Omada Health Shares Jump on 58% Q4 Revenue Surge and GLP-1 Program Launch
Omada Health reported fourth-quarter revenue of $75.85 million, up 58% year-over-year, and delivered $0.08 EPS versus a $0.03 loss estimate while forecasting fiscal-2026 sales of $312-$322 million. Its new GLP-1 Flex Care program now supports over 150,000 members and offers employers cost-management and oversight for GLP-1 medications.
1. Fourth-Quarter Financial Performance
Omada Health recorded Q4 revenue of $75.85 million, a 58% increase year-over-year, and reported earnings of $0.08 per share compared to a $0.03 loss estimate. The results reflect strong adoption of its digital chronic care services and exceeded expectations on both top and bottom lines.
2. GLP-1 Flex Care Program Details
The GLP-1 Flex Care offering enables employers to manage medication costs while providing clinical oversight and guidance. The program now supports over 150,000 members on GLP-1 therapy—up from 50,000 at the end of 2024—with a 67% one-year persistence rate among participants.
3. Fiscal-2026 Sales Forecast
Omada forecasts fiscal-2026 sales between $312 million and $322 million, compared with a $311.41 million consensus estimate. Management cited expanding employer adoption and program enhancements as drivers for targeting over $300 million in annual revenue.
4. Technical Momentum and Analyst Outlook
Shares climbed more than 10% in premarket trading, trading 31.6% above the 20-day moving average but 9.1% below the 100-day average. Neutral RSI readings alongside a bullish MACD suggest potential upside, while analysts maintain mostly Buy ratings with an average price target near $24.18.