Omada Health (NASDAQ:OMDA) Trading Up 15.5% After Earnings Beat

Omada Health, Inc. (NASDAQ:OMDA) shares traded up 15.5% during trading on Friday after the company announced better than expected quarterly earnings. The stock traded as high as $22.43 and last traded at $22.5610. 563,813 shares traded hands during trading, a decline of 54% from the average session volume of 1,229,254 shares. The stock had previously closed at $19.54.

The company reported $0.08 EPS for the quarter, topping the consensus estimate of ($0.02) by $0.10. Omada Health had a negative net margin of 2.22% and a negative return on equity of 1.82%. The firm had revenue of $87.83 million for the quarter, compared to the consensus estimate of $80.93 million.

Omada Health News Summary

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

• Positive Sentiment: Q2 earnings and revenue beat estimates. Omada reported quarterly adjusted earnings of $0.15 per share, versus the consensus estimate of $0.05, improving from a $0.09 loss a year earlier. Revenue reached $87.83 million, ahead of the $80.93 million analyst forecast. Omada Health Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: Operating momentum remained strong. Second-quarter revenue grew 43% year over year, total members increased 45%, and gross margin reached a new quarterly record. These trends support the company’s digital chronic-care platform and suggest continued demand for its services. Omada Health Reports Second Quarter 2026 Results
• Positive Sentiment: Full-year revenue guidance exceeded expectations. Omada forecast fiscal 2026 revenue of $334 million to $340 million, above the $327.2 million consensus estimate. The outlook reinforces expectations for continued top-line growth, although the company remains only modestly profitable or loss-making under some measures. Omada Health Q2 2026 Earnings Call Transcript
• Neutral Sentiment: Leadership succession was announced. Co-founder and CEO Sean Duffy will become executive chair on January 1, 2027, while President Wei-Li Shao will become CEO. The planned transition may provide continuity, but investors could monitor execution and strategy under the new leadership. Omada Health Announces CEO Transition
• Negative Sentiment: CEO insider selling provides a minor counterpoint. Sean Duffy sold 12,944 shares for approximately $264,000, reducing his direct stake by 3.05%. The sale is relatively small compared with his remaining ownership, but insider selling can weigh modestly on sentiment. Omada Health CEO Share Sale

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on the company. Wall Street Zen downgraded Omada Health from a “buy” rating to a “hold” rating in a report on Saturday, July 18th. Weiss Ratings lowered Omada Health from a “sell (d-)” rating to a “sell (e+)” rating in a research report on Monday, July 13th. Wells Fargo & Company upped their target price on Omada Health from $17.00 to $18.00 and gave the company an “equal weight” rating in a report on Friday, May 8th. Citigroup reaffirmed an “outperform” rating on shares of Omada Health in a research note on Monday, July 20th. Finally, Citizens Jmp boosted their price objective on shares of Omada Health from $21.00 to $27.00 and gave the company a “market outperform” rating in a research report on Monday, July 20th. Eleven equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $25.25.

Insiders Place Their Bets

In other news, CFO Steven L. Cook sold 33,000 shares of the stock in a transaction that occurred on Friday, June 26th. The stock was sold at an average price of $19.89, for a total value of $656,370.00. Following the completion of the transaction, the chief financial officer owned 133,359 shares of the company’s stock, valued at approximately $2,652,510.51. This represents a 19.84% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CAO Craig Gracey sold 6,894 shares of Omada Health stock in a transaction that occurred on Friday, June 12th. The shares were sold at an average price of $17.42, for a total value of $120,093.48. Following the sale, the chief accounting officer owned 9,191 shares in the company, valued at $160,107.22. This represents a 42.86% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 206,406 shares of company stock worth $4,191,483. Company insiders own 6.38% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of the business. Quarry LP bought a new position in shares of Omada Health during the fourth quarter valued at approximately $29,000. TD Waterhouse Canada Inc. purchased a new position in Omada Health in the 4th quarter worth about $32,000. Raymond James Financial Inc. bought a new position in Omada Health in the second quarter worth approximately $32,000. Inlight Wealth Management LLC purchased a new stake in shares of Omada Health in the 4th quarter worth $45,000. Finally, Versant Capital Management Inc raised its stake in shares of Omada Health by 319.3% in the second quarter. Versant Capital Management Inc now owns 2,998 shares of the company’s stock worth $66,000 after buying an additional 2,283 shares during the period.

Omada Health Stock Up 20.0%

The firm’s fifty day simple moving average is $20.24 and its two-hundred day simple moving average is $16.15. The firm has a market cap of $1.39 billion, a PE ratio of -86.39 and a beta of 1.73.

About Omada Health

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.