Omada Health Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
12analysts covering
FY Revenue (est.)
$338.6Mnext fiscal year
FY EPS (est.)
$0.44next fiscal year
Monitoring Framework
Key Performance Indicators
Total Members Quarterly1M
GLP-1 Care Track Members Supported Annually150K
Quarterly Revenue Quarterly78.1M
Non-GAAP Gross Margin Quarterly64.0%
Watch Items
- Customer Concentration RiskTrigger: Loss of or significant volume reduction from any of the top three PBM/health plan partners (Cigna, Optum Rx, Eli Lilly Employer Connect)Action: Re-evaluate long-term revenue growth projections and adjust valuation multiples downward to reflect increased risk profile.
- GLP-1 Care Track Commercial ContributionTrigger: Failure of new channel partnerships (Optum Rx Weight Engage, Lilly Employer Connect) to contribute materially to revenue by early 2027Action: Downgrade the growth outlook and revise the bull-case scenario timeline.
Research as of 19 Jun 2026