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 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 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 has the most room to run among health insurers, which are rallying after the administration announced increased Medicaid budgets. CEO Mark Bertolini bought about $12 million of shares at the lows, the first insider purchase this year, and Oscar's market cap is just $3.74B. The chart confirms it: a broken daily descending trendline, surging money flow and a volume spike. Resistance sits at $14.15-$15, and a close above $15 brings the 200-day moving average into play. x.com 

Oscar Health has turned the corner and is on the verge of a dramatic profitability inflection, yet trades at under 15x free cash flow. It projects $800 million in earnings from operations, a 1,000-basis-point improvement in its medical loss ratio and over $350 million of free cash flow this year, with more than $4.5 billion of net cash. The stock is headed to $30 by the end of 2026, after a painful year in which the call did not deliver. 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 is too cheap after guiding full-year results about 40% above street estimates, and should be trading above $20. Per @Pharmdca, Oscar expects $18.7B-$19B of 2026 revenue, up 61% on record membership and AI efficiencies, is on track to return to profitability, and CEO Mark Bertolini bought about $11.92M of shares. The stock should have risen 5-6% when it reiterated that guidance. x.com  x.com 

Oscar Health has turned from a cash-burning insurtech into a profitable market-share winner, yet the stock still trades near its post-IPO levels. It serves 3.2 million members, just posted its most profitable quarter ever and is taking share despite ACA regulatory headwinds, so it could compound significantly if execution continues. 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 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