Recent discussions on X about Oscar Health (OSCR) have centered around the company's latest financial updates and market performance, particularly following a reported Q2 net loss of $228 million and a revised full-year revenue forecast of $12.0–12.2 billion. Many users have highlighted the company's strong revenue growth and margin expansion as key positives, despite the stock experiencing a notable dip with a 3.35% drop to $13.58 on a recent trading day. The conversation often pivots to the potential for long-term growth in the health tech space, keeping interest alive.
However, not all sentiments are optimistic, as some discussions on X point to concerns over persistent losses and a high medical loss ratio of 86–87%, raising questions about profitability timelines. There’s a split in opinions, with some seeing the current price-to-sales ratio as an attractive entry point, while others remain cautious until consistent profitability is achieved. This dynamic debate underscores the polarizing nature of Oscar Health’s current market position.
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 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 Hedge Fund Activity
We have seen 181 institutional investors add shares of Oscar Health stock to their portfolio, and 118 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 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 $11.0.
Here are some recent targets:
- 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
- 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.
