Omada Health, Inc. (OMDA)
NASDAQHealth CareMedical - Healthcare Information ServicesSnapshot 2026-09-04
$22.77+2.15%
Close 2026-09-04 · 1-day change
NASDAQHealth CareMedical - Healthcare Information ServicesSnapshot 2026-09-04
Research Workspace
Put OMDA beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Health Care is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Increase Adjusted EBITDA to $14M-$20M in 2026: EBITDA $21M-$27M vs $14M-$20M target.
View ThesisMiddle-of-the-pack management execution.
View ManagementExpectations look high — the market is pricing in about 58% growth a year, above the roughly 23% analysts expect, leaving little room for error.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 59% in its worst 12-month stretch.
View RiskOMDA's growth strategy relies on achieving 30% revenue growth in 2026. Recent financial performance shows strong revenue growth of 43% year over year and a recent earnings beat. It trades at 70.7× P/E versus a peer median of 20.4×, indicating the market prices in more growth than forecasted. The primary risk is a potential credibility hit if OMDA cuts guidance after recently raising it. Peer multiples imply a price about 58% below where it trades. Our read remains intact.
Trailing returns as of 2026-09-04. OMDA is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 12 analysts currently covering OMDA (as of Sep 2026).
Based on 6 Wall Street analysts offering 12-month price targets for OMDA in the last 4 months.
Continue this research
Compare OMDA with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Free account required to save the handoff. No credit card.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| OMDA Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Health Care Technology — fair value, gap to price, and forward P/E.
Compare the value case
Put OMDA next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase Adjusted EBITDA to $21M-$27M in 2026
Q2 growth supports EBITDA target for 2026.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $22.77
The last 12 months of price, then the range of analyst 12-month targets from today’s $22.77.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Achieve 30% revenue growth in 2026
Record Q2 supports revenue growth target for 2026.
Advances: Expand total members and commercial channels
Discussion on channel reach aligns with member expansion goals.
Lack of pricing power could hinder revenue growth.