Omada Health
OMDA
NASDAQ·Healthcare·Medical - Healthcare Information Services·Mkt cap $1.4B
$22.77
▲ +2.15%
P/E
311.92
Mkt Cap
$1.4B
52-Wk Range
$10.28–$26.92
52-Week Range
$10.28 - $26.92
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 5.2% over the trailing year
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
- Above-average volatility (beta 1.8).
- Growth premium of 3.1x vs Healthcare IT & Services peers. Significant premium - requires sustained high growth to justify.
Growth
Stable outlook
Expanding adoption of virtual care and digital health solutions post-pandemic
Value
Growth premium of 3.1x vs Healthcare IT & Services peers. Significant premium - requires sustained high growth to justify.
Momentum
Hot
+27.4% over 3m
Quality
Excellent
High-growth business (48% revenue growth, 68% gross margin). Profitable with strong growth momentum.
Dividend
None
No dividend
Smart-money signal
Who's buying OMDA right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 5, 2026
AUG 6, 2026
Reported EPS of $0.15 vs $0.06 consensus (+141.2% surprise). Revenue of $87.8M vs $80.0M expected (+9.7%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+141.2%
Revenue trend · last 8Q
—
+47%
+57%
+49%
+49%
+58%
+42%
+43%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$45.5M
$48.0M
$55.0M
$61.4M
$68.0M
$75.8M
$78.0M
$87.8M
Margins · last 8Q
Gross
72.6%
Operating
4.0%
Profit
6.0%
Wall Street consensus
10 analysts · 90% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
90%
Hold
10%
Sell
0%
Median Price Target
—
Latest: Citi · Aug 14, 2026
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.
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