Recent discussions on X about Oscar Health (OSCR) have been lively, with much of the focus on the company's $410 million convertible notes offering aimed at fueling AI-driven growth and expansion plans. Many participants are intrigued by the potential for Oscar Health to leverage technology to disrupt the traditional health insurance space, though concerns linger about stock volatility and revised revenue guidance for 2025. The chatter reflects a mix of optimism for long-term growth and caution over near-term challenges.
Additionally, posts on X have highlighted Oscar Health’s recent stock performance, with some noting a 7.66% rise and others pointing to strong revenue projections despite a lowered guidance to $1.12–$1.13 billion for 2025. The company’s focus on reducing medical loss ratios and SG&A expenses has also drawn attention as a potential driver of profitability. These conversations underscore a broader debate about whether the current stock price fully reflects the company’s strategic moves.
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 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 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) sold 395,000 shares for an estimated $7,279,850
- 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 Hedge Fund Activity
We have seen 198 institutional investors add shares of Oscar Health stock to their portfolio, and 146 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DEERFIELD MANAGEMENT COMPANY, L.P. added 11,649,591 shares (+inf%) to their portfolio in Q2 2025, for an estimated $249,767,231
- 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
- ANCIENT ART, L.P. removed 2,950,753 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $63,264,144
- PRICE T ROWE ASSOCIATES INC /MD/ removed 2,644,932 shares (-79.5%) from their portfolio in Q2 2025, for an estimated $56,707,342
- CAPITAL INTERNATIONAL INVESTORS removed 2,423,035 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $51,949,870
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:
- 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, 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 $13.5.
Here are some recent targets:
- Scott Fidel from Goldman Sachs set a target price of $17.0 on 10/14/2025
- Stephen Baxter from Wells Fargo set a target price of $14.0 on 10/07/2025
- 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
- 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
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.
