- Oscar Health Board Shift And New Plans Test Market Optimism
May 17, 2026
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Oscar Health (NYSE:OSCR) has appointed Siddhartha Sankaran as Independent Chair of the Board. The company has introduced new affordable health insurance products in multiple U.S. regions. These developments reflect ongoing changes in leadership and product offerings beyond routine disclosures.
Oscar Health operates in the U.S. health insurance sector, focusing on individual and family coverage supported by technology driven member services. The appointment of an Independent Chair can influence how the board oversees management, risk, and capital allocation. At the same time, adding more affordable plans across several regions places the company in the midst of competition around pricing, benefits, and digital experience.
For investors watching NYSE:OSCR, leadership changes and new product launches are core inputs when considering business direction. The combination of board refresh and expanded offerings provides additional data points to track how the company positions itself within regulated health insurance markets and responds to shifts in consumer and employer demand.
Stay updated on the most important news stories for Oscar Health by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Oscar Health.NYSE:OSCR 1-Year Stock Price Chart
Does the team leading Oscar Health have what it takes? See our full breakdown of the management team's track record and compensation.
Quick Assessment
⚖️ Price vs Analyst Target: At US$23.32, the stock trades about 15% above the US$20.30 consensus target, with analysts spread between US$11.00 and US$30.00. ⚖️ Simply Wall St Valuation: DCF based Fair Value is marked as unknown, so valuation signals from this model are currently inconclusive. ✅ Recent Momentum: The share price is up 47.7% over the last 30 days. This suggests expectations around the new Chair and product launches may already be reflected.
There is only one way to know the right time to buy, sell or hold Oscar Health. Head to the Simply Wall St company report for the latest analysis of Oscar Health's Fair Value.
Key Considerations
📊 The appointment of an Independent Chair and new affordable products may influence how you assess governance quality and the depth of the growth plan. 📊 Watch how membership, premiums, and loss ratios evolve as the new plans roll out, especially given the recent 47.7% share price move. ⚠️ Shareholders have been diluted in the past year, so any future capital raising or equity based incentives are worth tracking alongside these developments.
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Dig Deeper
For the full picture including more risks and rewards, check out the complete Oscar Health analysis. Alternatively, you can visit the community page for Oscar Health to see how other investors believe this latest news will impact the company's narrative.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include OSCR.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- 5 Revealing Analyst Questions From Oscar Health’s Q1 Earnings Call
May 17, 2026
Oscar Health’s first quarter results prompted a positive market reaction as management delivered substantial improvements in profitability, even as revenue came in below consensus. CEO Mark Bertolini attributed the performance to disciplined expense management, robust membership growth, and the growing impact of artificial intelligence (AI) across operations. Notably, Oscar’s medical loss ratio improved sharply, and management highlighted the effectiveness of new technology-driven transparency tools and member support features.
Is now the time to buy OSCR? Find out in our full research report (it’s free).
Oscar Health (OSCR) Q1 CY2026 Highlights:
Revenue: $4.65 billion vs analyst estimates of $4.93 billion (52.6% year-on-year growth, 5.7% miss) Adjusted EPS: $2.07 vs analyst estimates of $1.10 (88.2% beat) Adjusted EBITDA: $727.1 million vs analyst estimates of $513.9 million (15.6% margin, 41.5% beat) Operating Margin: 15.2%, up from 9.8% in the same quarter last year Market Capitalization: $7.15 billion
While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.
Our Top 5 Analyst Questions From Oscar Health’s Q1 Earnings Call
Jessica Tassan (Barclays): Asked about the behavior and utilization patterns of members who dropped coverage after Q1. CFO Scott Blackley explained that most were non-paying members with minimal utilization, and churn proceeded as expected, with no unusual cost impact. John Ransom (Raymond James): Inquired why the SG&A ratio remained low despite suppressed revenue from higher risk adjustment. Blackley clarified that cost leverage from membership growth and operating efficiency drove the improvement, but SG&A may trend higher later in the year as expenses normalize. Andrew Mok (Barclays): Questioned risk adjustment transfer levels and the impact of the increased bronze plan mix. Blackley noted that higher risk adjustment is expected to moderate as claims normalize, and that current member risk profiles are tracking as anticipated. Olivia Miles (Baird): Sought details on the financial impact and scaling of the Lucie Health Marketplace. CEO Mark Bertolini described Lucie as a high-margin, capital-light model with modest financial effect this year, but significant long-term growth potential. Raj Kumar (Stephens): Asked about market-level enrollment trends and the effect of competitor exits. Blackley and Bertolini said effectuation rates and member transitions were in line or modestly favorable, and Oscar’s proactive broker support and product design captured membership left by exiting competitors.
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Catalysts in Upcoming Quarters
Going forward, key watchpoints include (1) the pace at which Oscar scales the Lucie Health Marketplace and ICHRA X platforms, (2) the evolution of risk adjustment accruals and their impact on margins as member utilization normalizes, and (3) continued evidence that AI-driven initiatives are reducing administrative costs. Progress on these fronts will be critical to supporting Oscar’s strategy of profitable growth in the individual health insurance market.
Oscar Health currently trades at $23.35, up from $17.94 just before the earnings. In the wake of this quarter, is it a buy or sell? See for yourself in our full research report (it’s free for active Edge members).
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- 1 Stock Under $50 with Exciting Potential and 2 We Ignore
May 15, 2026
Stocks trading between $10 and $50 can be particularly interesting as they frequently represent businesses that have survived their early challenges. However, investors should remain vigilant as some may still have unproven business models, leaving them vulnerable to the ebbs and flows of the broader market.
These dynamics can cause headaches for even the most seasoned professionals, which is why we started StockStory - to help you separate the good companies from the bad. Keeping that in mind, here is one stock under $50 that could 10x and two best left ignored.
Two Stocks Under $50 to Sell:
PubMatic (PUBM)
Share Price: $10.03
Powering billions of daily ad impressions across the open internet, PubMatic (NASDAQ:PUBM) operates a technology platform that helps publishers maximize revenue from their digital advertising inventory while giving advertisers more control and transparency.
Why Should You Sell PUBM?
Platform has low switching costs as its net revenue retention rate of 96% demonstrates high turnover Customer acquisition costs take a while to recoup, making it difficult to justify sales and marketing investments that could increase revenue Capital intensity will likely ramp up in the next year as its free cash flow margin is expected to contract by 12.5 percentage points
At $10.03 per share, PubMatic trades at 1.7x forward price-to-sales. Read our free research report to see why you should think twice about including PUBM in your portfolio, it’s free.
Peabody Energy (BTU)
Share Price: $24.80
Beginning with a single wagon hauling coal in Illinois back when Grover Cleveland was president, Peabody Energy (NYSE:BTU) mines coal used by electricity generators and steel manufacturers.
Why Do We Think BTU Will Underperform?
Customers postponed purchases of its products and services this cycle as its revenue declined by 2.7% annually over the last ten years Gross margin of 24.9% reflects its high production costs and unfavorable asset base Costs have risen faster than its revenue over the last five years, causing its EBITDA margin to decline by 25.1 percentage points
Peabody Energy’s stock price of $24.80 implies a valuation ratio of 3.4x forward EV-to-EBITDA. If you’re considering BTU for your portfolio, see our FREE research report to learn more.
One Stock Under $50 to Buy:
Oscar Health (OSCR)
Share Price: $21.77
Founded in 2012 to simplify the notoriously complex American healthcare system, Oscar Health (NYSE:OSCR) is a technology-focused health insurance company that offers individual and small group health plans through its cloud-native platform.
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Why Will OSCR Outperform?
Annual revenue growth of 42.6% over the last two years was superb and indicates its market share increased during this cycle Earnings per share grew by 31.5% annually over the last four years, massively outpacing its peers Free cash flow margin expanded by 19.9 percentage points over the last five years, providing additional flexibility for investments and share buybacks/dividends
Oscar Health is trading at $21.77 per share, or 17.8x forward P/E. Is now the time to initiate a position? Find out in our full research report, it’s free.
Stocks We Like Even More
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But our AI platform says the party isn't over. Find out which 9 stocks made the cut this week - FREE. Get Our Top 9 Market-Beating Stocks for Free HERE.
Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,326% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today.
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- Oscar Health Hits 7-Month High as Profits More-Than-Double
May 12, 2026
Oscar Health Inc. (NYSE:OSCR) is one of the 10 Stocks With Stunning Gains.
Oscar Health extended its winning streak to a 5th straight session on Tuesday to hit a seven-month high, as investors resumed buying positions following a stellar first-quarter performance, having more than doubled its net income during the period.
At intra-day trading, the stock climbed to as much as $23.76, or just 4-cents shy of its 52-week high of $23.80 in October 2025. It trimmed a few cents toward the end to be just up by 7.86 percent at $23.73 apiece.
Photo by Gustavo Fring on Pexels
The rally was primarily driven by continued optimism following news that its net income soared by 147 percent to $679 million from $275 million in the same period last year.
Revenues increased by 52 percent to $4.6 billion from $3.05 billion in the same period last year, thanks to higher rates and membership.
Following the results, Oscar Health Inc. (NYSE:OSCR) reaffirmed its outlook of $18.7 billion to $19 billion in revenues for full-year 2026, or an implied growth of 60 percent to 62 percent from the $11.7 billion posted in 2025.
It also expects to incur operating income of $250 million to $450 million, or a reversal of $396 million operating loss year-on-year.
While we acknowledge the potential of OSCR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy.
Disclosure: None. Follow Insider Monkey on Google News.
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- This Fund Sold Out of Klaviyo Before a Brutal 32% Post-Earnings Drop
May 9, 2026
On May 7, 2026, Glynn Capital Management disclosed in a U.S. Securities and Exchange Commission (SEC) filing that it sold all 456,805 shares of Klaviyo(NYSE:KVYO) in the first quarter, an estimated $9.80 million transaction based on quarterly average pricing.
What happened
According to an SEC filing dated May 7, 2026, Glynn Capital Management sold all 456,805 shares of Klaviyo during the first quarter. The estimated transaction value was $9.80 million, based on the average share price from January through March. The fund’s quarter-end position in Klaviyo dropped to zero, with the value decline of $14.83 million reflecting both the share sale and stock price movement.
What else to know
Glynn Capital Management LLC sold out of Klaviyo in the quarter, leaving the position at zero and removing it from reportable 13F assets (n/a % of AUM post-trade) Top holdings after the filing:
NYSE: OSCR: $29.7 million NYSE: TSM: $21.1 million NYSE: VRT: $17.9 million NYSE: NU: $12.9 million NYSE: TOST: $11.4 million As of May 7, 2026, shares of Klaviyo were priced at $15.77, down 53% over the past year and well underperforming the S&P 500’s roughly 30% gain in the same period.
Company overview
Metric Value Revenue (TTM) $1.23 billion Net income (TTM) ($31.8 million) Market capitalization $4.77 billion Price (as of market close May 7, 2026) $15.77
Company snapshot
Klaviyo offers a cloud-based marketing automation platform, including email, SMS, mobile push notifications, product reviews, and a customer data platform. The firm generates revenue primarily through subscription-based software-as-a-service (SaaS) offerings, enabling businesses to personalize and automate customer communications at scale. It serves individuals, small and medium-sized enterprises, and companies across North America, Western Europe, Canada, the United Kingdom, Australia, and New Zealand.
Klaviyo, Inc. provides a scalable SaaS platform focused on marketing automation and customer data management for businesses seeking to optimize digital engagement. The company's strategy centers on enabling personalized, data-driven communications across multiple channels, supporting customer acquisition and retention. Klaviyo's competitive edge lies in its integrated product suite and its ability to serve a broad range of clients, from small enterprises to larger organizations, across several major international markets.
What this transaction means for investors
Glynn exited the position before Klaviyo’s latest earnings report, and in hindsight, the timing looks pretty sharp given the stock’s brutal 32% collapse after results on May 5, despite what were strong numbers.
Revenue jumped 28% year over year to $358 million, while non-GAAP operating income nearly doubled to $58.6 million. The company also raised full-year revenue guidance to as much as $1.522 billion and expanded its share repurchase program with a $500 million authorization. Customer growth remained healthy too, with total customers surpassing 196,000 and larger accounts generating more than $50,000 in ARR climbing 38%.
The problem appears less about execution and more about valuation pressure and slowing expectations across software. Investors were likely hoping for even faster AI monetization, especially after management heavily emphasized its “autonomous” platform strategy, and it seems same-quarter revenue projections failed to impress investors. Plus, the CFO’s decision to step down only adds to uncertainty.
For long-term investors, the selloff may create a more interesting setup than existed a few months ago. Klaviyo still has nearly $985 million in cash, improving margins, and strong retention metrics. But the stock’s reaction is also a reminder that in software, good results are not always enough when expectations get too far ahead of fundamentals.
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This Fund Sold Out of Klaviyo Before a Brutal 32% Post-Earnings Drop was originally published by The Motley Fool
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- Oscar Health, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
May 9, 2026
Shareholders of Oscar Health, Inc. (NYSE:OSCR) will be pleased this week, given that the stock price is up 13% to US$20.87 following its latest quarterly results. It looks to have been a decent result overall - while revenue fell marginally short of analyst estimates at US$4.6b, statutory earnings beat expectations by a notable 75%, coming in at US$2.07 per share. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.
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Taking into account the latest results, the current consensus from Oscar Health's ten analysts is for revenues of US$18.7b in 2026. This would reflect a sizeable 41% increase on its revenue over the past 12 months. Earnings are expected to improve, with Oscar Health forecast to report a statutory profit of US$0.77 per share. In the lead-up to this report, the analysts had been modelling revenues of US$18.8b and earnings per share (EPS) of US$0.55 in 2026. There was no real change to the revenue estimates, but the analysts do seem more bullish on earnings, given the very substantial lift in earnings per share expectations following these results.
See our latest analysis for Oscar Health
The analysts have been lifting their price targets on the back of the earnings upgrade, with the consensus price target rising 23% to US$19.80. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. There are some variant perceptions on Oscar Health, with the most bullish analyst valuing it at US$26.00 and the most bearish at US$11.00 per share. Note the wide gap in analyst price targets? This implies to us that there is a fairly broad range of possible scenarios for the underlying business.
These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Oscar Health's past performance and to peers in the same industry. The analysts are definitely expecting Oscar Health's growth to accelerate, with the forecast 58% annualised growth to the end of 2026 ranking favourably alongside historical growth of 41% per annum over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to grow their revenue at 2.6% per year. Factoring in the forecast acceleration in revenue, it's pretty clear that Oscar Health is expected to grow much faster than its industry.
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The Bottom Line
The biggest takeaway for us is the consensus earnings per share upgrade, which suggests a clear improvement in sentiment around Oscar Health's earnings potential next year. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. We note an upgrade to the price target, suggesting that the analysts believes the intrinsic value of the business is likely to improve over time.
Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have forecasts for Oscar Health going out to 2028, and you can see them free on our platform here.
You should always think about risks though. Case in point, we've spotted 1 warning sign for Oscar Health you should be aware of.
Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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- MURGY vs. OSCR: Which Stock Is the Better Value Option?
May 8, 2026
Investors looking for stocks in the Insurance - Multi line sector might want to consider either M?nchener R?ckversicherungs-Gesellschaft (MURGY) or Oscar Health, Inc. (OSCR). But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.
Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank favors stocks with strong earnings estimate revision trends, and our Style Scores highlight companies with specific traits.
Right now, both M?nchener R?ckversicherungs-Gesellschaft and Oscar Health, Inc. are sporting a Zacks Rank of #1 (Strong Buy). This means that both companies have witnessed positive earnings estimate revisions, so investors should feel comfortable knowing that both of these stocks have an improving earnings outlook. However, value investors will care about much more than just this.
Value investors also try to analyze a wide range of traditional figures and metrics to help determine whether a company is undervalued at its current share price levels.
The Value category of the Style Scores system identifies undervalued companies by looking at a number of key metrics. These include the long-favored P/E ratio, P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that help us determine a company's fair value.
MURGY currently has a forward P/E ratio of 2.72, while OSCR has a forward P/E of 84.61. We also note that MURGY has a PEG ratio of 0.47. This figure is similar to the commonly-used P/E ratio, with the PEG ratio also factoring in a company's expected earnings growth rate. OSCR currently has a PEG ratio of 2.78.
Another notable valuation metric for MURGY is its P/B ratio of 2.04. The P/B ratio pits a stock's market value against its book value, which is defined as total assets minus total liabilities. For comparison, OSCR has a P/B of 6.33.
Based on these metrics and many more, MURGY holds a Value grade of A, while OSCR has a Value grade of D.
Both MURGY and OSCR are impressive stocks with solid earnings outlooks, but based on these valuation figures, we feel that MURGY is the superior value option right now.
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M?nchener R?ckversicherungs-Gesellschaft (MURGY) : Free Stock Analysis Report
Oscar Health, Inc. (OSCR) : Free Stock Analysis Report
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This article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
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- MURGY vs. OSCR: Which Stock Is the Better Value Option?
May 8, 2026 · zacks.com
Investors looking for stocks in the Insurance - Multi line sector might want to consider either M?nchener R?ckversicherungs-Gesellschaft (MURGY) or Oscar Health, Inc. (OSCR). But which of these two stocks is more attractive to value investors?
- Oscar Health (OSCR) Is Up 10.7% After Record Q1 2026 Profitability And Reaffirmed Guidance - Has The Bull Case Changed?
May 7, 2026
Oscar Health, Inc. has already reported its first-quarter 2026 results, posting revenue of US$4.65 billion and net income of US$679.00 million, with basic earnings per share from continuing operations of US$2.28. The quarter marked record profitability for the company, with management highlighting technology-led membership growth and reaffirming full-year 2026 guidance despite revenue finishing below consensus expectations. Now we’ll examine how Oscar’s record quarterly earnings and reaffirmed 2026 guidance influence the company’s longer-term investment narrative and risks.
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Oscar Health Investment Narrative Recap
To own Oscar Health, you need to believe that its tech-focused model can turn strong ACA membership growth into durable, profitable economics while managing policy and claims volatility. The Q1 2026 beat on earnings reinforces the near term profitability catalyst, but the revenue miss and reaffirmed guidance keep regulatory and morbidity risk in focus. For now, the quarter strengthens confidence in execution without removing the core risk around future subsidy and risk pool shifts.
The recent launch of the Lucie Health Marketplace looks especially relevant against these record earnings. Q1 results highlight how scale and technology can lift margins, and Lucie aims to broaden Oscar’s reach beyond traditional individual plans into ancillary and employer-funded products. If it gains traction, it could support the revenue diversification catalyst investors are watching, even as exchange dependency and potential changes to premium tax credits remain key pressure points.
Yet behind the strong quarter, investors should also be aware of the growing risk that ongoing high medical loss ratios could...
Read the full narrative on Oscar Health (it's free!)
Oscar Health’s narrative projects $21.6 billion in revenue and $649.6 million in earnings by 2029.
Uncover how Oscar Health's forecasts yield a $15.40 fair value, a 22% downside to its current price.
Exploring Other PerspectivesOSCR 1-Year Stock Price Chart
Before this report, the most optimistic analysts were assuming revenue around US$13.8 billion and earnings near US$574 million by 2028, far above consensus, arguing that aggressive AI driven cost cuts could transform margins. Q1’s record profitability may support that optimistic view, but it could also sharpen focus on the subpoena and regulatory overhang, reminding you that opinions on Oscar’s path from growth to steady earnings can diverge widely.
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Explore 20 other fair value estimates on Oscar Health - why the stock might be worth over 2x more than the current price!
Decide For Yourself
Don't just follow the ticker - dig into the data and build a conviction that's truly your own.
A great starting point for your Oscar Health research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision. Our free Oscar Health research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Oscar Health's overall financial health at a glance.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include OSCR.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- Stock Surge on Robust Tech Earnings and US-Iran Peace Hopes
May 7, 2026
The S&P 500 Index ($SPX) (SPY) on Wednesday closed up +1.46%, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +1.24%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +2.08%. June E-mini S&P futures (ESM26) rose +1.45%, and June E-mini Nasdaq futures (NQM26) rose +2.09%.
Stock indexes rallied sharply on Wednesday, with the S&P 500 and Nasdaq 100 posting new all-time highs and the Dow Jones Industrial Average posting a 2.75-month high. Stellar earnings results from chipmakers and AI-infrastructure stocks propelled stocks higher on Wednesday and bolstered optimism that the relentless pace of investment in artificial intelligence will continue. Advanced Micro Devices rose more than +17% after data center spending boosted its full-year sales forecast, and Super Micro Computer surged more than +24% after reporting improved margins and giving a solid profit forecast. Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.
Stocks extended their gains on Wednesday as crude oil prices plunged, and bond yields tumbled on optimism that the US and Iran are nearing a peace deal. The US believes it's close to an agreement with Iran to end the war, and President Trump suspended a military initiative to guide stranded ships through the Strait of Hormuz and said, "Great progress has been made toward a complete and final agreement with representatives of Iran." He added that a US blockade of ships transiting to and from Iranian ports would "remain in full force and effect" until a deal is agreed to. Crude prices sank to a 2-week low, and the 10-year T-note yield fell to a 1-week low of 4.33%.
Axios reported on Wednesday that the US and Iran are working on a one-page memorandum of understanding that, if Iran accepts it, will lead to the gradual reopening of the Strait of Hormuz and the lifting of the US blockade on Iranian ports. Nothing has yet been agreed upon, and detailed negotiations on Iran’s nuclear program will come later in the process. Also, China's top diplomat, Foreign Minister Wang Yi, called for the swift reopening of the Strait of Hormuz during a meeting with his Iranian counterpart, Abbas Arachchi, in Beijing on Wednesday.
Stocks maintained their gains on the Fed-friendly Apr ADP employment report that showed US companies added 109,000 jobs, below expectations of 120,000.
Hawkish comments on Wednesday from St. Louis Fed President Alberto Musalem were negative for stocks and bonds when he said, "Inflation is running meaningfully above our 2% target. We have risks on the employment side and on the inflation side, and in my understanding, the risks have been shifting towards more risk on the inflation side than the employment side."
WTI crude oil prices (CLM26) plummeted more than -7% on Wednesday to a 2-week low after Axios reported that the US believes it’s close to an agreement with Iran to end the nearly 10-week war. The US sees Iran responding within 48 hours to a one-page memorandum of understanding to end the war, which would include both sides lifting restrictions on the Strait of Hormuz. The strait remains essentially closed, as about a fifth of the world’s oil and liquefied natural gas transits through the strait. Goldman Sachs estimates that the current disruption has drawn down nearly 500 million bbl from global crude stockpiles, with the drawdown potentially reaching 1 billion bbl by June.
The markets are discounting a 6% chance of a -25 bp FOMC rate cut at the next FOMC meeting on June 16-17.
Earnings results thus far this reporting season have been supportive of stocks. As of today, 84% of the 393 S&P 500 companies that reported Q1 earnings have beaten estimates. Q1 S&P 500 earnings are projected to climb +12% y/y, according to Bloomberg Intelligence. Stripping out the technology sector, Q1 earnings are projected to increase around +3%, the weakest in two years.
Overseas stock markets settled sharply higher on Wednesday. The Euro Stoxx 50 climbed to a 2.5-week high and closed up +2.68%. China's Shanghai Composite rallied to a 2-month high and closed up +1.17%. Japan's Nikkei Stock Average did not trade, with markets in Japan closed for a National holiday.
Interest Rates
June 10-year T-notes (ZNM6) on Wednesday closed up by +14.5 ticks. The 10-year T-note yield fell -7.5 bp to 4.349%. Jun T-notes rallied to a 1-week high on Wednesday, and the 10-year T-note yield fell to a 1-week low of 4.331%. T-notes moved higher on Wednesday after crude oil prices plunged by more than -7% to a 2-week low, which eased inflation expectations. The 10-year breakeven inflation rate fell to a 1-week low of 2.417% on Wednesday. T-notes maintained their gains after the Apr ADP employment change came in below expectations, a dovish factor for Fed policy.
The US Treasury on Wednesday said it will keep its quarterly refunding sales of government debt unchanged from last quarter at $125 billion and said it sees coupon issuance steady "at least the next several quarters. The May quarterly refunding next week will include the sale of $58 billion of 3-year T-notes, $42 billion of 10-year T-notes, and $25 billion of 30-year T-bonds.
European government bond yields moved lower on Wednesday. The 10-year German Bund yield fell to a 2-week low of 2.963% and finished down -6.4 bp to 2.999%. The 10-year UK gilt yield fell to a 1.5-week low of 4.905% and finished down -12.2 bp to 4.939%.
Eurozone Mar PPI rose +2.1% y/y, stronger than expectations of 1.8% y/y and the fastest pace of increase in a year.
The Eurozone Apr S&P composite PMI was revised upward by +0.2 to 48.8 from the previously reported 48.6.
Swaps are discounting a 79% chance of a +25 bp ECB rate hike at its next policy meeting on June 11.
US Stock Movers
Advanced Micro Devices (AMD) closed up more than +17% to lead gainers in the Nasdaq 100 and lead chip makers and AI-infrastructure stocks higher after reporting Q1 revenue of $10.25 billion, better than the consensus of $9.89 billion, and forecasting Q2 revenue of $10.90 billion to $11.50 billion, well above the consensus of $10.52 billion. Super Micro Computer (SMCI) closed up more than +24% to lead gainers in the S&P 500 after forecasting Q4 net sales of $11.0 billion to $12.5 billion, the midpoint well above the consensus of $11.16 billion. Also, ARM Holdings Plc (ARM) closed up more than +12%, and Lam Research (LRCX) closed up more than +7%. In addition, ASML Holding NV (ASML) closed up more than +6%, and Nvidia (NVDA) closed up more than +5%. Finally, Applied Materials (AMAT), KLA Corp (KLAC), Intel (INTC), and Microchip Technology (MCHP) closed up more than +4%, and Micron Technology (MU), NXP Semiconductors NV (NXPI), Western Digital (WDC), and Qualcomm (QCOM) closed up more than +3%.
Airline stocks and cruise line operators rallied sharply on Wednesday as WTI crude oil prices sank more than 7% to a 2-week low, lowering fuel costs and boosting the profitability prospects for the companies. Royal Caribbean Cruises Ltd (RCL) closed up more than +9%, and United Airlines Holdings (UAL) and Carnival (CCL) closed up more than +6%. Also, Alaska Air Group (ALK) closed up more than +5%, and American Airlines Group (AAL), Southwest Airlines (LUV), and Norwegian Cruise Line Holdings (NCLH) closed up more than +4%. In addition, Delta Air Lines (DAL) closed up more than +3%.
Mining stocks soared on Wednesday after gold, silver, and copper prices rallied sharply. Coeur Mining (CDE) closed up more than +9%, and Anglogold Ashanti (AU) closed up more than +8%. Also, Barrick Mining (B) and Southern Copper (SCCO) closed up more than +7%, and Hecla Mining (HL) closed up more than +6%. In addition, Newmont Corp (NEM) and Freeport McMoRan (FCX) closed up more than +5%.
Energy producers and service providers retreated on Wednesday after crude oil prices tumbled more than -7% to a 2-week low. Devon Energy (DVN) closed down more than -8%, and APA Corp (APA) and Occidental Petroleum (OXY) closed down more than -7%. Also, Valero Energy (VLO) closed down more than -6%, and Marathon Petroleum (MPC) closed down more than -5%. In addition, Diamondback Energy (FANG) closed down more than -5% to lead losers in the Nasdaq 100, and Phillips 66 (PSX) and Exxon Mobil (XOM) closed down more than -4%. In addition, Chevron (CVX) closed down more than -3% to lead losers in the Dow Jones Industrials, and ConocoPhillips (COP) and Halliburton (HAL) closed down more than -3%.
Flex Ltd (FLEX) closed up more than +39% after reporting Q4 net sales of $7.48 billion, better than the consensus of $6.94 billion, and forecasting 2027 revenue of $32.3 billion to $33.8 billion, well above the consensus of $29.15 billion.
DaVita (DVA) closed up more than +23% after reporting Q1 total revenue of $3.42 billion, better than the consensus of $3.34 billion and forecasting full-year adjusted EPS continuing operations of $14.10 to $15.20, the midpoint well above the consensus of $14.11.
Oscar Health (OSCR) closed up more than +10% after reporting Q1 adjusted Ebitda of $727.1 million, well above the consensus of $435.7 million.
Uber Technologies (UBER) closed up more than +8% after reporting Q2 gross bookings of $53.72 billion, above the consensus of $52.92 billion.
Walt Disney (DIS) closed up more than +7% to lead gainers in the Dow Jones Industrials after reporting Q2 revenue of $25.17 billion, above the consensus of $24.87 billion.
CVS Health (CVS) closed up more than +7% after raising its full-year adjusted EPS forecast to $7.30 to $7.50 from a prior forecast of $7.00 to $7.20, stronger than the consensus of $7.12.
Primoris Services (PRIM) closed down more than -50% after reporting Q1 revenue of $1.56 billion, well below the consensus of $1.73 billion.
TransMedics Group (TMDX) closed down more than -23% after reporting Q1 adjusted diluted earnings per share of 30 cents, well below the consensus of 59 cents.
CDW Corp (CDW) closed down more than -20% to lead losers in the S&P 500 after reporting Q1 adjusted EPS of $2.28, weaker than the consensus of $2.30.
Cencora (COR) closed down more than -17% after reporting Q2 revenue of $78.36 billion, well below the consensus of $81.01 billion.
Coupang (CPNG) closed down more than -13% after reporting a Q1 gross profit margin of 27%, below the consensus of 27.9%.
Earnings Reports(5/7/2026)
Airbnb Inc (ABNB), Akamai Technologies Inc (AKAM), Becton Dickinson & Co (BDX), Block Inc (XYZ), Charles River Laboratories Int (CRL), Coinbase Global Inc (COIN), Consolidated Edison Inc (ED), Corpay Inc (CPAY), Datadog Inc (DDOG), EPAM Systems Inc (EPAM), Evergy Inc (EVRG), Expedia Group Inc (EXPE), Gen Digital Inc (GEN), Gilead Sciences Inc (GILD), Howmet Aerospace Inc (HWM), Kenvue Inc (KVUE), McDonald's Corp (MCD), McKesson Corp (MCK), Mettler-Toledo International Inc (MTD), Microchip Technology Inc (MCHP), Monster Beverage Corp (MNST), Motorola Solutions Inc (MSI), News Corp (NWSA), Republic Services Inc (RSG), Sempra (SRE), Tapestry Inc (TPR), Targa Resources Corp (TRGP), Trade Desk Inc/The (TTD), Viatris Inc (VTRS), Vistra Corp (VST), WW Grainger Inc (GWW), Wynn Resorts Ltd (WYNN), Zoetis Inc (ZTS).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
