Key transaction
Omada Health Inc. (OMDA) Chief Financial Officer Steven L. Cook executed a sale of 1,884 shares of common stock on March 13, 2026. The shares were sold at $13.94 each, producing a total transaction value of $26,262. Following the sale, Cook's direct holding stands at 200,512 shares.
Mechanics of the sale
The disposition was conducted pursuant to a pre-arranged 10b5-1 trading plan that Cook adopted on August 15, 2025. The sale represents a planned transaction under that rule rather than an opportunistic block trade.
Market context
Omada's stock was trading at $14.62 at the time of reporting, representing a near 4% increase over the past week, while remaining approximately 35% lower than its price one year earlier. The company carries an implied market value of $872 million according to the information cited.
Operational and financial performance
Recent company results have shown marked improvement. For the fourth quarter of 2025 Omada reported earnings per share of $0.08, beating a forecasted -$0.06. Revenue for the quarter rose by 58% year-over-year to $76 million. The company also reported this quarter as its first instance of GAAP profitability and stated that operating cash flow was positive for the full year.
Additional quarterly metrics disclosed include a 54% revenue growth figure and a 55% increase in membership for the quarter, with gross margins recorded at 72.6%.
Analyst views and valuation
Despite the earnings beat and improved margins, valuation concerns persist. An InvestingPro analysis described Omada as appearing overvalued. Analysts nevertheless forecast a return to full-year profitability, with EPS expected at $0.21 for the current year, a reversal from last year’s loss of $0.35 per share. InvestingPro is also noted as offering five additional exclusive tips for OMDA investors.
Two sell-side firms adjusted their price targets downward while maintaining positive ratings. Evercore ISI lowered its target to $20 from $25, and BMO Capital reduced its target to $18 from $27. Both firms retained an Outperform rating on the shares; BMO Capital specifically expressed optimism regarding Omada's recent performance and future growth prospects.
This report presents the transaction details and recent company developments as publicly disclosed.