Oscar Health is a health insurer with a technology-first focus. The company is battling through short-term headwinds with rising healthcare costs and the end of subsidies.
Oscar Health is delivering A-grade growth with ~37% YoY revenue expansion and roughly 30% forward topline growth visibility. Management plans a disciplined ~28% weighted average rate increase in 2026 to directly address margins and profitability. Shares remain largely flat since prior coverage, creating a mispricing despite improving fundamentals and clearer strategic execution.
Shares of Coupang and Oscar Health have good chances of bouncing back in 2026. Improved profit margins for the e-commerce giant should continue into 2026.
In this video, I will discuss two undervalued companies that have experienced a decent pullback in 2025 and expect to show fundamental improvements in 2026. Watch the short video to learn more, consider subscribing, and click the special offer link below.
Oscar Health is rerated as a bullish pick, driven by ACA enrollment expansion into Alabama, Southern Florida, and other high-growth regions. OSCR projects a 2027 market reach of 24 million members without subsidies and 31 million with subsidies, supporting robust revenue growth. Despite regulatory uncertainty around ACA subsidies expiring after 2025, OSCR's expansion, affordable plans, and inno...
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