Liang Janet sold $194K of OSCR

Oscar Health (OSCR) reported Q2 2026 results swinging to net income of $361.81 million versus a prior-year net loss, with basic EPS from continuing operations of $1.20 versus a loss of $0.89. For 2026 guidance, the company raised operating earnings to $500 million to $700 million on $18.7 billion to $19.0 billion revenue.

Oscar Health (OSCR) reported Q2 SG&A ratio at a record low 14.2%, down 450 bps YoY, citing expense discipline and AI initiatives. It received a final 2025 CMS risk-adjustment report about $160M favorable, fully recognized in Q2, and initial 2026 report based on four months of claims. Management expects higher churn in H2 and stable MLR seasonally.

Oscar Health (OSCR) reported Q2 2026 revenue of $4.9B, up 70% year over year, and net income of $362M. Effectuated membership rose to 2.96M, and medical loss ratio improved to 79.2%. Management reiterated full-year revenue guidance of $18.7B to $19.0B and raised earnings from operations guidance to $500M to $700M, citing disciplined pricing and favorable prior-period reserves, while noting potential higher churn from CMS eligibility verification.

GoodRx reported Q2 revenue of $200.4M, down 1%, and raised its full-year outlook, citing a projected 70% revenue increase from Pharma Direct. Oscar Health reported first-half 2026 results with revenue up 70% to $4.9B and record profitability, attributing gains to its AI platform and “Oswal” tools. Both cited shifting consumer insurance needs.

Oscar Health, Inc. reported record first-half profitability with $1 billion net income and improved medical loss ratio, citing disciplined pricing and favorable utilization. The company raised 2026 earnings from operations guidance to $500 million to $700 million, with full-year MLR expected at 81.5% to 82.5% and SG&A ratio 15.6% to 16.1%. It highlighted AI tools and CMS program integrity reviews.

Oscar Health (NYSE:OSCR) reported Q2 CY2026 revenue of $4.88 billion, up 70.4% year over year, beating Wall Street estimates by 2.9%, according to the company. GAAP EPS was $1.10, up from -$0.89 a year earlier, above consensus. The stock rose 11.8% to $34.10. Analysts expect next-12-month revenue growth of 25.5%.