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Oscar Health Sets Ambitious 2025 Revenue Target Above $12 Billion

Aug 1, 2025 (1 days ago)
Neutral
Oscar Health Sets Ambitious 2025 Revenue Target Above $12 Billion
Oscar Health updates 2025 revenue guidance, projecting sales between $12 billion and $12.2 billion, signaling significant growth expectations.

2025 Revenue Guidance Update

  • Oscar Health, Inc. has updated its 2025 revenue guidance, projecting sales to be between $12 billion and $12.2 billion.1
  • This updated forecast indicates the company's expectation for substantial revenue growth in the coming year.1

Sustained Revenue Growth Trajectory

  • The company achieved a 42.2% year-over-year revenue increase in the latest quarter, reaching $3 billion.2
  • Oscar Health demonstrated a 63.3% compounded annual sales growth rate over the past five years.3
  • Future revenue growth is forecasted at 11% for the coming year, outpacing the industry average of 5.2%.5

Growing Institutional Investor Interest

  • Victory Capital Management Inc. increased its stake by 23.8% in the first quarter, acquiring additional shares.2
  • Glynn Capital Management LLC also boosted its position by 14.0%, holding over 3.1 million shares of the company's stock.4
  • In total, 180 institutional investors added shares, while 114 reduced their holdings in the most recent quarter.1

Improving Profitability Metrics

  • The company's adjusted operating margin expanded by 51.2 percentage points over the last five years.3
  • Oscar Health's full-year earnings per share (EPS) flipped from negative to positive over the past three years.3
  • In the latest quarter, OSCR reported $0.92 EPS, exceeding the consensus estimate of $0.83 by $0.09.4

Insider Sale and Valuation Snapshot

  • Director Elbert O. Jr. Robinson sold 25,000 shares for approximately $410,750 on May 12th.1
  • The company's price-to-sales ratio is currently 0.3x, which is significantly lower than industry peers.5
  • This depressed valuation may reflect investor concerns about future revenue volatility.5
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