UBS Maintains Neutral on Oscar Health, Raises Price Target to $36
UBS analyst Jonathan Yong maintains Oscar Health (NYSE:OSCR) with a Neutral and raises the price target from $26 to $36.
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UBS analyst Jonathan Yong maintains Oscar Health (NYSE:OSCR) with a Neutral and raises the price target from $26 to $36.
The global insurtech market is expected to expand from USD 14 billion in 2026 to USD 638 billion by 2035, driven by adoption of AI, cloud computing, blockchain, machine learning, and IoT. Health insurtech leads market share, while North America dominates regionally with Asia expected to achieve higher growth rates. Strategic partnerships between traditional insurers and startups are fueling innovation and scalability.
Humana affirms its guidance of at least $9.00 in adjusted earnings per common share ("Adjusted EPS"), for the year ending December 31, 2026 ("FY 2026"). This guidance is consistent with the guidance
Oscar Health (OSCR) has surged 130% year-to-date driven by ACA marketplace expansion and plans to enter 150+ metro areas by 2027. However, the stock trades at a premium 4.94 price-to-book ratio versus the industry average of 2.64, and long-term profitability depends on disciplined underwriting and cost management rather than favorable policy conditions alone. Concentration risk from ACA exposure and potential subsidy policy changes pose headwinds.