Sign in

Sam Hassan

Vice President and Equity Research Analyst at Mizuho Securities USA LLC

Sam Hassan is a Vice President and Equity Research Analyst at Mizuho, specializing in the coverage of U.S. Large-Cap Banks. He covers major institutions such as JPMorgan Chase, Bank of America, Citigroup, and Wells Fargo, providing detailed analysis and investment recommendations. Over his career, he has developed a strong reputation for thorough sector insights, with recent performance rankings highlighting above-average forecast accuracy and positive average returns on his published ratings. Sam began his career at UBS as an Associate before joining Mizuho in 2021, and he is FINRA-registered with both Series 7 and Series 63 licenses.

Sam Hassan's questions to HEALTHEQUITY (HQY) leadership

Question · Q4 2025

Sam Hassan, on for Steve Valiquette, requested high-level color on EBIT growth by segment for fiscal 2026, with a particular interest in custodial EBIT.

Answer

EVP and CFO James Lucania responded that the company does not provide guidance at that level of detail, as it does not report segments or operating income at the revenue-line level.

Ask follow-up questions

Fintool

Fintool can predict HEALTHEQUITY logo HQY's earnings beat/miss a week before the call

Let Fintool AI Agent track Sam Hassan for you

Get briefed when they ask questions on calls

Best AI Agent for Equity Research

Performance on expert-authored financial analysis tasks

Fintool-v490%
Claude Sonnet 4.555.3%
o348.3%
GPT 546.9%
Grok 440.3%
Qwen 3 Max32.7%

Try Fintool for free