Q3 Earnings Fallout: Recent chatter on X about Oscar Health (OSCR) has been dominated by the company’s Q3 2025 earnings report, which revealed a significant net loss of $137.5 million. Many are concerned about the revenue shortfall, with figures coming in at $2.99 billion against expectations of $3.08 billion. Despite this, some highlight the reaffirmed full-year revenue guidance of over $12 billion as a sign of resilience.
Expansion and Innovation Buzz: Discussions also focus on Oscar Health’s latest expansion into Southern Florida with new tech-enhanced health plans for 2026, including AI-driven services and a unique menopause-focused plan. There’s a mix of excitement over the potential of these innovations to disrupt the insurance space. However, skepticism lingers as the stock has dropped over 30% in the past month, reflecting doubts about short-term profitability.
Analyst Sentiment Shift: Posts on X have noted a shift in analyst perspectives, with some turning bullish on Oscar Health’s tech-driven model and planned premium hikes of around 28% for 2026. Others point to downgrades, like a recent price target cut from $14 to $11 by a major firm, signaling caution. The divided opinions keep the conversation dynamic and heated.
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 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 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 3 sales selling 786,482 shares for an estimated $13,234,614.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Oscar Health Hedge Fund Activity
We have seen 219 institutional investors add shares of Oscar Health stock to their portfolio, and 188 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
- ANCIENT ART, L.P. removed 2,950,753 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $63,264,144
- 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
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:
- 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
- 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 $13.0.
Here are some recent targets:
- Stephen Baxter from Wells Fargo set a target price of $11.0 on 11/13/2025
- Andrew Mok from Barclays set a target price of $13.0 on 11/10/2025
- 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
- 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
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.
