Added to YB: 2025-08-08
Pitch date: 2025-08-06
OSCR [neutral]
Oscar Health, Inc.
-5.11%
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
$14.47
Price Target
59.72 (+335%)
Dividend
N/A
EV/EBITDA
-4.97
P/E
-8.05
EV/Sales
0.15
Sector
Insurance
Category
turnaround
Is Oscar a buy?
OSCR (earnings update): Stock down 35% post 50% jump due to Trump's BBB cuts to ACA subsidies (8.2M could lose insurance) & Oscar's 2025 guidance cut from $293M profit to $200-300M loss (MLR 86-87%). Yet potential upside: 4M members by 2030 = $25.35B rev, $1B net income, $59.72/share (326% upside). 2026 profitability expected.
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