Healthcare Sector Head @Hedgeye
Cite asCryptoQuant has tracked the directional calls on HCA by @HedgeyeHC on X since Jul 2013: not yet scored on HCA (as of Nov 11, 2026).
Relative view by default: fewer than 30 HCA calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @HedgeyeHC to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
I'm listening to $HCA at Wells Fargo... On The Call this morning I told @KeithMcCullough I didn't have them missing again on 3Q26. I didn't hear anything that changes that data driven view.
View original →$HCA pre-announced negative this morning and guided 2026 ranges lower. 2Q26 missed excluding catch up FL payment. The headwind from #ACA is worse as we went though yesterday. Higher Medicaid Supplemental money is a low quality patch. Surgical trends are terrible. https://t.co/Isp7xtbn0O
View original →From FactSet HC brief this morning: “orthopedics weakness; cautious comments by midwest boutique firm, we're told”. Assuming that’s bad for $ZBH $SYK and $THC, $HCA, $SGRY.
View original →It is unlikely that $HCA and $THC won’t be caught up in this, shrapnel or direct hit. Also, #ACA enrollment gets worse from here. https://t.co/0MBvce0oFP https://t.co/4foNbeXbZj
View original →$THC $HCA Headwinds coming in bad debt, lowers net pricing and 1 for 1 reduction to operating income. Reversing 5 years of tailwinds. https://t.co/byvWu75BbJ
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