Recent discussions on X about Oscar Health (OSCR) have been lively, driven by the company's latest moves in expansion and financing. Many users are captivated by the firm's $410 million convertible notes offering aimed at boosting AI-driven initiatives, with some expressing excitement over the potential for tech to transform health insurance. However, there’s a notable undercurrent of concern about rising costs and the implications of a significant insider stock sale, which has sparked debates over confidence in the company’s trajectory.
The chatter also reflects a sharp focus on recent stock performance, with the ticker reaching a 52-week high and gaining attention for its impressive year-to-date rally. Posts on X highlight optimism around policy developments, like potential ACA subsidy extensions, which could benefit Oscar’s core market. Yet, skepticism persists, as some question whether the current momentum can withstand regulatory shifts or financial pressures.
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 200 institutional investors add shares of Oscar Health stock to their portfolio, and 144 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 5 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 $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.
