EXECUTIVE SUMMARY
This quarterly update includes a broad outlook that divides the healthcare industry into four sectors:
Biotechnology & Life Sciences
Medical Devices
Healthcare Technology
Large, Diversified Healthcare Companies
We include a review of market performance, valuation multiple trends, operating metrics, and other market data. This issue also includes a review of M&A and IPO activity
FEATURE ARTICLE
Four Healthcare Tech Stocks Stand Out in 2Q26
After a year of significant market declines, the healthcare technology sector posted a modest rebound in the second quarter of 2026. We examine the developments driving performance at Evolent Health, Claritev, Health Catalyst, and Teladoc Health and why proprietary data, integrated solutions, and measurable outcomes may matter more than AI capabilities alone.