Omada Turns $6 Mln Profit In Q3 And Ups 2026 Guidance; Shares Fall Over 20%
Omada Health (OMDA) reported Q3 2026 net income of $6.55M, up from a loss in 2025, driven by revenue growth to $91.31M. Adjusted EBITDA rose to $12.38M. The company raised 2026 revenue guidance to $344M-$346M and adjusted EBITDA to $32M-$34M. Shares fell 20.37% on Friday.
How this was made
The 30-second read
Why it matters
The earnings release and guidance upgrade are new information, causing a sharp sell‑off; investors may reassess valuation.
Market read
First‑report earnings and guidance for a micro‑cap health‑tech firm, driving immediate price action.
What to watch
Cash balance of $243M provides runway; AI-enabled platform may drive future margin expansion.
Background
Omada Health reported Q3 2026 results, turning a profit and raising full-year revenue guidance, while its stock fell 20% on the announcement.
Ticker impact
Q3 earnings report shows profit and raised 2026 guidance, while shares fell over 20% on the news.
downward pressure as market prices in the guidance and large intraday sell-off
The article is the first disclosure of the earnings and guidance; the 20% price drop indicates immediate market reaction.
Market effects
Highlights growing demand for digital health platforms, may boost peers in telehealth.
Limited to US-listed health-tech stocks.
Modest; primarily affects investors in US digital health sector.
Counterpoint
Profitability and member growth could support a rebound if guidance is met.
Key entities
- companyOmada Health Inc.
US‑listed digital health provider (NASDAQ: OMDA).

