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Omada Health (OMDA) drew investor attention on 6 August 2026 after reporting record second quarter results, raising full year 2026 guidance, and outlining a planned CEO transition effective 1 January 2027.
See our latest analysis for Omada Health.
At a latest share price of $23.67, Omada Health has seen a sharp shift in sentiment, with a 1 day share price return of 21.14% and 7 day share price return of 19.30% around the earnings beat and CEO succession news. That sits within a stronger backdrop of a 90 day share price return of 61.13%, while the 1 year total shareholder return of 24.45% points to momentum that has been building rather than fading.
If this kind of move in Omada Health has you looking for other opportunities in healthcare technology, it can be useful to widen your search using a focused screener for 43 healthcare AI stocks
For Omada Health, the sharp jump after record earnings and a planned CEO transition could signal that investors are catching up with the business, or simply riding a hot story. The valuation section next helps sort those views out.
Omada Health's most followed narrative puts fair value at $24.58 per share, slightly above the latest $23.67 close, which helps frame today's sharp move.
Growing employer and payer preference for unified multi condition platforms over point solutions enables Omada to bundle programs, increase product density per customer and drive faster top line growth with lower customer acquisition cost.
Want to see what is sitting behind that bundling story? The narrative leans heavily on higher earnings power, richer margins and faster revenue expansion than headline numbers alone suggest.
Result: Fair Value of $24.58 (UNDERVALUED)
Have a read of the narrative in full and understand what's behind the forecasts.
However, Omada Health still faces key risks if GLP 1 related demand softens, or if heavier 2026 investment fails to translate into the expected margin improvement.
Find out about the key risks to this Omada Health narrative.
The narrative fair value suggests Omada Health is modestly undervalued at $24.58 per share, yet the market is paying a richer multiple than the models imply. The stock trades on a P/S of 4.7x versus a fair ratio of 3.5x, the US Healthcare industry at 1.5x, and peers at 0.9x. That gap points to real valuation risk if expectations slip even slightly, so how comfortable are you with paying that premium?
To see how those multiples stack up against detailed assumptions and scenarios, take a closer look at the valuation breakdown in the See what the numbers say about this price — find out in our valuation breakdown.
After all this, are you leaning bullish or cautious on Omada Health, and are you ready to move fast enough to test your own view against the data and sentiment shifts captured in our 3 key rewards and 2 important warning signs?
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include OMDA.
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