OMDA logo

Omada Health, Inc. Stock Price

NasdaqGS:OMDA Community·US$1.5b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 11 Fair Values set on narratives written by author

OMDA Share Price Performance

US$24.04
3.13 (14.97%)
US$30.00
Fair Value
US$24.04
3.13 (14.97%)
19.9% undervalued intrinsic discount
US$30.00
Fair Value
Price US$24.04
AnalystHighTarget US$30.00
AnalystConsensusTarget US$24.58
AnalystLowTarget US$16.56

OMDA Community Narratives

·
Fair Value US$30 19.9% undervalued intrinsic discount

GLP-1 And AI Care Platform Will Support Powerful Long Term Chronic Condition Tailwinds

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
·
Fair Value US$24.58 2.2% undervalued intrinsic discount

GLP-1 Expansion And AI Integration Will Drive Long-Term Chronic Care Leadership

0users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
·
Fair Value US$16.56 45.1% overvalued intrinsic discount

GLP-1 Complexity And Rising Costs Will Challenge Virtual Care Scale Yet Eventually Support Returns

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative

Trending Discussion

No trending discussion available.

Updated Narratives

OMDA logo

OMDA: CEO Transition And Lower Growth Assumptions Will Pressure Future Returns

Fair Value: US$16.56 45.1% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
OMDA logo

OMDA: Index Reclassification And Eli Lilly Partnership Will Drive Future Upside

Fair Value: US$24.58 2.2% undervalued intrinsic discount
6 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
OMDA logo

OMDA: GLP-1 Care Partnership Will Drive Future Earnings Re-Rating

Fair Value: US$30 19.9% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet with reasonable growth potential.

2 Risks
3 Rewards

Omada Health, Inc. Key Details

US$309.8m

Revenue

US$98.5m

Cost of Revenue

US$211.2m

Gross Profit

US$206.9m

Other Expenses

US$4.3m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.07
68.19%
1.39%
0%
View Full Analysis

About OMDA

Founded
2011
Employees
946
CEO
Sean Duffy
WebsiteView website
www.omadahealth.com

Omada Health, Inc., together with its subsidiary, Physera, Inc., provides a range of virtual care programs in the United States. The company offers cardiometabolic programs for prediabetes, diabetes, and hypertension; a physical therapy program to address musculoskeletal conditions; other support programs for members taking glucagon-like peptide-1 agonists in its cardiometabolic program; and weight management programs, as well as various behavioral health support programs. It also delivers virtual care. The company offers its programs for employers, health plans and systems, and pharmacy benefits managers through its direct sales force and channel partners. The company was incorporated in 2011 and is headquartered in South San Francisco, California.

Recent OMDA News & Updates

Seeking Alpha Aug 12

Omada Health: Q2 Shows More Evidence Of Growth Converting Into Earnings

Summary Omada Health (OMDA) delivered strong Q2 results, with 43% revenue growth, margin expansion, and positive adj. EBITDA, reinforcing my buy rating. OMDA’s product expansion, especially in diabetes and hypertension, is driving higher revenue per member and improving customer-lifetime-value through multi-program adoption. Channel partnerships with PBMs and health plans are lowering CAC, supporting scalable growth and better unit economics, while AI initiatives further enhance operational leverage. Valuation remains attractive; even conservative multiples suggest significant upside if OMDA sustains >40% revenue growth, though partner concentration and investment needs are key risks. Read the full article on Seeking Alpha
Narrative Update Aug 08

OMDA: CEO Transition And Lower Growth Assumptions Will Pressure Future Returns

Analysts now place Omada Health's fair value at $16.56 per share, compared with the prior $15.00. The revised estimate reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E levels.

Recent updates

No updates