Omada Health (NASDAQ:OMDA) Releases Earnings Results, Beats Estimates By $0.03 EPS

Omada Health (NASDAQ:OMDA) announced its quarterly earnings results on Thursday. The company reported ($0.05) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.08) by $0.03, FiscalAI reports. The firm had revenue of $78.05 million for the quarter. Omada Health had a negative return on equity of 1.85% and a negative net margin of 2.22%.

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

• Q1 results beat on growth and profitability: $78 million revenue (+42% YoY), GAAP net loss narrowed to $3M, positive adjusted EBITDA ($1M), and management raised full?year guidance to $322–330M revenue and $14–20M adjusted EBITDA.
• Total membership scaled past 1,025,000 (+51% YoY) with 139k net adds in Q1, and enrollment gains were broad across GLP?1, hypertension, and diabetes programs.
• Commercial reach expanded materially for GLP?1 and cardiometabolic care: Omada joined Optum Rx Weight Engage and Lilly Employer Connect, now has relationships with the three largest PBMs and has launched prescribing capabilities (meaningful prescribing revenue expected to scale into 2027).
• AI and automation are being deployed company?wide (care?team tooling, product development, operational workflows), which management says is improving productivity and provides a structural tailwind to margins and potential to exceed the >70% gross margin target.
• Unit economics are shifting as members stay longer: blended revenue per member may be pressured near term while gross profit per member and overall margins improve as cohorts mature — a deliberate tradeoff for longer?term profitability.

Omada Health Trading Down 9.6%

OMDA stock traded down $1.58 during trading on Friday, reaching $14.82. The stock had a trading volume of 3,232,593 shares, compared to its average volume of 865,900. Omada Health has a 52 week low of $10.28 and a 52 week high of $28.40. The stock’s 50 day moving average is $13.55 and its two-hundred day moving average is $15.85. The firm has a market cap of $880.60 million and a PE ratio of -54.89.

Insider Buying and Selling at Omada Health

In other Omada Health news, CEO Sean P. Duffy sold 4,063 shares of the stock in a transaction dated Monday, March 9th. The stock was sold at an average price of $14.34, for a total value of $58,263.42. Following the transaction, the chief executive officer owned 117,598 shares of the company’s stock, valued at approximately $1,686,355.32. This represents a 3.34% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Steven L. Cook sold 1,884 shares of the stock in a transaction dated Friday, March 13th. The shares were sold at an average price of $13.94, for a total value of $26,262.96. Following the completion of the transaction, the chief financial officer directly owned 200,512 shares in the company, valued at approximately $2,795,137.28. This represents a 0.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 8,776 shares of company stock valued at $120,483.

Institutional Trading of Omada Health

Hedge funds and other institutional investors have recently bought and sold shares of the stock. BIT Capital GmbH purchased a new stake in Omada Health in the third quarter worth about $13,639,000. Divisadero Street Capital Management LP purchased a new stake in Omada Health in the third quarter worth about $30,510,000. Universal Beteiligungs und Servicegesellschaft mbH purchased a new stake in Omada Health in the fourth quarter worth about $1,222,000. Tudor Investment Corp ET AL purchased a new stake in Omada Health in the third quarter worth about $987,000. Finally, Fortress Investment Group LLC increased its position in Omada Health by 43.1% in the third quarter. Fortress Investment Group LLC now owns 225,000 shares of the company’s stock worth $4,975,000 after buying an additional 67,750 shares in the last quarter.

Key Headlines Impacting Omada Health

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

• Positive Sentiment: Barclays raised its price target on Omada Health and kept an overweight rating, pointing to meaningful upside from current levels. Barclays raises OMDA price target
• Positive Sentiment: Citizens JMP also boosted its target and reiterated a market outperform rating, adding to the bullish analyst sentiment around OMDA. Citizens JMP raises OMDA price target
• Positive Sentiment: Wells Fargo lifted its target as well, suggesting Wall Street sees more room for Omada Health despite maintaining an equal-weight view. Wells Fargo raises OMDA price target
• Positive Sentiment: Needham reaffirmed its buy rating and set a much higher target, reinforcing confidence in Omada’s growth outlook. Needham reiterates buy rating on OMDA
• Positive Sentiment: Omada reported Q1 EPS of -$0.05, beating expectations for a smaller loss than analysts projected, while revenue came in at $78.05 million. Omada Q1 2026 earnings report
• Positive Sentiment: The company raised FY2026 revenue guidance to $322 million-$330 million, above the Street’s estimate, signaling stronger expected top-line growth. Omada FY2026 guidance update
• Positive Sentiment: Omada announced it will join Lilly Employer Connect as an independent program administrator, expanding access for its GLP-1 care services and potentially broadening future demand. Omada Health Lilly Employer Connect announcement

Analysts Set New Price Targets

A number of research analysts have recently issued reports on OMDA shares. Citizens Jmp upped their price target on Omada Health from $18.00 to $21.00 and gave the company a “market outperform” rating in a report on Friday. Canaccord Genuity Group set a $24.00 price target on Omada Health in a report on Friday. Wall Street Zen raised Omada Health from a “hold” rating to a “buy” rating in a report on Saturday, March 14th. Needham & Company LLC reaffirmed a “buy” rating and set a $28.00 price target on shares of Omada Health in a report on Friday. Finally, Evercore reissued an “outperform” rating and issued a $20.00 target price on shares of Omada Health in a report on Friday. Ten research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $22.91.

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.