Omada Health beats on revenue in first earnings report since IPO

Written by Emily J. Thompson, Senior Investment Analyst

OMDA.O

20.31

USD

-7.13%

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OMDA.O-7.13%

Source: CNBC

Updated: Aug 07 2025

5mins

Source: CNBC

Quarterly Performance: Omada Health reported a 49% increase in revenue for Q2, reaching $41.21 million, while reducing its net loss to $5.31 million from $10.69 million the previous year. The company anticipates full-year revenue between $235 million and $241 million, exceeding analyst expectations.
Membership Growth: The virtual care company ended Q2 with 752,000 members, marking a 52% year-over-year increase, and plans to discuss these results in an upcoming investor call.

OMDA.O

$20.310+6.895%Past 6 months

Line

Candle

YTD

Intellectia

Analyst Views on OMDA

Wall Street analysts forecast OMDA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for OMDA is 27.43 USD with a low forecast of 24.00 USD and a high forecast of 31.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

7 Analyst Rating

6 Buy

1 Hold

0 Sell

Strong Buy

Current: 21.870

Low

24.00

Averages

27.43

High

31.00

Current: 21.870

Low

24.00

Averages

27.43

High

31.00

Evercore ISI

Outperform

maintain

$27 -> $28

2025-11-07

New

Reason

Evercore ISI

Price Target

$27 -> $28

2025-11-07

New

maintain

Outperform

Reason

Evercore ISI raised the firm's price target on Omada Health to $28 from $27 and keeps an Outperform rating on the shares after Q3 revenue and EBITDA beat expectations and FY25 guidance was raised.

Morgan Stanley

Overweight

maintain

$30 -> $32

2025-11-07

New

Reason

Morgan Stanley

Price Target

$30 -> $32

2025-11-07

New

maintain

Overweight

Reason

Morgan Stanley raised the firm's price target on Omada Health to $32 from $30 and keeps an Overweight rating on the shares. Q3 revenue increased 49% year-over-year and beat by 11%, and the company crossed the threshold to EBITDA profitability, the analyst tells investors in a research note. The firm added that momentum continues, and the big development on the quarterly call was expanding its GLP-1 offering to include prescribing.

Barclays

Saket Kalia

Overweight

maintain

$28 -> $29

2025-11-07

New

Reason

Barclays

Saket Kalia

Price Target

$28 -> $29

2025-11-07

New

maintain

Overweight

Reason

Barclays analyst Saket Kalia raised the firm's price target on Omada Health to $29 from $28 and keeps an Overweight rating on the shares. The company reported "another beat and raise" quarter, the analyst tells investors in a research note.

Barclays

Overweight

maintain

$24 -> $28

2025-10-22

Reason

Barclays

Price Target

$24 -> $28

2025-10-22

maintain

Overweight

Reason

Barclays raised the firm's price target on Omada Health to $28 from $24 and keeps an Overweight rating on the shares ahead of the earnings report on November 6. The firm expects another "beat and raise" quarter based on seasonal trends, adoption of the company's higher priced programs, growing GLP-1 use.

See All Ratings

About OMDA

Omada Health Inc. is a virtual-first healthcare provider that nurtures lifelong health. The Company has one operating segment, namely all virtual care program product offerings. The Company’s member-facing platform is designed to offer an integrated experience that encompasses the full range of direct interactions. It offers range of programs like Omada for Prevention & Weight Health, Omada for Diabetes, Omada for Hypertension, Omada for musculoskeletal (MSK), and Omada GLP-1 Care Tracks. Its Omada for Prevention & Weight Health programs focus on prediabetes and weight management, two critical elements of preventing diabetes and heart disease. Its Omada for Diabetes program is designed to help members with type 1 or type 2 diabetes achieve stable blood glucose levels and meet and reach their goals for reducing hemoglobin A1C. Its Omada for Hypertension is designed to help reduce members blood pressure and help them maintain healthy blood pressure.

About the author

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Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.