Overview
- OSCR closed up about 22% at $16.49 after a Politico report said the Trump administration is considering a two-year extension of ACA subsidies.
- The reported framework would expand eligibility to higher income levels and require minimum premium contributions, aiming to support more stable marketplace dynamics.
- The policy discussions remain unconfirmed ahead of a December deadline, leaving the outlook contingent on final decisions in Washington.
- Despite the bounce, the stock remains well below prior highs and is down roughly 30% for the year, reflecting a volatile trading history.
- Oscar Health continues to post rapid revenue growth—about 23% year over year in the latest quarter and roughly $11 billion over the past year—but its Q3 net loss widened to $137 million and analyst consensus sits at a Moderate Sell with a sub-$13 mean target.