SXSerenity Analysis动态投研终端
总览推文股票提及表现行业AI分析关注我
股票池

OSCR

状态日期:2026-05-27

观察
中高高正常
概览观点时间线信号证据AI行业

Serenity观点

中性

推文立场

价格动量

看多

总览股票跟踪推文AI关注我

60D / 252D

信号分数

46

新增排序

24h 提及

0

短线新增

7日新闻

0

低

收入同比

27.5%

revenue growth margin lag

概览

核心结论

作者立场:中性;价格动量:看多。最新证据:$OSCR was a swing trade I think I posted at $14 and a good sell would have been $22 暂无 AI 结论。

近 7 天有 0 条新闻、近 30 天 2 条披露,需要复核新增信息质量。

近期推文

Serenity 观点

Serenity观点

中性

价格动量

看多

首次提出

2025-07-03 04:38

来源

llm

更新时间

2025-09-20 05:35

作者立场:中性;价格动量:看多。最新证据:$OSCR was a swing trade I think I posted at $14 and a good sell would have been $22

当前观点证据

2025-09-20 05:35中性

$OSCR was a swing trade I think I posted at $14 and a good sell would have been $22

Serenity 变化

时间线

首次提出2025-07-03 04:38看多
原推

It's hard to time the exact bottom so if you're re-entering stocks like $OSCR after selling at $22 from $14 after my Reddit DD: Decent idea to buy say 30% of your position after today's 18.75% drop, then have cost ave...

  1. 2025-09-20 05:35中性观点变化

    $OSCR was a swing trade I think I posted at $14 and a good sell would have been $22

  2. 2025-09-14 20:13看多事实更新

    Love seeing people post profits. Check my $RDDT post history—so far, every breakout I’ve shared from $GOOGL, 2x $HIMS, $ETH, $UPWK, $RKLB, $OSCR has hit

  3. 2025-07-03 04:38看多初始观点

    It's hard to time the exact bottom so if you're re-entering stocks like $OSCR after selling at $22 from $14 after my Reddit DD: Decent idea to buy say 30% of your position after today's 18.75% drop, then have cost ave...

新鲜度

新增信号

SEC
24h 07D 030D 0新闻 0披露 2

复核时间:2026-06-26

证据

证据摘要

最新期 2025营收 12BBeta 2.34披露 10-Q
展开证据详情

年度数据

基本面证据

最新期

2025

营收

12B

营收同比

27.5%

毛利率

14.4%

2022

营收 4BYoY 115%经营 -14.8%净利 -14.7%

2023

营收 6BYoY 42.1%经营 -4.0%净利 -4.6%

2024

营收 9BYoY 56.5%经营 0.6%净利 0.3%

2025

营收 12BYoY 27.5%经营 -3.4%净利 -3.8%

简读 + 重点消息

消息面

0 条 7日新闻,压力 低。

2026-05-08 12:41zacks.com
MURGY vs. OSCR: Which Stock Is the Better Value Option?
2026-05-06 16:11seekingalpha.com
Oscar Health, Inc. (OSCR) Q1 2026 Earnings Call Transcript
2026-05-06 09:00seekingalpha.com
Oscar Health Earnings Review: The Best Q1 Scenario We Could Hope For

近期披露

披露信息

最新披露为 2026-05-07 的 10-Q;近 30 天共有 2 条披露。已观察表格:10-K x1, 10-Q x2, 8-K x7。复核重点:财务报表、指引、现金流、风险因素和会计政策更新。

2026-05-0710-Q
oscr-20260331.htm
2026-05-068-K
oscr-20260506.htm
2026-04-218-K
oscr-20260421.htm

近期推文

作者立场

立场

中性

价格动量

看多

2025-09-20 05:35中性

$OSCR was a swing trade I think I posted at $14 and a good sell would have been $22

24h / 7天 / 30天

情绪与市场

24h

0

7D

0

30D

0

Beta

2.34

敏感度

高 beta

情绪风险

高

估值风险

正常

背景

行业与主题

healthcare-medical---healthcare-plans

ai-infrastructureenergy-powerconsumer

-

GPT xhigh 分析

updated validated--

等待 GPT xhigh 分析。

研究问题

  • RULES event bus baseline_update: neutral
  • filing_review: read latest SEC filing before treating the state as stable
  • industry_specificity: confirm whether news is specific to OSCR, not only Medical - Healthcare Plans

背景

行业背景

healthcare-medical---healthcare-plans

提及 0新闻 7股票 2
股票池

OSCR

观察中高高正常

状态日期:2026-05-27

复核时间:2026-06-26

作者立场

中性

llm

价格动量

看多

60D / 252D

信号分数

46

新增信息排序

24h 提及

0

短线新增

7天提及

0

低

30天提及

0

长周期热度

7日新闻

0

低

30日披露

2

10-Q

收入同比

27.5%

revenue growth margin lag

Beta

2.34

高 beta

llm · 2025-09-20 05:35

Serenity 时间线

首次提出2025-07-03 04:38看多
原推

It's hard to time the exact bottom so if you're re-entering stocks like $OSCR after selling at $22 from $14 after my Reddit DD: Decent idea to buy say 30% of your position after today's 18.75% drop, then have cost ave...

  1. 2025-09-20 05:35中性观点变化

    $OSCR was a swing trade I think I posted at $14 and a good sell would have been $22

  2. 2025-09-14 20:13看多事实更新

    Love seeing people post profits. Check my $RDDT post history—so far, every breakout I’ve shared from $GOOGL, 2x $HIMS, $ETH, $UPWK, $RKLB, $OSCR has hit

  3. 2025-07-03 04:38看多初始观点

    It's hard to time the exact bottom so if you're re-entering stocks like $OSCR after selling at $22 from $14 after my Reddit DD: Decent idea to buy say 30% of your position after today's 18.75% drop, then have cost ave...

基本面 / 消息面 / 情绪面 / 市场

分析角度矩阵

年度数据

基本面证据

最新期

2025

营收

12B

营收同比

27.5%

毛利率

14.4%

营收趋势

营收趋势线
13B7B0

需要继续工作的地方

研究问题

  • RULES event bus baseline_update: neutral
  • filing_review: read latest SEC filing before treating the state as stable
  • industry_specificity: confirm whether news is specific to OSCR, not only Medical - Healthcare Plans

-

GPT xhigh 机构分析

updated validated--

等待 GPT xhigh 分析。

同业压力

行业背景

healthcare-medical---healthcare-plans

提及 0新闻 7股票 2
2021 营收: 2B2022 营收: 4B2023 营收: 6B2024 营收: 9B2025 营收: 12B2021 趋势线: 2B2022 趋势线: 4B2023 趋势线: 6B2024 趋势线: 9B2025 趋势线: 12B20212022202320242025

利润趋势

净利润毛利营业利润
5B2B-1B2021 净利润: -573M2022 净利润: -606M2023 净利润: -271M2024 净利润: 25M2025 净利润: -443M2021 毛利: 2B2022 毛利: 4B2023 毛利: 1B2024 毛利: 2B2025 毛利: 2B2021 营业利润: -571M2022 营业利润: -610M2023 营业利润: -236M2024 营业利润: 57M2025 营业利润: -396M20212022202320242025

利润率趋势

毛利率营业利润率净利率
118%35.1%-48.0%2021 毛利率: 100%2022 毛利率: 100%2023 毛利率: 20.8%2024 毛利率: 20.1%2025 毛利率: 14.4%2021 营业利润率: -29.7%2022 营业利润率: -14.8%2023 营业利润率: -4.0%2024 营业利润率: 0.6%2025 营业利润率: -3.4%2021 净利率: -29.8%2022 净利率: -14.7%2023 净利率: -4.6%2024 净利率: 0.3%2025 净利率: -3.8%20212022202320242025
最近财务序列营收营收同比毛利率营业利润率净利率
20212B-100%-29.7%-29.8%
20224B115%100%-14.8%-14.7%
20236B42.1%20.8%-4.0%-4.6%
20249B56.5%20.1%0.6%0.3%
202512B27.5%14.4%-3.4%-3.8%

24h / 7天 / 30天

情绪面

24h

0

7D

0

30D

0

风险: 高 · 低

简读 + 重点消息

消息面

消息简读

0 条 7日新闻,压力 低。

重点消息

2026-05-08 12:41zacks.com
MURGY vs. OSCR: Which Stock Is the Better Value Option?
2026-05-06 16:11seekingalpha.com
Oscar Health, Inc. (OSCR) Q1 2026 Earnings Call Transcript
2026-05-06 09:00seekingalpha.com
Oscar Health Earnings Review: The Best Q1 Scenario We Could Hope For
2026-05-06 08:26zacks.com
Oscar Health, Inc. (OSCR) Beats Q1 Earnings Estimates
2026-05-06 06:10forbes.com
Oscar Health Reports Record Profit As Obamacare Enrollment Jumps
2026-05-06 06:00businesswire.com
Oscar Health Announces Strong Financial Results for First Quarter 2026 And Reaffirms 2026 Guidance
2026-05-04 14:11247wallst.com
This health insurer lost 2 million customers — and made $1.5 Billion anyway. Here's how
2026-04-30 19:01zacks.com
Why Oscar Health, Inc. (OSCR) Outpaced the Stock Market Today
2026-04-30 10:01zacks.com
Investors Heavily Search Oscar Health, Inc. (OSCR): Here is What You Need to Know
2026-04-22 19:01zacks.com
Oscar Health, Inc. (OSCR) Surpasses Market Returns: Some Facts Worth Knowing

新增披露摘要

披露信息

披露分析

最新披露为 2026-05-07 的 10-Q;近 30 天共有 2 条披露。已观察表格:10-K x1, 10-Q x2, 8-K x7。复核重点:财务报表、指引、现金流、风险因素和会计政策更新。

近期披露

2026-05-0710-Q
oscr-20260331.htm
2026-05-068-K
oscr-20260506.htm
2026-04-218-K
oscr-20260421.htm
2026-03-028-K
oscr-20260302.htm
2026-02-1310-K
oscr-20251231.htm
2026-02-108-K
oscr-20260206.htm
2025-12-298-K
d97018d8k.htm
2025-11-0610-Q
oscr-20250930.htm
2025-11-068-K
oscr-20251103.htm
2025-09-188-K
d74904d8k.htm

beta / 动量 / 主题

大盘敏感度

Beta

2.34

状态

高 beta

立场

中性

动量

看多

观察 · 正常

板块定位

行业

healthcare-medical---healthcare-plans

ai-infrastructureenergy-powerconsumer