In a report released yesterday, David Roman from Goldman Sachs maintained a Buy rating on Omada Health, Inc., with a price target of $26.00.
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David Roman has given his Buy rating due to a combination of factors, chiefly Omada’s strong recent financial performance and clear path to continued growth. The company posted fourth-quarter revenue well above earlier indications, alongside a meaningful shift into profitability across GAAP earnings, adjusted EBITDA, and free cash flow, supported by expanding gross margins and validation of its healthcare-centric, digitally enabled model.
Looking ahead, management’s 2026 outlook calls for solid double-digit revenue expansion and further EBITDA gains, even before considering potential upside from several upcoming product initiatives such as GLP‑1-related offerings and a new cholesterol program. With the shares underperforming the broader small-cap and healthcare technology benchmarks despite this execution, Roman sees the current valuation as attractive relative to Omada’s growth trajectory, profitability inflection, and additional runway from new customer onboarding and product launches.
In another report released today, Canaccord Genuity also maintained a Buy rating on the stock with a $22.00 price target.
Based on the recent corporate insider activity of 33 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of OMDA in relation to earlier this year.