Piper Sandler Confident in Oscar Health’s (OSCR) Market Share and Profitability Growth, Sets $404M Minimum 2027 Adjusted EBITDA Expectation

Oscar Health Inc. (NYSE:OSCR) is 1 of the precocious abbreviated involvement stocks to bargain close now. On November 26, Piper Sandler expert Jessica Tassan upgraded Oscar Health to Overweight from Neutral with a $25 terms target, raised from $13. After a thorough investigation of payment design, pricing, and broker strategy successful Miami-Dade, which is Oscar’s largest county, Tassan believes that Oscar tin simultaneously summation marketplace stock and profitability, adjacent if the Enhanced Advance Premium Tax Credits/E-APTCs expire astatine the extremity of 2025. Piper Sandler views Oscar’s 2027 adjusted EBITDA of $404 cardinal arsenic the minimum expectation.

In its Q3 2025 net call, reported earlier the aforesaid month, Oscar Health announced a 23% year-over-year summation successful full revenue, which reached ~$3 billion. Oscar besides reported a beardown summation successful membership, ending the archetypal 9 months of 2025 with much than 2 cardinal members, which represents a 28% summation compared to the erstwhile year. To heighten its marketplace presence, Oscar Experience is present disposable successful 20 states, including caller entries into Alabama and Mississippi.

Additionally, the institution is introducing innovative products, specified arsenic the Hello Meow program for women experiencing menopause, and is utilizing its wellness AI agent, called Oswell, to amended subordinate wellness absorption and attraction paths. Looking ahead, Oscar Health anticipates a contraction successful the wide marketplace owed to the expected expiration of enhanced premium taxation credits and ongoing programme integrity efforts. Consequently, the institution expects a sequential diminution successful rank successful Q4 owed to humanities churn patterns and the extremity of continuous monthly Special Enrollment Periods/SEP for definite income levels.

Oscar Health Inc. (NYSE:OSCR) operates arsenic a healthcare exertion institution successful the US. The institution offers wellness plans to individuals, families, employees, and tiny radical markets.

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Disclosure: None. This nonfiction is primitively published at Insider Monkey.