Added to YB: 2026-06-16
Pitch date: 2026-06-11
OSCR [bullish]
Oscar Health, Inc.
+1.78%
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
$28.63
Price Target
64.00 (+120%)
Dividend
N/A
EV/EBITDA
76.16
P/E
-186.77
EV/Sales
0.32
Sector
Insurance
Category
growth
Oscar Health $OSCR: The Insurer That Fixed Itself - Can the Momentum continue?
OSCR: Tech-first ACA insurer transformed from cash-burning insurtech to profitable: 3.2M members, ~$19B rev (+50%+), Q1'26 record $679M NI ($2.07 vs $1.21 est), MLR 70.5%. Ex-Aetna CEO Bertolini drove reset. ~10x '27 EPS. Fair-PE 23 = $64 target (~30%/yr, 134% upside). ICHRA, subsidy restoration, +Oscar catalysts. Risk: political/regulatory cyclicality.
Read full article (8 min)