Added to YB: 2026-05-15
Pitch date: 2026-05-13
OSCR [neutral]
Oscar Health, Inc.
Author Info
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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
$7.1B
Pitch Price
N/A
Price Target
69.45 (+193%)
Dividend
N/A
EV/EBITDA
51.37
P/E
-156.83
EV/Sales
0.21
Sector
Insurance
Category
growth
Oscar Health Is Up. I Am Not Selling a Single Share.
OSCR (holding update): 3.2M members +56% YoY, op income +2.5x, 70.5% MLR beats UNH efficiency. ICHRA tailwind starting, Lucie Health just launched. Guiding ~$18.5B FY26 rev vs $6B mkt cap (0.5x rev). At peers' 1x rev = $18-20B mkt cap, implying 3x upside. Author holding for 10-bagger potential, not selling on recent gains.
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