Jim Cramer Analyzed These 9 Stocks As He Said Tariffs Are Better Than CIA Coups

4. Oscar Health, Inc. (NYSE:OSCR)

Number of Hedge Fund Holders In Q1 2025: 41

Oscar Health, Inc. (NYSE:OSCR) is a medical company that provides coverage plans, which include value-based plans and reinsurance products. The shares have gained 10% year-to-date, primarily on the back of a 52% jump in June after investors searched for stocks that might benefit from the Trump administration’s push towards Medicare efficiencies. The last time Cramer discussed Oscar Health, Inc. (NYSE:OSCR) was in 2024 when he praised the firm’s CEO. This time, he discussed analyst coverage of the stock:

“David I’m hearing this Oscar Health could be in a little bit of a jam. That’s Mark Bertolini. Now I think Bertolini is terrific. . .Yeah but there’s a price target, price target ten dollars, when the stock hit 15, by Wells. I thought they had a price target at 16, they cut it to 10. ‘Pricing not adequate to cover costs.’ . .just be aware that that sector is still untouchable.”

Longleaf Partners mentioned Oscar Health, Inc. (NYSE:OSCR) in its Q4 2024 investor letter. Here is what the fund said:

“Oscar Health, Inc. (NYSE:OSCR) – Health insurance and software company Oscar was a top detractor for the quarter while remaining a top contributor for the year. The company delivered another strong quarter operationally, achieving over 60% year-over-year revenue and membership growth, while advancing toward its publicly stated goal of 5% operating income margins. Despite the operational progress, the Trump presidential win weighed on the stock price in the quarter due to added uncertainty around the future of the enhanced ACA subsidies set to expire at the end of 2025 and broader implications for the ACA itself. Oscar still has underappreciated non-earning assets in various regions at different stages of ramp-up, transitioning from investment mode in some areas to higher-margin operations in others. We view this as a long-term positive, highlighting the embedded long-term growth potential at Oscar. While election-related news contributed to stock volatility in the second half of the year, we capitalized on the volatility by strategically trimming and adding to our position. It was powerful to see both co-founder Josh Kushner and CEO Mark Bertolini (via his foundation) each purchase more than $10 million worth of stock in the wake of the election selloff.”