Member growth - Co said total members rose 45% yr/yr, citing continued demand for its integrated cardiometabolic care platform and strong enrollment in diabetes and hypertension programs
Commercial expansion - Broadened partnership with Health Care Services Corporation extended programs to an additional 1.5 mln covered lives, contributing to growth
New program launch - First deployment of cholesterol management offering in July expanded personalized multi-condition care for a major retailer's employees
Outlook raised for 2026
Omada Health raises 2026 revenue outlook to $334 mln-$340 mln, up from $322 mln-$330 mln
Company lifts 2026 adjusted EBITDA forecast to $21 mln-$27 mln, previously $14 mln-$20 mln
Company says raised outlook reflects strong Q2 performance and continued demand for its platform
Q2 adjusted EBITDA beat analyst estimates, reaching $11 mln
Company to appoint Wei-Li Shao as CEO, succeeding Sean Duffy in January 2027
Key financial details and analyst coverage
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$88 mln
$80.19 mln (11 Analysts)
Q2 EPS
$0.08
Q2 Net Income
$5 mln
Q2 Adjusted EBITDA
Beat
$11 mln
$3.42 mln (11 Analysts)
Q2 Adjusted Gross Margin
74%
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 10 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the healthcare facilities & services peer group is "buy"
Wall Street's median 12-month price target for Omada Health, Inc. is $27.00, about 41.3% above its August 5 closing price of $19.11
OMDA•
