Oscar Health (OSCR) delivered a standout Q1 2026, with $4.65B revenue, 52.7% YoY growth, and a 70.5% medical loss ratio. I reaffirm my Strong Buy rating and raise the 2026 price target to $30, citing robust execution and guidance reaffirmation. OSCR's SG&A leverage and technology platform drove operating efficiency, with Q1 Adjusted EBITDA at $727.1M and SG&A ratio likely below 15.8%.
Health insurer Oscar Health swung to a $679 million first quarter profit – the highest in company history – as its health plan membership jumped more than 50% and medical costs eased.
NEW YORK--(BUSINESS WIRE)--Oscar Health, Inc. (NYSE: OSCR) today launched Lucie Health Marketplace, a new all-in-one storefront that begins to change how America shops for healthcare. Lucie connects consumers and brokers to every major individual market plan and a curated menu of ancillary and supplemental products. Consumers buy cars, homes, and everyday products with transparency and choice. ...
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