OSH

Oak Street Health, Inc. (OSH) | Rumor.io

Oak Street Health

OSH

Attention (50-day avg)0%

Attention rank (50-day avg)—

Bullish sentiment (50-day avg)—

Price to earnings ratio0

Market capitalization0

Earnings per share0

Dividend yield (TTM)—

Revenue (annual)0

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Social

What share of all stock conversation is about OSH?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% new	0% new	0% 0

Jan 9

Oak Street Health's valuation is being compared to CVS's goodwill accrual, with the suggestion that CVS could have repurchased the entire company at its current price.
The company's stock price is at 14-year lows, sparking discussion about potential future capital allocation decisions.
No clear bull case for Oak Street Health is presented in the post, aside from the current low valuation.

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Sentiment

Of the messages about OSH that take a side, what share is each?

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Bullish	—	—	—	—
Bearish	—	—	—	—

Bullish· Feb 8

The acquisition of Oak Street Health (OSH) by CVS Health is expected to be completed next month, with a confirmed all-cash buyout price of $39 per share.
Oak Street Health has shown strong momentum, with a 29.74% increase in closing price, and is expected to show a strong revenue growth of 37.31% yearly.
Analysts are optimistic about the stock's potential, with one analyst raising the price target from $33 to $39, and another predicting that the stock could reach $45 as short sellers are forced to buy shares.

Bearish· Jan 17

$OSH insiders sold shares at $30, suggesting a lack of confidence in the company's prospects.
The CVS buyout rumor, which may have artificially inflated the stock, has been canceled, leading to a significant sell-off.
$OSH's high short interest, with some investors jumping into 25-cent puts, suggests that many are betting on a further decline in the stock's price.

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Topics

Of the messages about OSH that carry a topic, what share is each?

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Analysts	—	—	—	0%
Announcements	—	—	—	100%
Controversies	—	—	—	0%
Earnings	—	—	—	0%
Macro	—	—	—	0%
Technical Analysis	—	—	—	0%

Analysts· Aug 31

Piper Sandler initiated coverage on Oak Street Health with an Overweight rating and a price target of $54.
Goldman Sachs initiated coverage on Oak Street Health with a Buy rating and a price target of $66.
Several firms, including Piper Sandler, Goldman Sachs, and Baird, initiated coverage on Oak Street Health with various ratings and price targets.

Announcements· Feb 9

CVS Health is acquiring Oak Street Health for approximately $10.6 billion, with shareholders set to receive $39.00 in cash per share.
The acquisition is valued at $9.5 billion, with CVS Health to spend around $11 billion to acquire Oak Street Health, including increased operational costs.
The deal is part of CVS Health's strategy to expand its healthcare services, following a recent Bain report predicting a resurgence in healthcare M&A in 2023.

Controversies· Aug 8

Oak Street Health, Inc. (OSH) is involved in a lawsuit with the US government, with the US requesting that the case brought by rival company WKHS be dropped due to administrative remedies not being exhausted.
The lawsuit's outcome is uncertain, with the court still needing to decide on the matter.
This development may have implications for OSH's future operations and market performance.

Macro· Jul 8

CVS Health is expanding within the insurance market through vertical integration with Aetna, offering customers a wider range of products and services.
CVS Health's recent acquisitions, including Oak Street Health, demonstrate growth potential and strong free cash flow.
CVS Health's performance is a contrast to Walgreens Boots Alliance, which has been a worst performer due to its struggles in the market.

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Community

Of the messages about OSH, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	0%	0%	0%
Newcomers	100%	100%	100%	100%

Regulars· Apr 3

Insider Geoffrey M Price sold 450,000 shares of Oak Street Health, Inc. (OSH) for a total cost of $17,408,645.00.
The recent sale by Geoffrey M Price may indicate a lack of confidence in the company's future prospects.
The stock's price has been increasing, with several large trades being reported, including a purchase of 9,450,000 shares by Geoffrey M Price on March 31.

Newcomers· Mar 30

The acquisition of Oak Street Health by CVS Health is expected to close in the first half of 2023, with the antitrust waiting period having expired.
The high short interest and covering dynamics are causing the stock to trade tightly, but there is no reason to hold the stock to close, which is one month out at the earliest.
The stock has seen a significant gain, with a profit of +7.87% in a short period of time, and some investors are selling their positions at a small loss due to caution.

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6	ONEM - 1Life Healthcare, Inc.	——
7	SGFY - Signify Health, Inc.	——
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9	BHG - Bright Health Group, Inc.	——
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