Update shared on23 Aug 2025
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.
- The company’s AI-powered virtual care platform is viewed as differentiated and effective in driving better engagement and health outcomes, giving Omada a distinct competitive edge in the crowded chronic-care market.
- Improved financial metrics, notably in gross margins, alongside a proven track record of clinically validated outcomes (supported by 29 peer-reviewed studies), strengthen confidence in Omada’s long-term prospects.
- Strong and expanding channel and PBM partnerships are cited as key growth levers, enhancing Omada’s ability to win new business as employers reassess chronic disease management strategies amid rising medical costs and the emergence of GLP-1 drug utilization.
- Rapid market share gains are attributed to Omada’s clinical leadership and ability to provide compelling alternatives to costly drug therapies, supporting forecasts for sustained 35%+ top-line growth and progress toward adjusted EBITDA breakeven.
Valuation Changes
Summary of Valuation Changes for Omda
- The Consensus Analyst Price Target has significantly fallen from NOK44.00 to NOK35.00.
- The Future P/E for Omda has significantly fallen from 87.38x to 52.54x.
- The Net Profit Margin for Omda has significantly risen from 2.51% to 3.28%.
Disclaimer
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