Oscar Health: ACA Chaos, ICHRA Growth, And A Potential 2027 Re-Rating (NYSE:OSCR)

Core Insights - Oscar Health (OSCR) is a health insurance company primarily operating in the ACA marketplace across 18 states, focusing on individual health plans [1] Company Overview - Oscar Health specializes in providing health insurance plans, mainly targeting the Affordable Care Act (ACA) marketplace [1] - The company has been covered in previous analyses, indicating ongoing interest and monitoring of its performance [1] Analyst Background - The analysis is conducted by an IMC qualified contributor with 5 years of experience in financial markets and over 2 years in primary investment research [1] - The analyst adopts a bottom-up research approach, focusing on smaller, under-covered companies to identify mis-pricing and asymmetric investment opportunities [1]