Oscar Health, Inc.
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Piper Sandler raised its price target for Oscar Health (OSCR) to $48, citing ACA growth and a 12x multiple on 2030 earnings. The stock has surged 139% in six months, with analysts predicting profitability this year. Oscar Health reported strong Q2 2026 results, exceeding earnings and revenue expectations, and raised its 2026 guidance.
Analysts adjusted ratings and price targets for several companies. HSBC downgraded Copart to hold, lowering its target to $36. Bernstein downgraded Palo Alto Networks and SentinelOne but raised their targets. Fortinet's target was raised by Bernstein, while Pegasystems' was cut by JP Morgan. Other companies affected include J&J, Generac, Mks, Oscar Health, and Wingstop.
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.
Over the past 7 days, AlphAI's AI scored 9 news stories mentioning OSCR (Oscar Health, Inc.). Coverage has skewed bullish: 8 bullish, 0 neutral, and 1 bearish.
Recent OSCR coverage spans earnings, market movers and insider activity.
In the last 30 days, OSCR insiders filed 8 SEC Form 4 transactions — no purchases and 8 sales ($26.0M). The most active reporter was Schlosser Mario with 3 filings. 62% of those filings were made under pre-arranged Rule 10b5-1 plans.
Analyst upgrade and strong earnings suggest upside potential.
Higher target may buoy the stock.
Guidance uplift suggests higher revenue growth and profitability, likely supporting the stock price.
Positive earnings guidance likely supports a short‑term price rally.
Guidance upgrade suggests stronger profitability and cost control.
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.
Piper Sandler raised its price target for Oscar Health (OSCR) to $48, citing ACA growth and a 12x multiple on 2030 earnings. The stock has surged 139% in six months, with analysts predicting profitability this year. Oscar Health reported strong Q2 2026 results, exceeding earnings and revenue expectations, and raised its 2026 guidance.
2 min readAnalysts adjusted ratings and price targets for several companies. HSBC downgraded Copart to hold, lowering its target to $36. Bernstein downgraded Palo Alto Networks and SentinelOne but raised their targets. Fortinet's target was raised by Bernstein, while Pegasystems' was cut by JP Morgan. Other companies affected include J&J, Generac, Mks, Oscar Health, and Wingstop.
2 min readOscar 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.
1 min readOscar 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.
2 min readOscar 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.
2 min readOscar Health Inc (OSCR) shares fell 4.0% to $32.44 on September 15, 2026. The stock's GF Value™ is $24.21, suggesting it is 34.0% overvalued. Insider activity shows net selling of $144.6M over the last 12 months. The company has a GF Score™ of 83/100, with strong growth and momentum but lower profitability.
2 min readCVS Health reported ongoing high medical cost growth at a Wells Fargo conference, impacting healthcare stocks. CVS shares were stable, while UnitedHealth and Oscar Health declined.
2 min readBlackley Richard Scott (Chief Financial Officer) sold 28,869 shares of Oscar Health, Inc. (OSCR) at $31.45 ($0.91M total) on 2026-09-03 under a Rule 10b5-1 trading plan.
1 min readSchlosser Mario sold 31,422 shares of Oscar Health, Inc. (OSCR) at $31.45 ($0.99M total) on 2026-09-03 under a Rule 10b5-1 trading plan.
1 min readCentene (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.
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