)
Overview
<ul>
<li>Virtual healthcare provider’s Q4 revenue grew 58% yr/yr</li>
<li>Adjusted EBITDA for Q4 beat analyst expectations</li>
<li>Company swung to net income in Q4, from a net loss of $8 mln a year ago</li>
</ul>
Outlook
<ul>
<li>Omada expects 2026 revenue between $312 mln and $322 mln</li>
<li>Company anticipates 2026 adjusted EBITDA of $7 mln to $15 mln</li>
</ul>
Result Drivers
<ul>
<li>MEMBER GROWTH - At year end, Omada Health reported a 55% increase in total members year-over-year, reaching 886,000, which supported revenue growth</li>
<li>GLP-1 PROGRAM EXPANSION - The company expanded its GLP-1 program, supporting over 150,000 members at year end</li>
<li>PROGRAM INNOVATION - In 2025, launched AI-powered tools and new programs like Omada for Cholesterol, enhancing member support and engagement Company press release:</li>
</ul>
Key Details
Metric Beat/Mis Actual Consensu
s s
Estimate
Q4 Net $5 mln
Income
Q4 Beat $8 mln $1.27
Adjusted mln (8
EBITDA Analysts
)
<h3>Q4 72.6%</h3>
Adjusted
Gross
Margin
Analyst Coverage
<ul>
<li>The current average analyst rating on the shares is “buy” and the breakdown of recommendations is 9 “strong buy” or “buy”, 2 “hold” and no “sell” or “strong sell”</li>
<li>The average consensus recommendation for the healthcare facilities &amp; services peer group is “buy”</li>
<li>Wall Street’s median 12-month price target for Omada Health Inc is $27.00, about 99.7% above its March 4 closing price of $13.52 For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact . (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)</li>
</ul>

OMDA

Reuters

Omada Health

Omada Health Q4 revenue soars on strong member growth