I bought Oscar Health three days ago. A profit warning hit the next day, and the price move changed my risk-reward. I’m selling now, taking a 16% gain, and putting OSCR back on my watchlist.
They’ve returned to a loss: “For 2025, the Company now anticipates Total Revenue of $12.0 billion to $12.2 billion, a Medical Loss Ratio of 86.0% to 87.0%, a SG&A Expense Ratio of 17.1% to 17.6%, and a Loss from Operations of ($300 million) to ($200 million).“
They’ve also significantly increased the medical loss ratio: “The company sharply raised its full-year medical loss ratio forecast (from 80.7% to 81.7% previously to 86.0% to 87.0%).“
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