Oscar Health CFO Scott Blackley provided a positive business update during the 47th Annual Global Healthcare Conference, citing favorable utilization and a $130mn positive variance from the 2025 Wakely report. The stock traded up 10% following the update and reaffirmation of 2026 guidance.
Key Takeaways
- 1.Management characterized 2026 as a very strong start with membership trends consistent with expectations and utilization trending favorably through May.
- 2.The company reported that the 2025 Wakely report was $130mn favorable relative to 1Q accruals, providing a positive impact for 2Q.
Table of Contents
- Valuation/Risks
- Disclosure Appendix
- Price target and rating history chart(s)
- Target price history table(s)
- Regulatory disclosures
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Authors
Scott FidelSarah ConradSam BeckerValentine Vlasov
Securities
OSCR
Themes
Corporate GuidanceHealthcare Utilization
Regions
North AmericaUnited States