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![wallstengine Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1508426880860704771.png) Wall St Engine [@wallstengine](/creator/twitter/wallstengine) on x 71.8K followers
Created: 2025-07-14 10:45:11 UTC

Piper Sandler Downgrades $OSCR to Neutral from Overweight, Lowers PT to $XX from $XX

Analyst comments: "Our $XXXXX PT assigns an unchanged 15.0x multiple to CY27E EPS of $XXXX (previously CY26E) and discounts the result back one year at a XXXX% WACC. We remain comfortable with OSCR's CY25 guidance following a review of CY24 risk adjustment data; recent CNC and MOH announcements; and statutory filings from OSCR and competitors in key FL and GA markets. But we fear that solid CY25 execution is an insufficient catalyst to buoy the stock as time advances towards CY26. Risk-reward is softening, in our view. We expect provisions in The One Big Beautiful Bill Act/ CY25 Marketplace Integrity and Affordability Final Rule + the expiration of enhanced APTCs to produce unprecedented disenrollment, risk pool degradation and rate/ trend volatility in the ACA Marketplace and at OSCR next year."

Analyst: Jessica Tassan

![](https://pbs.twimg.com/media/Gvz_Nn0bwAAQ1_P.jpg)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944709757325217816/c:line.svg)

**Related Topics**
[moh](/topic/moh)
[oscr](/topic/oscr)
[$pipr](/topic/$pipr)
[$oscr](/topic/$oscr)

[Post Link](https://x.com/wallstengine/status/1944709757325217816)