Progyny（PGNY）株式概要
ベネフィット・マネジメント会社であるプロジーニー社は、米国において不妊治療、家族形成、女性の健康に関するベネフィット・ソリューションを提供している。 詳細
PGNY Community Fair Values
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Analyst Price Targets
Progyny, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$25.56 |
| 52週高値 | US$28.75 |
| 52週安値 | US$16.10 |
| ベータ | 0.91 |
| 1ヶ月の変化 | 37.42% |
| 3ヶ月変化 | 45.23% |
| 1年変化 | 18.88% |
| 3年間の変化 | -34.50% |
| 5年間の変化 | -59.58% |
| IPOからの変化 | 60.35% |
最新ニュース
Recent updates
分析記事 • May 16
The Strong Earnings Posted By Progyny (NASDAQ:PGNY) Are A Good Indication Of The Strength Of The Business
Progyny, Inc. ( NASDAQ:PGNY ) recently posted some strong earnings, and the market responded positively. Our analysis...
ナラティブの更新 • Mar 09
PGNY: Healthy Utilization And Member Engagement Will Support Future Policy Tailwinds
Analysts have trimmed their average price targets for Progyny to a range of about $28 to $30 from $32 to $35, reflecting slightly lower growth assumptions and a more conservative P/E. The revised targets still point to solid underlying member engagement and demand outside specific client transitions.
ナラティブの更新 • Feb 23
PGNY: Resilient Employer Demand And Conservative Guidance Will Support Future Upside
Narrative Update on Progyny Analysts have raised their average price target on Progyny to $34 from $30, supported by views that demand remains resilient beyond key clients, that concerns around ProgynyRx are better understood as a coverage mismatch, and that the company’s conservative guidance approach offers clearer visibility with fewer expected surprises. Analyst Commentary Recent Street research on Progyny clusters around a more constructive view of the business, with price targets lifted into the low to mid US$30s and several ratings moving higher.ナラティブの更新 • Feb 08
PGNY: Emerging Employer Demand And Catalysts Will Support Future Upside Potential
Narrative Update on Progyny The analyst price target for Progyny has moved higher by about US$1.50 per share. Analysts point to increased targets at several firms, resilient demand outside key accounts, emerging catalysts, and updated P/E and margin assumptions as key supports for their revised views.ナラティブの更新 • Jan 24
PGNY: Policy Tailwinds And Utilization Trends Will Balance Competition And Regulatory Risks
Analysts have nudged their price targets on Progyny higher, including recent US$2 to US$6 increases from several firms, pointing to resilient demand, a conservative guidance style that reduces surprise risk, and what they view as emerging catalysts that help offset concerns around competition, regulation, and ProgynyRx utilization. Analyst Commentary Recent research commentary on Progyny has leaned constructive on the story, with several firms lifting ratings or price targets and pointing to what they see as resilient demand, conservative guidance, and potential catalysts.ナラティブの更新 • Jan 10
PGNY: Policy Tailwinds And Utilization Trends Will Shape Fertility Benefits Demand
Analysts have raised their fair value estimate for Progyny to $26 from $21, citing expectations for stronger revenue growth and profit margins, a higher future P/E assumption, and growing confidence in demand, utilization, and policy tailwinds, as reflected in recent upgrades and price target increases from multiple research firms. Analyst Commentary Recent Street research on Progyny highlights a generally constructive stance, with multiple firms assigning Buy or Overweight ratings and setting price targets in the US$30s.
ナラティブの更新 • Dec 25
PGNY Emerging IVF Policy Tailwinds Will Support Stronger Long-Term Share Performance
Analysts have nudged their fair value estimate for Progyny higher to $33 from $32, citing emerging utilization and policy tailwinds that support slightly faster revenue growth and improving profit margins despite a modestly higher discount rate and lower future P E multiple. Analyst Commentary Bullish analysts highlight that recent upgrades and rising price targets reinforce confidence in Progyny's ability to deliver above consensus growth, with improving utilization trends and policy tailwinds supporting a higher fair value range in the low to mid 30s.ナラティブの更新 • Dec 11
PGNY Emerging IVF Coverage Tailwinds Will Drive Upside Potential
Analysts have modestly raised their fair value estimate for Progyny from $28.25 to $29.40 per share, citing emerging positive catalysts, stronger expected utilization on higher eligible lives, and potential incremental tailwinds from expanding IVF awareness and coverage. Analyst Commentary Bullish analysts see the recent upgrade and price target moves as validation that Progyny's fundamentals and growth prospects are underappreciated at current levels, with the stock offering an attractive risk reward skew.Seeking Alpha • Nov 19
Progyny: Growth Has Returned (Rating Upgrade)
Summary Progyny (PGNY) surges after strong Q3 earnings, robust client growth, and a $200M share buyback, signaling renewed momentum and market confidence. PGNY overcame Amazon's departure by adding new clients, achieving near 100% renewal rates, and accelerating revenue growth across both business segments. Analyst upgrades, insider buying, and secular tailwinds—like rising infertility and delayed childbirth—support a bullish outlook and reinforce the company’s competitive moat. With a strong balance sheet, improving margins, and attractive valuation, I upgrade PGNY to a buy, targeting a return to the $30 range by mid-2026. Read the full article on Seeking Alphaナラティブの更新 • Sep 05
Rising Demand For Women's Health Will Transform Market Opportunity
Analysts cite improving membership trends, positive pre-announcements, and strategic partnerships expanding Progyny's women's health services as driving renewed confidence and modest upgrades, though the consensus price target remains unchanged at $28.25. Analyst Commentary Bullish analysts cite a rebound in membership activity, highlighted by two consecutive positive pre-announcements, as signaling recovery from last year's lows and renewed momentum.分析記事 • Aug 02
At US$22.49, Is It Time To Put Progyny, Inc. (NASDAQ:PGNY) On Your Watch List?
While Progyny, Inc. ( NASDAQ:PGNY ) might not have the largest market cap around , it saw significant share price...分析記事 • Jul 13
Progyny (NASDAQ:PGNY) Might Have The Makings Of A Multi-Bagger
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • May 16
Progyny, Inc.'s (NASDAQ:PGNY) CEO Will Probably Struggle To See A Pay Rise This Year
Key Insights Progyny to hold its Annual General Meeting on 22nd of May Total pay for CEO Pete Anevski includes...分析記事 • May 13
The Price Is Right For Progyny, Inc. (NASDAQ:PGNY)
Progyny, Inc.'s ( NASDAQ:PGNY ) price-to-earnings (or "P/E") ratio of 35.9x might make it look like a strong sell right...分析記事 • Apr 25
At US$22.90, Is Progyny, Inc. (NASDAQ:PGNY) Worth Looking At Closely?
Progyny, Inc. ( NASDAQ:PGNY ), is not the largest company out there, but it saw a decent share price growth of 16% on...分析記事 • Mar 02
Progyny, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
Progyny, Inc. ( NASDAQ:PGNY ) shareholders are probably feeling a little disappointed, since its shares fell 2.9% to...Seeking Alpha • Feb 06
The Play On Progyny: Don't Chase, But Watch And Wait
Summary Progyny, Inc. shares have fallen substantially from their 2024 peak due to disappointing FY24 outlooks and increased competition, including the loss of its largest client. Despite strong historical growth and a 99% renewal rate, fewer initial fertility consultations are leading to assisted reproductive treatments, challenging revenue predictability. PGNY stock has rebounded nicely over the past few weeks, and the shares saw some insider buying late in December. An analysis around Progyny follows in the paragraphs below. Read the full article on Seeking Alpha分析記事 • Jan 30
Capital Allocation Trends At Progyny (NASDAQ:PGNY) Aren't Ideal
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Seeking Alpha • Jan 15
Progyny: The Growth Story Remains Intact
Summary Progyny, Inc.'s stock is undervalued due to overreaction to bad news; the company remains fundamentally strong with solid customer growth and free cash flow generation. Despite losing Amazon as a client, Progyny's retention rate is 99%, and the company is well-positioned to benefit from long-term secular tailwinds in fertility benefits. Progyny's proprietary “Smart Cycle” plan and strong partnerships with Fortune 500 companies highlight its competitive advantage and growth potential in the fertility benefits market. With a strong balance sheet, recent insider buys, and a strategic focus on international expansion, Progyny represents a good risk/reward play at current prices. Read the full article on Seeking Alpha分析記事 • Jan 12
Progyny, Inc.'s (NASDAQ:PGNY) P/E Is Still On The Mark Following 28% Share Price Bounce
Progyny, Inc. ( NASDAQ:PGNY ) shareholders would be excited to see that the share price has had a great month, posting...分析記事 • Jan 03
Is Now An Opportune Moment To Examine Progyny, Inc. (NASDAQ:PGNY)?
Progyny, Inc. ( NASDAQ:PGNY ), is not the largest company out there, but it led the NASDAQGS gainers with a relatively...Seeking Alpha • Dec 31
The Bottom Fishing Club: Progyny Reverses On Heavy Insider Buying
Summary Progyny shares have plummeted nearly 80% from 2021's peak, but management optimism and insider buying in December signal a potential turnaround during 2025. PGNY's valuation is deeply discounted, with strong fundamentals: $235M in cash, no debt, and 9.64% in trailing free cash flow yield. The stock's rare accumulation/momentum pattern since September and potential short squeeze kicker make it an attractive Buy. Read the full article on Seeking AlphaSeeking Alpha • Nov 26
Progyny: Rating Downgrade On Uncertain Growth Outlook
Summary I recommend downgrading Progyny from buy to hold due to a loss of confidence in its growth outlook and increased uncertainty. PGNY's Q3 2024 results were disappointing, with revenue and margins falling short of expectations, leading to lowered FY24 guidance. Declines in ART cycles and a weaker 2024 sales season raise concerns about underlying demand, despite potential upsides from upselling adjacent solutions. Valuation multiples are unlikely to improve given the poor growth outlook, making it difficult to justify a bullish stance on PGNY. Read the full article on Seeking Alpha分析記事 • Nov 21
Progyny's (NASDAQ:PGNY) Solid Earnings Have Been Accounted For Conservatively
The market seemed underwhelmed by the solid earnings posted by Progyny, Inc. ( NASDAQ:PGNY ) recently. Our analysis...Seeking Alpha • Nov 18
Progyny: After A Terrible Year, I'm Out (Rating Downgrade)
Summary I initially rated Progyny a "Buy" in late 2022, but 2024 has been disastrous, with a 60% stock drop and loss of Amazon as a client. Q3 2024 financials show minimal revenue growth, declining margins, and lower earnings per share, despite a strong balance sheet. Given management's struggles and increased competition, I no longer believe Progyny has a competitive advantage and have sold my shares. Read the full article on Seeking Alpha分析記事 • Oct 21
Here's What's Concerning About Progyny's (NASDAQ:PGNY) Returns On Capital
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Seeking Alpha • Oct 15
Progyny: Poor Year Raises Concerns For Future (Downgrade)
Summary Progyny has had a rough start to the year, with the share price declining by double digits in response to both Q1'24 and Q2'24. In September, they filed an 8-K informing investors that they lost their largest client, accounting for 13% of revenue. Shares declined 30% as a result. This article reviews the year for PGNY so far, outlines why I am reluctant to pick up more shares at these depressed prices, and why the fertility space remains interesting. Read the full article on Seeking Alpha分析記事 • Sep 29
Progyny, Inc.'s (NASDAQ:PGNY) Stock Retreats 28% But Earnings Haven't Escaped The Attention Of Investors
To the annoyance of some shareholders, Progyny, Inc. ( NASDAQ:PGNY ) shares are down a considerable 28% in the last...
新しいナラティブ • Sep 11
Expanding Market Reach And Enhancing Services Spur Optimistic Revenue And Profit Forecasts
Anticipated decrease in ART cycle utilizations may negatively affect revenue due to lower fertility treatment rates.Seeking Alpha • Aug 15
Progyny: Downgrading As Uncertainties Increase
Summary Progyny lowered full-year revenue guidance after seeing an unexpected drop in user utilization rates. The Harris-Walz ticket has put fertility benefits center stage in the upcoming presidential election, which makes the stock more volatile in the short term. Despite current challenges, Progyny's long-term growth thesis remains intact, with potential opportunities for expansion in the future. Read the full article on Seeking Alpha分析記事 • Aug 11
Progyny, Inc. (NASDAQ:PGNY) Stocks Pounded By 25% But Not Lagging Market On Growth Or Pricing
Progyny, Inc. ( NASDAQ:PGNY ) shareholders that were waiting for something to happen have been dealt a blow with a 25...分析記事 • Jul 20
At US$27.79, Is Progyny, Inc. (NASDAQ:PGNY) Worth Looking At Closely?
Progyny, Inc. ( NASDAQ:PGNY ), might not be a large cap stock, but it saw significant share price movement during...Seeking Alpha • Jul 12
Progyny: Recent Stock Decline Provides Buying Opportunity
Summary The Alabama court ruling had a lingering impact on Progyny in Q1 as the company missed revenue targets and adjusted their 2024 growth outlook downward. Progyny recently acquired Berlin-based Apryl, which should help the company gain exposure internationally. Listed by Time Magazine as one of the top 100 most influential companies of 2024, Progyny is still a dominant leader in a growing niche market. Read the full article on Seeking Alpha分析記事 • Jun 23
Progyny's (NASDAQ:PGNY) Returns Have Hit A Wall
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...株主還元
| PGNY | US Healthcare | US 市場 | |
|---|---|---|---|
| 7D | 2.7% | -1.3% | 1.6% |
| 1Y | 18.9% | 12.4% | 28.5% |
業界別リターン: PGNY過去 1 年間で12.4 % の収益を上げたUS Healthcare業界を上回りました。
リターン対市場: PGNYは、過去 1 年間で28.5 % のリターンを上げたUS市場を下回りました。
価格変動
| PGNY volatility | |
|---|---|
| PGNY Average Weekly Movement | 8.0% |
| Healthcare Industry Average Movement | 7.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.0% |
安定した株価: PGNY 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: PGNYの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2008 | 846 | Pete Anevski | www.progyny.com |
ベネフィット・マネジメント会社であるプロジーニー社は、不妊治療、家族形成、女性の健康に関するベネフィット・ソリューションを米国で提供している。同社は、スマートサイクル治療をバンドルした差別化されたベネフィット・プランのデザイン、パーソナライズされたコンシェルジュ・スタイルの会員サポート・サービス、不妊治療専門医の厳選されたネットワークなどの不妊治療ベネフィット・ソリューションを提供している。また、治療中に必要な薬へのアクセスを提供し、ケアマネジメントサービスを提供する統合薬局給付ソリューションProgyny Rxや、妊娠・産後、更年期・中年期、福利厚生・休暇ナビゲーション、親子ウェルビーイング・ソリューションも提供している。さらに、養子縁組、代理出産、ドゥーラ、医療サービスを受けるために渡航が必要な場合の渡航費払い戻しなど、様々なサービスを払い戻しプログラムを通じて提供できるアシスタンス・サービス・プログラムも提供している。同社は以前はオーソジン社として知られていたが、2015年にプロジーニー社に社名を変更した。Progyny, Inc.は2008年に法人化され、ニューヨーク州ニューヨークに本社を置いている。
Progyny, Inc. 基礎のまとめ
| PGNY 基礎統計学 | |
|---|---|
| 時価総額 | US$2.00b |
| 収益（TTM） | US$67.69m |
| 売上高(TTM) | US$1.29b |
29.6x
PER（株価収益率1.5x
P/SレシオPGNY は割高か？
公正価値と評価分析を参照収益と収入
| PGNY 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.29b |
| 売上原価 | US$981.37m |
| 売上総利益 | US$311.76m |
| その他の費用 | US$244.07m |
| 収益 | US$67.69m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.86 |
| グロス・マージン | 24.11% |
| 純利益率 | 5.23% |
| 有利子負債／自己資本比率 | 0% |
PGNY の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/31 16:27 |
| 終値 | 2026/05/29 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Progyny, Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。21
| アナリスト | 機関 |
|---|---|
| Peter Warendorf | Barclays |
| Zhilin Long | Berenberg |
| Nisala Weerasuriya | Berenberg |