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AI Equity Research · Healthcare

Omada Health, Inc. (OMDA)

AI stock analysis · Health Information Services · Last analyzed Aug 20, 2026

Compass Score
3.0/5
Call
Hold
Price
$24.47
AI Target
$28.25 +15.4%
AI Analyst Summary

Omada Health is a digital chronic disease management platform delivering exceptional top-line momentum — 43.1% revenue growth YoY — as it scales its diabetes prevention and hypertension programs across employer and health plan channels. Analyst sentiment is firmly bullish with 10 Buy ratings and zero sells, and the company has beaten earnings expectations in each of its first 4 public quarters, demonstrating early but consistent execution. The primary risk is a rich and expanding forward valuation (44x forward P/E) that leaves little room for execution missteps or a slowdown in member enrollment growth.

Catalysts
Fundamentals
Pe Trailing P/E 35.5x / Forward P/E 44.0x · 2.0/5
Trailing P/E of 35.5x is elevated for the Healthcare sector, and the forward P/E expanding to 44.0x signals near-term earnings compression. Valuation reflects a growth premium but leaves limited margin of safety.
Peg N/A · 3.0/5
PEG ratio is not available due to the absence of a reported earnings growth figure. Scored neutral per guidelines; the strong revenue growth of 43.1% is a partial positive offset but does not anchor a PEG calculation.
Analyst Rating Buy consensus (1.8) · 4.0/5
10 Buy / 2 Hold / 0 Sell across 12 analysts yields a consensus of 1.8, mapping to a score of 4. Broad coverage with no sell-side bears reflects high institutional conviction in the growth story.
Earnings Trend Revenue +43.1% YoY; EPS trend N/A · 4.0/5
Revenue growth of 43.1% YoY is well above sector peers and signals strong top-line momentum. Reported EPS growth is not available, but the consistent beat cadence (4 of 4 quarters) and accelerating revenue support a constructive earnings trend score.
Price Target Beat 4 of 4 quarters beat (limited history) · 4.0/5
Omada has beaten EPS estimates in all 4 available quarters. Only 4 quarters of history are on record (recently public), so a score of 5 is withheld; however, a perfect beat rate warrants an above-average score of 4.
Management Consistent execution; strong top-line delivery · 4.0/5
A perfect 4-of-4 EPS beat rate and 43%+ revenue growth reflect disciplined operational execution. Analyst confidence is high with no sell ratings. Capital allocation signals are limited given the company's early public-market history, keeping the score at 4 rather than 5.
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