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OMDA

Omada Health

OMDA

NASDAQ·Healthcare·Medical - Healthcare Information Services·Mkt cap $1.3B

$22.39

-1.02%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$10.28 - $26.92

P/E

-204.29

Fwd P/E

203.55

Beta

2.09

Div Yield

0.00%

Avg Vol

1.0M

Shares Out

58.9M

Mkt Cap

$1.3B

Price action

Price chart

Up 25.0% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Clinically validated programs with peer-reviewed evidence of efficacy and ROI
  • Integrated platform combining digital coaching, AI-driven personalization, and clinical oversight
  • Established relationships with major health plans and employers covering millions of lives
  • Proprietary data and outcomes tracking enabling continuous program optimization

Bear Case

2 risks

  • High volatility (beta 2.1). Larger-than-normal price swings expected.
  • Growth premium of 10.6x vs Healthcare IT & Services peers. Significant premium - requires sustained high growth to justify.

Growth

Turning profitable

Expanding adoption of virtual care and digital health solutions post-pandemic

Value

Growth premium of 10.6x vs Healthcare IT & Services peers. Significant premium - requires sustained high growth to justify.

Momentum

Hot

+79.8% over 3m

Quality

Excellent

High-growth business (49% revenue growth, 66% gross margin). Pre-profit but investing in growth.

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Aug 6, 2026

Q2 26 RECAP

MAY 7, 2026

Reported EPS of -$0.05 vs -$0.13 consensus (+60.8% surprise). Revenue of $78.0M vs $74.1M expected (+5.3%). Beat on both top and bottom lines.

EPS beat +60.8%
Rev beat +5.3%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+60.8%

Next: Aug 6, 2026

Revenue trend · last 8Q

+47%

+57%

+49%

+49%

+58%

+42%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$41.2M

$45.5M

$48.0M

$55.0M

$61.4M

$68.0M

$75.8M

$78.0M

Margins · last 8Q

Gross

Operating

Profit

-3.8%

Wall Street consensus

10 analysts · 90% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

9

90%

Hold

1

10%

Sell

0%

Median Price Target

$19.00

-15.1% vs $22.39

Low $15.00
Median $19.00
High $24.00

Latest: Morgan Stanley · Jun 22, 2026

3 analysts covering

vs Industry

How OMDA stacks vs Medical - Healthcare Information Services

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.