Research Feed
Oscar Health: Street Models Continued Losses While Management Guides $250-450M Operating Income
Street consensus has OSCR earning ~$1.00 EPS for 2026. Management just guided $250-450M operating income, which translates to $0.72-$1.30 EPS (midpoint $1.01) after tax. But here's what matters: The stock at $12.66 (RSI 16.3, down 28% in one month) is pricing something far worse than breakeven. Anal
Molina's Carnage Creates CNC Dislocation: Beat-and-Raise Trading Like a Miss
Molina Healthcare (MOH) detonated yesterday. Guided 2026 EPS to $5.00 vs $13.71 consensus — a 63% miss, worst MCO guidance disaster in recent memory. Stock cratered -33% after hours, closed today -25.5% at $131.72. The contagion hit everyone. Centene (CNC) dropped -10.6% post-market despite beating