnicell OMCL Maintain Neutral
(N/A)
 
 
  Details
10/2/2024 Evolent Health EVH Maintain Overweight
(N/A)
 
 
  Details
9/30/2024 HealthEquity, Inc HQY Maintain Overweight
(N/A)
 
 
  Details
9/19/2024 Progyny PGNY Maintain Overweight
(N/A)
 
 
  Details
9/9/2024 Consensus Cloud Solution Inc. CCSI Downgrade Underweight
(Neutral)
22.70
(36.37)
60.22% Details
9/4/2024 Health Catalyst Inc. HCAT Maintain Overweight
(N/A)
 
 
  Details
8/23/2024 Omnicell OMCL Maintain Neutral
(N/A)
 
 
  Details
8/19/2024 Progyny PGNY Maintain Overweight
(N/A)
 
 
  Details
8/19/2024 Waystar Holding WAY Maintain Overweight
(N/A)
 
 
  Details
8/19/2024 Evolent Health EVH Maintain Overweight
(N/A)
 
 
  Details
7/2/2024 Waystar Holding WAY New Coverage Overweight
(N/A)
21.50
(22.51)
4.7% Details
6/5/2024 Phreesia Inc. PHR Maintain Overweight
(N/A)
 
 
  Details
6/5/2024 HealthEquity, Inc HQY Maintain Overweight
(N/A)
 
 
  Details
4/2/2024 HealthEquity, Inc HQY Maintain Overweight
(N/A)
 
 
  Details
3/15/2024 Evolent Health EVH Maintain Overweight
(N/A)
 
 
  Details
12/13/2023 R1 RCM Inc RCM Downgrade Neutral
(Overweight)
10.20
(14.31)
40.29% Details
12/13/2023 Health Catalyst Inc. HCAT Upgrade Overweight
(Neutral)
7.29
(2.08)
-71.47% Details
12/1/2023 HealthEquity, Inc HQY Maintain Overweight
(N/A)
 
 
  Details
11/6/2023 Omnicell OMCL Maintain Neutral
(N/A)
 
 
  Details
10/9/2023 Progyny PGNY Maintain Overweight
(N/A)
 
 
  Details
6/20/2023 HealthEquity, Inc HQY Maintain Overweight
(N/A)
 
 
  Details
5/15/2023 Progyny PGNY Maintain Overweight
(N/A)
 
 
  Details
5/15/2023 Consensus Cloud Solution Inc. CCSI Maintain Neutral
(N/A)
 
 
  Details
5/3/2023 Omnicell OMCL Maintain Neutral
(N/A)
 
 
  Details
3/14/2023 R1 RCM Inc RCM Maintain Overweight
(N/A)
 
 
  Details
3/13/2023 Progyny PGNY Maintain Overweight
(N/A)
 
 
  Details
3/13/2023 Health Catalyst Inc. HCAT Maintain Neutral
(N/A)
 
 
  Details
3/13/2023 Consensus Cloud Solution Inc. CCSI Maintain Neutral
(N/A)
 
 
  Details
3/13/2023 Evolent Health EVH Maintain Overweight
(N/A)
 
 
  Details
11/21/2022 Consensus Cloud Solution Inc. CCSI Maintain Neutral
(N/A)
 
 
  Details
11/18/2022 R1 RCM Inc RCM Maintain Overweight
(N/A)
 
 
  Details
11/18/2022 Progyny PGNY Maintain Overweight
(N/A)
 
 
  Details
11/18/2022 Allscripts MDRX Maintain Underweight
(N/A)
 
 
  Details
11/14/2022 Health Catalyst Inc. HCAT Maintain Neutral
(N/A)
 
 
  Details
11/14/2022 Evolent Health EVH Maintain Overweight
(N/A)
 
 
  Details
9/6/2022 Signify Health Inc SGFY Downgrade Neutral
(Overweight)
28.39
(30.49)
7.4% Details
8/5/2022 Health Catalyst Inc. HCAT Downgrade Neutral
(Overweight)
17.90
(2.08)
-88.38% Details
8/1/2022 R1 RCM Inc RCM New Coverage Overweight
(N/A)
25.00
(14.31)
-42.76% Details
5/20/2022 Signify Health Inc SGFY Maintain Overweight
(N/A)
 
 
  Details
3/11/2022 HealthEquity, Inc HQY Maintain Overweight
(N/A)
 
 
  Details
12/17/2021 Phreesia Inc. PHR Maintain Overweight
(N/A)
 
 
  Details
11/18/2021 Evolent Health EVH Upgrade Overweight
(Neutral)
27.88
(4.22)
-84.86% Details
10/14/2021 R1 RCM Inc RCM New Coverage Overweight
(N/A)
23.03
(25.00)
8.55% Details
8/5/2021 Evolent Health EVH Maintain Neutral
(N/A)
 
 
  Details
7/12/2021 Convey Holding CNVY New Coverage Neutral
(N/A)
9.42
(10.51)
11.57% Details
7/12/2021 Signify Health Inc SGFY New Coverage Overweight
(N/A)
30.48
(30.49)
0.03% Details
6/15/2021 NextGen Healthcare Inc NXGN Maintain Underweight
(N/A)
 
 
  Details
4/29/2021 NextGen Healthcare Inc NXGN New Coverage Underweight
(N/A)
18.53
(23.94)
29.2% Details
4/29/2021 Allscripts MDRX New Coverage Underweight
(N/A)
15.83
(5.14)
-67.53% Details
4/29/2021 Premier, Inc. PINC New Coverage Neutral
(N/A)
34.99
(28.26)
-19.23% Details
4/29/2021 Cerner CERN New Coverage Neutral
(N/A)
74.97
(94.92)
26.61% Details
4/29/2021 Evolent Health EVH New Coverage Neutral
(N/A)
21.68
(4.22)
-80.54% Details
4/29/2021 HealthEquity, Inc HQY New Coverage Overweight
(N/A)
76.48
(94.64)
23.74% Details
4/29/2021 Health Catalyst Inc. HCAT New Coverage Overweight
(N/A)
56.60
(2.08)
-96.33% Details
4/29/2021 Progyny PGNY New Coverage Overweight
(N/A)
58.60
(15.48)
-73.58% Details
4/29/2021 Phreesia Inc. PHR New Coverage Overweight
(N/A)
53.14
(10.98)
-79.34% Details
4/29/2021 Change Healthcare Inc. CHNG New Coverage Neutral
(N/A)
23.18
(27.49)
18.59% Details
10/23/2020 Allscripts MDRX Downgrade Underweight
(Neutral)
11.23
(5.14)
-54.23% Details
10/14/2020 Livongo Health Inc. LVGO Downgrade Neutral
(Overweight)
139.94
(139.77)
-0.12% Details
11/19/2019 Progyny PGNY New Coverage Overweight
(N/A)
23.76
(31.19)
31.27% Details
8/19/2019 Health Catalyst Inc. HCAT New Coverage Overweight
(N/A)
41.51
(2.08)
-94.99% Details
8/19/2019 Livongo Health Inc. LVGO New Coverage Overweight
(N/A)
34.03
(139.77)
310.73% Details
8/13/2019 Phreesia Inc. PHR New Coverage Overweight
(N/A)
28.21
(10.22)
-63.77% Details
11/2/2018 Allscripts MDRX Downgrade Neutral
(Overweight)
11.91
(5.14)
-56.84% Details