Added to YB: 2025-08-08
Pitch date: 2025-08-06
OSCR [neutral]
Oscar Health, Inc.
+11.54%
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
$14.47
Price Target
59.72 (+259%)
Dividend
N/A
EV/EBITDA
-14.26
P/E
-13.94
EV/Sales
0.21
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.
Read full article (7 min)