We’re Overweight OMDA on a tipping point for cross-selling of
multiple programs, which has positive implications for durability
of growth and an inflection in margins. In addition to GLP-1 care
track serving to extend momentum in its longest standing segment of
Prevention and Weight Health (~75% of revenue), our checks point to
positive customer feedback on Hypertension (~13%) and Diabetes
(~12%). Omada is effectively leveraging technology and AI to scale
the platform, leading to a ~25% increase in total members per
coach. This can be seen in the meaningful 1100 bps expansion in GM
to 63.2% the past 2 years and gives us confidence in the company’s
longer term target of 70%+.
OMDA made the IBD 50 and
OMDA GLP-1 Care Track
Posted by kalkgrun on 10th of Jul 2026 at 09:31 am
OMDA made the IBD 50 and the IPO Leaders list
OMDA great earnings +15 target
Posted by kalkgrun on 7th of Aug 2026 at 11:05 am
OMDA great earnings +15 target $30
We’re Overweight OMDA on a tipping point for cross-selling of multiple programs, which has positive implications for durability of growth and an inflection in margins. In addition to GLP-1 care track serving to extend momentum in its longest standing segment of Prevention and Weight Health (~75% of revenue), our checks point to positive customer feedback on Hypertension (~13%) and Diabetes (~12%). Omada is effectively leveraging technology and AI to scale the platform, leading to a ~25% increase in total members per coach. This can be seen in the meaningful 1100 bps expansion in GM to 63.2% the past 2 years and gives us confidence in the company’s longer term target of 70%+.
OMDA
Posted by kalkgrun on 10th of Aug 2026 at 03:40 pm
Still looking good after the big volume Friday
yep man, looks good
Posted by matt on 10th of Aug 2026 at 03:46 pm
yep man, looks good