기업호재
Raymond James Reiterates Outperform on OSCR, $42 PT영어 원문
Firm reiterates, views initial selloff as overdone
첫날 -1.1% · 5일 후 -9.7%
›전개 과정 3회
- 2026-09-17 8-K filed with Investor Day; guidance raised, medical loss ratio improved
- 2026-09-18 Brokerage upgrade to Buy with higher PT reinforces post-guidance-raise bullish sentiment
- 2026-09-23 Firm reiterates, views initial selloff as overdone
M&A·자금조달
Oscar Health Director Wittman Sells 25,000 Shares영어 원문
Director sold shares at $32.24 average, while Piper Sandler reiterates $48 PT
첫날 -0.5% · 5일 후 +1.0%
애널리스트호재
OSCR Added to Zacks Rank #1 Strong Buy Growth Stocks List영어 원문
Zacks highlighted OSCR among top growth stocks on Sep 15, indicating increased institutional attention
첫날 -4.1% · 5일 후 -5.5%
기타호재
OSCR hits highest price since 2021, less than 8% from all-time high영어 원문
Technical breakout draws attention; stock up sharply from lows
첫날 -4.1% · 5일 후 -5.5%
기업악재
OSCR falls ~5% on industry-wide medical cost pressure영어 원문
CVS cites elevated medical cost growth in managed care, pressuring insurers including UNH and OSCR
첫날 +2.6% · 5일 후 -1.8%
애널리스트호재
OSCR Breaks Above 20-Day and 50-Day Moving Averages, Turning Bullish영어 원문
Technical indicators signal short-term uptrend; multiple traders add to watchlists
첫날 +0.0% · 5일 후 +4.8%
기업
OSCR Membership Jumps 46% to 2.96M, Profitability in Focus영어 원문
Strong membership growth confirmed by multiple sources, but seasonality and utilization keep profitability in question
첫날 +1.7% · 5일 후 +7.4%
내부자 매도
내부자 매도 1820만 달러 (내부자 1명)
첫날 -3.8% · 5일 후 +7.3%
기타호재
OSCR Hits 52-Week High, Multiple Traders Turn Bullish영어 원문
Multiple independent sources confirm OSCR's 52-week high, with positive technical and valuation commentary
첫날 -2.8% · 5일 후 -3.6%
기타
OSCR in Spotlight: Financial Strength & AI Adoption Highlighted by Multiple Outlets영어 원문
Independent sources like Investing.com and IBD both mention OSCR's financial strength and AI use, raising visibility without a major new development.
첫날 -2.3% · 5일 후 -4.8%
기타호재
OSCR weekly candle engulfs 8 weeks, strong technicals영어 원문
TrendSpider and traders note bullish engulfing pattern, reflecting positive sentiment
첫날 -3.7% · 5일 후 +0.8%
기업
OSCR CEO says in talks with Hims영어 원문
CEO referenced Hims talks in interview, related to Lucie marketplace
첫날 -3.7% · 5일 후 +0.8%
M&A·자금조달호재
Thrive Capital Discloses Q2 Holdings: $180.9M in OSCR영어 원문
Prominent investor's significant stake signals institutional confidence
첫날 -3.7% · 5일 후 +0.8%
실적호재
Oscar Health Q2 record profit, raises outlook; adds 98.7% first-pass claims accuracy data영어 원문
Q2 call highlights persist; new operational efficiency metric bolsters profitability narrative
첫날 -0.8% · 5일 후 +14.0%
›전개 과정 3회
- 2026-08-08 Q2 FCF up 320% YoY to $2.1B; company raises full-year operating outlook
- 2026-08-08 Q2 call confirms record H1 profitability, raises FY outlook on membership growth, pricing discipline, favorable utilization.
- 2026-08-09 Q2 call highlights persist; new operational efficiency metric bolsters profitability narrative
실적호재
OSCR H1 FCF Up 320% YoY to $2.1B영어 원문
Q2 FCF $2.1B, +320% YoY; share price +85% over same period
첫날 -11.9% · 5일 후 +16.0%
›전개 과정 4회
- 2026-08-06 Q2 profit $361M, membership up, medical costs ease; FY outlook raised
- 2026-08-06 Q2 EPS $1.10 beat, rev $4.88B, FY guide raised; stock gave back gains
- 2026-08-08 Q2 FCF of $2.1B vs $500M a year ago, reinforcing earnings quality
- 2026-08-08 Q2 FCF $2.1B, +320% YoY; share price +85% over same period
애널리스트호재
OSCR Q2 Earnings Loom; Analyst Flags Potential Up to $236M Positive Risk Adjustment영어 원문
Large call trades; implied earnings move ~10.98%
첫날 +0.5% · 5일 후 +8.5%
›전개 과정 5회
- 2026-07-26 Multiple posts cite earnings proximity and management guidance, with risk adjustment upside flagged, increasing event salience
- 2026-08-01 Multiple earnings calendar accounts confirm OSCR reports next week, ahead of Q2 results
- 2026-08-03 Multiple sources mention earnings proximity and ICHRA/ACA opportunity, but no new facts, just repetition
- 2026-08-03 Multiple posts confirm earnings date, no new facts beyond existing event.
- 2026-08-06 Large call trades; implied earnings move ~10.98%
8-K 공시
8-K: 실적 공시
첫날 -11.9% · 5일 후 +16.0%
실적
실적 발표
첫날 -11.9% · 5일 후 +16.0%
실적
실적 발표
첫날 -0.9% · 5일 후 -1.7%
애널리스트호재
OSCR listed in IBD Top 15, stock gains support영어 원문
IBD ranks OSCR among top stocks, another trader opens position above $30, showing bullish technicals.
첫날 -1.2% · 5일 후 -7.9%
애널리스트호재
OSCR Surges 10.8%, Piper Sandler Raises PT to $36영어 원문
Rally backed by analyst upgrade and investor day announcement, signaling positive momentum.
첫날 -2.6% · 5일 후 -1.5%
기업악재
OSCR Falls 4.13% to $29.5; Q2 Risk Adjustment, Margins Under Pressure영어 원문
Zacks notes closing drop; SeekingAlpha flags risk adjustment transfer and plan mix pressuring Q2 EPS/margins, two sources confirm.
첫날 -4.1% · 5일 후 +3.6%
실적호재
UNH Beat Sparks Health Insurance Sector Attention영어 원문
UNH beat with lower medical costs, seen as positive read-across for OSCR peers
첫날 -5.7% · 5일 후 +0.2%
내부자 매도악재
내부자 매도 1780만 달러 (내부자 1명)
첫날 -3.2% · 5일 후 +8.0%
내부자 매도악재
내부자 매도 1800만 달러 (내부자 1명)
첫날 -1.1% · 5일 후 +5.7%
내부자 매도악재
내부자 매도 1730만 달러 (내부자 1명)
첫날 +3.9% · 5일 후 +5.5%
내부자 매도악재
내부자 매도 1760만 달러 (내부자 1명)
첫날 -1.7% · 5일 후 +12.2%
내부자 매도악재
내부자 매도 2920만 달러 (내부자 1명)
첫날 +4.9% · 5일 후 -4.7%
