Oscar Health (OSCR) has revenue growth goals, but with limited short-term visibility, and margin and earnings estimates are expected to be below targets, UBS said in a note Monday.
The company is executing growth initiatives cautiously, projecting a revenue of $11.1 billion in 2025, and a more conservative stance for 2026 and 2027 due to the expiration of enhanced subsidies, the investment firm said.
Oscar Health projects a decline in membership, but aims to offset that through 8% growth in existing markets and 10% expansion into new markets by 2026, UBS noted.
The company has successfully reduced general and administrative costs per member to $100 from $170, signaling improved cost control measures, according to UBS.
UBS set a neutral rating and $23 price target for Oscar Health.
Price: 18.43, Change: -1.71, Percent Change: -8.49
免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。