Oscar Health: Scale Is Finally Showing Up On The Bottom-Line

Oscar Health has surged over 100% since April, dramatically outperforming the benchmark. Despite the rally, OSCR trades at about a forward P/S of 0.50, suggesting over 80% undervaluation versus the sector median. I maintain my Buy rating, anchored by continued revenue growth, margin expansion, and accelerating bottom-line performance. Elevated short interest reflects market skepticism, but structural concerns appear limited, and OSCR remains a compelling diversification play.

Finally, it looks like my bullish take on Oscar Health ( OSCR ) is playing out the way I thought it would. The stock has appreciated by more than 100% since my previous coverage.