Barclays Upgrade Boosts Interest: Recent discussions on social media have centered around a significant upgrade by Barclays, raising Oscar Health's rating to Equalweight from Underweight with a new price target of $18. Many users are highlighting this as a sign of reduced concern over subsidy risks and potential for margin growth. The stock's recent jump of over 12% has fueled lively conversations about its future trajectory.
Tech and Growth Potential: Beyond the upgrade, there’s notable chatter about Oscar Health’s tech-driven approach, with some pointing to AI innovations and lower medical loss ratios as competitive edges. Discussions also touch on potential ACA subsidy extensions, which could further stabilize revenue growth. The blend of policy speculation and technological optimism keeps the dialogue dynamic.
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 11 times in the past 6 months. Of those trades, 0 have been purchases and 11 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 7 sales selling 1,084,143 shares for an estimated $17,802,426.
- RICHARD SCOTT BLACKLEY (Chief Financial Officer) sold 25,135 shares for an estimated $416,989
- JANET LIANG (President, Oscar Insurance) sold 7,338 shares for an estimated $121,737
- VICTORIA BALTRUS (Chief Accounting Officer) sold 4,149 shares for an estimated $68,831
- ADAM MCANANEY (Chief Legal Officer) sold 1,852 shares for an estimated $30,724
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Oscar Health Revenue
Oscar Health had revenues of $2.9B in Q3 2025. This is an increase of 23.58% from the same period in the prior year.
You can track OSCR financials on Quiver Quantitative's OSCR stock page.
Oscar Health Hedge Fund Activity
We have seen 211 institutional investors add shares of Oscar Health stock to their portfolio, and 152 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
- 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
- PRICE T ROWE ASSOCIATES INC /MD/ added 2,319,254 shares (+340.9%) to their portfolio in Q3 2025, for an estimated $43,903,478
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:
- Piper Sandler issued a "Overweight" rating on 11/26/2025
- 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
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 7 analysts offer price targets for $OSCR in the last 6 months, with a median target of $17.0.
Here are some recent targets:
- Andrew Mok from Barclays set a target price of $18.0 on 01/05/2026
- Dean Sublett from Stephens & Co. set a target price of $17.0 on 12/11/2025
- Jessica Tassan from Piper Sandler set a target price of $25.0 on 11/26/2025
- Stephen Baxter from Wells Fargo set a target price of $11.0 on 11/13/2025
- 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
- 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.
