McAnaney Adam sold $286K of OSCR

Oscar Health (OSCR) raised its 2026–2029 guidance, targeting 20%+ revenue CAGR, 5–7% margins, and $4+ EPS, driven by ACA expansion and AI. The company aims to lead the individual health market through AI efficiency and product innovation, with the Lucie Health Marketplace as a long-term opportunity, though not critical to targets.

Oscar Health (OSCR) revised its 2026 forecasts, raising operating earnings outlook by $100M to $600M-$800M and improving medical loss ratio guidance. Revenue guidance remains $18.7B-$19B. GF Value™ indicates OSCR is 33.9% overvalued at $32.44. The company has a strong GF Score™ of 83/100, with high growth and momentum ratings but middling profitability and valuation. Insiders have sold significantly more shares than they've bought.

Oscar Health (OSCR) updated its 2026 earnings outlook, lowering its Medical Loss Ratio to 81.0%-82.0% and raising earnings from operations to $600M-$800M. The company reaffirmed revenue guidance of $18.7B-$19.0B and maintained SG&A expense ratio targets. The updates will be discussed at its 2026 Investor Day on September 16, 2026.

Oscar Health (OSCR) improved its full-year 2026 outlook, expecting a medical loss ratio of 81-82% (previously 81.5-82.5%). It raised earnings from operations to $600M-$800M (up $100M) and reaffirmed revenue guidance of $18.7B-$19B. SG&A expense ratio is expected to remain 15.6-16.1%.

Oscar Health (OSCR) raised its 2026 earnings guidance by $100 million, citing improved cost controls. The company expects earnings from operations to range from $600 million to $800 million, with a medical loss ratio of 81.0% to 82.0%. Total revenue guidance remains unchanged at $18.7 billion to $19.0 billion. The stock has gained 85.57% over the past year, reaching a 52-week high of $27.59.

Centene (CNC) and Oscar Health (OSCR) shares rose 6% and 12% respectively after Baird reported favorable risk adjustment results. Baird noted the outcomes support Centene's Q4 commentary and align with Oscar's June investor conference remarks. Molina (MOH) shares also rose 2% despite a minor negative impact. The Centers for Medicare & Medicaid Services released final 2025 risk adjustment data on June 30, affecting insurers' earnings.