Oscar Health: Banking On The ACA Enrollment Expansion (Rating Upgrade)
Oscar Health is rerated as a bullish pick, driven by ACA enrollment expansion into Alabama, Southern Florida, and other high-growth regions. OSCR projects a 2027 market reach of 24 million members without subsidies and 31 million with subsidies, supporting robust revenue growth. Despite regulatory uncertainty around ACA subsidies expiring after 2025, OSCR's expansion, affordable plans, and innovative offerings position it well for membership growth.
Oscar Health: ACA Chaos, ICHRA Growth, And A Potential 2027 Re-Rating
Oscar Health faces ACA subsidy expiration, but aggressive repricing and ICHRA expansion support a contrarian investment thesis. Analysts project FY26 revenue of $12.6bn despite anticipated 10–20% ACA enrollment declines, driven by premium hikes offsetting volume loss and stabilizing MLR. Management's target of 2027 EPS of $2.25 and 5% operating margin implies a forward P/E of 7.6x and EV/EBIT of 4.3x. Based on these targets, OSCR could be materially undervalued.
Is Arcosa (ACA) Stock Outpacing Its Construction Peers This Year?
Here is how Arcosa (ACA) and DIRTT Environmental Solutions Ltd. (DRTTF) have performed compared to their sector so far this year.
3 Reasons Why Growth Investors Shouldn't Overlook Arcosa (ACA)
Arcosa (ACA) possesses solid growth attributes, which could help it handily outperform the market.
ACA or IBP: Which Is the Better Value Stock Right Now?
Investors interested in Building Products - Miscellaneous stocks are likely familiar with Arcosa (ACA) and Installed Building Products (IBP). But which of these two stocks presents investors with the better value opportunity right now?
Health Insurer Stocks Slide on President Trump's Call to Change ACA Payments
Centene (CNC), HCA Healthcare (HCA) and Molina Healthcare (MOH) are among the worst-performing stocks in the S&P 500 Monday after President Donald Trump suggested federal health care money should circumvent insurers and go directly to people.
Are Construction Stocks Lagging Arcosa (ACA) This Year?
Here is how Arcosa (ACA) and Babcock International Group PLC (BCKIY) have performed compared to their sector so far this year.
Is Arcosa (ACA) a Solid Growth Stock? 3 Reasons to Think "Yes"
Arcosa (ACA) possesses solid growth attributes, which could help it handily outperform the market.
Arcosa, Inc. (ACA) Q3 2025 Earnings Call Transcript
Arcosa, Inc. ( ACA ) Q3 2025 Earnings Call October 31, 2025 8:30 AM EDT Company Participants Erin Drabek - VP of Investor Relations Antonio Carrillo - President, CEO & Director Gail Peck - Chief Financial Officer Conference Call Participants Trey Grooms - Stephens Inc., Research Division Julio Romero - Sidoti & Company, LLC Ian Zaffino - Oppenheimer & Co. Inc., Research Division Jean Paul Ramirez - D.A. Davidson & Co., Research Division Garik Shmois - Loop Capital Markets LLC, Research Division Presentation Operator Good morning, ladies and gentlemen, and welcome to the Arcosa Third Quarter 2025 Earnings Conference Call.
Arcosa (ACA) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for Arcosa (ACA) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Arcosa (ACA) Q3 Earnings and Revenues Beat Estimates
Arcosa (ACA) came out with quarterly earnings of $1.56 per share, beating the Zacks Consensus Estimate of $1.33 per share. This compares to earnings of $0.91 per share a year ago.
Arcosa (ACA) Reports Next Week: Wall Street Expects Earnings Growth
Arcosa (ACA) 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.
