Lumida
/OMDA
⌘K
Omada Health Inc

Omada Health Inc

OMDA
$23.70USD↑+0.13%+0.03 today

MARKET CAP

1.4B

P/E (TTM)

—

FWD P/E

—

DAY RANGE

$23 – $24

52W RANGE

$10
$27

AI Summary

Stalk
Buy NowMedium

OMDA is in Stage 2 advancing with higher highs and higher lows despite a secular downtrend. The active Lockout Rally underscores strong upside driven by forced participation, and the Lockout Rally override sets short-term bias bullish despite extreme overbought levels. With EMAs rising and price tightly tracking, now is an opportune moment to initiate on continuation pullbacks to the 9/21 EMA support.

  • ↑Q1 revenue $78M, +42% YoY; beat consensus $74M
  • ↑Membership reached 1.025M, +51% YoY, driving recurring revenue
  • ↓CFO and CAO sold 15,227 shares, signaling insider concern
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Omada Health, Inc. (NASDAQ: OMAD) is a digital health company specializing in chronic condition management, focusing on improving outcomes for individuals with cardiometabolic conditions through a data-driven, integrated healthcare model. With an emphasis on leveraging advanced AI technologies and partnerships with major pharmacy benefit managers (PBMs), Omada is positioned as a leading player in the growing digital healthcare landscape. The recent traction in GLP-1 therapies showcases its adaptability to emerging healthcare demands while striving for innovative solutions in chronic disease management.

Bull says

  • ↑Q1 revenue $78M, +42% YoY; beat consensus $74M
  • ↑Membership reached 1.025M, +51% YoY, driving recurring revenue
  • ↑Raised 2026 revenue guidance to $322–330M from $312–322M
  • ↑Positive adjusted EBITDA of $1M; net loss narrowed to $3M
  • ↑OptumRx partnership expands GLP-1 access and PBM reach
  • ↑Strong growth momentum and institutional backing suggest further upside

Bear says

  • ↓CFO and CAO sold 15,227 shares, signaling insider concern
  • ↓Net loss of $3M in Q1 persists despite narrowed losses
  • ↓Negative earnings yield highlights valuation and profitability issues
  • ↓Elevated volatility deters risk-averse investors amid uncertain outlook
  • ↓Dependence on GLP-1 therapies risks pricing and coverage changes
  • ↓Intensifying competition in digital health may cap growth potential

Earnings Call · Q3 2025 · Mgmt. Guidance

Updated 06-01-2026neutral

Transcript signals

Bull points

  • We continue to press on multi-product penetration, and we're pleased with the progress in Q3 so far, seeing double-digit volume deal growth compared to Q3 last year.
  • Total members climbed 53% year-over-year to 831,000. Revenue grew 49% year-over-year to $68 million. Gap gross margin reached 66%, with non-gap at 68%, both up sharply from Q3 last year.
  • We tightened the bottom line, reducing our net loss to $3 million versus $9 million in Q3-24. And for the first time, we delivered a positive adjusted EBITDA quarter, with Q3 landing at $2 million compared with a $5 million loss at Q3 a year ago.

Bear points

  • Q4 is historically a little bit slower as we approach the holiday season.
  • clients choosing to stop coverage of GLPs.
  • clients choosing to stop coverage of GLPs.
Read full transcript analysis ›