Added to YB: 2025-07-25
Pitch date: 2025-07-22
OSCR [neutral]
Oscar Health, Inc.
-3.58%
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
$4.0B
Pitch Price
$14.24
Price Target
31.81 (+132%)
Dividend
N/A
EV/EBITDA
-4.97
P/E
-8.05
EV/Sales
0.15
Sector
Insurance
Category
turnaround
Oscar Health, Inc. 2025 Q2 Preliminary Financial Report and Full-Year Financial Guidance
OSCR (update): Q2 warning - $230M op loss, MLR surging to 86-87% vs ideal 80-85% due to underestimated ACA market risk scores. 2025 guidance slashed to $200-300M loss on $12-12.2B rev. CEO resubmitting 2026 rates for 98% of members. $2.6B net cash provides buffer. Hold/Neutral with $31.81 PT if turnaround succeeds.
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