Subsidy Extension Buzz: Recent chatter on X about Oscar Health (OSCR) has exploded following reports of a proposed two-year extension of ACA insurance subsidies. Many are pointing to the stock’s pre-market surge of over 20% as a sign of investor confidence in this potential policy shift. This news, reported widely on platforms like Parameter and TipRanks, has sparked intense discussion about the company’s future revenue stability.
Mixed Long-Term Views: While the subsidy news dominates, some X discussions also touch on Oscar Health’s broader performance, with opinions split on its tech-driven model and recent financials. A few express optimism about improving medical loss ratios and market expansion, while others highlight ongoing volatility and past net losses as concerns. The debate keeps the conversation lively as investors weigh short-term gains against long-term risks.
Note: This discussion summary was generated from an AI condensation of post data.
Oscar Health Insider Trading Activity
Oscar Health insiders have traded $OSCR 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 $OSCR stock by insiders over the last 6 months:
- MARIO SCHLOSSER (President of Technology & CTO) has made 0 purchases and 3 sales selling 786,482 shares for an estimated $13,234,614.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Oscar Health Hedge Fund Activity
We have seen 218 institutional investors add shares of Oscar Health stock to their portfolio, and 190 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DEERFIELD MANAGEMENT COMPANY, L.P. removed 11,649,591 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $220,526,757
- JPMORGAN CHASE & CO removed 7,446,943 shares (-75.0%) from their portfolio in Q3 2025, for an estimated $140,970,630
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 4,343,766 shares (-34.3%) from their portfolio in Q3 2025, for an estimated $82,227,490
- GILDER GAGNON HOWE & CO LLC removed 3,488,338 shares (-71.0%) from their portfolio in Q3 2025, for an estimated $66,034,238
- ANCIENT ART, L.P. removed 2,950,753 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $63,264,144
- HENNESSY ADVISORS INC removed 2,871,700 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $54,361,281
- AMERICAN CENTURY COMPANIES INC added 2,495,691 shares (+89.0%) to their portfolio in Q3 2025, for an estimated $47,243,430
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Oscar Health Analyst Ratings
Wall Street analysts have issued reports on $OSCR in the last several months. We have seen 1 firms issue buy ratings on the stock, and 3 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Underweight" rating on 11/13/2025
- Barclays issued a "Underweight" rating on 11/10/2025
- UBS issued a "Sell" rating on 11/07/2025
- Piper Sandler issued a "Overweight" rating on 06/09/2025
To track analyst ratings and price targets for Oscar Health, check out Quiver Quantitative's $OSCR forecast page.
Oscar Health Price Targets
Multiple analysts have issued price targets for $OSCR recently. We have seen 6 analysts offer price targets for $OSCR in the last 6 months, with a median target of $13.0.
Here are some recent targets:
- Stephen Baxter from Wells Fargo set a target price of $11.0 on 11/13/2025
- Andrew Mok from Barclays set a target price of $13.0 on 11/10/2025
- Jonathan Yong from UBS set a target price of $12.0 on 11/07/2025
- Scott Fidel from Goldman Sachs set a target price of $17.0 on 10/14/2025
- Jessica Tassan from Piper Sandler set a target price of $13.0 on 08/14/2025
- Michael Ha from Baird set a target price of $14.0 on 07/25/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
