Raymond James Upgrade Boosts Oscar Health Stock After Q4 Earnings
Oscar Health Inc (NYSE:OSCR) shares are climbing on Thursday. The company posted fourth‑quarter results that missed expectations on both revenue and earnings, but had a stronger‑than‑expected 2026 outlook.
- Oscar Health stock is gaining positive traction. Why are OSCR shares climbing?
What The Numbers Showed
Oscar reported a quarterly loss of $1.24 per share, wider than the 89 cent loss analysts were expecting and a notable step back from the 62 cent loss a year ago. Revenue also came in light at $2.81 billion, below the $3.12 billion consensus, though it still marked 17% year‑over‑year growth.
Guidance May Be Helping The Stock
The company issued 2026 revenue guidance of $18.7 billion to $19.0 billion, dramatically above the Street's $12.565 billion estimate. Oscar also expects a medical loss ratio of 82.4% to 83.4% and operating earnings between $250 million and $450 million for the year.
Raymond James Upgrade Adds Momentum
Helping fuel the rally, Raymond James upgraded Oscar Health shares from Market Perform to Outperform, setting an $18 price target versus the stock's current level around $13.60. The firm called Oscar "the best house in a tough neighborhood," pointing to an attractive valuation as ACA exchange margins begin to recover.
Raymond James expects Oscar to generate roughly 2% EBIT margin in 2026, expanding to around 4% in 2027 as the medical loss ratio improves through repricing and G&A efficiencies. The firm added that much of the uncertainty around ACA subsidies and integrity rules is already reflected in the stock, creating a steadier backdrop for modest margin improvement. Oscar's long‑term EPS target remains $2.25.
OSCR Price Action: Oscar Health shares were up 0.96% at $13.73 at the time of publication on Thursday, according to Benzinga Pro.
Image: Tada Images/Shutterstock.com
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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