Oscar Health: Trump Uncertainty Creates Buying Opportunity
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Oscar Health is targeting a 20% revenue CAGR through 2027 and a 5% operating margin, aiming for $700m in operating income in 3 years. Despite current unprofitability, it is projected to achieve GAAP profitability in FY24, with EPS expected to grow to $0.51 by FY25. A key risk is the potential repeal of ACA by the Trump administration, which could impact health insurance affordability.
January 20, 2025 | 5:45 am
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Oscar Health is targeting significant growth with a 20% revenue CAGR and a 5% operating margin by 2027. It aims for GAAP profitability by FY24, but faces risks from potential ACA repeal.
Oscar Health's growth targets and path to profitability are positive indicators, but the potential repeal of ACA by the Trump administration poses a significant risk to its business model, affecting the affordability of health insurance premiums.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100