industry intelligence Measured conclusion Latest qualified tape

Industry Sentiment Dossier

Health Information Services sentiment intelligence

Company-news tone, narrative breadth, confidence, catalyst concentration and market confirmation examined as separate evidence layers.

Constructive but selective 54/100 narrative breadth 75/100 evidence confidence 110 qualified equities from 167 latest records
Peer rank71 of 157weighted group score
Qualified coverage66%57 records withheld
Direct evidence98%2231 company matches
Story dispersion4.6cross-company score spread
Relative to context+0.0versus Healthcare
Latest refresh12 Aug 20261035 publisher signals

Executive Evidence Brief

A balanced headline masks a selective company tape

Aggregate tone remains near neutral, so breadth, catalysts and company-level outliers carry more information than the headline score alone.

Directional score52.7weighted polarity, separate from reliability
Breadth54constructive minus cautious participation
Confidence75depth, directness, freshness and agreement

Evidence that supports the read

Evidence confidence is 75/100 across 110 qualified equities.

Direct company coverage supplies 98% of the measured article set.

Positive one-week price responses appear across 55% of measured equities.

Conditions that limit conviction

No material evidence constraint is currently dominant.

Narrative Breadth

How widely tone is shared

110 equities
54Breadth
Constructive1110.0%
Balanced9687.3%
Cautious32.7%

Score Distribution

Shape of the company tape

Neutral range 43 to 57
0Strong caution
3Cautious
96Balanced
11Constructive
0Strongly constructive

Evidence Quality

Reliability of the read

Confidence is not polarity
75/100 group confidence
High confidence75
Usable evidence17
Developing18

2286 relevant story observations across 1035 publisher signals. 98% is direct company evidence.

13-Week Trajectory

Weighted tone and participation

Completed observations only
15 Jun: tone 52.5, breadth 52.3, 109 observations22 Jun: tone 52.1, breadth 52.3, 108 observations29 Jun: tone 51.8, breadth 52.8, 109 observations06 Jul: tone 52.2, breadth 52.3, 108 observations13 Jul: tone 52.3, breadth 53.7, 109 observations20 Jul: tone 52.0, breadth 54.5, 110 observations27 Jul: tone 52.2, breadth 54.1, 110 observations03 Aug: tone 52.0, breadth 56.6, 53 observations10 Aug: tone 53.4, breadth 52.4, 21 observations 100500
18 May29 Jun10 Aug
Weighted toneNarrative breadthNeutral 50

The path uses a fixed quality sample of up to 110 current constituents to keep the historical query reproducible. Earlier observations are not rewritten by later headlines.

Market Confirmation

How price is responding to the news tape

110 securities measured

Price response is a diagnostic cross-check. It does not alter the sentiment score, so agreement and disagreement remain visible.

Confirmed by price76% of qualified equities
News-price disagreement6256% of qualified equities
Cautious news absorbed00% of qualified equities
No decisive price test4137% of qualified equities
Median 1W return+1.50%
Median 4W return-2.85%
Positive 1W response55%
Active trend signal31%
Above Fair Value24%
Median Fair Value gap-20.85%

Internal Leadership

Country map

5 qualified groups

14 thin groups are withheld because they contain fewer than 5 qualified securities.

Peer Comparison

Where this read sits in the ranked tape

Rank 71 of 157

Catalyst Lens

What is moving the narrative

Latest company observations
Market update7366.4% of equities · tone 52.4
Earnings3330.0% of equities · tone 52.7
Deals and strategy10.9% of equities · tone 63.0
Guidance10.9% of equities · tone 57.0
Analyst action10.9% of equities · tone 53.0
Capital return10.9% of equities · tone 50.0

Publisher Lens

Where the latest observations came from

Not an independence count
TradingView2220.0% of equities · tone 51.5
simplywall.st76.4% of equities · tone 52.6
TradingKey65.5% of equities · tone 52.8
Kalkine65.5% of equities · tone 49.8
marketscreener.com65.5% of equities · tone 50.1
TipRanks54.5% of equities · tone 53.1
MarketBeat54.5% of equities · tone 47.4
Kalkine Media54.5% of equities · tone 51.1

Positioning Lens

What deserves attention

Score rank#71among 157 measured industries
Parent spread+0.0versus Healthcare
Cross-company dispersion4.6higher values mean a less uniform tape

Security Evidence

The equities behind the read

Open any ticker for its complete dossier

Constructive leaders

HealthStream Inc

News confirmed by price · +2.4% 1W

Earnings · 89/100 confidence · 36 direct stories
Omada Health, Inc. Common Stock

News confirmed by price · +19.3% 1W

Earnings · 90/100 confidence · 36 direct stories
Mangoceuticals, Inc. Common Stock

Positive news being faded · -11.7% 1W

Deals and strategy · 88/100 confidence · 21 direct stories
NRC63
National Research Corp

News confirmed by price · +4.3% 1W

Earnings · 81/100 confidence · 24 direct stories
BrightSpring Health Services, Inc. Common Stock

News confirmed by price · +4.6% 1W

Market update · 88/100 confidence · 21 direct stories
Weave Communications Inc

Positive news being faded · -19.1% 1W

Earnings · 91/100 confidence · 30 direct stories
Sagility Limited

Price moving ahead of tone · +7.4% 1W

Market update · 75/100 confidence · 31 direct stories
Hinge Health, Inc.

News confirmed by price · +19.6% 1W

Earnings · 89/100 confidence · 29 direct stories

Cautious laggards

M3, Inc.

Caution confirmed by price · -14.1% 1W

Earnings · 66/100 confidence · 6 direct stories
Talkspace Inc

Balanced read · +0.0% 1W

Earnings · 86/100 confidence · 20 direct stories
AHE42
Adheris Health Limited

Caution confirmed by price · -5.6% 1W

Market update · 50/100 confidence · 3 direct stories
IKS43
INVENTURUS KNOWLEDGE SO L

Price moving ahead of tone · -6.0% 1W

Earnings · 53/100 confidence · 2 direct stories
Certara Inc

Price moving ahead of tone · +7.9% 1W

Earnings · 75/100 confidence · 50 direct stories
Teladoc Health, Inc.

Price moving ahead of tone · -7.6% 1W

Earnings · 75/100 confidence · 18 direct stories
SHG44
Singular Health Group Ltd

Balanced read · -2.6% 1W

Market update · 52/100 confidence · 4 direct stories
QingSong Health Corp

Price moving ahead of tone · -7.8% 1W

Market update · 72/100 confidence · 11 direct stories

Attention leaders

TEM51
Tempus AI, Inc. Class A Common Stock

Balanced read · +2.8% 1W

Market update · 75/100 confidence · 60 direct stories
DH48
Definitive Healthcare Corp

Balanced read · -0.1% 1W

Market update · 75/100 confidence · 60 direct stories
WAY57
Waystar Holding Corp. Common Stock

Price moving ahead of tone · -6.2% 1W

Market update · 75/100 confidence · 60 direct stories
EVH53
Evolent Health Inc

Price moving ahead of tone · -26.8% 1W

Market update · 75/100 confidence · 60 direct stories
HQY57
HealthEquity Inc

Price moving ahead of tone · +6.3% 1W

Market update · 75/100 confidence · 60 direct stories
PHR47
Phreesia Inc

Price moving ahead of tone · +5.0% 1W

Market update · 75/100 confidence · 59 direct stories
Privia Health Group Inc

Price moving ahead of tone · -7.2% 1W

Market update · 75/100 confidence · 59 direct stories
Goodrx Holdings Inc

Balanced read · +3.7% 1W

Market update · 75/100 confidence · 58 direct stories

Latest Evidence Ledger

Recent company-level observations

18 displayed

Regeneron, Tenet leads top healthcare companies with highest earnings beats (XLV:NYSEARCA)

Seeking Alpha · Earnings · Price moving ahead of tone

78/100 confidence · 100% direct evidence

Regeneron, Tenet leads top healthcare companies with highest earnings beats (XLV:NYSEARCA)

Seeking Alpha · Earnings · Balanced read

73/100 confidence · 100% direct evidence

Omada Health Touts Record Q2 as GLP-1 Demand Fuels Growth Strategy

finance.yahoo.com · Earnings · News confirmed by price

90/100 confidence · 100% direct evidence

Veeva (VEEV) Stock Looks Strong On Cash Flow While Earnings Look Rich

simplywall.st · Market update · Balanced read

82/100 confidence · 100% direct evidence

Hony Media Group Sets August Board Meeting to Approve Interim Results and Dividend

TipRanks · Market update · Price moving ahead of tone

71/100 confidence · 100% direct evidence
TXG48

Is 10x Genomics Inc (TXG) Overvalued After 12.3% Rally? GF Value

GuruFocus · Earnings · Price moving ahead of tone

87/100 confidence · 100% direct evidence

Janus Henderson Group PLC Invests $1.55 Million in Talkspace, Inc. $TALK

MarketBeat · Earnings · Balanced read

86/100 confidence · 100% direct evidence

BrightSpring Health Services: A Great Business, But I’m Waiting For A Better Entry

Seeking Alpha · Market update · News confirmed by price

88/100 confidence · 100% direct evidence
NRC63

Record Backlog Powers NRC Health’s (NRC) Upward Potential

finance.yahoo.com · Earnings · News confirmed by price

81/100 confidence · 100% direct evidence
PKY50

Pathkey.AI Ltd Initiates Trading Halt Ahead of Capital Raising Announcement

Kalkine Media · Market update · Price moving ahead of tone

50/100 confidence · 100% direct evidence

Does Omnicell’s Profit Rebound And Higher 2026 Outlook Change The Bull Case For OMCL?

simplywall.st · Earnings · Price moving ahead of tone

87/100 confidence · 100% direct evidence

Weave Communications Q2 Earnings Call Highlights

finance.yahoo.com · Earnings · Positive news being faded

91/100 confidence · 100% direct evidence
IKS43

Inventurus Knowledge Solutions Limited Just Missed EPS By 7.2%: Here's What Analysts Think Will Happen Next

simplywall.st · Earnings · Price moving ahead of tone

53/100 confidence · 100% direct evidence

M3, Inc. Just Missed EPS By 32%: Here's What Analysts Think Will Happen Next

simplywall.st · Earnings · Caution confirmed by price

66/100 confidence · 100% direct evidence

Hinge Health (HNGE) Earnings And New Care Push Put Valuation Back In Focus

simplywall.st · Earnings · News confirmed by price

89/100 confidence · 100% direct evidence

Health Catalyst (HCAT) Stock Price Sinks On Margin Reset Fears

Simply Wall Street · Earnings · Price moving ahead of tone

90/100 confidence · 100% direct evidence

DarioHealth Corp. (DRIO) Stock Price, News, Quote & History

Yahoo! Finance Canada · Market update · Balanced read

89/100 confidence · 100% direct evidence

BullFrog AI Holdings, Inc. (BFRG) Stock News Today

TradingKey · Market update · Price moving ahead of tone

70/100 confidence · 100% direct evidence

Reproducible Method

How to read this dossier

Direction

The score measures the polarity of qualified published news after relevance, source quality, event importance and freshness weighting. It is centred at 50.

Breadth

Breadth measures how widely constructive or cautious classifications are shared. A few extreme equities cannot create broad participation.

Confidence

Confidence measures sample depth, direct-company coverage, publisher diversity, freshness and agreement. It is intentionally separate from direction.

Market confirmation

Completed weekly price data tests whether the market confirms, rejects or absorbs the narrative. Price never feeds back into the sentiment score.

Coverage controls

Unqualified ticker records are excluded, and subgroup maps require at least five qualified securities. Thin slices are disclosed instead of ranked.

Interpretation

This is a current evidence classification, not a forecast, target, recommendation or measure of investor positioning.

Evidence context