Added to YB: 2026-08-11
Pitch date: 2026-08-08
OMDA [bullish]
Omada Health, Inc.
+4.41%
current return
Author Info
MVC Investing is a long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Sign up for the newsletter.
Company Info
Omada Health, Inc., together with its subsidiary, Physera, Inc., provides a range of virtual care programs in the United States.
Market Cap
$1.4B
Pitch Price
$23.93
Price Target
40.00 (+69%)
Dividend
N/A
EV/EBITDA
225.98
P/E
322.96
EV/Sales
3.96
Sector
Health Care Providers and Services
Category
growth
Omada Health (OMDA): Q2 2026 Earnings Review
OMDA (earnings): Q2 rev $87.8M (+43% YoY) beat $80.1M; GAAP EPS $0.09 vs -$0.02 est; adj EBITDA $10.8M (12.3% margin) vs $3.5M; record 74% GM (above 70% target); 41% incremental EBITDA margin. Raised FY26 guide. 1.09M members (+45%). $222M cash, no debt. CEO transition to Wei-Li Shao Jan 2027. Only ~4% penetration of 25M covered lives; HCSC, cholesterol, prescribing, PBM catalysts into 2027. Sept 10 Investor Day. Author raised target to $40+ from $30+; avg cost $14.61.
Read full article (14 min)