Oscar Health Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
10analysts covering
FY EPS (est.)
$1.75next fiscal year
Monitoring Framework
Key Performance Indicators
Medical Loss Ratio (MLR) Quarterly7,050.0%Target: 82.4% - 83.4%
Total Membership Quarterly3.2MTarget: Reaffirm 2026 guidance
SG&A Expense Ratio Quarterly1,520.0%Target: 15.8% - 16.3%
Watch Items
- ACA Enhanced Subsidies ExpirationTrigger: Expiration of E-APTCs by end of CY25 / 2026 policy decisionsAction: Monitor individual marketplace enrollment contraction (estimated at 20%-30%) and adjust pricing strategies accordingly.
- Mario Schlosser Transition to AdvisorTrigger: Transition effective June 1, 2026Action: Evaluate execution of AI and digital health initiatives under his advisory role and monitor board governance.
Research as of 2 Sep 2026