Oscar Health - A Reality Check
5 months ago
Kroker Equity Research
"OSCR (overview): Tech-driven ACA insurer with 2M members. Recent Q1 profit ($275M on $3B rev), but slashed 2025 outlook by $500M due to rising medical costs. Under ex-Aetna CEO Bertolini, achieved first annual profit in 2024 ($25M). Bull: tech platform, 45% YoY growth, 81.7% MLR. Bear: regulatory risk, ACA dependence, thin margins."
Sentiment
neutral
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Oscar Health - A Reality Check
Source:
Kroker Equity Research
Published:
July 26, 2025
Idea Type:
Stock Idea