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