Latest news with #OscarHealth
Yahoo
15 hours ago
- Business
- Yahoo
Oscar Health, Inc. (OSCR): A Bull Case Theory
We came across a bullish thesis on Oscar Health, Inc. (OSCR) on FJ Research's Substack. In this article, we will summarize the bulls' thesis on OSCR. Oscar Health, Inc. (OSCR)'s share was trading at $14.15 as of 4th June. OSCR's trailing and forward P/E were 35.38 and 19.84 respectively according to Yahoo Finance. A female doctor using the latest healthcare IT technology in her medical practice. Oscar Health represents a bold attempt to overhaul the dysfunctional infrastructure of the $4.5 trillion American healthcare industry, which is plagued by inefficiencies, misaligned incentives, and staggering administrative costs. Unlike traditional insurers or consumer-facing telehealth startups like Hims and Hers, Oscar is rebuilding the backend—the core logic layer that powers healthcare transactions. It's a fully integrated, tech-driven insurance stack spans claims processing, risk scoring, provider networks, and member engagement, all powered by proprietary software and increasingly AI. This infrastructure is not only used internally but is also being licensed externally, giving Oscar the potential to become the AWS of health insurance. The company is especially well-positioned in the rapidly evolving Affordable Care Act (ACA) marketplace, which has expanded beyond low-income households to include a broader swath of middle-income Americans, thanks to enhanced subsidies under recent legislation. As legacy insurers retreat from this complex segment, Oscar's low admin costs, member engagement capabilities, and tech adaptability put it in pole position to seize market share. Currently active in 20 states, Oscar is on a clear growth trajectory. Despite its compelling fundamentals, the market still undervalues the company, with its stock trading below IPO levels. However, Oscar's long-term vision is backed by Thrive Capital and Josh Kushner, investors with a track record of identifying transformative platforms. Their continued involvement signals deep conviction and a willingness to drive strategic execution. With structural tailwinds, scalable infrastructure, and a highly engaged investor base, Oscar Health offers a mispriced opportunity in one of America's most essential yet broken industries. Previously, we covered a on Oscar Health (OSCR) by convexititties in March 2025, focusing on political overhangs and insider buying. FJ Research's June 2025 thesis complements this by highlighting Oscar's AI-powered backend platform and ACA market leadership, reinforcing the long-term upside case. Oscar Health, Inc. (OSCR) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 41 hedge fund portfolios held OSCR at the end of the first quarter which was 43 in the previous quarter. While we acknowledge the risk and potential of OSCR as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
3 days ago
- Business
- Yahoo
Why Oscar Health, Inc. (OSCR) Soared On Thursday
We recently published a list of . In this article, we are going to take a look at where Oscar Health, Inc. (NYSE:OSCR) stands against other best-performing stocks on Thursday. Oscar Health snapped a five-day losing streak on Thursday, jumping 10.6 percent to close at $15.65 apiece as investors resorted to bargain-hunting while waiting for more concrete developments on the Trump administration's Medicare Advantage review. Earlier this year, lawmakers passed a $5-trillion tax-and-spending package that shaves as much as $900 billion in Medicaid, which servers over 70 million low-income households. A close up of a patient and a healthcare professional engaging in conversation, showing the company's commitment to patient care. Now, Senate Republicans to broaden savings by looking for supposed inefficiencies in the Medicare program for senior citizens. In the first quarter of the year, Oscar Health, Inc. (NYSE:OSCR) registered a 55-percent increase in attributable net income of $275 million versus the $177 million registered in the same period last year. Revenues rose by 42 percent to $3.046 billion from $2.142 billion year-on-year. Overall, OSCR ranks 5th on our list of best-performing stocks on Thursday. While we acknowledge the potential of OSCR as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Axios
22-05-2025
- Health
- Axios
Top moments from Axios' Future of Health summit
Axios has some of the biggest voices in health care on our stage Wednesday at Planet Word in D.C. to talk about the major trends in technology, policy and business transforming how we give and receive medical care. The big picture: We're making it easier for you to follow along with our Future of Health Summit. ICYMI... 🫶 Journalist Katie Couric talked to Axios' Erica Pandey about losing loved ones to cancer, including her late husband Jay Monahan, who died in 1998. Through those experiences, she felt more informed when she got her own early-stage breast cancer diagnosis in 2022. She urged women to find out if they have "dense breasts" and explore which screenings beyond mammograms — including ultrasounds or MRIs — can best detect abnormalities, which can be like "looking for a snowball" in a snowfield. 💼 Oscar Health CEO Mark Bertolini talked to Axios' Tina Reed about conveying his priorities under the Trump administration: "You don't use certain words, like DEI, bad word ... I sit on the Verizon board, I chair their finance committee, our DEI effort is alive and well, it's just not called that anymore." 🩺 Dr. Anthony Sandler of Children's National Hospital told Axios' Alison Snyder that he is hopeful about the promise of personalized medicine. "I think we'll get smarter" about it, but the challenge will be creating a business model around it. 👀 Calley Means, a former health influencer turned White House adviser, told Axios' Maya Goldman that there is "a war on the American public having transparency" about their health and their treatment. 💊 Zocdoc CEO Oliver Kharraz told Axios' Tina Reed that the next stage of technology in medicine could incorporate "superhuman" augmentative artificial intelligence. 🧮 Rep. Greg Murphy told Axios' Victoria Knight the one word he would pick to describe the GOP health care agenda in the Trump administration so far is "accountability." 🏛️ Sen. Tammy Baldwin (D-Wi.) slammed RFK's testimony before Congress earlier Wednesday in an interview with Axios' Peter Sullivan. She said it was "deeply troubling" that he was confirmed for his position.
Yahoo
22-05-2025
- Business
- Yahoo
Why Oscar Health, Inc. (OSCR) Crashed Today
We recently published a list of . In this article, we are going to take a look at where Oscar Health, Inc. (NYSE:OSCR) stands against other firms that are drenched in red today. Ten companies pulled back on Wednesday, booking hefty losses during the trading session, with investor sentiment weighed down by a flurry of government policies and dismal earnings performance in the last quarter of the year. Meanwhile, the Dow Jones fell by 1.91 percent, the S&P 500 declined by 1.61 percent, and the tech-heavy Nasdaq dropped 1.41 percent. In this article, let us take a look at the 10 companies that led a poor performance during the day and explore the reasons behind their drop. To come up with the list, we considered only the stocks with a $2 billion market capitalization and $5 million in trading volume. A close up of a patient and a healthcare professional engaging in conversation, showing the company's commitment to patient care. Oscar Health saw its share prices decline for a third straight day on Wednesday, slashing 9.78 percent to end at $14.86 each as investors sold off positions following news that the Trump administration is ramping up audits of insurance firms offering Medicare Advantage. On Wednesday, the Centers for Medicare and Medicaid Services said that it would employ an additional 2,000 encoders by September and use advanced technology systems to audit data and make sure diagnoses that claims from Medicare Advantage insurers are aligned with the patients' medical records. The agency said the initiative could claw back some $500 million a year for taxpayers. This means that Oscar Health, Inc. (NYSE:OSCR) would be included in the review, being one of the insurance firms offering such services. In other recent news, Oscar Health, Inc. (NYSE:OSCR) said it achieved a 55-percent increase in net income attributable to the company of $275 million versus the $177 million in the same period last year. Revenues were also higher by 42 percent to $3.05 billion from $2.14 billion year-on-year. Overall, OSCR ranks 3rd on our list of firms that are drenched in red today. While we acknowledge the potential of OSCR as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than OSCR but that trades at less than 5 times its earnings, check out our report about this . READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
22-05-2025
- Business
- Yahoo
Why Oscar Health, Inc. (OSCR) Crashed Today
We recently published a list of . In this article, we are going to take a look at where Oscar Health, Inc. (NYSE:OSCR) stands against other firms that are drenched in red today. Ten companies pulled back on Wednesday, booking hefty losses during the trading session, with investor sentiment weighed down by a flurry of government policies and dismal earnings performance in the last quarter of the year. Meanwhile, the Dow Jones fell by 1.91 percent, the S&P 500 declined by 1.61 percent, and the tech-heavy Nasdaq dropped 1.41 percent. In this article, let us take a look at the 10 companies that led a poor performance during the day and explore the reasons behind their drop. To come up with the list, we considered only the stocks with a $2 billion market capitalization and $5 million in trading volume. A close up of a patient and a healthcare professional engaging in conversation, showing the company's commitment to patient care. Oscar Health saw its share prices decline for a third straight day on Wednesday, slashing 9.78 percent to end at $14.86 each as investors sold off positions following news that the Trump administration is ramping up audits of insurance firms offering Medicare Advantage. On Wednesday, the Centers for Medicare and Medicaid Services said that it would employ an additional 2,000 encoders by September and use advanced technology systems to audit data and make sure diagnoses that claims from Medicare Advantage insurers are aligned with the patients' medical records. The agency said the initiative could claw back some $500 million a year for taxpayers. This means that Oscar Health, Inc. (NYSE:OSCR) would be included in the review, being one of the insurance firms offering such services. In other recent news, Oscar Health, Inc. (NYSE:OSCR) said it achieved a 55-percent increase in net income attributable to the company of $275 million versus the $177 million in the same period last year. Revenues were also higher by 42 percent to $3.05 billion from $2.14 billion year-on-year. Overall, OSCR ranks 3rd on our list of firms that are drenched in red today. While we acknowledge the potential of OSCR as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than OSCR but that trades at less than 5 times its earnings, check out our report about this . READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
