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Oscar Health Community
NYSE:OSCR Community
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Oscar Health
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
AI Integration And ICHRA Enrollment Will Improve Efficiency And Long-Term Success
Key Takeaways Strategic pricing, product innovation, and AI integration drive market share gains, enhance efficiency, and contribute to strong revenue growth and profitability. Expansion into new markets and diverse membership growth bolster long-term sustainability and revenue prospects.
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US$19.36
FV
9.6% overvalued
intrinsic discount
13.71%
Revenue growth p.a.
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4 days ago
author updated this narrative
Oscar Health
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Digital Automation And Consumer Demand Will Shape Personalized Health Insurance
Key Takeaways Strong tech-enabled enrollment growth, product innovation, and geographic expansion position Oscar Health for accelerated revenue gains and long-term market outperformance. Operational efficiencies from AI integration and advanced analytics drive margin improvement, lower costs, and enhance prospects for sustained profitability and earnings growth.
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US$28.00
FV
24.2% undervalued
intrinsic discount
16.24%
Revenue growth p.a.
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0
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4 days ago
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Oscar Health
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Regulatory Uncertainty And AI Integration Will Shape ACA Markets
Key Takeaways Potential regulatory changes and increased competition could slow projected revenue growth and impact ACA market strategies. Efficiency improvements and AI integration are key to reaching margin targets but face risk from unforeseen costs and implementation challenges.
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US$12.00
FV
76.8% overvalued
intrinsic discount
3.69%
Revenue growth p.a.
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4 days ago
author updated this narrative
Your Valuation for
OSCR
OSCR
Oscar Health
Your Fair Value
US$
Current Price
US$21.22
19.9% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-571m
15b
2015
2018
2021
2024
2025
2027
2030
Revenue US$14.8b
Earnings US$181.6m
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