Core Insights - OneMedNet Corporation achieved record bookings of $2.79 million in 2025, exceeding 2024 bookings by more than four times, indicating strong enterprise demand and a shift towards a recurring subscription model [1][7]. Booking Highlights - Total bookings reached $2.79 million in contract value for 2025, which is 4.1 times higher than the previous fiscal year [7]. - The company is experiencing larger deal sizes due to the expansion of average contract value driven by enterprise-scale AI models and life sciences engagements [7]. - There is a continued shift towards subscription models, with agreements signed in 2025 with Circle CVI and mlHealth360, indicating a growing pipeline extending into 2026 [7]. Product Offerings - The company is diversifying its product mix, focusing on data projects and subscription products, including curated bespoke datasets and pre-curated specialty datasets for various therapeutic areas [8]. - Subscription offerings include Palantir Agentic Search for data discovery, which accelerates feasibility analysis from weeks to minutes, and near real-time streaming healthcare data feeds [8]. Strategic Positioning - OneMedNet is entering 2026 with a strong momentum and a high-quality pipeline anchored by premium recurring revenue solutions powered by Palantir Foundry [5]. - The company believes its subscription solutions will drive a more predictable, higher-margin, and scalable revenue profile as it transitions to a predominantly subscription-based business model [9]. Market Demand - There is sustained strong inbound demand for multimodal, regulatory-grade datasets, which serve as foundational entry points into longer-term subscription relationships [14]. - The adoption of AI-enabled discovery workflows is enhancing customer stickiness and creating multiple expansion opportunities within existing accounts [14].

Core Insights - SS&C Technologies Holdings, Inc. is recognized as the sixth best strong buy tech stock to invest in [1] - Needham has lowered its price target for SS&C from $105 to $95 while maintaining a Buy rating, highlighting the company's strong performance in revenue and earnings [2] - The company reported record Q4 results with $1.655 billion in revenue, $1.69 EPS, and $651 million EBITDA, driven by outsourcing, Calastone integration, and artificial intelligence [3] Company Overview - SS&C Technologies is a U.S. financial and healthcare technology company that provides software and software-enabled services for investment management, fund administration, accounting, reporting, and healthcare operations [4] Growth Drivers - Major growth drivers for SS&C include robust cash flow, above 100% conversion rates, and a focus on share repurchases, alongside the integration of Calastone and advancements in artificial intelligence [3]

Core Viewpoint - Oscar Health Inc. (NYSE:OSCR) is identified as an under-the-radar AI stock with recent upgrades from analysts, indicating a positive outlook despite challenges related to expiring subsidies [1][2][3]. Analyst Upgrades - UBS upgraded Oscar Health from Sell to Neutral, raising the price target from $12 to $17, citing better-than-expected exchange enrollment performance [1]. - Barclays analyst Andrew Mok upgraded Oscar Health from Underweight to Equal Weight, increasing the price target from $13 to $18, anticipating benefits from margin expansion in managed care stocks by 2026 [2]. Market Positioning - Andrew Mok noted that Oscar Health is attractively priced due to the market over-discounting the negative impacts of expiring subsidies, suggesting potential for recovery [3]. - Oscar Health operates as a healthcare technology company in the US, providing health plans to individuals, families, employees, and small group markets [3].

分组1 - Hinge Health's stock increased by 15% after reporting Q4 earnings that exceeded analyst expectations, earning $0.49 per share on sales of $170.7 million compared to forecasts of $0.43 per share on $156.8 million in sales [1][5] - The company experienced a 46% year-over-year sales growth in Q4, with gross margins expanding by 200 basis points [5] - Hinge's net profit grew over 360% year-over-year, while free cash flow increased by 65% to $61.5 million [6] 分组2 - For the full year, Hinge reported a 51% sales growth and achieved free cash flow of $179.6 million despite a GAAP loss [6] - The CEO described the Q4 results as "exceptional," with forecasts of 39% sales growth in Q1 and an annual sales target of approximately $737 million, alongside a projected 29% growth in non-GAAP earnings [7] - Hinge Health's market cap stands at $2.6 billion, trading at about 14.4 times free cash flow, with expectations of growth close to 30% [8]

Core Insights - Oscar Health Inc. reported fourth-quarter revenue of approximately $2.81 billion, missing the consensus estimate of $3.12 billion, while total revenue for fiscal 2025 reached approximately $11.7 billion, up from $9.2 billion a year ago, driven by higher membership [1] - The medical loss ratio increased to 95.4% for the quarter from 88.1% a year ago, primarily due to higher average market morbidity and increased utilization [2] - The company reported a loss of $1.24 per share, missing the consensus estimate of 89 cents, while the loss from operations was $333.75 million, up from $147.73 million a year ago [2][4] Financial Performance - The SG&A expense ratio improved to 18.2% from 19.5%, attributed to greater fixed cost leverage and disciplined cost management [3] - Adjusted EBITDA loss for the quarter was $101.5 million, an improvement from a loss of $307.78 million in the previous year [4] - Total membership increased significantly from 1.68 million to 2.04 million in the quarter [4] Strategic Outlook - The CEO stated that 2025 was a reset year for the individual market, with plans to return to profitability in 2026 through new affordable products and enhanced member experience [5] - Oscar Health announced a $475 million three-year revolving credit facility to strengthen its balance sheet and optimize capital structure [6] - The company projects fiscal 2026 sales between $18.7 billion and $19 billion, significantly above Wall Street's estimate of $12.57 billion [7] Guidance - Oscar Health expects a medical loss ratio of 82.4%-83.4% for 2025, an SG&A expense ratio of 15.8%-16.3%, and operating earnings between $250 million and $450 million [8] - Oscar shares rose by 5.60% to $13.39, with a daily high of $14.37 and a low of $13.01 [8]

Core Insights - SOPHiA GENETICS has announced a significant expansion in the United States by partnering with two major integrated health systems, enhancing its network and capabilities in AI-driven precision medicine [1] Company Expansion - The two new health systems are among the largest in the U.S., collectively analyzing millions of genetic samples annually [1] - The partnership will enable genomic testing for up to 60,000 patients annually across the West Coast and Midwest, focusing on hereditary cancers and rare diseases [1] Technology Utilization - Both health systems will implement SOPHiA DDM™, an AI-driven analytics application that supports comprehensive full-exome analysis for over 20,000 genes [1] - The integration of SOPHiA DDM™ aims to expedite testing turnaround times, reduce operational costs, and foster internal research and innovation initiatives [1] Market Positioning - This collaboration positions SOPHiA GENETICS and its partners to support future expansion in AI-driven precision medicine, serving a combined population of nearly one million cancer and rare disorder patients nationwide [1] - The expansion reinforces the company's mission to democratize data-driven medicine by providing AI-powered solutions that accelerate healthcare innovation and research [1]

Core Viewpoint - The rise of AI medical consultation in China is transforming healthcare access and efficiency, but concerns about reliability and data protection persist [4][11][14]. Group 1: AI Medical Consultation Overview - By the end of 2025, AI medical consultation advertisements are expected to be ubiquitous in Beijing, indicating a significant market presence [1]. - Users like Liu Yu are turning to AI for quick medical advice, completing processes that traditionally take hours in just minutes [3][4]. - Major companies such as JD Health, Ant Group, and Baidu are launching AI medical products, reflecting a competitive landscape in the sector [4]. Group 2: Functionality and Training of AI - AI medical products are categorized into two main types: those for general patients and those for healthcare professionals [7][10]. - The training of AI involves extensive input of medical knowledge and real patient interaction data to enhance diagnostic accuracy [7][12]. - Current AI models have shown a top-5 diagnostic accuracy rate of 97%, with the first suggestion accuracy at approximately 80% [12]. Group 3: Advantages and Limitations - AI consultation offers convenience, operating 24/7 without the need for appointments, which alleviates pressure on overburdened hospitals [10][11]. - AI is best suited for managing minor symptoms and chronic conditions, while complex cases still require in-person consultations [11][14]. - The technology's limitations include potential inaccuracies and the inability to replace physical examinations, which are crucial for accurate diagnosis [11][12]. Group 4: Legal and Ethical Considerations - The question of liability in cases of AI misdiagnosis remains unresolved, with current regulations not clearly defining responsibility [13][14]. - Experts suggest that AI should be viewed as a supportive tool rather than a replacement for human doctors, emphasizing the need for transparency in AI recommendations [12][14]. - The development of a regulatory framework is necessary to ensure the safe and effective use of AI in healthcare, with suggestions for a tiered system similar to that used in autonomous driving [16].

As filed with the Securities and Exchange Commission on February 9, 2026. Registration No. 333- 292322 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 1 to FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 MOVANO INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of (Primary Standard Industrial (I.R.S. Employer incorporation or organization) Classification Code Number) Identification No.) 6800 Koll Center Parkway Plea ...

Core Viewpoint - Doximity Inc (NYSE:DOCS) is facing significant stock price volatility, with recent analyst ratings reflecting mixed sentiments about its future performance [1][2][3][4][6] Stock Performance - Doximity's stock opened at $23.69 after closing at $33.32, with the last traded price at $25.50, indicating a notable decline [2] - The current stock price is $27.73, down 16.78% from a previous high of $85.21 over the past year, with a trading range between $23.66 and $27.88 [4][6] - The trading volume today reached 22.18 million shares, suggesting strong investor interest despite the price fluctuations [5] Analyst Ratings - Canaccord Genuity set a price target of $34 for DOCS, indicating a potential upside of 22.61% from its current price [1] - Wall Street Zen downgraded DOCS from "buy" to "hold," while Weiss Ratings maintained a "hold (c+)" rating [2] - Conversely, Wells Fargo upgraded DOCS to "overweight" with a target price of $55.00, and both the Royal Bank Of Canada and Needham and Company LLC upgraded to "moderate buy" [3][6] Market Capitalization - Doximity's market capitalization is approximately $5.2 billion, reflecting its position in the healthcare technology sector [5]

Core Viewpoint - Doximity, Inc. experienced a significant decline in share price following the announcement of lower third-quarter profits, despite reporting revenue growth [1]. Financial Performance - Doximity reported a net income of $61.55 million, or $0.31 per share, which is a decrease from $75.19 million, or $0.37 per share, in the same quarter last year [3]. - On an adjusted basis, earnings were reported at $0.46 per share [3]. - Revenue increased by 9.8 percent to $185.05 million, up from $168.60 million year-over-year [3]. Stock Performance - The stock closed at $24.72, down 25.77 percent from a previous close of $33.34 [1][2]. - Shares opened at $34.55 and traded within a range of $23.66 to $26.51 during the day [2]. - Trading volume reached approximately 4.30 million shares, significantly higher than the average volume of about 2.95 million shares [2]. - The stock is currently trading near the lower end of its 52-week range, which is between $23.66 and $85.21 [3].