Oscar Health's drop below $30 makes little sense after it crushed Q2, swung to a profit and raised full-year operating earnings guidance. Revenue was $4.90B versus $4.75B expected and EPS $1.10 versus $0.39, with FY26 revenue guided to $18.9B versus $18.6B estimated. The market needs time to digest the result, and the stock should recover soon; it remains a long-term hold. x.com  x.com  x.com 

Oscar Health has already priced in the CMS crackdown while it keeps disrupting medical insurance, with 90% average annual sales growth over the past five years. The stock is not far from testing new highs since its IPO, and the price target is 42+. x.com 

Oscar Health's raised 2026 guidance changes nothing fundamentally, so its 18%+ premarket jump is unlikely to hold. Operating earnings guidance rose to $500-700M from $250-450M, but Oscar had already booked $704M in Q1 alone, more than the new top end, with Q3 and Q4 seasonally bringing losses. 2027 could be challenging as management targets a 5% margin, and the stock looks fairly valued around $34. x.com  x.com 

Oscar Health's downside case looks too aggressively priced after it held support through the March-April capitulation and rebounded sharply. A strong Q1 brought higher revenue, a better medical loss ratio, significant adjusted EBITDA and reaffirmed 2026 guidance, and its tech-enabled ACA platform could deliver meaningful operating leverage. A sustained close above about $20, a multi-year ceiling, would open a path toward its IPO highs. ACA subsidy and eligibility changes remain a real risk. … Show more

Oscar Health is valued at less than 1x trailing sales, a wild valuation for a business still growing at its pace. It generated $11 billion of revenue last year and trades at a market cap of roughly $9 billion. x.com 

Oscar Health looks too extended after its big move and should pull back around earnings in the next few days; it is not a tech stock with a niche product capable of parabolic moves. x.com 

Oscar Health could top $30 before the end of 2026 on margin expansion. It guides to $250-450M of operating earnings on $19B of 2026 revenue, 1.3-2.4% margins; insurers near 2.5% margins trade around 50% of revenue, implying about a $9.5B market cap at the high end versus $5.1B today. The long-term 5% margin target could support 1x revenue. CEO Mark Bertolini, one of the best CEOs now, buying 1M shares at $11.92 marked the bottom. x.com  x.com  x.com 

Oscar Health's record Q1 and CEO insider buying set it up to break out of a 24-month accumulation base. The tech-driven insurer, spanning ACA, Medicare and small-group markets, grew revenue 53% and earned $2.07 a share versus $1.11 expected, and its CEO bought 1 million shares in April. A clean close above $24, where it has been rejected repeatedly, is needed before it heads higher. x.com 

Oscar Health cannot be a great business because insurance, like banking, is uninvestable when its economics are nearly impossible to predict. One bad cycle or change in costs can wipe out margins that are already nonexistent. A post the author replies to argues Oscar avoided the 30-40% member drop the market expected after enhanced premium tax credits expired. x.com 

Oscar Health's CEO bought $12 million of stock near the lows, an eight-figure insider buy worth paying attention to. Shares are now at 5.5-year highs and close to threatening the all-time high set at the IPO price. x.com