Feed / OMDA

Omada Health, Inc.

OMDA

Healthcare · 19.64 -8.7% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

Omada Health, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 18 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.

Company-8.7% todayVolume comparison unavailable
Market group0 of 18 activeOnline Consumer Services · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • OMDA's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if OMDA's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Healthcare · Health Information Services

No new filing conclusion is available. 0 of 18 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • OMDA's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods3
Price observations311
Usable filing statements76
Verified relationships6
Evidence supporting the case
  • Latest annual revenue changed +53.2% year over year.
  • Operating margin changed +21.1 percentage points in the latest annual period.
  • Net margin changed +22.8 percentage points in the latest annual period.
  • Product pipeline and R&D has repeated favorable evidence across 4 filings.
  • Tariffs and trade policy has repeated favorable evidence across 3 filings.
Evidence challenging the case

No qualifying adverse evidence was identified; that is not proof there is no downside.

Questions before a position
  • EV/sales is 56% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 11, 2026

19.64
6m+52.2%12m-16.9%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2023-12-31$122.8M$-9.52
2024-12-31$169.8M+38.3%$-6.11+8.9%
2025-12-31$260.2M+53.2%$-0.35

What management says matters

Persistent and emerging business drivers

Legal and regulatory exposuremixed · 4 filings
Increased expenses as a result of operating as a public company include expenses necessary to comply with the rules and regulations applicable to companies listed on a national securities exchange and related compliance and reporting obligations pursuant to t…
10-Q · May 8, 2026
Product pipeline and R&Dpositive · 4 filings
7 $ 8,806 $ 3,891 44 % Research and development expenses increased by $3.9 million, or 44%, for the three months ended March 31, 2026 compared to the three months ended March 31, 2025, primarily driven by a $3.5 million increase in personnel costs related to…
10-Q · May 8, 2026
Tariffs and trade policypositive · 3 filings
Cost of hardware revenue increased by $4.6 million, or 44%, for the three months ended March 31, 2026 compared to the three months ended March 31, 2025, primarily driven by a 51% increase in total members, reflecting new members enrolled in our programs compa…
10-Q · May 8, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 2.8× · EV/sales 1.9×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Fewer than 4 annual revenue periods; too little history to scaffold scenarios.

Price action

How the market is pricing the story

19.64-8.7% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for OMDA. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for OMDA. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind OMDA

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

DRIOFiling-linked namecompetitorMay 8, 2026

We currently face competition from a range of digital health companies, including direct competition from: competitors offering cardiometabolic programs, such as Hello Heart Inc., Lark Technologies, Inc., Livongo (via Teladoc Health, Inc.), Onduo LLC, Vida He…

HNGEHinge Health, Inc.competitorMay 8, 2026

We currently face competition from a range of digital health companies, including direct competition from: competitors offering cardiometabolic programs, such as Hello Heart Inc., Lark Technologies, Inc., Livongo (via Teladoc Health, Inc.), Onduo LLC, Vida He…

Depended on by

HNGEHinge Health, Inc.competitorMay 7, 2026

Our competitors fall into the following categories: • Digital platforms that provide broad MSK care or programs that address a segment of MSK care, including Kaia Health Software, Inc.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 9 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

OMDA is currently a Follower in the organic co-movement group Online Consumer Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for OMDA; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.