Why Oscar Health Stock Ticked up on Tuesday

Core Viewpoint - Oscar Health's stock rose nearly 2% due to unexpectedly optimistic guidance for the fourth quarter, despite missing analyst estimates on trailing results [1] Financial Performance - Oscar's total revenue for Q4 2025 was $2.8 billion, reflecting a 17% increase from the previous year [2] - The company's net loss deepened to approximately $353 million ($1.24 per share) from a loss of nearly $154 million in Q4 2024 [2] Analyst Expectations - Analysts had projected Oscar to perform better, with average revenue estimates at $3.1 billion and a net loss estimate of $0.89 per share [4] Membership Growth - Oscar reported a significant increase in membership, with total members exceeding 2 million, up from under 1.7 million in the same period last year [4] Future Outlook - The company provided a bullish full-year revenue guidance of $18.7 billion to $19 billion, with operational earnings projected between $250 million and $450 million [7] - This revenue projection is significantly higher than the consensus analyst estimate of under $12.8 billion [8]