In the latest trading session, Oscar Health, Inc. (OSCR) closed at $20.42, marking a -3.77% move from the previous day.
Oscar Health, Inc. is undervalued despite a recent rally, with strong growth and earnings potential as a tech-driven disruptor in health insurance. The company boasts accelerating revenues, improving profitability, a robust balance sheet, and positive cash flow, supporting further upside. ACA enrollment growth, favorable ICHRA trends, and industry disruption position Oscar for continued success and margin expansion.
Oscar Health is uniquely undervalued, combining 42% revenue growth with profitability and a low EV/Sales multiple, making it a standout in the market. The company's $2.23B cash position versus its $4.8B market cap highlights significant balance sheet strength and downside protection. ICHRA market expansion offers massive upside potential, but regulatory risks and limited pricing power cap long-term sustainability.
Oscar Health (OSCR) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Oscar Health is leveraging technology and AI to disrupt the health insurance industry, driving strong membership growth and improving operational efficiency. Financials are rapidly improving: premium revenue growth outpaces claims, margins are expanding, and the company has turned profitable with a strong balance sheet. Analysts project massive EPS growth through 2027, making OSCR undervalued compared to peers and offering significant upside for risk-tolerant investors.
Oscar Health, Inc. (OSCR) reached $14.34 at the closing of the latest trading day, reflecting a +1.34% change compared to its last close.
I rate Oscar Health as a Hold, due to proposed steep budget cuts in the 2026 budget, impacting Medicaid and Medicare Advantage coverage. Oscar Health's impressive financials and revenue growth are overshadowed by macroeconomic risks, including potential policy changes and increased uninsured rates. Despite strong internal operations and a projected revenue CAGR of ~20% between 2024 and 2027, external factors pose significant risks to growth.
Oscar Health, Inc. (NYSE:OSCR ) Q1 2025 Earnings Conference Call May 7, 2025 8:00 AM ET Company Participants Chris Potochar - Vice President of Treasury and Investor Relations Mark Bertolini - Chief Executive Officer Scott Blackley - Chief Financial Officer Conference Call Participants John Ransom - Raymond James Stephen Baxter - Wells Fargo Jonathan Yong - UBS Joanna Gajuk - Bank of America Josh Raskin - Nephron Research Jessica Tassan - Piper Sandler Michael Ha - Baird David Windley - Jefferies Operator Good morning, everyone. My name is Ellie, and I will be your conference operator for today.
Oscar Health, Inc. (OSCR) came out with quarterly earnings of $0.92 per share, beating the Zacks Consensus Estimate of $0.83 per share. This compares to earnings of $0.62 per share a year ago.
In the closing of the recent trading day, Oscar Health, Inc. (OSCR) stood at $13.01, denoting a -1.06% change from the preceding trading day.
The latest trading day saw Oscar Health, Inc. (OSCR) settling at $11.60, representing a -0.34% change from its previous close.
Oscar Health, Inc. (OSCR) closed at $12.42 in the latest trading session, marking a -1.19% move from the prior day.