Omada Health (NASDAQ:OMDA) Posts Quarterly Earnings Results

Omada Health (NASDAQ:OMDA) issued its earnings results on Thursday. The company reported $0.08 EPS for the quarter, topping the consensus estimate of ($0.04) by $0.12, FiscalAI reports. The company had revenue of $75.85 million for the quarter.

Here are the key takeaways from Omada Health’s conference call:

• Strong 2025 financials: Revenue was $260M (+53% YoY), Q4 revenue $76M (+58%), Omada hit its first GAAP net income quarter (Q4 net income $5M), delivered positive full‑year adjusted EBITDA ($6M), ended year with $222M cash and no debt.
• Rapid member and commercial growth: Total members reached 886,000 (+55% YoY), the company supported >150,000 members on GLP‑1s, and estimated eligible covered lives rose to >25M (≈+5M), with a 24% improvement in email enrollment yield.
• Product expansion around GLP‑1s and cardiometabolic care: Omada scaled its GLP‑1 Care Track, launched GLP‑1 prescribing and a GLP‑1 FlexCare model for employers that don’t cover drugs, and added an Omada for Cholesterol program—moves designed to raise ARPU and broaden addressable market.
• AI and data moat: Omada has embedded AI (Omada Spark, Meal Map, care‑team automation, AI‑assisted engineering) and cites a decade of care‑team messages and billions of data points as a competitive advantage for personalization and efficiency.
• 2026 guidance is conservative with upside optionality: Company guided $312–$322M revenue (+~22%) and $7–$15M adjusted EBITDA, explicitly excluding material contributions from new initiatives (prescribing, FlexCare, cholesterol) and assuming no enrollment conversion improvement, implying upside if those initiatives scale.

Omada Health Price Performance

OMDA traded up $0.45 during midday trading on Friday, reaching $14.05. 5,381,314 shares of the company’s stock were exchanged, compared to its average volume of 1,317,712. Omada Health has a 1-year low of $10.28 and a 1-year high of $28.40. The stock has a market capitalization of $813.64 million and a PE ratio of -56.20. The business’s 50-day moving average price is $14.03 and its 200 day moving average price is $18.68.

Analyst Upgrades and Downgrades

OMDA has been the topic of a number of research analyst reports. Morgan Stanley decreased their price objective on shares of Omada Health from $32.00 to $30.00 and set an “overweight” rating on the stock in a report on Friday. Evercore increased their target price on shares of Omada Health from $27.00 to $28.00 and gave the company an “outperform” rating in a report on Friday, November 7th. BMO Capital Markets decreased their price target on Omada Health from $27.00 to $18.00 and set an “outperform” rating on the stock in a research note on Friday. Needham & Company LLC restated a “buy” rating and issued a $28.00 price target on shares of Omada Health in a report on Thursday, January 22nd. Finally, Weiss Ratings reaffirmed a “sell (d)” rating on shares of Omada Health in a research note on Thursday, January 22nd. Eight analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Omada Health has an average rating of “Moderate Buy” and an average target price of $22.90.

Insider Activity at Omada Health

In other news, CEO Sean P. Duffy sold 40,796 shares of the stock in a transaction that occurred on Tuesday, January 13th. The shares were sold at an average price of $15.95, for a total value of $650,696.20. Following the sale, the chief executive officer directly owned 126,644 shares in the company, valued at $2,019,971.80. This represents a 24.36% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, President Wei-Li Shao sold 5,618 shares of the firm’s stock in a transaction that occurred on Monday, December 29th. The stock was sold at an average price of $16.13, for a total transaction of $90,618.34. Following the transaction, the president directly owned 69,079 shares of the company’s stock, valued at approximately $1,114,244.27. This trade represents a 7.52% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 276,893 shares of company stock worth $4,336,787 over the last quarter.

Hedge Funds Weigh In On Omada Health

A number of institutional investors have recently made changes to their positions in the stock. Cigna Investments Inc. New purchased a new stake in shares of Omada Health in the third quarter valued at $76,161,000. Perceptive Advisors LLC purchased a new stake in Omada Health during the 2nd quarter worth about $44,402,000. Millennium Management LLC raised its stake in Omada Health by 1,195.0% in the 4th quarter. Millennium Management LLC now owns 2,272,168 shares of the company’s stock valued at $35,855,000 after purchasing an additional 2,096,705 shares during the last quarter. Loomis Sayles & Co. L P lifted its holdings in Omada Health by 23.0% in the 4th quarter. Loomis Sayles & Co. L P now owns 1,855,721 shares of the company’s stock valued at $29,283,000 after purchasing an additional 346,588 shares in the last quarter. Finally, Divisadero Street Capital Management LP purchased a new position in Omada Health in the 3rd quarter valued at about $30,510,000.

Key Stories Impacting Omada Health

Here are the key news stories impacting Omada Health this week:

• Positive Sentiment: Q4 results beat consensus — Omada reported $0.08 EPS vs. a ($0.04) consensus and $75.85M revenue, with year-over-year revenue growth and positive adjusted EBITDA and Q4 net income, signaling improving profitability. GlobeNewswire: Q4 & Full-Year Results
• Positive Sentiment: Company set a 2026 revenue-growth target (~22%) and is expanding its care offerings (new GLP-1 and cholesterol programs), which underpin upside to recurring revenue and member monetization. Seeking Alpha: 22% Growth Target & New Programs
• Positive Sentiment: Product launch — Omada announced “GLP‑1 Flex Care,” a program that enables employer-sponsored access to GLP‑1 obesity care while limiting employer drug-cost exposure, which could broaden sales channels and employer uptake. GlobeNewswire: GLP-1 Flex Care
• Positive Sentiment: Goldman Sachs maintained a Buy rating with a $26 target, citing a profitability inflection and double-digit growth outlook — a supportive institutional endorsement. TipRanks: Goldman Sachs Note
• Neutral Sentiment: Morgan Stanley trimmed its price target slightly (from $32 to $30) but kept an Overweight rating — still implies significant upside, so the impact is muted. Benzinga: Morgan Stanley PT
• Negative Sentiment: Several firms cut price targets — Canaccord lowered its target to $22 (still Buy), BMO cut to $18 (Outperform), and Barclays reduced its target to $17 — these cuts can create downward pressure despite bullish ratings. Benzinga: Canaccord / BMO notes TickerReport AmericanBankingNews: Barclays

Omada Health Company Profile

Omada Health is a digital health company that specializes in the prevention and management of chronic conditions through personalized, technology-driven programs. The company’s platform combines data analytics, behavioral science and human coaching to support individuals at risk for or living with conditions such as prediabetes, type 2 diabetes, hypertension and musculoskeletal disorders. Participants access the program via a mobile app or web portal, where they receive tailored curriculum, feedback on health metrics and ongoing virtual coaching.

In addition to its core disease-management offerings, Omada Health has expanded its services to include mental health support and digital therapeutics for weight management.