OSCR Oscar Health is an absolute bargain at these prices and I'm continuing to accumulate as it drops.
Price is dropping due to 2x analysts reducing their valuation however the fundamentals remain unchanged.
Company continues to beat every profit or revenue target, Has a proven outstanding ceo andoperates in the massive and growing u.s. Private health industry.
Oscar Health's most recent revenue reporting, specifically for Q1 2025, shows strong growth. The company reported revenue of $3.05 billion, exceeding analyst expectations of $2.84 billion.
Current Market Cap is only $3 billion and with these numbers it is incredibly undervalued.
Bear case current fair value $30
Bull case current fair value $50
August 9th is next earnings call and a recent interview with founder and ceo Mark Bertolini implied its going to be a very positive, insiders are buying and I think she'll absolutely rip on the earnings call.
Anything under $20 is a bargain.
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