OSCR Earnings
Wednesday, May 06 2026
EPS Estimate
$1.05
$0.26 – $1.75
Revenue Estimate
$4.9B
Current Price
$16.44
Our Position
bearishLongleaf exits after gains; ACA risks mount
structured data
est. revisions falling
(-90.4pp / 30d)
A sophisticated small-cap fund exit after gains suggests the risk-reward has shifted. Longleaf's concern about ACA policy uncertainty is the real warning—not operational stumbles but regulatory headwinds that could crimp profitability across the entire health insurance sector. The 47 hedge fund portfolios now holding OSCR by Q4 2025 show other sophisticated investors haven't fled, but Longleaf's cautious tone flags that near-term visibility is murky.
Watch: Watch for ACA subsidy changes in the next fiscal year and any shifts in competitor positioning. A subsidy reduction would test whether Oscar's membership growth and cost discipline can offset lower per-member economics.
Data Signal Summary
3 bullish
2 bearish
Estimates down -13%
Insider buying cluster
Put/call 0.6 (bullish skew)
Analysts: bullish
Price downtrend
Key Context
Analyst Consensus
bullish
Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
Est. Revisions (30d)
-13.1% 3up/1dn
Analyst Target (mean)
$16 $10–$23 -6%
Options P/C Ratio
0.59 2C/0P unusual
Est. Dispersion
142% 6 analysts
Insider Cluster
strong buy (officer)
Fund Convergence
strong Citadel, Two Sigma, D.E. Shaw, Renaissance
Recent Activity
insider trades
102 transactions
Sell
·
WOLIN STEVEN (Chief Operating Officer)
·19,579 shares
·$348,914
Other
·
QUANE ALESSANDREA C (Officer)
·274,551 shares
Buy
·
BERTOLINI MARK T (Chief Executive Officer)
·1,000,000 shares
·$11,920,000
Other
·
BERTOLINI MARK T (Chief Executive Officer)
·5,733,334 shares
Other
·
BLACKLEY RICHARD SCOTT (Chief Financial Officer)
·150,000 shares
97 more
Award
·
BERTOLINI MARK T
·1,596,877 shr
Other
·
SCHLOSSER MARIO T
·14,412 shr
Award
·
BLACKLEY RICHARD SCOTT
·134,847 shr
Sell
·
BLACKLEY RICHARD SCOTT
·19,221 shr
·$257,369
Award
·
MCANANEY ADAM
·67,424 shr
Sell
·
MCANANEY ADAM
·18,710 shr
·$250,527
Award
·
SCHLOSSER MARIO T
·189,141 shr
Sell
·
SCHLOSSER MARIO T
·24,335 shr
·$325,846
Award
·
LIANG JANET
·106,458 shr
Sell
·
LIANG JANET
·7,453 shr
·$99,796
Award
·
BALTRUS VICTORIA
·17,300 shr
Sell
·
BALTRUS VICTORIA
·4,638 shr
·$62,103
Sell
·
SCHLOSSER MARIO T
·23,038 shr
·$406,621
Other
·
SCHLOSSER MARIO T
·23,038 shr
Sell
·
SCHLOSSER MARIO T
·76,962 shr
·$1,309,124
Other
·
SCHLOSSER MARIO T
·76,962 shr
Sell
·
SCHLOSSER MARIO T
·234,861 shr
·$3,587,708
Other
·
SCHLOSSER MARIO T
·146,693 shr
Sell
·
SCHLOSSER MARIO T
·38,835 shr
·$582,525
Sell
·
BLACKLEY RICHARD SCOTT
·25,135 shr
·$416,990
Sell
·
MCANANEY ADAM
·1,852 shr
·$30,725
Sell
·
SCHLOSSER MARIO T
·23,965 shr
·$397,579
Sell
·
LIANG JANET
·7,338 shr
·$121,737
Sell
·
BALTRUS VICTORIA
·4,149 shr
·$68,832
Sell
·
SCHLOSSER MARIO T
·391,482 shr
·$5,954,764
Other
·
SCHLOSSER MARIO T
·391,482 shr
Sell
·
SCHLOSSER MARIO T
·395,000 shr
·$7,279,850
Award
·
BOYD JEFFERY H
·14,134 shr
Award
·
WITTMAN VANESSA AMES
·14,134 shr
Award
·
LANG LAURA W
·14,134 shr
Award
·
SANKARAN SIDDHARTHA
·14,134 shr
Award
·
PLOUFFE DAVID
·14,134 shr
Award
·
GASSEN WILLIAM
·14,134 shr
Sell
·
ROBINSON ELBERT O. JR.
·25,000 shr
·$410,750
Other
·
BERTOLINI MARK T
·955,556 shr
Award
·
BLACKLEY RICHARD SCOTT
·103,426 shr
Award
·
MCANANEY ADAM
·61,409 shr
Award
·
SCHLOSSER MARIO T
·172,269 shr
Award
·
LIANG JANET
·96,962 shr
Award
·
BALTRUS VICTORIA
·10,611 shr
Award
·
MCANANEY ADAM
·123,376 shr
Award
·
LIANG JANET
·97,402 shr
Other
·
SANKARAN SIDDHARTHA
·295,687 shr
Sell
·
BLACKLEY RICHARD SCOTT
·29,939 shr
·$483,668
Sell
·
QUANE ALESSANDREA C
·16,793 shr
·$271,293
Other
·
BLACKLEY RICHARD SCOTT
·62,500 shr
Other
·
QUANE ALESSANDREA C
·31,250 shr
Sell
·
BLACKLEY RICHARD SCOTT
·25,279 shr
·$456,978
Sell
·
QUANE ALESSANDREA C
·26,895 shr
·$486,191
Sell
·
SCHLOSSER MARIO T
·6,516 shr
·$117,792
Sell
·
BOPITIYA RANMALI WOODY
·19,157 shr
·$346,308
Sell
·
BALTRUS VICTORIA
·8,078 shr
·$146,029
Sell
·
WOLIN STEVEN
·19,580 shr
·$353,955
Other
·
BLACKLEY RICHARD SCOTT
·53,245 shr
Other
·
QUANE ALESSANDREA C
·50,047 shr
Other
·
SCHLOSSER MARIO T
·14,412 shr
Other
·
BOPITIYA RANMALI WOODY
·41,738 shr
Other
·
BALTRUS VICTORIA
·17,318 shr
Other
·
WOLIN STEVEN
·38,464 shr
Buy
·
KUSHNER JOSHUA
·188,395 shr
·$3,185,681
Buy
·
THRIVE PARTNERS VII GROWTH GP, L.L.C.
·188,395 shr
·$3,185,681
Sell
·
ROBINSON ELBERT O. JR.
·25,000 shr
·$426,250
Buy
·
KUSHNER JOSHUA
·344,522 shr
·$5,444,343
Buy
·
THRIVE PARTNERS VII GROWTH GP, L.L.C.
·344,522 shr
·$5,444,343
Buy
·
KUSHNER JOSHUA
·1,055,478 shr
·$14,429,982
Buy
·
THRIVE PARTNERS VII GROWTH GP, L.L.C.
·1,055,478 shr
·$14,429,982
Exercise
·
BOYD JEFFERY H
·577,027 shr
·$2,475,446
Sell
·
BLACKLEY RICHARD SCOTT
·29,957 shr
·$511,066
Sell
·
QUANE ALESSANDREA C
·16,793 shr
·$286,489
Sell
·
BLACKLEY RICHARD SCOTT
·131,859 shr
·$2,349,837
Sell
·
QUANE ALESSANDREA C
·147,537 shr
·$2,629,232
Sell
·
SCHLOSSER MARIO T
·6,114 shr
·$108,957
Sell
·
BOPITIYA RANMALI WOODY
·69,153 shr
·$1,232,364
Sell
·
BALTRUS VICTORIA
·8,078 shr
·$143,957
Other
·
SCHLOSSER MARIO T
·395,000 shr
Other
·
BLACKLEY RICHARD SCOTT
·277,749 shr
Other
·
BOPITIYA RANMALI WOODY
·150,672 shr
Other
·
BALTRUS VICTORIA
·17,319 shr
Other
·
WOLIN STEVEN
·38,463 shr
Award
·
BOYD JEFFERY H
·8,974 shr
Award
·
WITTMAN VANESSA AMES
·8,974 shr
Award
·
LANG LAURA W
·8,974 shr
Sell
·
BLACKLEY RICHARD SCOTT
·29,978 shr
·$586,969
Sell
·
QUANE ALESSANDREA C
·16,793 shr
·$328,807
Award
·
ROBINSON ELBERT O. JR.
·8,974 shr
Award
·
PLOUFFE DAVID
·8,974 shr
Award
·
GASSEN WILLIAM
·8,974 shr
Sell
·
BLACKLEY RICHARD SCOTT
·24,642 shr
·$479,302
Sell
·
QUANE ALESSANDREA C
·26,218 shr
·$509,955
Sell
·
SCHLOSSER MARIO T
·5,960 shr
·$115,925
Sell
·
BOPITIYA RANMALI WOODY
·17,615 shr
·$342,623
Sell
·
BALTRUS VICTORIA
·7,873 shr
·$153,135
Sell
·
WOLIN STEVEN
·19,093 shr
·$371,370
Other
·
BLACKLEY RICHARD SCOTT
·53,246 shr
Other
·
SCHLOSSER MARIO T
·14,411 shr
Other
·
BOPITIYA RANMALI WOODY
·41,739 shr
Other
·
BALTRUS VICTORIA
·17,317 shr
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