What top creators are saying about Oscar Health, Inc.(OSCR)

The speaker expected the election might benefit Oscar, but the stock fell about 6%. No further business analysis or assessment of the potential catalyst was provided.

Mentioned as part of market rotation into healthcare, without detailed company-specific investment analysis.

Oscar Health fell about 7% without substantial company news and was up 54% over the prior 52 weeks. The speaker highlighted year-end medical loss ratio results and uncertainty about how much of its roughly $9 billion insurance float it retains as cash.

A short-term dip was possible within a longer-term bullish outlook, conditional on holding above $25.

Mentioned as a possible non-AI sector area to watch, without company-specific analysis.

Mentioned among healthcare stocks gaining, with no specific company results or investment thesis cited.

Experienced a massive price drop despite beating earnings and reporting a high revenue beat; considered dirt cheap with strong trailing 12-month revenue growth of 70%, making it a strong long-term hold.

Benefiting from a rotation into defensive growth healthcare names with AI tailwinds.

Significant revenue growth driven by premium hikes and high efficiency; viewed as a strong medium-term swing trade with a very low valuation relative to growth.

AI will lower the cost of servicing for insurance companies by improving long-term outcomes.

Positioned to benefit from AI-driven lowering of insurance costs.

Significant revenue growth and AI-driven efficiency gains; considered 'dirt cheap' with potential for earnings outperformance due to conservative MLR guidance.

Mentioned as a more integrated healthcare player that HIMS may struggle against if marketing efficiency drops.

Described as the 'ultimate cheapest stock' with a high Rule of 40 score and significant insider buying by the CEO.

Significant value opportunity; described as unfathomably cheap at $12 and still a major buy at $15.

Massive $12 million insider buy by the CEO indicates high conviction.

Raising prices by 30%, which may drive customers toward lower-cost competitors like HIMS.

Characterized as 'way, way, way too cheap' despite sector-wide sell-offs, representing an irrational price low.

Trading at an 'insane' low valuation while entering a bullish phase driven by 30% premium increases.

Extremely low valuation (EV/GP/RG of 0.004) with high predicted revenue growth, though viewed as a mid-term trade due to regulation.

The host is very bullish, believing the stock is significantly undervalued with 61% YoY growth guidance, a strong cash position, and trading at a 'pitiful' 0.06 times forward revenue.

Despite missing on revenue and EPS, the stock rose up to 10% due to its 'pretty damn good' forward guidance, which included 50% revenue growth in 2026.

Used as a historical example of a company that disrupted healthcare with virtual doctor visits, with OpenAI's ChatGPT Health now seen as the next evolutionary step.

A politically sensitive investment whose stock price is heavily influenced by the potential extension of ACA subsidies by Congress. The outcome of the subsidy decision is the key catalyst.

Considered a medium-term hold based on a market overreaction to a delayed ACA subsidy vote. The company is raising premiums to improve profitability and management is highly confident.

Viewed as a short-term 'swing trade' opportunity due to its 'dirt cheap' valuation and potential for near-term revenue beats from premium hikes. The investment is tactical, not a long-term hold.

Upgraded from Neutral to Overweight by Piper Sandler with a price target raised to $25, suggesting the underlying business is stronger than perceived and has a path to profitability.

Bullish on the valuation, which is described as 'absolutely crazy' cheap. The investment is presented as a value play with a potential political catalyst (ACA subsidy extension) that could cause the stock to bounce to the 30s.

A high-risk, high-reward stock whose price is extremely sensitive to political rumors about ACA subsidies. Any positive news could lead to significant upside as subsidies are not priced into its guidance.

Stock surged over 20% on a report that Donald Trump plans to extend Affordable Care Act (ACA) subsidies, which are critical for its business model and would remove a major stock overhang.

The stock is down 40% due to market fears over ACA subsidies, but management states they are not needed for growth, presenting an opportunity based on a market overreaction.

Cited as an example of a small-cap stock that is fundamentally 'getting better' but has been unfairly punished by the market, suggesting it is oversold.

Mentioned as a valuation comparable for LifeMD, noting its valuation is in a similar range to LFMD's, which is considered extremely cheap.

The sharp decline to $14 is called 'ridiculous' and viewed as an overreaction, as the company's fundamentals have not changed, presenting a potential attractive entry point.

The stock carries significant political and regulatory risk, as its performance is heavily tied to government funding deals and the extension of ACA subsidies, which are uncertain.

The stock was down as much as 8% due to uncertainty created by the government shutdown deal, which delayed a vote on extending Affordable Care Act (ACA) subsidies.

Mentioned as a 'super bullish' name if negotiations result in an extension of Affordable Care Act (ACA) tax credits, which would be a significant catalyst.

Presented as a high-risk, high-reward 'value play' due to its extremely low valuation (EV to forward revenue of 0.14). A potential expansion of ACA subsidies is seen as a major catalyst.

Stock surged over 10% after hours on comments that ACA subsidies would be extended, which would be a 'very bullish' development for the health insurer.

The stock hit a 52-week high due to positive sentiment in the healthcare sector following discussions about extending ACA subsidies.

Presented as a 'dirt cheap' turnaround play due to its extremely low valuation. The company is taking corrective actions through cost reductions and 'double-digit' price increases, which are expected to drive revenue. It is viewed as a trade to be exited when 'fairly valued' due to the unattractive nature of the underlying business model.

The stock is considered a pure valuation play and 'too cheap' after a recent drop to $13. The drop is attributed to 'noise' around ACA subsidy cuts, which the company's guidance already accounted for. Strengths include 10x revenue growth in ~5 years and a low valuation metric.

The stock has been 'taking a beating' along with other insurance tech stocks, but one analyst stated a preference for Oscar over competitor Lemonade.

Stock was 'tanking' after receiving downgrades from Wells Fargo and Jeffries due to concerns about medical loss ratios and regulatory impacts. The host is avoiding it.

A high-risk, high-reward investment. The bull case is based on ambitious growth targets (20% annual revenue growth), but it faces significant political risk due to its 97% revenue dependency on the Affordable Care Act (ACA).

The stock was 'destroyed' by legislative news. It is seen as a much riskier healthcare play that is more vulnerable and sensitive to policy changes than a larger company like UNH.

The speaker believes the stock is 'dirt-to-deer cheap' and was unfairly punished in a sector-wide sell-off, viewing the price drop as a significant buying opportunity. The speaker personally bought more shares.

Significant political and regulatory uncertainty from a bill potentially impacting Medicare/Medicaid subsidies. A major competitor withdrew guidance, and Barclays initiated coverage with an underweight rating and a $17 price target.

Believed to have a less favorable long-term profitability model than Lemonade because its profit margin is structurally capped at around 5% due to ACA regulations requiring its loss ratio to be no lower than 80%.

Considered 'undervalued' by the host, but also noted for its volatility. The host opted for the more established UNH instead. The stock was down about 4.5%.