US · Healthcare · Healthcare Plans
EPS came in at 1.10 against a street estimate of 0.43 — a beat of 155.8%.
Analysts rate Oscar Health Inc a hold (3 buy, 2 hold, 2 sell out of 7) with an average price target of $30.40.
CONFIDENT Oscar delivered record first-half profitability of $1B net income on 70% revenue growth. MLR improved 12pts YoY to 79.2%. SG&A hit record low 14.2%. Raised full-year earnings guidance $250M. Market morbidity tracking favorable. Q2 2026 No regional breakdown provided. Mark mentioned Florida and Texas concentration among CMS-flagged members but declined to specify Oscar's exposure. Analysts focused on utilization confidence (management cited stable trends, weekly Wakely data, active flare management), earnings-raise bridge (management clarified PPD is subset of $232M favorable prior-period development, plus core strength), and CMS disenrollment impact (management said exposure already accrued, no revenue risk to guidance). All three areas treated as well-controlled. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 5.61% |
| D. E. Shaw & Co LP | 4.10% |
| T. Rowe Price Investment Management,Inc. | 3.77% |
| Vanguard Capital Management, LLC | 3.49% |
| Vanguard Portfolio Management, LLC | 3.42% |
| American Century Companies Inc | 2.93% |
| Thrive Capital Management, LLC(NY) | 2.06% |
| State Street Corp | 1.71% |
| Document | Date |
|---|---|
| Reg FD disclosure · Q3 2026 OSCAR HEALTH, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Medical Loss Ratio (MLR): Improved guidance to 81.0%-82.0% for full year 2026 (50 basis poi | 2026-09-16 |
| Quarterly report · Q2 2026 OSCAR HEALTH, INC. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Premium Revenue (H1 2026): $9,370,193 thousand, up 62% from $5,799,265 thousand (H1 202 | 2026-08-07 |
| Results announced · Q3 2026 OSCAR HEALTH, INC. – SECOND QUARTER 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Total Revenue (Q2 2026): $4.9 billion vs. $2.9 billion (Q2 2025); +70% | 2026-08-06 |
| Shareholder vote results · Q2 2026 OSCAR HEALTH, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held June 4, 2026 • Total votes represented: 820,307,497 votes (constituting | 2026-06-09 |
| Reg FD disclosure · Q2 2026 OSCAR HEALTH, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • No specific financial metrics provided in this filing BUSINESS & SEGMENT HIGHLIGHTS • Com | 2026-06-08 |
| Board / officer change · Q2 2026 OSCAR HEALTH, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • No financial metrics or revenue figures provided in this filing • Document date: May 29, 20 | 2026-06-02 |
| Quarterly report · Q1 2026 OSCAR HEALTH, INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net income Q1 2026: $679.0 million vs. $275.5 million in Q1 2025 (147% increase) • Net | 2026-05-07 |
| Proxy statement · Q2 2026 OSCAR HEALTH, INC. — 2026 PROXY STATEMENT SUMMARY CEO TOTAL COMPENSATION • Mark T. Bertolini's 2025 total compensation: Not explicitly stated in pro | 2026-04-22 |
Readable in the app.
| Announcement | Date |
|---|---|
| 2026 full year guidance raised on improved operating earnings Oscar Health improved its 2026 financial guidance ahead of its Investor Day presentation on September 16, 2026. The company raised its earnings outlook while improving operational efficiency | 2026-09-16 |
| Reaffirms full year 2026 guidance ahead of conference Oscar Health reaffirmed its full-year 2026 financial guidance ahead of participating in the Medicarians 2026 conference on April 21, 2026. The company did not provide new guidance or announc | 2026-04-21 |
| Reaffirms full year 2026 guidance at investor conference Oscar Health announced on March 2, 2026, that it will participate in the Raymond James Institutional Investors Conference. At the conference, the company reaffirmed its full-year 2026 financ | 2026-03-02 |
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Google PlayApp StoreData updated 2026-09-18.