Oscar Health lifts 2026 guidance; analysts raise price targets
Sep 17, 2026, 12:48 PM EDT1 sourcesAI-analyzed
Why it may matterVerify against the original reporting
Fresh earnings guidance upgrades and higher price targets indicate durable profitability improvement and potential multiple expansion, especially with strong pre-market momentum and OSCR trading near the 52-week high.
AI summary
What happened, with direct paths to the underlying reporting
Oscar Health raised its 2026 EOP by $100m to $600–$800m, improved MLR to 81.0–82.0%, and reaffirmed revenue guidance of $18.7–$19.0b, triggering fresh price targets from Barclays, Baird and Stephens. OSCR rose about 2.4% in early trading and sits near a 52-week high around $34.47, signaling potential near-term upside.
OSCR gains after 2026 guidance upgrade; analysts lift targets.
2026 EOP target raised to $600–$800m; MLR narrowed to 81.0–82.0%.
Revenue guidance kept at $18.7–$19.0b; SG&A 15.6–16.1%.
Barclays target raised to $49; peers to $33–$34.
Stock near 52-week high at $34.47.
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