DarioHealth Corp. (DRIO:NASDAQ) announced a new agreement with a major health insurer with a stronghold in Arizona through its strategic channel partnership with Amwell. According to the company, the agreement makes Dario's cardiometabolic solution available to the insurer's Administrative Services Only (ASO) book of business, representing access to hundreds of thousands of covered lives.
The company said its cardiometabolic solution will be positioned within the insurer's ASO portfolio for employer clients seeking to address diabetes, hypertension, and weight management through a unified, behaviorally driven approach. Employers will be able to adopt the solution based on their specific population needs and benefits strategy, with tailored deployments at scale.
"This agreement demonstrates how our channel strategy is driving scalable, efficient access to large employer populations," Dario Chief Executive Officer Erez Raphael said in a company news release. "By leveraging channel partner infrastructure and relationships, we can rapidly reach a high-value ASO population like this and embed Dario within the health plan ecosystem."
According to the company, Dario's solution delivers up to five times return on investment to employers, as demonstrated in a study funded by Sanofi and supported by more than 100 scientific studies, including peer-reviewed journal publications and conference abstracts. The company said savings for clients are generated through fewer hospitalizations and improvements in metrics, including systolic blood pressure, A1C, and hyperglycemic events.
Dario also said its partnership with Amwell supports its capital-efficient growth model by lowering customer acquisition costs, accelerating sales cycles, and supporting expansion across employer populations. According to the company, it has access to more than 116 million covered lives through its expanding channel partnership network.
Chronic Care Drives Digital Health Adoption
According to a May report from Grand View Research, the global digital health market was valued at US$347.4 billion in 2025 and was estimated to reach US$420.2 billion in 2026. The report stated that North America accounted for 37.1% of global revenue in 2025, supported by "a strong domestic digital health market for telehealthcare platform developers, mHealth app providers, wearable device manufacturers, and e-prescription systems."
Grand View Research wrote that "the rising incidence of chronic conditions such as diabetes, heart disease, and cancer is fueling the demand for remote monitoring and management solutions." The report added that digital health tools helped patients "track their health, adhere to treatment plans, and communicate more effectively with healthcare providers." It also noted that diabetes represented the largest application segment in the digital health market, accounting for more than 25% of market share in 2025. The report added that telehealth held the largest technology segment with a 44.7% market share, supported by increasing adoption among patients and healthcare providers.
Writing on July 6, Market.us Media reported that the global home healthcare market was valued at US$420.8 billion in 2024 and was projected to reach approximately US$900.1 billion by 2034, reflecting a 7.9% compound annual growth rate. The report stated that advances in digital health technologies, including "remote patient monitoring and telehealth, have further enhanced the quality and accessibility of home-based care by enabling continuous communication between patients and healthcare professionals."
Market.us Media also noted that North America held more than 40.2% of the global home healthcare market in 2024. According to the report, "the rising prevalence of chronic diseases, including cardiovascular disorders, diabetes, and respiratory conditions, along with a growing aging population, has significantly increased the need for personalized healthcare delivered at home." It added that wearable health devices, AI-enabled telemedicine platforms, connected monitoring solutions and remote patient monitoring were expanding the availability of home-based care while supporting chronic disease management and reducing unnecessary hospital visits.
Analyst Perspective: Commercial Execution and Platform Expansion Remained the Focus
In a July 5 weekly digital health report, David M. Grossman of Stifel wrote that the Stifel Digital Health Index gained 11% during the week, outperforming the Bloomberg 2000 Growth Index, which was flat. The firm noted that the digital health index had outperformed the broader growth benchmark by 3,700 basis points over the previous 90 days, rising 56% compared with 19%.
Stifel stated that trading activity during the holiday-shortened week was "largely driven by sentiment surrounding AI announcements (+/-), rotation out of semiconductors (+), and company-specific news (+/-)." The firm also reported that valuation multiples across several digital health segments had increased over the previous 90 days, with the Virtual Care and Remote Patient Monitoring group trading at 2.4x next-12-month enterprise value-to-revenue as of July 2, compared with 1.5x 90 days earlier.
The report also highlighted broader industry developments centered on artificial intelligence and digital health adoption. Stifel cited an industry survey that found "roughly three in ten adults self-reported turning to social media (31%) or AI chatbots (29%) at least monthly for health information and advice." Among AI users, the most common reason was "wanting quick or immediate advice (65%)," while many also reported using AI before deciding whether to see a healthcare provider.
Within the report, Stifel highlighted DarioHealth's recent announcements, including an expanded relationship with a national health plan and a strategic collaboration with Beluga Health. The firm also noted Dario's appointment of former Humana Chief Compliance Officer Sean O'Reilly to its advisory board and maintained a Buy rating with a US$7.28 price target.
Earlier research from CG Capital also maintained an "Outperform" rating and US$28.00 price target on DarioHealth. In its May 12 report, the firm highlighted sequential revenue growth, operating expense discipline, commercial pipeline expansion and implementation of enterprise client wins. CG Capital also wrote that the company's platform had "consolidated four formerly separate digital health businesses (diabetes, hypertension, MSK, behavioral health) onto a single technology and commercial chassis under the DarioIQ AI architecture" and that it "now addresses 6+ chronic conditions across a single member experience with 100+ peer-reviewed studies."
Streetwise Ownership Overview*
DarioHealth Corp. (DRIO:NASDAQ)
| Date | Old Symbol | Old Shares | New Symbol | New Shares |
|---|---|---|---|---|
| 11/18/19 | DRIO | 20 | DRIO | 1 |
| 03/20/13 | LSYI | 1 | DRIO | 1 |
Following first-quarter results, CG Capital reiterated its "Outperform" rating and US$28.00 price target in a May 13 update. The firm cited a second consecutive quarter of sequential revenue growth, lower operating expenses, continued expansion of the commercial pipeline, new customer additions and approximately US$13 million in contracted and late-stage business progressing through implementation. CG Capital also pointed to early DarioIQ results showing up to a 40% improvement in member retention and up to a 57% increase in active sessions compared with a control group.
Channel Expansion and Multi-Condition Strategy
According to the company's May 2026 corporate presentation, Dario's commercial strategy includes working across employers, health plans, and channel partners. The presentation states that the company intends to continue leveraging broker and consultant relationships, expand engagement with health plans, including pharmacy benefit managers and third-party administrators, and continue working with delivery partners while evaluating additional channel partnerships.
The presentation also outlines initiatives to expand product reach by adding conditions to increase eligible populations and covered lives, improving technology to increase enrollment rates, and adding new condition partners. It further describes efforts to improve enrollment and engagement through technology enhancements and the addition of claims-based data and analytics.
Ownership and Share Information1
DarioHealth Corp. has a market cap of US$51.41 million, with 7.3 million shares outstanding.
The company's 52-week range is US$5.84-US$17.74.
Institutions own 39.4% of shares, while Strategic Investors own 7.5%.
Management & Insiders own 4.5% of shares, and the remaining 48.6% of shares are held by Retail.
| Want to be the first to know about interesting Gold investment ideas? Sign up to receive the FREE Streetwise Reports' newsletter. | Subscribe |
Important Disclosures:
- DarioHealth Corp. is a billboard sponsor of Streetwise Reports and pays SWR a monthly sponsorship fee between US$3,000 and US$6,000.
- James Guttman wrote this article for Streetwise Reports LLC and provides services to Streetwise Reports as an employee.
- This article does not constitute investment advice and is not a solicitation for any investment. Streetwise Reports does not render general or specific investment advice and the information on Streetwise Reports should not be considered a recommendation to buy or sell any security. Each reader is encouraged to consult with his or her personal financial adviser and perform their own comprehensive investment research. By opening this page, each reader accepts and agrees to Streetwise Reports' terms of use and full legal disclaimer. Streetwise Reports does not endorse or recommend the business, products, services or securities of any company.
For additional disclosures, please click here.
1. Ownership and Share Structure Information
The information listed above was updated on the date this article was published and was compiled from information from the company and various other data providers.
