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Health Insurance News 6 October 2025 - 6 November 2025

Oscar Health (OSCR) Q3 2025: ~$3.0B Revenue, EPS Beats, 2025 Guidance Reaffirmed; Balance Sheet Simplified via Note Exchange — Nov. 6, 2025

Oscar Health (OSCR) Q3 2025: ~$3.0B Revenue, EPS Beats, 2025 Guidance Reaffirmed; Balance Sheet Simplified via Note Exchange — Nov. 6, 2025

What happened in Q3 Oscar Health reported third‑quarter revenue of $2,985,984,000 (in thousands), up from $2,423,482,000 a year ago—about 23% YoY growth, driven largely by higher membership. The medical loss ratio (MLR) increased to 88.5% (from 84.6%), which the company tied to a $130M net risk‑adjustment transfer accrual reflecting higher average market morbidity; this was partly offset by $84M of favorable prior‑period development and $22M favorable intra‑year development. The SG&A expense ratio improved to 17.5% (from 19.0%), reflecting cost discipline and fixed‑cost leverage. Business Wire On the bottom line, Oscar posted a net loss of $137.5M (–$0.53/share) versus a $54.6M
6 November 2025
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Humana (HUM) Stock on Nov 5, 2025: Earnings Beat, Outlook Trimmed – Full Analysis

Humana (HUM) Stock on Nov 5, 2025: Earnings Beat, Outlook Trimmed – Full Analysis

In summary, Humana Inc. faces a pivotal moment: it’s balancing short-term earnings headwinds from elevated costs and rating setbacks against strong long-term fundamentals in the Medicare Advantage space. The latest news (Q3 beat and improved membership outlook) provides some relief that management’s corrective actions are workingreuters.comreuters.com. However, caution prevails as 2026 looms without guidance and with likely flat profitsreuters.com. Investors should watch upcoming quarters for signs of cost trend stabilization, membership retention during open enrollment, and progress on quality metrics. Humana’s ability to navigate these challenges under new leadership will determine if the stock can regain its former strength. For
5 November 2025
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UnitedHealth Group Stock Surges Amid Analyst Upgrades: Is Wall Street Turning Bullish on UNH in 2025?

UnitedHealth (UNH) Premarket: Analysts Bullish on Comeback Despite 2025 Woes – What to Watch Nov. 3, 2025

UnitedHealth’s volatile 2025 has made UNH a headline story heading into Nov. 3 trading. After a surprise earnings miss in Q1 and a CEO shakeup this spring, UNH plunged to four-year lows. In late Oct. the turnaround narrative got a boost: Q3 beat estimates and management raised guidancegurufocus.comgurufocus.com. CEO Stephen Hemsley (back at the helm) told investors he’s confident “we will return to solid earnings growth next year” thanks to “operational rigor and more prudent pricing”reuters.com. Guggenheim and Reuters note Hemsley’s comeback has reassured investors and even prompted Buffett to buy inreuters.comreuters.com. Market analysts are increasingly upbeat. As of Nov. 1, UNH
2 November 2025
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Cigna (CI) Rallies on Q3 Beat & Rebate-Free Drug Plan – Is a 25% Upside in Sight?

Cigna (CI) Rallies on Q3 Beat & Rebate-Free Drug Plan – Is a 25% Upside in Sight?

CI Stock Price and Recent Trend Cigna’s stock has pulled back modestly in late October after a strong run earlier in the year. According to market data, CI closed at $299.12 on Oct 29, 2025, down about 3% from the previous closestockanalysis.com. The dip followed weakness in broader managed-care stocks amid concerns about healthcare costs and policy. In pre-market trading Oct 30, CI rebounded to about $303 (up ~1.3%)reuters.com. Over the past year, CI shares have traded between roughly $257 and $350stockanalysis.com, reflecting volatility in the insurance sector. Despite the pullback, Cigna’s valuation metrics remain attractive: at ~16x forward earnings,
30 October 2025
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Elevance Health Stock Soars on Massive Q3 Earnings Beat – What It Means for Investors

Elevance Health Stock Soars on Massive Q3 Earnings Beat – What It Means for Investors

Earnings Beat Drives Stock Higher Elevance Health posted strong third-quarter 2025 results, significantly outperforming market expectations on both profit and revenue. Adjusted earnings came in at $6.03 per share, well above the ~$4.95 analysts predictedinvesting.com. Likewise, revenue for the quarter reached $50.1 billion, surpassing the $49.3 billion consensus and growing 12% year-over-yearinvesting.com. This robust growth was fueled by higher premium yields and an expanding customer base – particularly gains in Medicare Advantage enrollments – along with contributions from recent acquisitions in Elevance’s Carelon health services unittradingview.com. These factors combined to help Elevance smash its Q3 forecasts, showcasing strong demand and pricing power
21 October 2025
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Oscar Health Stock Skyrockets on AI-Fuelled Growth Plans – Analysts Warn of ACA Risks

Oscar Health Stock Skyrockets on AI-Fuelled Growth Plans – Analysts Warn of ACA Risks

Key Facts: – Oscar Health (NYSE: OSCR) shares have surged in early October 2025, recently trading around $21–22 (up ~40% YTD)ts2.techmarketbeat.com. The stock hit about $21.50 on Oct 3 (+11% on the day) and was trading near $21.76 on Oct 14 (+6.7%)ts2.techmarketbeat.com. – Oscar announced a $410 million convertible debt offering in September 2025 to fund AI-driven technology and growth initiativests2.tech. Proceeds will back “strategic initiatives focused on AI” and expansion of member servicesbusinesswire.comts2.tech. – The company also forged a major partnership with Midwestern grocer Hy‑Vee: launching “Hy‑Vee Health with Oscar”, an employer health plan in Iowa. CEO Mark Bertolini
17 October 2025
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Oscar Health (OSCR) Stock Surges on Expansion Plans – What Analysts Are Saying

Oscar Health (OSCR) Stock Skyrockets on ACA Hopes and Tech-Driven Growth – Can the Insurtech Finally Turn a Profit?

Financial Performance & Q2 2025 Results Oscar Health’s Q2 2025 results showed rapidly growing revenue but steep losses. Revenue was $2.86 billion, up ~29% from $2.22 billion a year earlierbeckerspayer.com. This growth stemmed largely from higher membership – Oscar served over 2.0 million members by mid-2025 (28% growth YoY)beckerspayer.com. However, costs ballooned: Oscar’s medical loss ratio (MLR) jumped to 91.1% in Q2 2025 (vs. 79.0% in Q2 2024)beckerspayer.com. The company attributed this to an increase in average member morbidity and higher-than-expected risk in the ACA population. The operating result was a $230 million loss (vs. $67.8M operating income in Q2 2024), translating to a
6 October 2025
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Stock Market Today

Carvana stock jumps 5% to $403.67 — here’s what CVNA traders are watching next

Carvana stock jumps 5% to $403.67 — here’s what CVNA traders are watching next

7 February 2026
Carvana shares rose 5.21% Friday to $403.67, rebounding after recent volatility sparked by a short-seller report from Gotham City Research. The company denied allegations of overstated earnings and undisclosed ties to DriveTime. Carvana will report Q4 and full-year 2025 results after markets close on Feb. 18. The January U.S. CPI report is scheduled for Feb. 13.
Confluent stock hugs IBM’s $31 bid — here’s what investors watch next week

Confluent stock hugs IBM’s $31 bid — here’s what investors watch next week

7 February 2026
Confluent shares closed at $30.57 Friday, 43 cents below IBM’s $31-per-share cash offer, ahead of key events next week. The company will report earnings Feb. 11 without a call or outlook, and shareholders vote on the merger Feb. 12. Confluent disclosed 17 demand letters and two lawsuits over proxy disclosures but denies wrongdoing. The IBM deal values Confluent at $11 billion.
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