Oscar Health ( OSCR ) is a $5 billion digital health-insurance company that was expected to see a strong rise to profitability this year into 2026. But even after raising top line guidance this year to $12-12.2 billion from $11.2-11.3 billion, analysts reversed course on their EPS forecast by moving the consensus from $0.61 to a loss of $1.42 in the past few months.
Oscar Health is poised for a strong rebound in 2026 after a challenging 2025, driven by significant premium rate increases and improved pricing discipline. The company's technology-driven platform and +Oscar business create a competitive edge, supporting both internal growth and external revenue streams. Despite industry headwinds and legislative uncertainty, Oscar's low valuation, strong revenue growth, and founder-led governance offer an attractive risk/reward profile.
Health insurers are experiencing sharp declines in stock prices, which are likely bottoming out. Despite the downturn, it is worth bottom fishing for quality companies like Oscar Healthcare. Oscar Health has a lot of opportunities with the growth of Health Reimbursement Arrangements (HRA).
Oscar Health, Inc. (NYSE:OSCR ) Q2 2025 Earnings Conference Call August 6, 2025 8:00 AM ET Company Participants Chris Potochar - Vice President of Treasury & Investor Relations Mark Thomas Bertolini - CEO & Director Richard Scott Blackley - Chief Financial Officer Conference Call Participants Andrew Mok - Barclays Bank PLC, Research Division Craig Jones - BofA Securities, Research Division David Howard Windley - Jefferies LLC, Research Division Hua Ha - Robert W. Baird & Co. Incorporated, Research Division Jessica Elizabeth Tassan - Piper Sandler & Co., Research Division John Wilson Ransom - Raymond James & Associates, Inc., Research Division Jonathan Yong - UBS Securities LLC, Research Division Joshua Richard Raskin - Nephron Research LLC Stephen C.
Oscar Health, Inc. (OSCR) came out with a quarterly loss of $0.89 per share versus the Zacks Consensus Estimate of a loss of $0.9. This compares to earnings of $0.2 per share a year ago.
Oscar Health Wednesday reported a $228 million second quarter loss but sees profits returning next year as the health insurance industry navigates an influx of sicker-than-expected patients.
Oscar Health is facing short-term ACA market concerns and negative analyst sentiment. I think it will be short-lived. The company is expanding into the high-potential ICHRA market, leveraging operational scale and AI-driven care coordination to improve margins. Current market concerns are cyclical, not structural. Valuation suggests growth rate is overlooked and company is mispriced.
Oscar Health's online, individual-focus model has reached scale, but profitability now faces headwinds from higher medical loss ratios and policy uncertainty. Recent guidance revision signals increased risk and a potential operating loss for 2025, despite higher projected revenue and strong Q1 results. The balance sheet remains healthy, but short-term growth is likely delayed as Oscar adapts to new industry data and rising costs.
The latest trading day saw Oscar Health, Inc. (OSCR) settling at $13.58, representing a -3.35% change from its previous close.
Oscar Health (OSCR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
In this piece, we'll check in on two mid-cap health insurance plays that are leveraging their tech-savvy and digital strengths to grab a bigger slice of the health insurance industry.
Oscar Health, Inc. (OSCR) concluded the recent trading session at $14.45, signifying a +1.76% move from its prior day's close.