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Oscar Health upgraded to Equal Weight from Underweight at Barclays

Barclays analyst Andrew Mok upgraded Oscar Health (OSCR) to Equal Weight from Underweight with a price target of $18, up from $13. The firm sees managed care stocks benefiting in 2026 from the prospects of margin expansion and rotation away from artificial intelligence-related stocks toward “de-rated underperformers.” Oscar is priced attractively as the market is currently over-discounting the negative outcomes from expiring subsidies, the analyst tells investors in a research note.

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