Omada Health reports preliminary revenue growth for Q4 and 2025, with increased membership and enhanced service offerings.
Quiver AI Summary
Omada Health has announced preliminary unaudited revenue for the fourth quarter and full fiscal year 2025, expecting fourth-quarter revenue between $72 million and $74 million, reflecting a year-over-year growth of 50% to 54%. For the entire year, revenue is projected to be between $256 million and $258 million, indicating a growth of 51% to 52%. The total membership reached approximately 886,000 by December 31, 2025, marking a 55% increase from the previous year. CEO Sean Duffy highlighted the company's focus on enhancing care offerings and integrating AI to improve member outcomes. The finalized results will be reported on March 5, 2026, following an independent audit.
Potential Positives
- Preliminary fourth quarter revenue is expected to be between $72 million and $74 million, reflecting a significant increase of 50% to 54% compared to the same quarter in 2024.
- For the full year 2025, preliminary revenue is projected to be between $256 million and $258 million, representing growth of 51% to 52% year-over-year.
- Total members have reached approximately 886,000, marking a 55% increase year-over-year, indicating strong member growth and engagement.
- The CEO highlighted advancements in GLP-1 care offerings and the use of AI, demonstrating the company's commitment to innovation and improving member outcomes.
Potential Negatives
- Preliminary and unaudited nature of financial results may create uncertainty among investors, as final figures may differ significantly.
- Press release highlights a history of net losses, raising concerns about the company's ability to achieve and maintain profitability.
- Risk factors mentioned in the release suggest significant challenges ahead, including competition, customer relationships, and regulatory compliance, which could impact future performance.
FAQ
What are Omada Health's estimated revenues for Q4 2025?
Omada Health expects Q4 2025 revenues to be between $72 million and $74 million, a 50-54% increase from Q4 2024.
How much did Omada Health grow in 2025?
Omada Health's preliminary revenue for 2025 is projected between $256 million and $258 million, reflecting a 51-52% growth from 2024.
What is the total membership of Omada Health as of December 2025?
As of December 31, 2025, Omada Health had approximately 886,000 members, marking a 55% year-over-year increase.
When will Omada Health report audited financial results for 2025?
Omada Health plans to report its audited Q4 and fiscal year 2025 results on March 5, 2026, after market close.
What is the mission of Omada Health?
Omada Health aims to improve chronic care by providing ongoing virtual support for conditions like obesity, diabetes, and hypertension.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$OMDA Insider Trading Activity
$OMDA insiders have traded $OMDA stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $OMDA stock by insiders over the last 6 months:
- SEAN P. DUFFY (Chief Executive Officer) sold 9,266 shares for an estimated $142,378
- WEI-LI SHAO (President) sold 5,618 shares for an estimated $90,645
- STEVEN L. COOK (Chief Financial Officer) sold 4,211 shares for an estimated $64,704
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$OMDA Revenue
$OMDA had revenues of $68M in Q2 2025. This is an increase of 65.07% from the same period in the prior year.
You can track OMDA financials on Quiver Quantitative's OMDA stock page.
$OMDA Hedge Fund Activity
We have seen 58 institutional investors add shares of $OMDA stock to their portfolio, and 38 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CIGNA INVESTMENTS INC /NEW added 3,444,630 shares (+inf%) to their portfolio in Q3 2025, for an estimated $76,160,769
- DIVISADERO STREET CAPITAL MANAGEMENT, LP added 1,379,941 shares (+inf%) to their portfolio in Q3 2025, for an estimated $30,510,495
- FMR LLC removed 689,162 shares (-12.3%) from their portfolio in Q3 2025, for an estimated $15,237,371
- BIT CAPITAL GMBH added 616,873 shares (+inf%) to their portfolio in Q3 2025, for an estimated $13,639,062
- BLACKROCK, INC. added 563,562 shares (+inf%) to their portfolio in Q3 2025, for an estimated $12,460,355
- LOOMIS SAYLES & CO L P added 419,077 shares (+38.4%) to their portfolio in Q3 2025, for an estimated $9,265,792
- VANGUARD GROUP INC added 417,790 shares (+642.8%) to their portfolio in Q3 2025, for an estimated $9,237,336
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$OMDA Analyst Ratings
Wall Street analysts have issued reports on $OMDA in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Overweight" rating on 01/05/2026
- BMO Capital issued a "Outperform" rating on 11/13/2025
- Needham issued a "Buy" rating on 11/07/2025
- Evercore ISI Group issued a "Outperform" rating on 11/07/2025
- Canaccord Genuity issued a "Buy" rating on 08/08/2025
To track analyst ratings and price targets for $OMDA, check out Quiver Quantitative's $OMDA forecast page.
$OMDA Price Targets
Multiple analysts have issued price targets for $OMDA recently. We have seen 7 analysts offer price targets for $OMDA in the last 6 months, with a median target of $27.0.
Here are some recent targets:
- Stan Berenshteyn from Wells Fargo set a target price of $17.0 on 01/09/2026
- Saket Kalia from Barclays set a target price of $22.0 on 01/05/2026
- Sean Dodge from BMO Capital set a target price of $27.0 on 11/13/2025
- Elizabeth Anderson from Evercore ISI Group set a target price of $28.0 on 11/07/2025
- Ryan MacDonald from Needham set a target price of $28.0 on 11/07/2025
- Vikram Kesavabhotla from Baird set a target price of $24.0 on 09/05/2025
- Richard Close from Canaccord Genuity set a target price of $28.0 on 08/08/2025
Full Release
SAN FRANCISCO, Jan. 12, 2026 (GLOBE NEWSWIRE) -- Omada Health (Nasdaq: OMDA), the virtual between-visit healthcare provider, today announced preliminary, unaudited revenue for the fourth quarter and fiscal year ended December 31, 2025, ahead of its presentation at the 44th Annual J.P. Morgan Healthcare Conference on January 14, 2026.
Preliminary, unaudited revenue for the fourth quarter of 2025 is expected to be between $72 million and $74 million, representing an increase of 50% to 54% over the fourth quarter of 2024. For the full year 2025, preliminary revenue is expected to be between $256 million and $258 million, representing growth of 51% to 52% compared to 2024.
Omada also announced that total members reached approximately 886,000 as of December 31, 2025, an increase of 55% year-over-year.
The unaudited results in this press release are preliminary and subject to the completion of Omada’s final closing procedures and annual independent audit and are subject to adjustment.
“Our preliminary 2025 results underscore the growing relevance of our between-visit care model as both buyers and members seek new solutions,” said Sean Duffy, Omada’s Co-founder and CEO. “During the year, we enhanced our GLP-1 care offerings and advanced the use of AI across our platform with an aim to drive sustainable member outcomes and support customers navigating evolving cost and care dynamics.”
Omada expects to report its audited fourth quarter and fiscal year 2025 results on March 5, 2026, after the close of market. Details for the conference call and webcast will be announced at a later date.
About Omada Health
Omada Health (Nasdaq: OMDA) is on a mission to fix what’s broken in chronic care. Today's healthcare system poorly serves chronic conditions that require ongoing support between doctor visits, like obesity, diabetes, hypertension, and musculoskeletal disorders. Omada’s virtual-first model combines human-led care teams, connected devices, and AI-enabled technology to deliver personalized care at scale, including support for GLP-1 therapy. Omada has served more than one million members since launch across 2,000+ employers, health plans, and health systems. Learn more at omadahealth.com.
Cautionary Note Regarding Forward-Looking Statements
This press release contains “forward-looking statements” within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. In some cases, forward-looking statements can be identified by words such as: “anticipate,” “intend,” “plan,” “believe,” “project,” “estimate,” “expect,” “may,” “should,” “will” and similar references to future periods. Examples of forward-looking statements contained in this press release include, but are not limited to, statements we make regarding future financial and operating results, and our financial outlook.
Forward-looking statements are neither historical facts nor assurances of future performance. Instead, they are based only on our current beliefs, expectations and assumptions regarding the future of our business, future plans and strategies, projections, anticipated events and trends, macroeconomic and industry conditions and other factors. Because forward-looking statements relate to the future, they are subject to inherent uncertainties, risks and changes in circumstances that are difficult to predict and many of which are outside of our control. Our actual results and financial condition may differ materially from those indicated in the forward-looking statements. Important factors that could cause our actual results and financial condition to differ materially from those indicated in the forward-looking statements include, but are not limited to, the following: our limited operating history and ability to manage our growth effectively; our history of net losses and ability to achieve or maintain profitability; the ability of our programs to achieve and maintain market acceptance; changes in the healthcare industry and competition; the growth and success of our customers and channel partners; the number of individuals covered by our programs and the number of our programs covered by our customers; the level of member engagement in our programs; our ability to maintain and grow customer and channel partner relationships; concentration of a substantial portion of our sales among a limited number of customers and channel partners; our ability to attract new customers and channel partners and increase member enrollment from existing and new customers and channel partners; our ability to increase the size of our organization; our dependence on a limited number of third-party suppliers; the impact of seasonality on our financial results; our ability to achieve widespread brand awareness and the impact of any negative media coverage; our ability to develop and release new programs and services; cybersecurity threats; our dependence on the interoperability of our programs and connected devices with third-party devices, operating systems and applications; changes in laws or regulations or the implementation of existing laws and regulations; compliance with privacy and security laws and regulations; our and our affiliated professional entities’ compliance with healthcare regulatory laws; any modification in U.S. Food and Drug Administration enforcement policies; our dependence on our relationships with affiliated professional entities; and other risk factors identified in our filings with the Securities and Exchange Commission (the “SEC”), including our Quarterly Report on Form 10-Q for the quarter ended September 30, 2025.
All forward-looking statements in this press release are based only on information currently available to us and speak only as of the date on which they are made. We undertake no obligation to publicly update any forward-looking statement, whether written or oral, that may be made from time to time, whether as a result of new information, future developments or otherwise, except as required under applicable law.
Investor Relations Contact
Allan Kells
[email protected]
Media Contact:
Rose Ramseth
[email protected]