
Oscar Health gains as outlook tops consensus despite Obamacare headwinds
Oscar Health (OSCR) shares rose after the company provided a 2026 revenue outlook exceeding consensus, despite challenges from Obamacare premium hikes. The firm reported a Q4 2025 GAAP loss of $1.24 per share on $2.8B revenue, missing estimates by $310M. CEO Mark Bertolini emphasized a focus on returning to profitability in 2026, projecting $250M-$450M in earnings from operations on $18.7B-$19.0B revenue. CFO Richard Blackley noted a 28% average rate increase for 2026, with expected elevated churn due to higher premiums. The company anticipates an improved medical loss ratio for 2026.

