Omada Health Q4 revenue soars on strong member growth

Omada Health

05/03/2026 21:19

Overview

Virtual healthcare provider's Q4 revenue grew 58% yr/yr

Adjusted EBITDA for Q4 beat analyst expectations

Company swung to net income in Q4, from a net loss of $8 mln a year ago

Outlook

Omada expects 2026 revenue between $312 mln and $322 mln

Company anticipates 2026 adjusted EBITDA of $7 mln to $15 mln

Result Drivers

MEMBER GROWTH - At year end, Omada Health reported a 55% increase in total members year-over-year, reaching 886,000, which supported revenue growth

GLP-1 PROGRAM EXPANSION - The company expanded its GLP-1 program, supporting over 150,000 members at year end

PROGRAM INNOVATION - In 2025, launched AI-powered tools and new programs like Omada for Cholesterol, enhancing member support and engagement

Company press release: ID:nGNX6XTr6r

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Net Income
$5 mln
Q4 Adjusted EBITDA
Beat
$8 mln
$1.27 mln (8 Analysts)
Q4 Adjusted Gross Margin
72.6%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the healthcare facilities & services peer group is "buy"

Wall Street's median 12-month price target for Omada Health Inc is $27.00, about 99.7% above its March 4 closing price of $13.52

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)