Stock Markets June 9, 2026 04:37 PM

Hinge Health Boosts 2026 Revenue Outlook; Shares Rise After Hours

Company raises Q2 and full-year guidance ahead of inaugural investor day, citing stronger member conversion and client performance

By Hana Yamamoto
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HNGE

Hinge Health raised its revenue and non-GAAP operating income guidance for the second quarter and full year 2026, prompting a roughly 3% gain in after-hours trading. The company increased full-year revenue expectations to $818 million-$824 million, indicated robust year-over-year growth at the midpoint, and disclosed improved operating margin targets. The update precedes the firm’s first Investor Day on June 10 at Movement.

Hinge Health Boosts 2026 Revenue Outlook; Shares Rise After Hours
HNGE
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Key Points

  • Hinge Health raised full-year 2026 revenue guidance to $818M-$824M, a $20M midpoint increase that implies 40% YoY growth at the midpoint - impacts healthcare and digital health market expectations.
  • Q2 2026 revenue guidance was increased to $200M-$202M, representing 45% YoY growth at the midpoint; quarterly non-GAAP operating income was raised to $50M-$52M with a 25% margin at the midpoint - relevant to equities and health services sectors.
  • Full-year non-GAAP operating income guidance was lifted to $217M-$227M, with a 27% operating margin at the midpoint - signals stronger profitability trajectory for the company within the digital health sub-sector.

Hinge Health (NYSE: HNGE) saw its shares climb about 3% in after-hours trading on Tuesday after the company raised revenue and profitability guidance for both the second quarter and the full year 2026.

The digital musculoskeletal health provider updated its full-year revenue outlook to a band of $818 million to $824 million. That revised range is $20 million higher at the midpoint than the company’s prior guidance and implies 40% year-over-year growth at the midpoint.

For the second quarter of 2026, Hinge Health now anticipates revenue between $200 million and $202 million, which corresponds to 45% year-over-year growth at the midpoint. Alongside the top-line increase, the company raised its non-GAAP income from operations guidance for the quarter to $50 million-$52 million, reflecting a non-GAAP operating margin of 25% at the midpoint.

On a full-year basis, Hinge Health now expects non-GAAP income from operations to fall between $217 million and $227 million, which equates to a non-GAAP operating margin of 27% at the midpoint.

Commenting on the update, James Budge, Chief Financial Officer of Hinge Health, said:

"The value we are delivering to our members, clients and partners is driving higher member conversion and performance across our client base."

The guidance revision arrived in advance of Hinge Health’s inaugural Investor Day, scheduled for June 10 at Movement, the company’s annual conference. Company leaders are set to present strategy and future opportunities at the event, which will be webcast on Hinge Health’s investor relations website starting at 1:00 pm CT.


Key numbers at a glance:

  • Full year 2026 revenue guidance: $818 million - $824 million (40% YoY growth at midpoint)
  • Q2 2026 revenue guidance: $200 million - $202 million (45% YoY growth at midpoint)
  • Q2 2026 non-GAAP income from operations: $50 million - $52 million (25% non-GAAP operating margin at midpoint)
  • Full year 2026 non-GAAP income from operations: $217 million - $227 million (27% non-GAAP operating margin at midpoint)

Risks

  • Guidance depends on continued member conversion and client performance; failure to sustain those dynamics could affect revenue and operating income outcomes - relevant to healthcare and digital health markets.
  • Investor expectations may be sensitive to the company’s execution presented at the upcoming Investor Day; any divergence between guidance and future operational results could increase stock volatility - relevant to equity markets.
  • The updated guidance narrows dependent outcomes to midpoint trajectories; actual quarterly or annual performance could fall outside the provided ranges, introducing forecast risk for investors and sector analysts.

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