Added to YB: 2025-11-20
Pitch date: 2025-11-18
OSCR [bullish]
Oscar Health, Inc.
+119.81%
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
$8.5B
Pitch Price
$14.64
Price Target
N/A
Dividend
N/A
EV/EBITDA
76.16
P/E
-186.77
EV/Sales
0.32
Sector
Insurance
Category
growth
Oscar Health: Short-Term Pain, Long-Term Gain
OSCR: Enhanced ACA subsidies likely ending under Trump, shrinking market 20-30%, but Oscar raised 2026 premiums 28% & expects profitability. ICHRA opportunity adds 75M TAM as shift to consumer choice favors Oscar's individual market tech platform. 2027 targets: 20% rev CAGR, 5% op margin = 43% stock CAGR; 26% even in bear case.
Read full article (2 min)