The latest trading day saw Oscar Health, Inc. (OSCR) settling at $33.47, representing a -2.48% change from its previous close.
Oscar Health trades ~13% below its 2021 IPO price, even though management expects 2026 revenue at ~7X its 2021 level. The expiry of enhanced ACA subsidies has always been the main bear case, and it already happened: OSCR grew members ~60% while the ACA market shrank ~13%. For 2027, I see competitor exits, double digit price increases, and consensus EPS below management's own targets as the setup for a rerate.
In the most recent trading session, Oscar Health, Inc. (OSCR) closed at $34.32, indicating a +1.57% shift from the previous trading day.
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Oscar Health (OSCR) could be a great choice for investors looking to buy stocks that have gained strong momentum recently but are still trading at reasonable prices. It is one of the several stocks that made it through our 'Fast-Paced Momentum at a Bargain' screen.
Oscar Health's surging revenue, membership gains and improving profitability bolster its growth story, but premium valuation and churn risks cloud its outlook.
Oscar Health raises its 2026 operating earnings outlook to $500M-$700M as pricing gains and tech efficiencies lift margins, despite rising churn and medical costs.
Oscar Health, Inc. OSCR shares have gained 14.9% in the past three months, outpacing the broader market. The advance has coincided with rapid membership growth, better medical economics and lower administrative expense ratios.
Oscar Health, Inc. (OSCR) reached $32.91 at the closing of the latest trading day, reflecting a +1.76% change compared to its last close.
Oscar Health's premium valuation reflects surging membership, improving profitability, a scalable tech platform and growth targets through 2027.
Oscar Health, Inc. (OSCR) reached $29.9 at the closing of the latest trading day, reflecting a -3.05% change compared to its last close.
Oscar Health is rated a buy, targeting a $45-$49 fair value, driven by scalable growth and margin expansion in the ACA market. OSCR grew membership 60% while the overall ACA market contracted 13%, achieving a 30% market share and improving the medical loss ratio to 81.5%. Management guides for 2029 revenue CAGR above 20%, a 5-7% operating margin, and $4+ EPS, with the Lucie marketplace as a key incremental driver.