Oscar Health Revenue Goals Foiled by Limited Visibility, Margin, Earnings to Miss Targets, UBS Says

MT Newswires Live

Oct 08, 2024

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

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