CHONGQING, CHINA - MAY 04: In this photo illustration, the logo of Oscar Health, Inc. is displayed ... More on a smartphone screen, with the company's branding visible in the background, on May 04, 2025, in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)Getty Images On July 2nd, the health insurance sector underwent a notable decline following Centene (NYSE:CNC)'s retraction of its financial outlook, citing rising costs. Refer to – Centene: Is The Recent Decline In CNC Stock Justified? This ...

In this video, I explain why Oscar Health (OSCR -18.73%) crashed 18% on Wednesday and why I will buy shares. Watch the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were from the trading day of July 2, 2025. The video was published on July 2, 2025. ...

Core Insights - Growth stocks are experiencing significant volatility in 2025 due to geopolitical issues, high interest rates, AI developments, and valuation concerns [1] - Despite the focus on the "Magnificent Seven," there are transformative companies reaching key inflection points that present compelling investment opportunities [1] Company Summaries - **Oscar Health (OSCR)**: Achieved 42% revenue growth to $3 billion in Q1 2025, with membership exceeding 2 million and net income rising to $275 million from $177 million year over year [3][4] - **Equinix (EQIX)**: Operates 260 data centers globally, but stock dropped 16% due to lower-than-expected growth guidance of 5% to 9% annual adjusted funds from operations through 2029 [5][6] - **Viking Therapeutics (VKTX)**: Developing a potential obesity drug VK2735, which showed up to 14.7% weight loss in phase 2 trials; the obesity drug market is projected to reach $130 billion by 2030 [7][8] - **BigBear.ai (BBAI)**: Provides AI-powered analytics with a revenue growth of 2% year over year to $158 million in 2024; trading at 10.6 times trailing sales, offering exposure to practical AI applications [9][10] - **Rocket Lab (RKLB)**: Posted 32% revenue growth to $123 million in Q1 2025, with a focus on its Neutron rocket debuting in late 2025 and a $1.45 billion federal contract [11][12] - **Archer Aviation (ACHR)**: Progressing through FAA certification for electric vertical takeoff aircraft, targeting commercial operations in Abu Dhabi by Q4 2025, with a total addressable market for urban air mobility potentially reaching $1 trillion by 2040 [13][14] - **Joby Aviation (JOBY)**: In the final phase of FAA certification, plans to carry passengers in Dubai by late 2025 or early 2026, backed by a $500 million investment from Toyota [15][16] - **Navitas Semiconductor (NVTS)**: Focused on gallium nitride power semiconductors, despite a 40% revenue decline to $14 million in Q1 2025, positioned for growth in AI data centers and EVs [17] - **Intuitive Machines (LUNR)**: First commercial company to land on the moon, with Q1 2025 revenue of $62.5 million and a contracted backlog of $272 million [18][19] - **Palantir (PLTR)**: Experiencing explosive adoption of its AI Platform, with U.S. commercial revenue surging 71% and government revenue stable at $373 million quarterly [20][21] Market Trends - These companies are targeting massive markets, achieving operational inflection points, and trading at reasonable valuations relative to their potential [22] - The focus on these growth stocks may provide compelling risk-reward opportunities for investors looking beyond the more prominent tech names [23]

Group 1 - Oscar Health, Inc. (OSCR) experienced a decline of 4.62% to $20.45, underperforming the S&P 500's daily loss of 0.11% [1] - Over the past month, shares of Oscar Health have increased by 50.35%, while the Finance sector and S&P 500 gained 3.03% and 5.17% respectively [1] Group 2 - The upcoming earnings report for Oscar Health is expected to show an EPS of $0.34, reflecting a 70% increase year-over-year, with projected revenue of $2.86 billion, up 28.96% from the previous year [2] - Full-year estimates predict earnings of $0.61 per share and revenue of $11.21 billion, indicating year-over-year growth of 510% and 22.12% respectively [3] Group 3 - Recent modifications to analyst estimates for Oscar Health suggest a positive outlook, as these revisions often indicate short-term business trends [4] - The Zacks Rank system, which assesses estimate changes, currently ranks Oscar Health at 3 (Hold), with a consensus EPS projection that has decreased by 11.11% in the past 30 days [5][6] Group 4 - Oscar Health has a Forward P/E ratio of 34.96, significantly higher than the industry average of 10.13, indicating that the company is trading at a premium [7] - The Insurance - Multi line industry, part of the Finance sector, holds a Zacks Industry Rank of 95, placing it in the top 39% of over 250 industries [7][8]

Group 1 - The article introduces a new contributing analyst to Seeking Alpha, highlighting the opportunity for individuals to share investment ideas and get published [1] - The analyst emphasizes a self-taught investment approach focused on identifying stocks with high upside potential and managed downside risk, particularly in misunderstood companies and disruptive sectors [2] - The analyst's investment focus includes technology, fintech, industrials, and platform-driven models, especially those trading below intrinsic value [2] Group 2 - The analyst has a beneficial long position in OSCR shares, indicating a personal investment interest in the company [3] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not reflect the platform's overall stance [4]

The stock market is in an odd place. Tech valuations, from a historical standpoint, look stretched to the breaking point.Want proof? The average price-to-earnings (P/E) ratio of the "Magnificent Seven" currently stands at an eye-popping 55.5. Still, there are several compelling bargains in today's market.Here is an overview of two incredible growth stocks I'd buy right now. The insurtech revolution nobody's watchingOscar Health (OSCR 6.72%) is doing something remarkable in the stodgy health insurance indust ...

Core Insights - The article discusses the expertise of a DevOps Engineer specializing in AI tools and applications, highlighting their deep knowledge in generative AI systems and machine learning algorithms [1] - The engineer is pursuing advanced AWS machine learning certifications to enhance their expertise in AI and machine learning [1] - The engineer contributes insights on AI and machine learning through an investment-focused lens on Seeking Alpha [1] Group 1 - The engineer works for a major subsidiary of a large-cap Fortune 500 company, indicating a strong corporate backing and resources [1] - The engineer ranks highly among financial bloggers and experts, showcasing their credibility and influence in the investment community [1] - The article emphasizes that the engineer has no financial positions in the companies mentioned, ensuring an unbiased perspective [1] Group 2 - The engineer's focus on the buildout, deployment, and maintenance of AI tools suggests a practical approach to AI implementation in business [1] - The mention of machine learning algorithms and model training indicates a technical depth that could be valuable for companies looking to adopt AI solutions [1] - The article reflects a growing trend in the industry towards advanced certifications in machine learning, highlighting the importance of continuous education in the tech field [1]

However, I believe OSCR is a company that has true potential, and even after this massive rally, the stock is stillThe Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies and is designed to guide investors of all levels in their journey. Features include a The Pragmatic Investor Portfolio, weekly market update newsletter, actionable trades, technical analysis, and a chat room. Learn moreJames Foord is an economist by trade and has been analyzing global mark ...

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Wall Street thinks health insurance is boring. That's exactly why Oscar Health (OSCR 16.51%) could be your best contrarian play in 2025.This digital-first insurer delivered its first profitable year in 2024 and continued that momentum with exceptional Q1 2025 results: $275 million in net income on $3 billion in revenue, with 42% year-over-year growth. The stock has surged 40% year to date, yet analysts remain skeptical, maintaining lukewarm price targets around $18 -- below where the stock trades ($19.40) ...