Reading the tape
NASDAQ: OMDA
Omada Health
Healthcare · Medical - Healthcare Information Services
Market Cap
$933.31M
52w High
$28.40
52w Low
$10.28
P/E
-72.43
Volume
414.25K
Outstanding Shares
58.93M
Price vs Fundamentals
Why The Stock Is Moving
Likely multiple compressionModerate confidence
Note: The most recent financial data is over 3 months old. Metrics shown may not reflect the latest reporting period.
1Y Price: -31%Revenue (TTM): 53.24%FCF (TTM): 142.05%
What changed
The stock fell 31% over the last year. Revenue grew 53.24% over the trailing twelve months. Operating margin moved from -25.71% to -4.6%. Free cash flow grew 142.05% over the trailing twelve months.
What the market seems to be pricing
Visible fundamentals weakened far less than the stock price. The market appears to be discounting durability, risk, or trust rather than just the latest reported numbers.
What would invalidate this read
This read changes if operating margin (currently -4.6%) continues to decline, or if revenue growth turns negative. The bull case requires the business to hold its current trajectory.
Company profile
Omada Health is a U.S.-based virtual-care provider offering clinically validated programs for chronic conditions like cardiometabolic disease, musculoskeletal care, and behavioral health—delivered digitally between doctor visits.
CEOSean Duffy
SectorHealthcare
IndustryMedical - Healthcare Information Services
Employees849
IPO dateJun 6, 2025
Valuation
Forward P/E—
EV/EBITDA-107.99
Enterprise value$699.97M
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Revenue growth58.08%
Gross margin65.52%▲8.15%vs FY2024
Operating margin-4.6%▲82.10%vs FY2024
ROE-5.56%▲92.37%vs FY2024
Analyst consensus
RatingBuy
Target price$22.40▲41.42%
8
Buy
0
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
May 7, 2026
Q2 FY26 · EPS est -$0.13 · Revenue est $74.09M
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