OMDA
Omada Health, Inc.
$17.88
-0.28%
$1.1B
No data for this timeframe.
Vol
Market Cap$1.1B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (83%)
Inst. Holders9 funds
Inst. Value$103.3M
Inst. Activity6 buys / 0 sells
Insider Activity0B / 3S
Insider Net $-$117.5K
SEC Reports3
Press Releases1
Recent Activity
Jun 5, 2026
Insider
Cook Steven L. sold 2,010 shares
Chief Financial Officer @ $17.93 ($36.0K)
Jun 5, 2026
Insider
Duffy Sean P. sold 9,450 shares
Chief Executive Officer @ $0.00 ($0.00)
Jun 5, 2026
Insider
Duffy Sean P. sold 4,422 shares
Chief Executive Officer @ $17.93 ($79.3K)
May 7, 2026
SEC
Omada Health reports Q1 2026 revenue of $78M (+42% YoY), beating consensus of $74.1M, but GAAP EPS of -$0.05 missed the
8-K — Impact 7/10
May 7, 2026
earnings
Omada Health Reports First Quarter 2026 Results
Omada Health Reports First Quarter 2026 Results
Apr 16, 2026
SEC
Omada Health announced it will release Q1 2026 results on May 7, 2026, after market close, followed by a conference call
PRESS-RELEASE — Impact 3/10
Mar 5, 2026
SEC
Omada Health reported strong fourth quarter and full-year 2025 results with revenue up 58% YoY to $76 million and 53% fo
8-K — Impact 8/10
Inst.
MORGAN STANLEY — ADD
412,106 shares ($6.5M)
Price Targets
$22.92
+25.1% upside
Strong Buy
Current $18.32
Low $15.00
Median $22.50
High $30.00
12 analysts
$15.00
$30.00
Analyst Ratings
2Strong Buy
13Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 8, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
| May 8, 2026 | Citizens | MAINTAIN | Market Outperform → Market Outperform |
| May 8, 2026 | Evercore ISI Group | MAINTAIN | Outperform → Outperform |
| May 8, 2026 | Wells Fargo | MAINTAIN | Equal-Weight → Equal-Weight |
| May 8, 2026 | Needham | REITERATE | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.07 ▲ +65.9% | $0.03 — $0.10 | 239% YoY | 5 |
| Next Q | $0.09 ▲ +24.6% | $0.07 — $0.12 | 200% YoY | 5 |
| Current FY | $0.33 ▲ +71.5% | $0.23 — $0.39 | 111% YoY | 6 |
| Next FY | $0.48 ▲ +32.9% | $0.41 — $0.53 | 46% YoY | 6 |
Latest Reports
BULLISH
8-K
7/10
Omada Health reports Q1 2026 revenue of $78M (+42% YoY), beating consensus of $74.1M, but GAAP EPS of -$0.05 missed the
May 7, 2026
NEUTRAL
PRESS-RELEASE
3/10
Omada Health announced it will release Q1 2026 results on May 7, 2026, after market close, followed by a conference call
Apr 16, 2026
BULLISH
Press
8/10
Omada Health reported strong fourth-quarter and full-year 2025 results with revenue up 58% YoY in Q4 to $75.8 million an
Mar 5, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| FMR LLC | $81.7M | NEW |
| VANGUARD GROUP INC | $7.7M | DOUBLED |
| MORGAN STANLEY | $6.5M | ADD |
| RENAISSANCE TECHNOLOGIES LLC | $2.3M | DOUBLED |
| BANK OF AMERICA CORP | $1.7M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 5, 2026 | Cook Steven | F | $36.0K |
| Jun 5, 2026 | Duffy Sean | G | $0.00 |
| Jun 5, 2026 | Duffy Sean | F | $79.3K |
| Jun 5, 2026 | Shao Wei-Li | F | $33.0K |
| Jun 1, 2026 | Cook Steven | F | $82.6K |
9 institutional holders with $103.3M total value (6,543,842 shares) as of 2025-Q4. Top holders: FMR, VANGUARD, MORGAN. Net buying activity: 6 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | FMR LLC | 5,178,504 | $81.7M | 79.1% | NEW |
| 2 | VANGUARD GROUP INC | 488,156 | $7.7M | 7.5% | DOUBLED +642.8% |
| 3 | MORGAN STANLEY | 412,106 | $6.5M | 6.3% | ADD +28.4% |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 142,800 | $2.3M | 2.2% | DOUBLED +1042.4% |
| 5 | BANK OF AMERICA CORP /DE/ | 106,307 | $1.7M | 1.6% | DOUBLED +1940.0% |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 73,322 | $1.2M | 1.1% | NEW |
| 7 | TWO SIGMA INVESTMENTS, LP | 61,217 | $966.0K | 0.9% | ADD +35.4% |
| 8 | NORGES BANK | 56,962 | $898.9K | 0.9% | NEW |
| 9 | WELLS FARGO & COMPANY/MN | 24,468 | $386.1K | 0.4% | DOUBLED +296.1% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 321,039 | 412,106 | +28.4% | $6.5M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 12,500 | 142,800 | +1042.4% | $2.3M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 5,211 | 106,307 | +1940.0% | $1.7M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | ADD | 45,219 | 61,217 | +35.4% | $966.0K | 2025-Q4 |
| NORGES BANK | NEW | — | 56,962 | — | $898.9K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 6,178 | 24,468 | +296.1% | $386.1K | 2025-Q4 |
| VANGUARD GROUP INC | DOUBLED | 65,000 | 482,790 | +642.8% | $10.7M | 2025-Q3 |
| MORGAN STANLEY | TRIM | 589,849 | 321,039 | -45.6% | $7.1M | 2025-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 73,360 | — | $1.6M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 10,000 | 45,219 | +352.2% | $999.8K | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 12,500 | — | $276.4K | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | NEW | — | 6,178 | — | $136.6K | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | NEAR_EXIT | 61,400 | 5,211 | -91.5% | $115.2K | 2025-Q3 |
| NORGES BANK | EXIT | 300,000 | 0 | -100.0% | $0.00 | 2025-Q3 |
| FMR LLC | NEW | — | 5,600,662 | — | $102.5M | 2025-Q2 |
| MORGAN STANLEY | NEW | — | 589,849 | — | $10.8M | 2025-Q2 |
| NORGES BANK | NEW | — | 300,000 | — | $5.5M | 2025-Q2 |
| VANGUARD GROUP INC | NEW | — | 65,000 | — | $1.2M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | NEW | — | 61,400 | — | $1.1M | 2025-Q2 |
| UBS Group AG | NEW | — | 37,858 | — | $692.8K | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 10,000 | — | $183.0K | 2025-Q2 |
8 unique insiders with 3 transactions. Net insider value: -$117.5K ($0.00 bought, $117.5K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 5, 2026 | Cook Steven L. | Chief Financial Officer | F | 2,010 | $17.93 | $36.0K |
| Jun 5, 2026 | Duffy Sean P. | Chief Executive Officer | G | 9,450 | $0.00 | $0.00 |
| Jun 5, 2026 | Duffy Sean P. | Chief Executive Officer | F | 4,422 | $17.93 | $79.3K |
| Jun 5, 2026 | Shao Wei-Li | President | F | 1,843 | $17.93 | $33.0K |
| Jun 1, 2026 | Cook Steven L. | Chief Financial Officer | F | 4,493 | $18.38 | $82.6K |
| Jun 1, 2026 | Shao Wei-Li | President | F | 6,180 | $18.38 | $113.6K |
| Jun 1, 2026 | Gracey Craig | Chief Accounting Officer | F | 385 | $18.38 | $7.1K |
| Jun 1, 2026 | Duffy Sean P. | Chief Executive Officer | F | 9,884 | $18.38 | $181.7K |
| Apr 8, 2026 | Shao Wei-Li | President | SELL | 2,829 | $12.71 | $35.9K |
| Apr 5, 2026 | HILLEMAN JERYL L | Director | A | 1,544 | $0.00 | $0.00 |
| Apr 5, 2026 | Klapstein Julie D | Director | A | 698 | $0.00 | $0.00 |
| Apr 5, 2026 | ROOT JONATHAN D | Director | A | 882 | $0.00 | $0.00 |
| Apr 5, 2026 | FETTER TREVOR | Director | A | 955 | $0.00 | $0.00 |
| Mar 13, 2026 | Cook Steven L. | Chief Financial Officer | SELL | 1,884 | $13.94 | $26.3K |
| Mar 9, 2026 | Duffy Sean P. | Chief Executive Officer | SELL | 3,863 | $14.32 | $55.3K |
| Mar 5, 2026 | Gracey Craig | Chief Accounting Officer | A | 16,470 | $0.00 | $0.00 |
| Mar 5, 2026 | Duffy Sean P. | Chief Executive Officer | F | 4,983 | $13.60 | $67.8K |
| Mar 5, 2026 | Cook Steven L. | Chief Financial Officer | F | 2,228 | $13.60 | $30.3K |
| Mar 5, 2026 | Shao Wei-Li | President | F | 2,105 | $13.60 | $28.6K |
| Mar 5, 2026 | Duffy Sean P. | Chief Executive Officer | A | 323,529 | $0.00 | $0.00 |
| Mar 5, 2026 | Shao Wei-Li | President | A | 264,705 | $0.00 | $0.00 |
| Mar 5, 2026 | Cook Steven L. | Chief Financial Officer | A | 147,058 | $0.00 | $0.00 |
3 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 6.0/10.
BULLISH
8-K
7/10
Omada Health reports Q1 2026 revenue of $78M (+42% YoY), beating consensus of $74.1M, but GAAP EPS o
May 7, 2026
NEUTRAL
PRESS-RELEASE
3/10
Omada Health announced it will release Q1 2026 results on May 7, 2026, after market close, followed
Apr 16, 2026
BULLISH
8-K
8/10
Omada Health reported strong fourth quarter and full-year 2025 results with revenue up 58% YoY to $7
Mar 5, 2026
Current analyst consensus: Strong Buy (83% buy). Based on 18 analysts: 2 strong buy, 13 buy, 3 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$22.92 mean target
+25.1% upside
Strong Buy (1.75)
$15.00 Low
$30.00 High
| Metric | Value |
|---|---|
| Current Price | $18.32 |
| Target Low | $15.00 |
| Target Mean | $22.92 |
| Target Median | $22.50 |
| Target High | $30.00 |
| # Analysts | 12 |
| Recommendation | Strong Buy (1.75) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.07 | $0.03 | $0.10 | 238.7% | +65.9% | 3↑ 1↓ | $0.1B | 30.8% | 5 |
| Next Q 2026-09-30 |
$0.09 | $0.07 | $0.12 | 199.6% | +24.6% | 3↑ 0↓ | $0.1B | 21.5% | 5 |
| Current FY 2026-12-31 |
$0.33 | $0.23 | $0.39 | 110.9% | +71.5% | 6↑ 0↓ | $0.3B | 25.8% | 6 |
| Next FY 2027-12-31 |
$0.48 | $0.41 | $0.53 | 45.9% | +32.9% | 5↑ 1↓ | $0.4B | 19.9% | 6 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.071 | |
| 7d ago | $0.071 | |
| 30d ago | $0.043 | +0.028 |
| 60d ago | $0.044 | +0.028 |
| 90d ago | $0.002 | +0.070 |
10 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 8, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| May 8, 2026 | Citizens | MAINTAIN | Market Outperform | Market Outperform |
| May 8, 2026 | Evercore ISI Group | MAINTAIN | Outperform | Outperform |
| May 8, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| May 8, 2026 | Needham | REITERATE | Buy | Buy |
| Apr 14, 2026 | Citizens | INITIATE | — | Market Outperform |
| Apr 9, 2026 | Goldman Sachs | MAINTAIN | Buy | Buy |
| Apr 8, 2026 | Evercore ISI Group | MAINTAIN | Outperform | Outperform |
| Mar 12, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Mar 6, 2026 | Canaccord Genuity | MAINTAIN | Buy | Buy |
| Mar 6, 2026 | BMO Capital | MAINTAIN | Outperform | Outperform |
| Mar 6, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Mar 6, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Mar 3, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Jan 22, 2026 | Needham | REITERATE | Buy | Buy |
| Jan 9, 2026 | Wells Fargo | INITIATE | — | Equal-Weight |
| Jan 5, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 13 | 3 | 0 | 0 | 83% | |
| May 1, 2026 | 2 | 13 | 3 | 0 | 0 | 83% | |
| Apr 1, 2026 | 2 | 12 | 3 | 0 | 0 | 82% | |
| Mar 1, 2026 | 2 | 12 | 3 | 0 | 0 | 82% | |
| Feb 1, 2026 | 2 | 12 | 3 | 0 | 0 | 82% | |
| Jan 1, 2026 | 2 | 12 | 2 | 0 | 0 | 88% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 7, 2026
earnings
Omada Health Reports First Quarter 2026 Results
Omada Health Reports First Quarter 2026 Results
May 7, 2026
earnings_calendar
OMDA Q1 2026 Earnings Scheduled — 2026-05-07
Apr 16, 2026
earnings
Omada Health to Announce First Quarter 2026 Financial Results and Host Conference Call on May 7, 2026
Omada Health to Announce First Quarter 2026 Financial Results and Host Conference Call on May 7, 2026
Mar 5, 2026
other
Omada Health Announces GLP-1 Flex Care, Giving Employers a New, Flexible Path to Support Obesity Care
Omada Health announces GLP-1 Flex Care, giving employers a new, flexible path to support obesity care
Mar 5, 2026
earnings
Omada Health Reports Fourth Quarter and Full-Year 2025 Results
Omada Health Reports Fourth Quarter and Full-Year 2025 Results
Mar 5, 2026
earnings_calendar
OMDA Q4 2025 Earnings Scheduled — 2026-03-05