Oscar Health raises 2026 guidance, shares rise
Oscar Health lifted its full-year 2026 earnings from operations target to $600 million-$800 million from $500 million-$700 million and trimmed its medical loss ratio outlook to 81.0%-82.0%. Analysts also raised price targets after the company’s Investor Day presentation.
Shares of Oscar Health Inc. (NYSE: OSCR ) are trading higher Thursday morning as Wall Street analysts raised price targets following the company’s 2026 Investor Day presentation. Here’s what investors need to know. Oscar Health shares are trending higher.
What’s driving OSCR shares up? Wall Street Bullishness Follows Investor Day Execution A primary catalyst behind Thursday morning’s upward movement is a series of sell-side research updates published ahead of the market open. Barclays maintained an Overweight rating on Oscar Health while raising the firm’s price target to $49. Concurrently, Baird maintained its Neutral rating while raising its price target to $33 and Stephens & Co.
reiterated an Equal-Weight rating with a $34 price target. Upgraded Full-Year 2026 Profitability Outlook The wave of positive analyst updates follows an SEC Form 8-K filed on Wednesday, detailing material improvements to Oscar’s full-year 2026 financial guidance unveiled during its Investor Day. Management raised its expected Earnings from Operations by $100 million to a new target range of $600 million to $800 million, up from previous expectations of $500 million to $700 million. 5%, signaling stronger underwriting efficiency.
1%. 11 at the time of publication on Thursday. 47, according to Pro data. 3 Billion In Peak Sales Image: Shutterstock