Added to YB: 2025-11-12
Pitch date: 2025-11-06
OSCR [neutral]
Oscar Health, Inc.
+1.28%
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
$16.42
Price Target
169.90 (+922%)
Dividend
N/A
EV/EBITDA
-14.26
P/E
-13.94
EV/Sales
0.21
Sector
Insurance
Category
growth
Oscar Q3 2025 Update!
OSCR (earnings): Health insurer at 2.1M members (+28% YoY), targeting 6M by 2030. MLR rose to 88.5% vs 84.6% prior year on higher utilization/costs, but SG&A improved to 17.5% vs 19%. Guidance for 2026 profitability return. Bull case: ACA subsidies extension, ICHRA tailwinds, potential 10x by 2030 if 5% op margin achieved.
Read full article (6 min)