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    Broward Health Deal And New Coverage Could Be A Game Changer For Oscar Health (OSCR)

    Simply Wall St·12/16/2025 22:18:57
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    • Oscar Health recently gained fresh analyst coverage from Stephens & Co., which highlighted its technology-focused approach to Affordable Care Act exchanges, while the company also secured an agreement that will add Broward Health’s providers and facilities to its South Florida network starting in 2026.
    • This combination of greater Wall Street attention and a broader provider network could influence how investors assess Oscar’s growth potential and competitive positioning in the ACA marketplace.
    • We’ll now examine how Broward Health’s planned addition to Oscar’s South Florida network could influence the company’s existing investment narrative.

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    Oscar Health Investment Narrative Recap

    To own Oscar Health, you need to believe its tech-enabled ACA exchange model can move from high growth to sustainable profitability, while managing policy and pricing uncertainty. The Stephens & Co. coverage and Broward Health network expansion may support investor confidence in Oscar’s growth story, but they do not materially change the near term focus on margin recovery and the policy risk around expiring ACA premium subsidies heading into 2026.

    Among recent developments, the planned 2026 expansion of Oscar’s South Florida footprint, including access to Broward Health, sits alongside a wider push into new ACA markets such as Southern and Central Florida, Ohio, and parts of the Southeast. For investors watching catalysts, these rollouts tie directly into the company’s efforts to grow membership and improve operating leverage, while testing whether its technology and product innovations like Oswell and HelloMeno can support better economics at scale.

    But while expansion can help the top line, investors should also be aware that...

    Read the full narrative on Oscar Health (it's free!)

    Oscar Health’s narrative projects $12.4 billion revenue and $245.4 million earnings by 2028. This requires 4.9% yearly revenue growth and an earnings increase of about $406.6 million from -$161.2 million today.

    Uncover how Oscar Health's forecasts yield a $14.38 fair value, a 11% downside to its current price.

    Exploring Other Perspectives

    OSCR 1-Year Stock Price Chart
    OSCR 1-Year Stock Price Chart

    Twenty four Simply Wall St Community members place Oscar Health’s fair value between US$11.52 and US$66, reflecting very different return expectations. You can weigh those views against the current focus on margin recovery and policy risk that may shape how the business performs from here.

    Explore 24 other fair value estimates on Oscar Health - why the stock might be worth over 4x more than the current price!

    Build Your Own Oscar Health Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.