Omada Health (NASDAQ:OMDA) Posts Earnings Results, Beats Expectations By $0.12 EPS

06 Mar 2026, 14:12 by Mitch Edgeman · The Markets Daily

Omada Health (NASDAQ:OMDA – Get Free Report) posted its quarterly earnings data on Thursday. The company reported $0.08 earnings per share for the quarter, beating the consensus estimate of ($0.04) by $0.12, FiscalAI reports. The company had revenue of $75.85 million during 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 Stock Up 0.6%

Shares of NASDAQ OMDA opened at $13.60 on Friday. Omada Health has a twelve month low of $10.28 and a twelve month high of $28.40. The stock has a market cap of $787.58 million and a price-to-earnings ratio of -54.40. The company’s fifty day moving average is $14.07 and its 200-day moving average is $18.73.

Insider Activity

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

Institutional Investors Weigh In On Omada Health

Large investors have recently made changes to their positions in the stock. Quarry LP bought a new stake in Omada Health in the 4th quarter valued at $29,000. TD Waterhouse Canada Inc. bought a new stake in Omada Health in the 4th quarter valued at approximately $32,000. Raymond James Financial Inc. acquired a new position in Omada Health during the 2nd quarter worth approximately $32,000. Strs Ohio acquired a new stake in shares of Omada Health in the third quarter valued at approximately $38,000. Finally, Inlight Wealth Management LLC bought a new stake in shares of Omada Health in the fourth quarter worth $45,000.

Analyst Ratings Changes

OMDA has been the topic of several research reports. Evercore upped their price objective on Omada Health from $27.00 to $28.00 and gave the stock an “outperform” rating in a report on Friday, November 7th. Wells Fargo & Company initiated coverage on Omada Health in a research note on Thursday, January 8th. They set an “equal weight” rating and a $17.00 price target on the stock. BMO Capital Markets started coverage on Omada Health in a research report on Thursday, November 13th. They issued an “outperform” rating and a $27.00 price objective for the company. Needham & Company LLC restated a “buy” rating and set a $28.00 target price on shares of Omada Health in a research report on Thursday, January 22nd. Finally, Barclays lowered their price target on shares of Omada Health from $22.00 to $17.00 and set an “overweight” rating for the company in a research report on Tuesday. Eight investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $24.60.

View Our Latest Stock Analysis on Omada Health

Key Stories Impacting Omada Health

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

Positive Sentiment: Robust Q4 and FY‑2025 metrics: Q4 revenue of $75.85M (+58% YoY) and full‑year revenue growth of 53%; member base grew ~55%; company reported positive adjusted EBITDA for the full year and positive net income in Q4 — evidence of improving unit economics and margin leverage. Omada Health Reports Fourth Quarter and Full-Year 2025 Results
Positive Sentiment: New product expansion that could drive adoption and limit employer drug cost exposure: Omada launched GLP‑1 Flex Care (employer‑facing program where members obtain meds via cash‑pay channels) and unveiled broader GLP‑1 and cholesterol programs — increases addressable market for employer-sponsored chronic care. Omada Health Announces GLP-1 Flex Care, Giving Employers a New, Flexible Path to Support Obesity Care
Positive Sentiment: Management set a ~22% revenue growth target for 2026, signaling confidence in continued member and product momentum and giving investors a clear growth target to model. Omada Health outlines 22% revenue growth target for 2026 while launching new GLP‑1 and cholesterol programs
Neutral Sentiment: FY‑2026 revenue guidance of $312M–$322M was issued and sits roughly in line with consensus (~$312.2M), implying execution expectations are baked into current estimates; management did not provide clear EPS guidance in the release. Omada Health Reports Fourth Quarter and Full-Year 2025 Results
Neutral Sentiment: Full earnings call/transcript available for detail on margin drivers, member economics and product rollout cadence — useful for investors who want management color on adoption curves and pricing. Omada Health, Inc. (OMDA) Q4 2025 Earnings Call Transcript Omada Health (OMDA) Q4 2025 Earnings Transcript
Negative Sentiment: Analyst headwinds: Barclays trimmed its price target to $17, which could cap upside and signal some investor caution on valuation despite the operational progress. Barclays Lowers Omada Health (NASDAQ:OMDA) Price Target to $17.00

About Omada Health

(Get Free Report)

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.