Added to YB: 2026-04-23
Pitch date: 2026-04-20
OSCR [neutral]
Oscar Health, Inc.
-3.63%
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
$4.9B
Pitch Price
$17.06
Price Target
N/A
Dividend
N/A
EV/EBITDA
-7.43
P/E
-9.73
EV/Sales
0.22
Sector
Insurance
Category
growth
Oscar Just Did Something Nobody Saw Coming
OSCR (update): Launched Lucie Health Marketplace—CMS-approved platform (1 of 11) earning fees on ALL carriers' plans, not just Oscar's. Extends addressable market beyond 3.4M members to entire individual insurance ecosystem. 2026 guide: $18.7-19B rev, $250-450M op income (first profit). CEO bought $11.9M stock at $11.92; trades ~$16, $4B mkt cap. ICHRA tailwind, Oswell AI, tech moat intact.
Read full article (3 min)