Oscar Health

OSCR

Market cap $6.73B

Nintendo is a durable brand in family entertainment. Oscar Health has a long runway to grow in health insurance.

Oscar Health, Inc. (OSCR) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, OSCR's 50-day simple moving average crossed above its 200-day simple moving average, known as a "golden cross.

Oscar Health is an ACA insurer who leans into the individual plans it can provide. The company's network is key to keeping costs low and creating an incentive to stay in the ecosystem.

The first quarter proved to be a boon for many major US managed care insurers, as earnings results exceeded consensus estimates, leading to rises in stock prices and higher full-year earnings estimates. The Centers for Medicare & Medicaid Services released higher-than-expected 2027 rates for Medicare Advantage plans that are aimed at seniors, assuaging some investor concerns.

Investors looking for stocks in the Insurance - Multi line sector might want to consider either M?nchener R?ckversicherungs-Gesellschaft (MURGY) or Oscar Health, Inc. (OSCR). But which of these two stocks is more attractive to value investors?

Oscar Health, Inc. (OSCR) Q1 2026 Earnings Call Transcript

Oscar Health (OSCR) delivered a standout Q1 2026, with $4.65B revenue, 52.7% YoY growth, and a 70.5% medical loss ratio. I reaffirm my Strong Buy rating and raise the 2026 price target to $30, citing robust execution and guidance reaffirmation. OSCR's SG&A leverage and technology platform drove operating efficiency, with Q1 Adjusted EBITDA at $727.1M and SG&A ratio likely below 15.8%.

Oscar Health, Inc. (OSCR) came out with quarterly earnings of $2.07 per share, beating the Zacks Consensus Estimate of $1.21 per share. This compares to earnings of $0.92 per share a year ago.

Health insurer Oscar Health swung to a $679 million first quarter profit – the highest in company history – as its health plan membership jumped more than 50% and medical costs eased.

NEW YORK--(BUSINESS WIRE)--Oscar Health Announces Strong Financial Results for First Quarter 2026 And Reaffirms 2026 Guidance.