Recent discussions on X about Oscar Health (OSCR) have been buzzing with reactions to the company's latest financial updates, particularly following a significant stock price drop of over 8% on Wednesday, closing at $15.27. Many users are dissecting the reported Q2 net loss and a rising medical loss ratio, with some expressing concern over short-term volatility and leadership restructuring. Despite these challenges, there’s a notable focus on the company’s reaffirmed full-year revenue guidance of $12.0–12.2 billion, sparking debate over its long-term stability.
Additionally, chatter on X highlights optimism around Oscar Health’s tech-driven approach to health insurance and partnerships like the recent one with Hy-Vee for a new insurance plan. Some users argue that the current price-to-sales ratio appears attractive given the revenue growth, while others remain cautious due to mixed analyst sentiment and ongoing earnings volatility. This blend of concern and hope keeps the conversation dynamic and closely watched by investors.
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 203 institutional investors add shares of Oscar Health stock to their portfolio, and 171 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
- VIKING GLOBAL INVESTORS LP removed 3,073,765 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $40,297,059
- 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
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:
- 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
- Stephen Baxter from Wells Fargo set a target price of $10.0 on 07/11/2025
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.
