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M&A And Competition Will Shape Risk And Opportunity In Healthcare

Published
08 May 25
Updated
28 Aug 25
AnalystConsensusTarget's Fair Value
NOK 35.00
41.7% overvalued intrinsic discount
28 Aug
NOK 49.60
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1Y
32.3%
7D
-0.4%

Author's Valuation

NOK 35.0

41.7% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on23 Aug 25
Fair value Decreased 20%

Despite Omada’s stronger-than-expected growth in members and revenue, robust gross margin gains, and improving clinical partnerships, analysts have lowered the price target from NOK44.00 to NOK35.00 due to a more cautious broader outlook. Analyst Commentary Bullish analysts highlight Omada’s member and revenue growth significantly surpassing expectations, with first-quarter figures beating estimates by 6.7% and 11.5%, respectively.