Added to YB: 2026-02-16
Pitch date: 2026-02-12
OSCR [bullish]
Oscar Health, Inc.
-0.29%
current return
Author Info
FJ Research is an independent research platform grounded in deep conviction, long-term perspective, and a fundamental belief in ownership-driven decision-making. Sign up for the newsletter.
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
$4.0B
Pitch Price
$13.77
Price Target
N/A
Dividend
N/A
EV/EBITDA
-4.97
P/E
-8.05
EV/Sales
0.15
Sector
Insurance
Category
growth
Oscar Health: Why I Am More Bullish Than Ever
OSCR: 3.4M members, 30% mkt share in footprint vs 17% prior. 2026 rev guide $18.7-19B, +61% YOY. SG&A improved 825bps since 2023. AI cuts response time 67%. $5.5B cash vs $3B mkt cap = buying biz for <0. Mgmt expects ~$750M earnings improvement 2026. ICHRA tailwind. Largest position, still adding.
Read full article (4 min)