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Update shared on31 Jul 2025

Fair value Decreased 21%
AnalystConsensusTarget's Fair Value
US$11.29
37.0% overvalued intrinsic discount
07 Aug
US$15.46
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1Y
-14.0%
7D
11.7%

Despite a higher net profit margin, Oscar Health's sharply lower future P/E ratio indicates reduced growth expectations, prompting analysts to cut their price target from $14.24 to $11.29.


What's in the News


  • Oscar Health revised 2025 guidance: expects total revenue of $12.0–$12.2 billion and a loss from operations of $200–$300 million.

Valuation Changes


Summary of Valuation Changes for Oscar Health

  • The Consensus Analyst Price Target has significantly fallen from $14.24 to $11.29.
  • The Future P/E for Oscar Health has significantly fallen from 11.39x to 7.76x.
  • The Net Profit Margin for Oscar Health has significantly risen from 3.61% to 4.19%.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.