$OSCR

Oscar Health, Inc.

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No SEC Form 4 filings for $OSCR in the last 30 days.

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Oscar Health (OSCR) Q2 2026 Earnings Call Transcript

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 and Oscar Health Tout Tech as Consumer Needs Change

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. Q2 2026 Earnings Call Summary

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.

OSCR sentiment & insider activity

Over the past 7 days, alphai's AI scored 6 news stories mentioning OSCR (Oscar Health, Inc.). Coverage has skewed bullish: 6 bullish, 0 neutral, and 0 bearish.

Recent OSCR coverage spans earnings, market movers and regulation.

What's driving OSCR

  • Guidance raise plus improved MLR and SG&A ratio suggests margin expansion, but management flagged higher expected churn from CMS eligibility verification.

    fool.com · Aug 7, 2026

  • AI-enabled operations and member guidance are positioned as a competitive moat, supporting the earnings narrative and potentially sentiment toward growth.

    pymnts.com · Aug 6, 2026

  • Guidance upside tied to favorable morbidity and risk-adjustment true-ups, but CMS eligibility review risk could pressure membership and utilization mix.

    yahoo.com · Aug 6, 2026

  • The print supports a near-term bullish repricing, but the article also flags expected revenue deceleration and margin improvement as the key swing factors.

    financialcontent.com · Aug 6, 2026

  • Profitability improved sharply on cost control, with an explicit MLR decline and an outlook raise that can reprice near-term risk.

    forbes.com · Aug 6, 2026

alphai scores every news story that mentions OSCR with an AI model for sentiment and relevance, and aggregates insider trades from Oscar Health, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $OSCR

Score
$OSCRMedAI 8/10

Oscar Health (OSCR) Q2 2026 Earnings Call Transcript

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.

$OSCRMed

GoodRx and Oscar Health Tout Tech as Consumer Needs Change

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.

$OSCRMed

Oscar Health, Inc. Q2 2026 Earnings Call Summary

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.

$OSCRMedAI 8/10

Oscar Health Reports Another Big Profit As Obamacare Member Costs Ease

Oscar Health reported a $361.8 million Q2 profit and $1.04 billion net income for the first six months of 2026, with revenue up 70% year over year to $4.9 billion. Membership rose to 2.9 million. Oscar said its medical loss ratio fell to 79.2% from 91.1% and raised its 2026 outlook, citing cost control and prior-period reserve development.

$OSCRHigh

Oscar Health, Inc. (OSCR): Results of Operations and Financial Condition

Oscar Health, Inc. (OSCR) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 oscarhealthsecondquarter20.htm EX-99.1 Document Oscar Health, Inc. ir.hioscar.com News Release Oscar Health Announces Record Financial Results for First Half 2026 and Raises Full Year 2026 Outlook New York, NY, August 6, 2026 – Oscar Health, Inc. (“Oscar” or the “Compan

$OSCRLow

Oscar Health Stock Is Up 100% and Wall Street Is Finally Starting to Take Notice

Barchart highlights Oscar Health (OSCR), saying shares have risen about 106% over 52 weeks and recently hit an all-time high of $33.10. The article cites a 100% “Buy” technical opinion, Weighted Alpha of +139.87, and a Trend Seeker buy signal. Market cap is $9.21B, with revenue and earnings growth projections and analyst price targets from $13 to $35.

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