Trump's CMS proposes minimal 0.09% Medicare payment increase for 2027, far below Wall Street's 4-6% expectations, while eliminating controversial billing practices.
Barclays upgraded Oscar Health to Equal Weight, raising its price target to $18 as analysts see margin expansion and renewed interest in managed care stocks in 2026.
Over 20 million Americans face sharply higher health insurance costs after the Senate rejected both Republican and Democratic plans to extend expiring Affordable Care Act tax credits.
Piper Sandler upgrades Oscar Health to Overweight with a $25 price target, citing growth and profitability potential through 2027.
White House plans to unveil health policy framework extending ACA subsidies for two years while adding income caps and minimum premium requirements to address expiring benefits.
Health insurance stocks dropped during pre-market trading after President Trump criticized insurers on social media and proposed providing direct subsidies to consumers instead of ACA tax credits.
