Oscar Health (NYSE:OSCR) Stock Price Expected to Rise, UBS Group Analyst Says

Key Points

• UBS raised its Oscar Health price target from $20 to $26 while maintaining a neutral rating, implying roughly 6.9% downside from the previous close. Analysts’ overall consensus remains “Hold,” with an average target of $24.
• Oscar Health reported a strong quarter, with EPS of $1.10 versus the $0.40 consensus and revenue up 70.4% year over year to $4.88 billion. The company also raised its 2026 revenue and operating-earnings outlook.
• Elevated member churn remains a key risk and has raised questions about the sustainability of Oscar’s earnings and enrollment growth, despite the quarterly beat and improved profitability.

Oscar Health (NYSE:OSCR - Get Free Report) had its price objective boosted by equities researchers at UBS Group from $20.00 to $26.00 in a note issued to investors on Friday,Benzinga reports. The brokerage presently has a "neutral" rating on the stock. UBS Group's price target would indicate a potential downside of 6.91% from the stock's previous close.

A number of other analysts have also weighed in on the company. Wolfe Research assumed coverage on Oscar Health in a research note on Tuesday, May 5th. They issued a "peer perform" rating for the company. Piper Sandler reiterated an "overweight" rating and set a $36.00 price target on shares of Oscar Health in a research report on Tuesday, July 28th. Robert W. Baird set a $27.00 price objective on shares of Oscar Health in a report on Friday. Jefferies Financial Group upgraded shares of Oscar Health from an "underperform" rating to a "hold" rating and raised their price objective for the company from $10.00 to $16.00 in a research report on Monday, April 20th. Finally, Barclays boosted their target price on shares of Oscar Health from $35.00 to $39.00 and gave the stock an "overweight" rating in a research note on Thursday. One analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, seven have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Hold" and an average target price of $24.00.

Oscar Health Price Performance

Shares of NYSE:OSCR traded up $1.39 during trading on Friday, reaching $27.93. The stock had a trading volume of 10,468,402 shares, compared to its average volume of 7,348,391. The stock has a market capitalization of $8.42 billion, a PE ratio of -47.34, a P/E/G ratio of 1.53 and a beta of 2.36. The company has a debt-to-equity ratio of 0.26, a current ratio of 1.11 and a quick ratio of 1.11. Oscar Health has a 52 week low of $10.69 and a 52 week high of $33.10. The business's 50-day moving average price is $28.82 and its 200 day moving average price is $20.32.

Oscar Health (NYSE:OSCR - Get Free Report) last released its quarterly earnings results on Thursday, August 6th. The company reported $1.10 EPS for the quarter, topping analysts' consensus estimates of $0.40 by $0.70. Oscar Health had a negative return on equity of 3.26% and a negative net margin of 0.30%.The business had revenue of $4.88 billion for the quarter, compared to analyst estimates of $4.73 billion. During the same period in the prior year, the company earned ($0.89) EPS. Oscar Health's revenue for the quarter was up 70.4% on a year-over-year basis. As a group, equities analysts predict that Oscar Health will post 0.63 earnings per share for the current year.

Insider Transactions at Oscar Health

In related news, CFO Richard Scott Blackley sold 100,000 shares of Oscar Health stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $23.16, for a total value of $2,316,000.00. Following the completion of the sale, the chief financial officer directly owned 1,216,660 shares in the company, valued at $28,177,845.60. This trade represents a 7.59% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Janet Liang sold 12,475 shares of the business's stock in a transaction dated Tuesday, June 2nd. The stock was sold at an average price of $21.94, for a total value of $273,701.50. Following the sale, the insider directly owned 259,057 shares of the company's stock, valued at $5,683,710.58. This represents a 4.59% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 3,662,466 shares of company stock worth $105,145,815 in the last ninety days. 22.64% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Oscar Health

Institutional investors and hedge funds have recently modified their holdings of the business. Vanguard Group Inc. grew its holdings in Oscar Health by 2.7% during the 4th quarter. Vanguard Group Inc. now owns 20,701,250 shares of the company's stock worth $297,477,000 after acquiring an additional 540,851 shares during the period. T. Rowe Price Investment Management Inc. lifted its stake in shares of Oscar Health by 11.0% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 9,217,816 shares of the company's stock valued at $132,461,000 after purchasing an additional 910,320 shares during the period. Morgan Stanley boosted its position in shares of Oscar Health by 42.8% in the 4th quarter. Morgan Stanley now owns 6,814,046 shares of the company's stock worth $97,918,000 after purchasing an additional 2,043,758 shares during the last quarter. Thrive Capital Management LLC boosted its position in shares of Oscar Health by 33.4% in the 4th quarter. Thrive Capital Management LLC now owns 6,343,617 shares of the company's stock worth $85,258,000 after purchasing an additional 1,588,395 shares during the last quarter. Finally, BIT Capital GmbH grew its stake in shares of Oscar Health by 545.0% during the fourth quarter. BIT Capital GmbH now owns 6,186,267 shares of the company's stock worth $88,897,000 after purchasing an additional 5,227,152 shares during the period. 75.70% of the stock is owned by institutional investors.

Oscar Health News Summary

Here are the key news stories impacting Oscar Health this week:

• Positive Sentiment: Substantial earnings and revenue beat: Oscar reported quarterly EPS of $1.10, versus the $0.40–$0.43 analyst consensus, compared with a $0.89 loss in the year-ago quarter. Revenue rose 70.4% to $4.88 billion, exceeding estimates of approximately $4.73 billion. Oscar Health Inc. Q2 Earnings Beat Estimates
• Positive Sentiment: Profitability improved sharply: The insurer generated approximately $361 million of second-quarter profit and more than $1 billion in net income during the first half, helped by membership growth and easing medical costs. Oscar Health Reports Another Big Profit
• Positive Sentiment: Full-year outlook was raised: Oscar increased its 2026 revenue forecast to $18.7 billion–$19.0 billion, above the roughly $18.6 billion consensus estimate, and indicated $500 million–$700 million in earnings from operations with an 81.5%–82.5% medical-loss-ratio target. Oscar Health Signals 2026 Earnings Outlook
• Neutral Sentiment: The results reinforce Oscar’s improving profit-turnaround story, with technology and operational execution remaining important to managing a changing customer base. Oscar Health 2026 Profit Turnaround
• Negative Sentiment: Churn outlook pressured the shares: Management’s forecast for elevated member churn raised concerns about retention, future enrollment growth and whether the unusually strong earnings can be sustained. That concern reportedly outweighed the quarterly beat and guidance increase. Oscar Health Falls as Churn Forecast Overshadows Q2 Beat

Oscar Health Company Profile

Oscar Health, trading on the New York Stock Exchange under the ticker OSCR, is a technology-driven health insurance company headquartered in New York, New York. Founded in 2012 by Mario Schlosser, Joshua Kushner and Kevin Nazemi, the company was built with the goal of simplifying healthcare coverage and enhancing member experience. Oscar leverages a proprietary digital platform to streamline plan enrollment, claims administration and member support, distinguishing itself in the individual, family and small group insurance markets.

The company's primary products include on-exchange individual and family medical plans under the Affordable Care Act, off-exchange plans, as well as Medicare Advantage offerings.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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