Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$10.1B
309M shares
52-week range
$10.69 – $34.48
96% from low
Sector
HOSPITAL & MEDICAL SERVICE PLANS
Exchange
NYSE
CS
P/S (TTM)
0.7
EV / FCF (TTM)
1.7
Oscar Health Inc is a healthcare technology company built around a full stack technology platform and a relentless focus on serving its members. It offers Individual & Family plans and health technology solutions that power the healthcare industry. Oscar operates as one segment to sell insurance to individuals, families and employees through the federal and state-run healthcare exchanges formed in conjunction with the Patient Protection and Affordable Care Act (ACA) and leverages its technology platform to provide services via its Oscar offering.
www.hioscar.comNo one on the platform currently holds OSCR.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-12-31 | 246,100 | $3.5M |
| Scion Asset Managementas of 2024-12-31 | 200,000 | $2.7M |
No one on the platform has traded OSCR yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| Rev. Growth % | 27.5% | 81.8% | ||||
| Profit Margin % | -3.8% | -10.5% | ||||
| Free Cash Flow Margin % | 9.0% | 2.4% | ||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +4.3% on the P/E track.
At today's price, your expected annual return is +12.0% on the P/E track.
At today's price, your expected annual return is +17.3% on the P/E track.
Also held through funds
2 more books hold OSCR indirectly · AVUV 0.6% of fund
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $18.7B | +55.8% | $1.72 | $1.54–$1.85 | 19.5× | 6 |
| 2027 | $20.3B | +8.6% | $1.90 | $1.45–$2.39 | 17.6× | 6 |
| 2028 | $22.3B | +10.3% | $2.46 | $2.25–$2.60 | 13.7× | 5 |
| 2029 | $24.6B | +10.1% | $2.62 | $2.30–$2.80 | 12.8× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 5 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-06 | $0.40 | $1.10 | +173.0% |
| 2026-05-06 | $1.21 | $2.07 | +71.1% |
| 2026-02-10 | $-0.92 | $-1.24 | -34.6% |
| 2025-11-06 | $-0.55 | $-0.53 | +3.6% |
| 2025-08-06 | $-0.90 | $-0.89 | +1.1% |
| 2025-05-07 | $0.83 | $0.92 | +10.8% |
| 2025-02-04 | $-0.55 | $-0.62 | -12.7% |
| 2024-11-07 | $-0.20 |
| $-0.22 |
| -10.0% |
| $7.3B |
| — |
| IMVTImmunovant, Inc. | $37.66 | +0.80% | $7.8B | — |
| KYMRKymera Therapeutics, Inc. | $114.63 | -0.29% | $9.4B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$OSCR Tomorrow, September 16th, is Investor Day. 👀👀
View on StockTwits ↗
$OSCR closed at $33.81 today and is now up roughly 128% YTD. Even after this run, I still believe $45+ in 2027 is very achievable. CEO Mark Bertolini said the 2027 pricing environment has been rational so far and that Oscar is “pretty confident” it is in a good place. Management also believes the ACA market has an opportunity to remain stable or grow while Oscar continues taking share. Oscar is already reaching its long-term SG&A targets ahead of schedule, has more new products coming in 2027, and just raised its 2026 earnings outlook after a record first half. The stock has already had an incredible year. I still don’t think the run is finished. $45+ remains my 2027 target for $OSCR.
View on StockTwits ↗
$OSCR 🎁🎁🚀🚀MORE UPSIDE IMO to $39 Wednesday is the Fed meeting on the rates 💎💎💎💎 but more importantly for us as the investors meeting 
View on StockTwits ↗
$CNC $OSCR 2 HEALTHCARE WINNERS SEEING REPEAT ACTIVITY.. THE PAIR HAVE BEEN SWEEPER FAVS SINCE THE APRIL LOWS EARLIER THIS SPRING..
View on StockTwits ↗
Wednesday should be a pretty interesting day for two of my holdings. $OSCR is holding its Investor Day, where management will give updates on the business and long-term financial targets. Then later in the day, $SNAP is officially launching Specs and giving us the first real in-depth look at the product. Two very different companies, but two events I’ll definitely be paying attention to this week.
View on StockTwits ↗$OSCR getting some recognition from IBD today. Oscar was highlighted as one of five stocks near buy points, with IBD specifically noting that its ACA enrollment is outperforming the industry. $OSCR currently has a 91 Composite Rating as well. The bigger takeaway for me is still the same: Oscar is gaining share while the broader ACA market has gotten more difficult.
View on StockTwits ↗
$OSCR the trend is building without much fanfare.
View on StockTwits ↗$OSCR 💎🎁 I took some profit right now just to take some money off the table because of the stupid fucking idiots in Iran. If this drops on Monday, I will buy more 
View on StockTwits ↗
$OSCR printed a new 52-week high today
View on StockTwits ↗
@Jblack500 @cynicaloptimist @BustaCapital @IsabellaDC @WAJeff $LFST $OSCR $NSIT
View on StockTwits ↗
Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.