Omada Health Launches GLP-1 Flex Care Program to Support Employers
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 06 2026
0mins
Should l Buy OMDA?
Source: Benzinga
- New Program Launch: Omada Health has introduced the GLP-1 Flex Care program aimed at helping employers manage the costs of obesity medications while providing necessary clinical oversight to meet the growing demand for GLP-1 drugs among employees.
- Earnings Beat Expectations: The company reported fourth-quarter earnings of $0.08 per share, surpassing the consensus estimate of a loss of $0.03, with sales reaching $75.85 million, a 58% year-over-year increase, indicating strong market performance.
- Significant User Growth: Omada Health now supports over 150,000 members on GLP-1s, a substantial increase from over 50,000 at the end of 2024, reflecting the company's expanding influence in obesity management.
- Optimistic Future Outlook: The company forecasts fiscal 2026 sales between $312 million and $322 million, slightly above the consensus of $311.41 million, demonstrating confidence in future growth prospects.
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Analyst Views on OMDA
Wall Street analysts forecast OMDA stock price to rise
9 Analyst Rating
8 Buy
1 Hold
0 Sell
Strong Buy
Current: 16.400
Low
17.00
Averages
27.00
High
32.00
Current: 16.400
Low
17.00
Averages
27.00
High
32.00
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
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.
Omada Health Reports Milestone Q1 2026 Earnings with Strong Growth
- Significant Revenue Growth: Omada Health reported Q1 2026 revenue of $78 million, a 42% year-over-year increase, surpassing analyst estimates of $74.09 million, indicating strong market performance and growth potential.
- Membership Milestone: The total membership reached 1,025,000 in Q1, reflecting a 51% year-over-year growth, marking a crucial milestone in expanding the customer base and enhancing market competitiveness.
- Improved Profitability: The company achieved an adjusted EBITDA of $1 million in Q1, with GAAP net loss narrowing to $3 million, demonstrating positive progress in cost control and profitability, especially during its historically most cost-intensive quarter.
- Optimistic Outlook: Omada raised its full-year revenue guidance to $322 million to $330 million, with adjusted EBITDA expectations of $14 million to $20 million, reflecting management's confidence in future growth, particularly in promoting GLP-1 prescribing capabilities.
See More
Omada Health Study Shows Significant Weight Loss with GLP-1 Therapy
- Significant Weight Loss: A study by Omada Health reveals that members in the GLP-1 Care Track lost an average of 6.0% of their body weight, 1.8 times more than the 3.3% loss in the control group, highlighting the program's effectiveness in promoting substantial weight loss.
- Body Composition Improvements: Participants in the Omada program reduced their body fat percentage by 3.3%, double that of the control group, while increasing muscle mass by nearly three times, demonstrating the program's success in enhancing body composition.
- Mental Health Benefits: The study also indicated that Omada members reported significant improvements in mental health, physical functioning, and confidence in their weight loss efforts, suggesting that the program addresses overall well-being, not just weight metrics.
- Long-term Clinical Impact: Omada Health's president emphasized that the success of GLP-1 companion programs should focus on high-quality weight loss, which is crucial for long-term health outcomes and the return on investment potential of GLP-1 treatments.
See More
Omada Health to Release Q1 2026 Results on May 7
- Earnings Release Schedule: Omada Health will announce its Q1 2026 results on May 7, 2026, after market close, and will host a conference call at 4:30 PM ET the same day to provide detailed insights into its financial performance and future outlook.
- Conference Call Details: The call will feature a live audio webcast available online, with a replay accessible for approximately 12 months post-call, ensuring that investors who cannot attend live can still access critical information.
- Company Background: Omada Health focuses on innovating healthcare delivery in the U.S., aiming to improve chronic disease management during the intervals between doctor visits by utilizing a virtual-first model that combines human-led care teams, connected devices, and AI technology to provide personalized support to over two million members.
- Market Impact Analysis: Omada Health's approach not only addresses gaps in traditional healthcare systems but also enhances its competitive edge in chronic disease management through innovative services like GLP-1 therapy support, which is expected to attract more partnerships with employers and health plans.
See More
Omada Health Receives Market Outperform Rating from Citizens
- Market Coverage Rating: Citizens initiated coverage on Omada Health (OMDA) with a Market Outperform rating and an $18 price target, highlighting the compelling risk-reward profile of the virtual care provider.
- Customer Relationship Expansion: Analyst Constantine Davides noted that Omada's market reach has surpassed 2,000 customer relationships, showcasing its diversified platform advantages in weight loss and diabetes, thereby enhancing its competitive position.
- Valuation Analysis: Since its IPO in 2025, Omada has traded at an average EV/NTM revenue multiple of 3.5x, while currently trading at 1.7x based on Citizens' 2026 revenue estimates, indicating significant undervaluation potential.
- Optimistic Growth Outlook: Davides projects that OMDA's membership could exceed 1 million in 2025, with revenue and EBITDA CAGR estimates of 16% and 44% over the next four years, suggesting ample runway for sustained double-digit growth in the coming years.
See More
Omada Health's Digital Platform Grows 53% in 2025
- Significant Sales Growth: Omada Health achieved a 53% increase in sales in 2025, demonstrating the effectiveness of its digital healthcare platform in improving health outcomes for patients with chronic conditions, particularly those on GLP-1 medications.
- Huge Market Potential: Despite reaching an $800 million market cap, Omada trades at only three times its sales, indicating that its stock is undervalued and has multibagger potential, which could yield substantial returns for investors.
- Increased User Engagement: The company's mobile app has surpassed 40,000 monthly global downloads, quickly becoming the number one app in its healthcare niche, reflecting its growing popularity and market penetration among users.
- Improved Profitability: Omada's profit margins rose from -16% to 6% in the fourth quarter, indicating that the company is not only growing sales but also enhancing its profitability, which strengthens its financial stability for the future.
See More
Omada Health: Promising Prospects for Digital Healthcare Startup
- Significant Market Potential: Launched in 2025, Omada Health has an $800 million market cap; despite a lackluster stock performance, its digital healthcare platform provides crucial guidance for chronic disease patients, showcasing potential as a multibagger.
- High User Engagement: Omada's mobile app has surpassed 40,000 monthly downloads, quickly becoming the top app in its healthcare niche, with a customer satisfaction rate of 90%, indicating strong appeal and demand in the market.
- Notable Health Outcomes: Members using GLP-1 have documented 28% more weight loss compared to non-users, and those who stopped GLP-1 but continued with Omada regained only 1% of their body weight after a year, demonstrating the effectiveness of Omada's interventions in improving health outcomes.
- Strong Financial Performance: In 2025, Omada's sales grew by 53%, with profit margins rising from -16% to 6% in Q4, while trading at just 3 times sales, highlighting its attractiveness as a growth stock and investment opportunity.
See More
Omada Health Reports Milestone Q1 2026 Earnings with Strong Growth
- Significant Revenue Growth: Omada Health reported Q1 2026 revenue of $78 million, a 42% year-over-year increase, surpassing analyst estimates of $74.09 million, indicating strong market performance and growth potential.
- Membership Milestone: The total membership reached 1,025,000 in Q1, reflecting a 51% year-over-year growth, marking a crucial milestone in expanding the customer base and enhancing market competitiveness.
- Improved Profitability: The company achieved an adjusted EBITDA of $1 million in Q1, with GAAP net loss narrowing to $3 million, demonstrating positive progress in cost control and profitability, especially during its historically most cost-intensive quarter.
- Optimistic Outlook: Omada raised its full-year revenue guidance to $322 million to $330 million, with adjusted EBITDA expectations of $14 million to $20 million, reflecting management's confidence in future growth, particularly in promoting GLP-1 prescribing capabilities.
See More
Omada Health Study Shows Significant Weight Loss with GLP-1 Therapy
- Significant Weight Loss: A study by Omada Health reveals that members in the GLP-1 Care Track lost an average of 6.0% of their body weight, 1.8 times more than the 3.3% loss in the control group, highlighting the program's effectiveness in promoting substantial weight loss.
- Body Composition Improvements: Participants in the Omada program reduced their body fat percentage by 3.3%, double that of the control group, while increasing muscle mass by nearly three times, demonstrating the program's success in enhancing body composition.
- Mental Health Benefits: The study also indicated that Omada members reported significant improvements in mental health, physical functioning, and confidence in their weight loss efforts, suggesting that the program addresses overall well-being, not just weight metrics.
- Long-term Clinical Impact: Omada Health's president emphasized that the success of GLP-1 companion programs should focus on high-quality weight loss, which is crucial for long-term health outcomes and the return on investment potential of GLP-1 treatments.
See More
Omada Health to Release Q1 2026 Results on May 7
- Earnings Release Schedule: Omada Health will announce its Q1 2026 results on May 7, 2026, after market close, and will host a conference call at 4:30 PM ET the same day to provide detailed insights into its financial performance and future outlook.
- Conference Call Details: The call will feature a live audio webcast available online, with a replay accessible for approximately 12 months post-call, ensuring that investors who cannot attend live can still access critical information.
- Company Background: Omada Health focuses on innovating healthcare delivery in the U.S., aiming to improve chronic disease management during the intervals between doctor visits by utilizing a virtual-first model that combines human-led care teams, connected devices, and AI technology to provide personalized support to over two million members.
- Market Impact Analysis: Omada Health's approach not only addresses gaps in traditional healthcare systems but also enhances its competitive edge in chronic disease management through innovative services like GLP-1 therapy support, which is expected to attract more partnerships with employers and health plans.
See More
Omada Health Receives Market Outperform Rating from Citizens
- Market Coverage Rating: Citizens initiated coverage on Omada Health (OMDA) with a Market Outperform rating and an $18 price target, highlighting the compelling risk-reward profile of the virtual care provider.
- Customer Relationship Expansion: Analyst Constantine Davides noted that Omada's market reach has surpassed 2,000 customer relationships, showcasing its diversified platform advantages in weight loss and diabetes, thereby enhancing its competitive position.
- Valuation Analysis: Since its IPO in 2025, Omada has traded at an average EV/NTM revenue multiple of 3.5x, while currently trading at 1.7x based on Citizens' 2026 revenue estimates, indicating significant undervaluation potential.
- Optimistic Growth Outlook: Davides projects that OMDA's membership could exceed 1 million in 2025, with revenue and EBITDA CAGR estimates of 16% and 44% over the next four years, suggesting ample runway for sustained double-digit growth in the coming years.
See More
Omada Health's Digital Platform Grows 53% in 2025
- Significant Sales Growth: Omada Health achieved a 53% increase in sales in 2025, demonstrating the effectiveness of its digital healthcare platform in improving health outcomes for patients with chronic conditions, particularly those on GLP-1 medications.
- Huge Market Potential: Despite reaching an $800 million market cap, Omada trades at only three times its sales, indicating that its stock is undervalued and has multibagger potential, which could yield substantial returns for investors.
- Increased User Engagement: The company's mobile app has surpassed 40,000 monthly global downloads, quickly becoming the number one app in its healthcare niche, reflecting its growing popularity and market penetration among users.
- Improved Profitability: Omada's profit margins rose from -16% to 6% in the fourth quarter, indicating that the company is not only growing sales but also enhancing its profitability, which strengthens its financial stability for the future.
See More
Omada Health: Promising Prospects for Digital Healthcare Startup
- Significant Market Potential: Launched in 2025, Omada Health has an $800 million market cap; despite a lackluster stock performance, its digital healthcare platform provides crucial guidance for chronic disease patients, showcasing potential as a multibagger.
- High User Engagement: Omada's mobile app has surpassed 40,000 monthly downloads, quickly becoming the top app in its healthcare niche, with a customer satisfaction rate of 90%, indicating strong appeal and demand in the market.
- Notable Health Outcomes: Members using GLP-1 have documented 28% more weight loss compared to non-users, and those who stopped GLP-1 but continued with Omada regained only 1% of their body weight after a year, demonstrating the effectiveness of Omada's interventions in improving health outcomes.
- Strong Financial Performance: In 2025, Omada's sales grew by 53%, with profit margins rising from -16% to 6% in Q4, while trading at just 3 times sales, highlighting its attractiveness as a growth stock and investment opportunity.
See More
