Professional
Added to YB: 2025-07-14
Pitch date: 2025-07-11
OSCR [bearish]
Oscar Health, Inc.
-12.51%
current return
Author Info
No bio for this author
Company Info
Oscar Health, Inc. operates as a healthcare technology company in the United States. The company offers health plans to individuals, families, employees, and small group markets.
Market Cap
$3.8B
Pitch Price
$14.35
Price Target
10.00 (-40%)
Dividend
N/A
EV/EBITDA
-14.26
P/E
-13.94
EV/Sales
0.21
Sector
Insurance
Category
N/A
Wells Fargo Downgrades $OSCR to Underweight, Lowers PT to $10
OSCR downgrade: Wells Fargo cuts PT to $10 from $16 amid rising exchange acuity. MLRs, acuity, non-payment higher than expected. Market risk scores up ~700bps per Centene data. Oscar's 6% pricing insufficient vs 5% cost trend + 7% acuity. Est. MLR up 400bps vs guidance of down 50bps. 9x 2027 EPS valuation.
Read full article (2 min)