The first quarter report released by HMS Holdings (HMSY) provided some encouraging signs to investors, as the provider of cost containment and analytical solutions for the healthcare sector topped revenue and earnings estimations. HMS has also lowered 2020 guidance for a few percentage points, but I sense it as rather positive, given meaningful downgrades seen in overall market lately. On top of that, underlying fundamentals in the healthcare space remains a solid growth opportunity for HMS in the long run, which is supportive for my upbeat view on the stock.