The Investor PBC (@theinvestorpbc) 's Twitter Profile
The Investor PBC

@theinvestorpbc

πŸ“ˆ Equity research, independently done. πŸ“° Daily scoops on my favorite stocks and market moves. $PLTR, $OSCR, $LCCN, and more.

ID: 1657721437845585920

calendar_today14-05-2023 12:16:39

734 Tweet

200 Followers

390 Following

StockChaser (@stockchaser_) 's Twitter Profile Photo

$OSCR earnings: Q4 was a MISS but guidance was a HUGE BEAT Q4 results: ❌ Revenue: $2.81B (vs $3.1B est) ❌ EPS: -$1.24 (vs -$0.89 est) ❌ Medical Loss Ratio: 95.4% (very high) βœ… SG&A ratio: 18.2% (continued cost discipline) Strategic developments: βœ… Strong membership growth

$OSCR earnings: Q4 was a MISS but guidance was a HUGE BEAT

Q4 results:
❌ Revenue: $2.81B (vs $3.1B est)
❌ EPS: -$1.24 (vs -$0.89 est)
❌ Medical Loss Ratio: 95.4% (very high)
βœ… SG&A ratio: 18.2% (continued cost discipline)

Strategic developments:
βœ… Strong membership growth
AC Invests (@investingwithac) 's Twitter Profile Photo

$OSCR saw a 70% INCREASE IN MEMBERS to 3.4 MILLION. While others are crashing. While others are losing market share. While others are doubling down on failed Medicaid/medicare. Oscar is KILLING it in the ACA marketplace. INCREDIBLE GUIDANCE

Jonah Lupton (@jonahlupton) 's Twitter Profile Photo

I saw the $OSCR numbers come through this morning but the 2026 guidance was so far above consensus that I needed to double check on their IR page. It appears to be correct which means $OSCR initial CY2026 revenue guidance is ~50% above the current street estimates. Press

I saw the $OSCR numbers come through this morning but the 2026 guidance was so far above consensus that I needed to double check on their IR page. 

It appears to be correct which means $OSCR initial CY2026 revenue guidance is ~50% above the current street estimates. 

Press
The Investor PBC (@theinvestorpbc) 's Twitter Profile Photo

$OSCR β€žThe time of maximum pessimism is the best time to buy, and the time of maximum optimism is the best time to sell.β€œ β€žTo buy when others are despondently selling and to sell when others are greedily buying requires the greatest fortitude and pays the greatest reward.β€œ –

AC Invests (@investingwithac) 's Twitter Profile Photo

$OSCR Oscar is using AI to decrease response times, and offer health related answers. As these tools improve, this provides long-term leverage over those who do not adapt. These decreased response times can be the difference between an Oscar or competitor plan. With 2026 member