AMZNprintsminutestrendsdividendsdrawdownsP/E 28.4macronarrativesvolatilitybuybackssentiment+0.8%marginsMSFTPMI 52.1momentumdividendsflowsPMI 52.1digeststhreadsvolatilityearnings callsvolumesβ 1.24breakoutsnewsflow2s10sliquidityheadlines−1.2%breakoutsnoiseGOOGLbuybacksrevisionstrendsPMI 52.1briefstickersnoiseGDPsentimentchattertranscriptsGOOGLsentimentvolatilitybuybacksMSFTwhispersMETAsessionsyield curves13FfuturesdowngradesPMI 52.1headlinesthe tapeflowsdowngradesfutures+0.8%earnings callstranscriptsclosesgammacatalystsrevisionsvolatilitysentimentchatter+2.41%earnings callssentimentfilingstrends10y 4.21%cyclesbuybackswiresspx 0dtewhisperstickersQ3trendsnewsflowearnings callsWTI 78.2sentimentnoisethreadsrumorsnarrativesFOMCconsensusestimatesmomentumYoY +18%tickersmomentumprintsβ 1.24revisions

momentumheadlines52w hipositioning2s10sfilingstrendsprintstrendsmacrocyclesnoise2s10smacroQ3narrativesheadlinesflowscyclesnarrativesspreadstranscriptsdowngradesupgradeswhisperswhispersminutesthe tapeNDXfuturesminutesyield curves52w hithe tapeFOMCcatalystsbriefsthe tapeNVDAguidancetrends52w hidrawdowns2s10swhispersmomentumdrawdownsbuybacks

PCEliquiditysentimentbreakoutsdowngradesP/E 28.4threadsAAPLSPXvolatilityNDXflowscyclesliquidityestimatesEPS 4.12

OMDA · NASDAQ · Medical - Healthcare Information Services

Omada Health

Runs between-visit care for cardiometabolic, MSK, GLP-1, and behavioral-health needs.

$23.82

After-hours close+0.15 (+0.64%)

At close$23.67(−2.47%)

Something off on this page? Send us feedback.

Profile

Omada HealthOMDAHealth Care

Sells access to virtual chronic-care programs through employers, health plans, PBMs, and health systems. Revenue is tied mainly to services for enrolled members, with one reportable segment spanning cardiometabolic care, GLP-1 support, MSK care, behavioral-health support, and connected-device enablement.

Runs a B2B virtual-care platform for chronic conditions, with health plans, self-insured employers, PBMs, and health systems offering programs to covered lives. Core programs cover cardiometabolic care, GLP-1 support, musculoskeletal care, and behavioral-health support, wrapped with software, care teams, behavior-change protocols, and connected devices.

Started in diabetes prevention and broadened into multi-condition between-visit care, including MSK care added through the Physera acquisition. The business is concentrated in the US and reports one operating segment for all virtual care program offerings.

Execution depends on customer and channel acceptance, member enrollment and engagement, outcomes evidence, billing model durability, healthcare regulation, and competition from digital-health and broader healthcare providers.

Company facts

CEOSean Duffy

ListedJun 6, 2025

ExchangeNASDAQ

HeadquartersSan Francisco, CA

CountryUnited States

Employees916

CIK0001611115

ISINUS68170A1088

Key statistics

Market cap$1.41B

EPS (ttm)$0.0630

P/E (ttm)376.03

ROE1.8%

P/B5.59

P/S4.55

Dividend yield—

Beta1.22vs XLV 0.59

Year to date +58.9% · Average volume (30d) 1.4M

Analysts

Price target, next 12 months$25.00+5.5%Median of 12 analysts · vs the Aug 28 close

ConsensusBuy10 of 12 analysts rate it buy or better

Ratings

Strong buyBuyHoldSellStrong sell

Target range

Last close $23.69

High$35.00+47.7%

Median$25.00+5.5%

Low$18.00−24.0%

12 months agoNowIn 12 months

Latest analyst notes

Date	Firm	Action	Rating	Prior target	Target
Aug 12, 2026	Robert W. Baird	Target		$24	$25
Aug 10, 2026	BTIG	Reiterate	Buy	$30	$35
Aug 7, 2026	BMO Capital	Reiterate	Outperform		$24
Aug 3, 2026	Barclays	Reiterate	Overweight	$22	$25
Jul 21, 2026	Canaccord Genuity	Reiterate	Buy	$24	$28

Earnings

EPS

Estimate$0.09

ReportedDue Nov 5, 2026

Revenue

Estimate$85.5M

ReportedDue Nov 5, 2026

History

Report date	EPS est	EPS	Surprise	Revenue est	Revenue	Surprise	Next session
Aug 6, 2026Q2 FY26	$0.06	$0.15	+141.2%	$80.0M	$87.8M	+9.7%	+21.14%
May 7, 2026Q1 FY26	−$0.13	−$0.05	+60.8%	$74.1M	$78.0M	+5.3%	−9.63%
Mar 5, 2026Q4 FY25	$0.01	$0.13	+1,427.6%	$70.2M	$75.8M	+8.0%	+3.31%
Nov 6, 2025Q3 FY25	−$0.10	$0.02	+120.0%	$69.0M	$68.0M	−1.5%	−7.13%

View details

Financial highlights

	Q1 FY25	Q2 FY25	Q3 FY25	Q4 FY25	Q1 FY26	Q2 FY26
Revenue	$55.0M	$61.4M	$68.0M	$75.8M	$78.0M	$87.8M
Gross profit	$31.9M	$40.2M	$45.1M	$53.7M	$48.7M	$63.8M
Operating income	−$8.4M	−$4.3M	−$2.5M	$3.3M	−$4.8M	$3.5M
Net income	−$9.4M	−$5.3M	−$3.2M	$5.2M	−$3.0M	$5.3M
Diluted EPS	−$0.17	−$0.09	−$0.05	$0.09	−$0.05	$0.08
Gross margin	58.0%	65.5%	66.3%	70.8%	62.4%	72.6%
Operating margin	-15.3%	-7.1%	-3.7%	4.3%	-6.1%	4.0%

Fiscal years (4-quarter sums)FY24 $169.8M · FY25 $260.2M

Revenue by product · Q2 FY26

Service$80.7M · 89%

Hardware$10.4M · 11%

Balance sheet, Jun 30, 2026Cash & short-term investments $221.7M · Total debt $0 · Total assets $328.2M · Shareholders' equity $252.7M

Dividends

No dividends on record.

Ownership

Institutions 88.75%52.76M sharesInsiders 3.74%2.22M sharesOther 7.51%4.47M shares

Shares outstanding 59.45M · Float 4.57M · 7.7% free float

Top shareholders13F · 13D/G · Form 4

Holder	Shares	% outstanding	Form	Filed
Revelation Capital Management, LLC	4.86M	8.17%	13F	Aug 14, 2026
Divisadero Street Capital Management, LP	3.80M	6.39%	13F	Aug 14, 2026
American Century Investment Management, Inc.	3.68M	6.20%	13G	Aug 14, 2026
Cigna Investments Inc /New	3.44M	5.79%	13F	Jul 21, 2026
Morgan Stanley	2.80M	4.71%	13F	Aug 13, 2026

Insider tradesForm 4

Date	Insider	Role	Shares	Avg price
Aug 11, 2026	Steven L. Cook	officer: Chief Financial Officer	−1,607	$25.01
Aug 10, 2026	Steven L. Cook	officer: Chief Financial Officer	−15,235	$25.03
Aug 12, 2026	Wei-Li Shao	officer: President	−8,866	$25.02
Aug 10, 2026	Craig Gracey	officer: Chief Accounting Officer	−1,042	$25.00
Aug 10, 2026	Sean P. Duffy	director, officer: Chief Executive Officer	−12,942	$24.81