Recent discussions on X about Oscar Health, Inc. (OSCR) have been buzzing with reactions to the company's latest quarterly results, which reported a significant Q2 net loss of $228 million alongside a raised full-year revenue forecast of $12.0–12.2 billion. Many participants on the platform have pointed out the stark contrast between the company's robust revenue growth and its persistent challenges in achieving profitability. There's a palpable tension in the conversations, as some express optimism about long-term growth prospects while others question the sustainability of the current financial trajectory.
Additionally, posts on X have highlighted analyst moves, such as a recent downgrade in price target by a major firm, reflecting mixed results and uncertainty about future guidance. Some users are also speculating on external factors, like potential extensions of ACA premium subsidies, which could significantly impact the individual health insurance market and Oscar Health's positioning. The dialogue remains dynamic, with a mix of hope and caution shaping the narrative around this insurtech player.
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 190 institutional investors add shares of Oscar Health, Inc. stock to their portfolio, and 164 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DRAGONEER INVESTMENT GROUP, LLC removed 5,571,294 shares (-80.5%) from their portfolio in Q2 2025, for an estimated $119,448,543
- JPMORGAN CHASE & CO removed 3,906,512 shares (-28.2%) from their portfolio in Q2 2025, for an estimated $83,755,617
- BIT CAPITAL GMBH removed 3,560,326 shares (-78.7%) from their portfolio in Q2 2025, for an estimated $76,333,389
- VIKING GLOBAL INVESTORS LP removed 3,073,765 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $40,297,059
- CAPITAL INTERNATIONAL INVESTORS removed 2,423,035 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $51,949,870
- WESTFIELD CAPITAL MANAGEMENT CO LP removed 1,998,770 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $26,203,874
- MORGAN STANLEY added 1,719,212 shares (+169.3%) to their portfolio in Q2 2025, for an estimated $36,859,905
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:
- Barclays issued a "Underweight" rating on 07/23/2025
- UBS issued a "Sell" rating on 07/15/2025
- Wells Fargo issued a "Underweight" rating on 07/11/2025
- 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 5 analysts offer price targets for $OSCR in the last 6 months, with a median target of $11.0.
Here are some recent targets:
- 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
- Andrew Mok from Barclays set a target price of $11.0 on 07/23/2025
- 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
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.
