Recent discussions on X about Oscar Health, Inc. (OSCR) have centered around the company's financial performance and future growth prospects amidst a volatile stock price. Many users have highlighted the company's strong sales growth and margin expansion, expressing optimism about its long-term potential despite short-term market fluctuations. The chatter often points to the company's innovative approach to health insurance as a key differentiator in a challenging sector.
However, there is also a notable undercurrent of concern regarding external risks, such as potential changes to ACA subsidies and regulatory uncertainties, which some believe could impact future enrollment and profitability. Sentiment on X reflects a divide, with some viewing recent price dips as a buying opportunity, while others caution against looming headwinds. These polarized opinions keep the conversation dynamic and highly engaged as investors weigh the risks and rewards of holding OSCR stock.
Note: This discussion summary was generated from an AI condensation of post data.
Oscar Health, Inc. Insider Trading Activity
Oscar Health, Inc. insiders have traded $OSCR stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $OSCR stock by insiders over the last 6 months:
- ELBERT O. JR. ROBINSON sold 25,000 shares for an estimated $410,750
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Oscar Health, Inc. Hedge Fund Activity
We have seen 173 institutional investors add shares of Oscar Health, Inc. stock to their portfolio, and 110 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 3,469,571 shares (+33.5%) to their portfolio in Q1 2025, for an estimated $45,486,075
- VIKING GLOBAL INVESTORS LP removed 3,073,765 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $40,297,059
- DRAGONEER INVESTMENT GROUP, LLC removed 2,570,446 shares (-27.1%) from their portfolio in Q1 2025, for an estimated $33,698,547
- WESTFIELD CAPITAL MANAGEMENT CO LP removed 1,998,770 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $26,203,874
- RENAISSANCE TECHNOLOGIES LLC removed 1,725,100 shares (-64.4%) from their portfolio in Q1 2025, for an estimated $22,616,061
- JACOBS LEVY EQUITY MANAGEMENT, INC removed 1,537,382 shares (-88.3%) from their portfolio in Q1 2025, for an estimated $20,155,078
- PRICE T ROWE ASSOCIATES INC /MD/ removed 1,419,606 shares (-29.9%) from their portfolio in Q1 2025, for an estimated $18,611,034
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Oscar Health, Inc. 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:
- UBS issued a "Sell" rating on 07/15/2025
- Wells Fargo issued a "Underweight" rating on 07/11/2025
- Barclays issued a "Underweight" rating on 07/02/2025
- Piper Sandler issued a "Overweight" rating on 06/09/2025
To track analyst ratings and price targets for Oscar Health, Inc., check out Quiver Quantitative's $OSCR forecast page.
Oscar Health, Inc. Price Targets
Multiple analysts have issued price targets for $OSCR recently. We have seen 4 analysts offer price targets for $OSCR in the last 6 months, with a median target of $14.0.
Here are some recent targets:
- Jonathan Yong from UBS set a target price of $11.0 on 07/15/2025
- Stephen Baxter from Wells Fargo set a target price of $10.0 on 07/11/2025
- Andrew Mok from Barclays set a target price of $17.0 on 07/02/2025
- Jessica Tassan from Piper Sandler set a target price of $18.0 on 06/09/2025
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.