Vanguard disaggregates holdings; OSCR parent reports 0 shares (Vanguard)
The Vanguard Group has filed an amended Schedule 13G/A report indicating zero beneficial ownership in Oscar Health Inc. This change follows an internal realignment effective January 12, 2026, where Vanguard disaggregated its reporting structure, meaning certain subsidiaries will now report beneficial ownership separately. The filing confirms that The Vanguard Group, as the parent entity, no longer holds voting or dispositive power over Oscar Health shares following this administrative change.
A Look At Oscar Health (OSCR) Valuation As Earnings Projections And Margins Improve
Oscar Health (OSCR) is showing improving earnings projections and margins, despite recent stock price declines. The company is considered undervalued with a fair value of $15.78, significantly higher than its current trading price of $11.14. This valuation is based on positive earnings, margin shifts, and future revenue growth, although risks like higher claims costs from ACA changes remain.
Oscar Health’s Platform Shift And Expansion Set Against Mixed Share Performance
Oscar Health is transitioning from a tech-enabled insurer to a scalable healthcare platform, showing operational improvements and using its balance sheet for expansion. While longer-term shareholder returns have been strong, recent performance has been weaker. Analysts are targeting a higher price for OSCR, and the company's shift towards an infrastructure-oriented role in healthcare is a key factor for investors to consider.
Is Oscar Health (OSCR) Quietly Becoming an Infrastructure-Like Platform or Still Just an Insurer?
Oscar Health is drawing attention as analysts project significant EPS improvement, revenue growth, and margin gains, framing the company as a scaled, infrastructure-like healthcare platform. Its reaffirmed 2026 guidance for revenue between US$18.7–US$19.0 billion and operational earnings of US$250–US$450 million is central to its profitability narrative. Despite a recent stock pullback, the firm's long-term forecast suggests substantial earnings growth and a fair value of $15.78, indicating a potential 29% upside.
OSCAR HEALTH, INC. CLASS ACTION ALERT: Wolf Haldenstein Adler F
Wolf Haldenstein Adler Freeman & Herz LLP has announced that a securities class action lawsuit has been filed against Oscar Health, Inc. in the United States District Court for the Southern District of New York. The lawsuit was filed in connection with an alert published by PRNewswire on May 26, 2022.
Assessing Oscar Health (OSCR) Valuation After Mixed Returns And A Possible Undervaluation Gap
Oscar Health (OSCR) has experienced mixed share performance recently, with a slight daily decline but strong long-term returns. Despite recent fluctuations, the stock is currently trading below its analyst target and fair value estimate, suggesting a potential undervaluation. However, this valuation relies on optimistic assumptions regarding revenue expansion and margin improvements, which could be impacted by factors like higher claims costs and policy shifts.
How Oscar Health Inc. Class A (OSCR) Affects Rotational Strategy Timing
This article analyzes how Oscar Health Inc. Class A (OSCR) impacts rotational strategy timing, identifying strong near-term sentiment but a neutral mid and long-term outlook with elevated downside risk. It provides institutional trading strategies including position, momentum breakout, and risk hedging, along with multi-timeframe signal analysis for OSCR. The analysis is based on AI-generated signals and quantitative research.
Oscar Health (OSCR) CFO Blackley gifts 225,000 shares to family trust
Oscar Health, Inc. CFO Richard Scott Blackley reported bona fide gifts of 225,000 shares of Class A Common Stock on March 12, 2026, to an irrevocable trust for a family member. These transactions were coded as gift transfers with a price of $0.00 per share. Following these gifts, Blackley directly holds 1,316,660 shares and indirectly holds 75,000 shares through the MQB Irrevocable Trust.
Oscar Health, Inc. Class A Common Stock (NY: OSCR
This article compiles recent news headlines related to Oscar Health, Inc. (NYSE: OSCR) Class A Common Stock, covering events from September 2025 to October 2025. News items include stock movements, analyst insights, financial offerings, and discussions around company performance and market trends. Key topics feature a convertible notes offering, changes in stock momentum, and comparisons to other health tech companies.
Do Analyst Upgrades Really Mark a Turning Point in Oscar Health’s (OSCR) Margin Story?
Oscar Health, Inc. (OSCR) has recently garnered attention due to analyst upgrades highlighting expected year-over-year earnings growth, robust revenue expansion, and improved cost controls. This optimism, particularly an upgrade from Raymond James, underscores growing confidence in Oscar Health’s margin outlook despite industry pressures. The article explores how this analyst sentiment could influence Oscar’s investment narrative, emphasizing that while the outlook for profitability is positive, risks from medical costs and regulatory changes remain.
Oscar Health Valuation After Raymond James Upgrade And Margin Expansion Outlook
Oscar Health (OSCR) recently received an Outperform upgrade from Raymond James, moving up from a Market Perform rating, due to potential margin expansion from a stabilizing Affordable Care Act exchange market and improved administrative efficiency. Despite a mixed recent share price performance, the stock trades at an 18% discount to the analyst price target of $15.40, with a fair value estimated at $15.78, indicating it is undervalued. The increased fair value is supported by expectations of strong execution in pricing, margins, and product expansion, particularly in Florida, alongside tighter cost control.
Net debt of Oscar Health, Inc. Class A – DUS:9VY
This article provides financial information for Oscar Health, Inc. Class A (DUS:9VY), specifically focusing on its net debt. The content indicates data is sourced from ICE Data Services, FactSet, and quartr. The main body of the article appears to be a stub or placeholder without specific net debt values, directing the user to select market data.
How Reaffirmed 2026 Outlook and Surging Membership Will Impact Oscar Health (OSCR) Investors
Oscar Health's recent presentation at the Raymond James conference reaffirmed its 2026 outlook and highlighted stronger-than-expected enrollment of 3.4 million members. The company's strategy involves balancing membership-driven revenue growth with capital access and risk sharing, aiming for sustainable profitability by 2026. Despite positive developments like a new credit facility and reinsurance support, investors still need to consider the exposure to potential changes in ACA subsidies and market shifts.
Oscar Health (OSCR) president granted 106,458 RSUs and sells 7,453 shares
Oscar Health's President, Janet Liang, was granted 106,458 restricted stock units (RSUs) that will vest quarterly over three years starting June 1, 2026. Concurrently, she sold 7,453 shares of Class A common stock at a weighted average price of $13.39 to satisfy tax withholding obligations from previously vested equity awards. This combination of a compensatory grant and a tax-driven sale is considered a routine executive transaction, with analysts marking its impact as neutral.
Average basic shares outstanding of Oscar Health, Inc. Class A – FWB:9VY
This article provides the average basic shares outstanding for Oscar Health, Inc. Class A, traded on the Frankfurt Stock Exchange under the ticker FWB:9VY. It is a data-focused piece from TradingView, indicating no specific values but offering a view of the company's financial metrics over different periods.
Oscar Health (OSCR) CEO Mark Bertolini awarded 1.6M restricted stock units
Oscar Health CEO Mark T. Bertolini was granted 1,596,877 restricted stock units (RSUs) of Class A common stock, which will vest in three equal annual installments starting on March 2, 2027. This equity award is granted at $0.00 per share and requires his continued service as CEO or a board member for vesting. Following this grant, Bertolini's total beneficial ownership in Oscar Health (OSCR) stands at 4,463,543 shares, including future vesting RSUs.
A Look At Oscar Health’s Valuation After Reaffirmed 2026 Guidance At Raymond James Conference
Oscar Health (OSCR) recently reaffirmed its full-year 2026 guidance at the 47th Annual Raymond James Institutional Investor Conference, bringing its valuation back into focus. Despite mixed recent stock performance, the company's valuation narrative suggests it is about 8.8% undervalued with a fair value of $15.78 against its current trading price of $14.39. The reaffirmed guidance is underpinned by expectations of revenue growth, rising profitability, and potential margin recovery through aggressive repricing and productive regulatory engagement.
Oscar Health chief accounting officer Baltrus sells $62k in stock By Investing.com
Oscar Health's Chief Accounting Officer, Victoria Baltrus, sold 4,638 shares for approximately $62,102 on March 2, 2026, though she also acquired 17,300 restricted stock units. Despite the recent sale, the company's stock has risen, and analysts anticipate profitability this year. Raymond James upgraded Oscar Health's stock to Outperform, citing attractive valuation and improving margins in the Affordable Care Act exchange market.
Oscar Health (OSCR) CLO awarded 67,424 RSUs and sells 18,710 shares
Oscar Health's Chief Legal Officer, Adam McAnaney, was awarded 67,424 restricted stock units (RSUs) which will vest quarterly in 12 equal installments starting June 1, 2026. On the same date, he sold 18,710 shares of Class A common stock at a weighted average price of $13.39 per share. This sale was conducted under a Rule 10b5-1 plan to cover tax withholding obligations from previous equity awards, and after these transactions, he directly owns 227,955 shares.
Oscar Health, Inc. Class A Trade Ideas — FWB:9VY
This article compiles various trade ideas and technical analyses for Oscar Health, Inc. Class A (FWB:9VY, NYSE:OSCR). Traders present both bullish and bearish outlooks, discussing price consolidation, potential breakouts, Fibonacci levels, earnings expectations, and technical indicators like RSI and MACD. The diverse perspectives highlight different trading strategies and risk assessments for the stock.
Oscar Health chief accounting officer Baltrus sells $62k in stock
Oscar Health, Inc.'s Chief Accounting Officer, Victoria Baltrus, sold 4,638 shares of Class A Common Stock for approximately $62,102 in early March 2026, while also acquiring 17,300 shares through restricted stock units. Despite an earnings miss in Q4 2025, Oscar Health's stock rose, driven by strong forward guidance and an upgrade from Raymond James to Outperform. The company is predicted to turn profitable this year, according to InvestingPro analysis.
OSCR SEC Filings - Oscar Health Inc 10-K, 10-Q, 8-K Forms
This page provides access to Oscar Health Inc.'s SEC filings including 10-K, 10-Q, 8-K, and insider trading forms, with AI-powered tools to interpret the complex documents. It details recent filings like an 8-K on preliminary Q2 2025 results and a Form 144 for a share sale, along with financial data and current stock information for OSCR.
Should Options Spike and ACA Policy Jitters Require Action From Oscar Health (OSCR) Investors?
Oscar Health (OSCR) has recently experienced increased call-option trading and higher implied volatility, driven by ownership changes, missed earnings, and concerns over Affordable Care Act (ACA) policy risks. Institutional investors are re-evaluating Oscar's position in ACA markets due to expiring enhanced subsidies and regulatory uncertainty, which could impact membership and profitability. The article examines how these factors could influence Oscar Health's investment narrative and risk profile, noting that while some analysts project significant future growth and fair value upside, cautious perspectives anticipate flatter revenues and modest profitability.
Oscar Health, Inc. Class A Trade Ideas — GETTEX:9VY
This article compiles various trading ideas and analyses for Oscar Health, Inc. (NYSE: OSCR), sourced from different traders on TradingView. The collective sentiment is largely bullish, highlighting potential breakouts, cup-and-handle patterns, and strong support levels, with price targets ranging up to $45. Traders emphasize fundamental and technical analysis, noting the company's growth in digital health and recent positive earnings, while also acknowledging potential risks and volatility.
Assessing Oscar Health (OSCR) Valuation After Recent Share Price Weakness
Oscar Health (OSCR) has experienced a significant share price decline recently, making investors question its current valuation. Despite strong revenue growth and increased membership, the company has a net annual loss. Simply Wall St's analysis suggests Oscar Health is undervalued with a fair value of $15.78 compared to its last closing price of $12.30, though risks like higher claims costs and policy shifts persist.
Assessing Oscar Health’s Valuation As New Credit Facility And 2026 Guidance Reframe Its Outlook
Oscar Health (OSCR) has secured a new US$475 million revolving credit facility and released 2026 guidance, providing a clearer financial outlook after a mixed year of stock performance. While analysts have a consensus price target of $11.143, Simply Wall St's analysis suggests the stock is currently undervalued at $15.78, trading below this fair value despite recent revenue growth and wider losses. The company's future performance hinges on managing claims costs and potential policy changes in the ACA market.
Dragoneer (NYSE: OSCR) discloses 657,435 Oscar Health shares
Dragoneer Investment Group, LLC and Marc Stad have disclosed a passive ownership stake of 657,435 shares of Oscar Health, Inc. Class A Common Stock, representing approximately 0.3% of the outstanding shares. This filing, a Schedule 13G/A, indicates that the investment is in the ordinary course of business and not intended to influence or change control of Oscar Health. Voting and dispositive powers over these shares are shared between the reporting persons.
Why Oscar Health (OSCR) Is Up 9.6% After Issuing 2026 Profit Guidance And Securing New Credit Facility
Oscar Health (OSCR) saw its stock rise 9.6% after announcing full-year 2026 profit guidance, targeting $18.7 billion to $19.0 billion in revenue and $250 million to $450 million in operational earnings. This positive outlook follows a $443.15 million net loss in 2025. The company also secured a new $475.0 million revolving credit facility, which, alongside rapid membership growth and technology-driven efficiency, aims to help Oscar Health achieve profitability in 2026.
Oscar Health, Inc. SEC 10-K Report
Oscar Health, Inc. has released its 2025 Form 10-K report, revealing a significant increase in total revenue to $11,701 million, but also a net loss of $(443) million, primarily due to increased medical expenses and market morbidity. The company expanded its coverage to 18 states and grew its membership to approximately 2.0 million, with strategic acquisitions aimed at enhancing its direct enrollment technology and focusing on the ICHRA market. Oscar faces challenges including regulatory changes, competitive pressures, and interest rate fluctuations, but plans to leverage its technology and strategic capital management to drive future growth and efficiency.
Oscar Health, Inc. (NYSE:OSCR) Reported Earnings Last Week And Analysts Are Already Upgrading Their Estimates
Oscar Health, Inc. reported disappointing yearly results last week, with revenues missing expectations and statutory earnings falling significantly short. However, analysts have since upgraded their earnings model, now forecasting Oscar Health to become profitable in 2027 and expecting higher revenues that will grow faster than the wider industry. Despite the upgraded estimates and improved outlook, the consensus price target remains unchanged at US$15.40, indicating no long-term impact on the company's valuation from the recent performance.
New Forecasts: Here's What Analysts Think The Future Holds For Oscar Health, Inc. (NYSE:OSCR)
Analysts have significantly upgraded their revenue forecasts for Oscar Health, Inc. (NYSE:OSCR) for 2026, now expecting revenues of US$16 billion and a return to profitability with US$0.17 earnings per share, instead of previous loss predictions. Despite these improved business outlooks, their price target for the stock remains unchanged. The company is anticipated to continue its high revenue growth rate, outperforming the broader industry.
Raymond James Upgrade Boosts Oscar Health Stock After Q4 Earnings
Oscar Health Inc. (NYSE: OSCR) shares are rising despite missing Q4 revenue and earnings expectations, primarily due to a strong 2026 outlook. Raymond James upgraded the stock from Market Perform to Outperform, setting an $18 price target, citing attractive valuation and improving ACA exchange margins. The firm anticipates Oscar will achieve a 2% EBIT margin in 2026, growing to 4% in 2027 as the medical loss ratio improves.
Oscar Health Q4 Loss Of US$353 Million Tests Profitability Turnaround Narrative
Oscar Health reported a Q4 FY 2025 loss of US$353 million, bringing its trailing twelve-month loss to US$443.2 million, which challenges the company's projected turnaround to profitability. Despite bullish forecasts for strong earnings growth and a move to profit within three years, recent quarterly performance shows significant swings from profit to loss. The company's P/S ratio of 0.3x is below the industry average, reflecting slower forecast revenue growth, putting pressure on the earnings growth narrative to materialize.
Oscar Health Inc (NYSE:OSCR) Posts Wider Q4 Loss on Surging Medical Costs, Shares Drop
Oscar Health Inc. reported a wider-than-expected Q4 loss due to a significant increase in medical costs, causing its shares to drop. The company's medical loss ratio rose to 95.4%, driven by higher market morbidity and healthcare utilization, despite strong membership growth. Looking ahead, Oscar Health projects a return to operational profitability in 2026, backed by a new credit facility, but faces a cautious revenue outlook compared to analyst expectations.
Earnings Flash (OSCR) Oscar Health, Inc. Reports Q4 Revenue $2.81B, vs. FactSet Est of $3.11B
Oscar Health, Inc. (OSCR) reported its Q4 revenue at $2.81 billion, falling short of the FactSet estimate of $3.11 billion. The company also posted a Q4 loss of $1.24 per share, which was wider than the FactSet estimate of an $0.89 loss per share. Despite the Q4 revenue miss, Oscar Health provided earnings guidance for the full year 2026, expecting revenue in the range of $18.7 billion to $19 billion.
Oscar Health’s First Profit Shifts Focus To Growth, Costs And Volatility
Oscar Health (NYSE:OSCR) has reported its first-ever profit, attributing the milestone to operational restructuring, stricter cost control, and strong membership trends. The technology-focused health insurer's shift to profitability is a significant development in the broader health insurance sector, which grapples with rising medical costs and regulatory attention. For investors, the focus now turns to Oscar's ability to sustain these improvements, manage medical costs, and retain members, with its shares currently trading below analyst targets and experiencing recent volatility.
Oscar Health (NYSE: OSCR) adds $475M credit line and targets 2026 profit rebound
Oscar Health reported strong revenue growth in 2025, reaching $11.7 billion, but also experienced a significant swing to a net loss of $443.2 million. The company aims for a profitability rebound in 2026, forecasting total revenue between $18.7-$19.0 billion and $250-$450 million in earnings from operations, supported by a new $475 million secured revolving credit facility to enhance liquidity.
Oscar Health Faces CMS Medicare Changes And Questions On Growth Outlook
Oscar Health is facing new regulatory challenges due to a proposed minimal increase in Medicare Advantage payment rates and tighter risk adjustment rules from CMS. These changes could significantly impact Oscar Health's data-driven Medicare Advantage and virtual care offerings, raising questions about how the company will adjust its benefits, pricing, and care management strategies. Investors are closely watching how Oscar Health, already experiencing some stock price volatility, will adapt to these proposed regulations amid broader industry trends of rising medical costs.
Oscar Health (OSCR) Valuation Check As Blue Square Exit And Barclays Upgrade Pull Sentiment In Opposite Directions
Oscar Health (OSCR) is experiencing conflicting market signals, with Blue Square Asset Management selling its entire stake while Barclays upgraded its rating. Despite recent share price choppiness, a popular narrative suggests Oscar Health is significantly undervalued at $45.34 compared to its current price of $15.68, driven by membership growth, its proprietary +Oscar platform, and substantial cash reserves. However, this upside is balanced against ongoing net losses and potential slowdowns in growth.
Precision Trading with Oscar Health Inc. Class A (OSCR) Risk Zones
This article provides a precision trading analysis for Oscar Health Inc. Class A (OSCR), highlighting a weak near-term sentiment that could precede shifts in its mid and long-term outlook. It identifies an exceptional 73.2:1 risk-reward setup targeting a 20.0% gain versus 0.3% risk, along with three distinct trading strategies (Position, Momentum Breakout, Risk Hedging) tailored for different risk profiles. The analysis also includes multi-timeframe signal strengths and key support and resistance levels generated by AI models.
Why Oscar Health (OSCR) Is Down 9.9% After Mixed Results And An Institutional Investor Exit - And What's Next
Oscar Health (OSCR) shares fell 9.9% following mixed quarterly results, including a revenue miss balanced by raised operating income guidance, and an institutional investor's complete exit. The market is weighing the company's path to profitability and execution risks despite its technology-focused insurance model. Investor sentiment is divided, with fair value estimates varying widely, underscoring the uncertainty surrounding the stock's future.
Oscar Health Faces Full Exit By Blue Square As Price Nears Target
Blue Square Asset Management has fully divested its stake in Oscar Health (NYSE:OSCR), selling its complete holding. This institutional exit comes as Oscar Health's stock price, currently at US$15.92, is trading slightly above the analyst target of US$15.78. The move highlights the importance for investors to monitor other large shareholders and upcoming company disclosures, especially given the stock's recent volatility and 6.8% momentum gain over 30 days.
Oscar Health (OSCR) Is Up 5.2% After ACA Subsidy Extension Supports Core Exchange Business Model
Oscar Health (OSCR) saw a 5.2% jump after the U.S. House of Representatives extended Affordable Care Act (ACA) premium subsidies for three more years. This extension directly supports Oscar Health's core ACA-focused business model, reducing concerns about potential market shrinkage due to expiring subsidies and reinforcing membership resilience. While policy risk has eased, investors will be closely watching the upcoming earnings release on February 10, 2026, for updates on membership trends and medical loss ratios, as higher claims costs could still impact margins.
Oscar Health CTO Schlosser sells $406k in shares By Investing.com
Oscar Health's President of Technology & CTO, Mario Schlosser, sold 23,038 shares of Class A Common Stock for over $406,000 on January 8, 2026, under a pre-arranged trading plan. Following the sale, Schlosser retains significant direct and indirect ownership in the company. This transaction comes amidst several analyst upgrades and positive outlooks for Oscar Health, driven by anticipated increased health insurance exchange enrollments and potential extensions of Obamacare subsidies.
Oscar Health CTO Schlosser sells $406k in shares By Investing.com
Mario Schlosser, Oscar Health's CTO and President of Technology, sold 23,038 shares of Class A Common Stock for over $406,000 on January 8, 2026, as part of a pre-arranged trading plan. This transaction followed the conversion of an equivalent number of Class B shares. The sale comes amidst positive analyst upgrades and a strong outlook for Oscar Health, particularly concerning health insurance exchange enrollments and potential Obamacare subsidy extensions.
Oscar Health CTO Schlosser sells $406k in shares By Investing.com
Mario Schlosser, Oscar Health's CTO, sold 23,038 shares of Class A Common Stock for $406,620 on January 8, 2026, under a pre-arranged trading plan. Following the sale, he retains significant direct and indirect holdings in the company. This transaction comes amidst several positive analyst upgrades and favorable policy outlooks for Oscar Health, including improved profitability forecasts and expected enrollment growth in health insurance exchanges.
Oscar Health CTO Schlosser sells $406k in shares
Oscar Health CTO Mario Schlosser sold 23,038 shares of Class A Common Stock for $406,620 on January 8, 2026, under a pre-arranged trading plan. Following this sale, Schlosser retains substantial direct and indirect holdings in the company. The transaction aligns with recent positive analyst upgrades and potential policy changes, including a possible extension of Obamacare subsidies, which have generally improved Oscar Health's market outlook.
Oscar Health CTO Schlosser sells $406k in shares By Investing.com
Oscar Health CTO Mario Schlosser sold 23,038 shares of Class A Common Stock for over $406,000 on January 8, 2026, under a pre-arranged trading plan. This sale follows several recent positive developments for Oscar Health, including multiple analyst upgrades and a potential extension of Obamacare subsidies, indicating strong market interest and improved outlooks for the company. Schlosser retains substantial holdings in both Class A and Class B common stock.
Oscar Health CTO Schlosser sells $406k in shares
Oscar Health CTO Mario Schlosser sold 23,038 shares of Class A Common Stock for over $406,000 on January 8, 2026, as part of a pre-arranged trading plan. This transaction followed the conversion of Class B shares to Class A. The article also highlights recent positive analyst upgrades for Oscar Health, reflecting improved profitability outlooks and better-than-expected enrollment projections in health insurance exchanges.
Oscar Health CTO Schlosser sells $406k in shares By Investing.com
Oscar Health's CTO, Mario Schlosser, sold 23,038 shares of Class A Common Stock for approximately $406,620 on January 8, 2026, as part of a pre-arranged trading plan. Following the sale, Schlosser retains a significant number of Class A and Class B shares. This transaction comes amidst several recent analyst upgrades and positive industry developments for Oscar Health.
