Hinge Health, Inc.(HNGE)— Stock Profile, AI Score & Financials
Technology · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
Hinge Health, Inc. (HNGE) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores HNGE at 74.9/100 on a 32-signal composite quality model, placing it at rank #105 of 2,961 stocks — the top 5% of the AI-ranked universe. HNGE scores in the top quartile across balance sheet strength (92.1), free cash flow (90.9), revenue growth (85.2). Shareholder dilution risk is elevated at 3.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Hinge Health, Inc. reports quarterly revenue of $212.8M, net income of $43.7M, free cash flow of $101.3M. Top institutional holders of HNGE by reported 13-F value include BlackRock, 11.2 Capital Management, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. HNGE trades on the NYSE exchange and files with the SEC under CIK 1673743. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate HNGE daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Hinge Health, Inc. directly from SEC EDGAR.
AI Quality Score
74.9/100
AI Rank
#105
Revenue
$212.8M
Net Income
$43.7M
Free Cash Flow
$101.3M
HNGE key financials by period
Hinge Health, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$587.9M
$-528.3M
-92.9%
FY 2024
10-K
$390.4M
$-11.9M
-8.2%
FY 2023
10-K
$292.7M
$-108.1M
-44.6%
Institutions holding HNGE
Institutional investors reporting a position in Hinge Health, Inc. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-06 — Q2 2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Q2 revenue rose 53% to $212.8M with gross margin up 16 points to 86%, producing $43.7M net income versus a $575.7M IPO-charge loss a year ago.
Biggest Revenue Drivers
Member subscription revenue (one reportable segment)$212.8M+53% YoY
Increase primarily due to revenue growth from existing clients, from retaining members within and adding more members to the existing member base
Biggest Revenue Drivers
Total revenue: $212.8M+53% YoY
Member subscription revenue (one reportable segment)$212.8M+53% YoY
Increase primarily due to revenue growth from existing clients, from retaining members within and adding more members to the existing member base
Within Member subscription revenue (one reportable segment)
Recognized from beginning-of-period deferred revenue$171.2M
Revenue recognized during the quarter that was included in the deferred revenue balance at the beginning of the period
Largest Expense Items
Sales and marketing$81.4M-45% YoY
$89.1M lower stock-based compensation tied to IPO vesting, offset by $13.3M more marketing and promotion and $9.5M more commissions
Research and development$34.1M-88% YoY
$241.7M decrease in stock-based compensation from RSU/PRSU vesting criteria met at the 2025 IPO, offset by $1.8M higher IT costs
Cost of revenue$28.9M-30% YoY
$15.3M lower stock-based compensation, partly offset by $2.9M higher inventory costs (net of a $1.7M tariff refund) and $1.4M hosting
General and administrative$28.0M-89% YoY
$225.8M lower stock-based compensation, offset by $4.5M higher legal and other costs supporting public company compliance
Margins: Gross margin rose 16 percentage points to 86% from 70%, primarily due to lower stock-based compensation and greater care team operating efficiencies. Non-GAAP operating margin reached 29% versus 19%.
Watch Items from the Filing
Partner concentration: contracts through partners were 85% of six-month revenue; HCSC 15%, Elevance 13%, Aetna 10%. Partners are non-exclusive and may terminate for convenience.
Deferred revenue grew to $416.5M from $300.9M at year-end, and LTM calculated billings reached $861.8M versus $568.4M a year earlier.
Announced August 4, 2026 definitive agreement to acquire Cylinder Health for $105 million cash, expected to close in the third quarter of 2026.
Founder PRSU settlements triggered roughly $37.9M and $39.6M of company cash outlays for tax withholding in the third quarter of 2026.
Repurchased $196.5M of Class A stock through July 29, 2026; board raised total authorization to $496.5M, with $300.0M remaining available.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
