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3 Healthcare Stocks Showing Why the Sector Still Has MomentumBy Nathan Reiff. Published: 9/28/2026. 
Key Points
- Oscar Health raised its 2026 operating earnings outlook and improved its medical loss ratio guidance as profitability continues to strengthen.
- Hinge Health is combining rapid revenue growth and strong margins with expansion into gastrointestinal care through its Cylinder Health acquisition.
- Insmed is relying on the early success of Brinsupri to revive growth after a difficult year for its share price.
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The healthcare sector has performed fairly well so far in 2026 for several reasons. GLP-1 medications continue to drive new business and interest, while groundbreaking AI applications are helping enhance and accelerate the drug discovery process. On top of that, potential merger and acquisition activity, as big pharmaceutical companies face a major patent cliff, could create opportunities for new firms to stand out. Despite some sector-wide risks—besides the patent cliff, the potential for Medicaid funding cuts and regulatory pressure on drug pricing are among the biggest unknowns—many healthcare companies have posted strong earnings and have the capacity for significant growth going forward. Two of the firms below have already performed very well this year, while the third has several compelling factors that may help it mount a comeback in the final months of 2026. Oscar's Big Run May Continue as Profitability Improves
Health insurance provider Oscar Health Inc. (NYSE: OSCR) recently hosted its 2026 investor day, where it raised its outlook for full-year earnings from operations. The midpoint of its new forecast increased by $100 million, with earnings now expected to range between $600 million and $800 million. Management also expects a greater improvement in its medical loss ratio while reaffirming its total annual revenue outlook of up to $19 billion. One reason for this optimism is that the company has consistently improved its profitability following a sustained period of losses. Oscar now generates positive net income and adjusted EBITDA while building a business capable of producing billions of dollars in annual revenue through enrollment in the Affordable Care Act marketplace. In the latest quarter, Oscar beat earnings estimates by a full 70 cents while also posting more than 70% year-over-year (YOY) revenue growth. Shares of OSCR have more than doubled so far this year, rising about 106% year to date (YTD). Despite several Hold ratings, analysts still see additional room for growth, with a consensus price target of nearly $34 per share, representing about 15% further upside. Hinge's Growing Pains Could Be Well Worth the RiskHinge Health Inc. (NYSE: HNGE) represents a new type of healthcare firm that was essentially unimaginable just a few years ago: a company offering virtual programs for patients seeking to manage musculoskeletal conditions. Hinge provides a platform that guides users through personalized therapy, clinical recommendations, behavioral support and more. Given that musculoskeletal conditions are among the largest categories of employer healthcare spending, Hinge has a total addressable market worth tens of billions of dollars annually. Hinge's most important customers are recurring enterprise clients, including large employers and labor organizations that offer its services to their members. Combined with high gross margins, this customer base has helped the company excel in terms of profitability. In the last quarter, Hinge posted an earnings beat of 31 cents per share along with 53% YOY revenue growth. The firm raised its full-year outlook for both revenue and operating income, citing strong enrollment yields. Not all corners of Hinge's business are equally strong, however, as its recent acquisition of Cylinder Health reveals. Cylinder will enable Hinge to expand into the lucrative gastrointestinal care area, but it currently operates at a loss and will require capital to fully integrate into Hinge's business over the next two years. Shares of HNGE have risen more than 100% YTD, but analysts still see approximately 8% upside. A large majority also views the stock as a solid Buy. Insmed's New Lung Disease Treatment Could Help Reverse Poor Share PerformanceBiopharma firm Insmed Inc. (NASDAQ: INSM), known for its leading inhaled antibacterial therapy Arikayce, has taken a different path in terms of share price from the firms above. It has declined about 32% YTD. Although one might expect it to trade at a bargain valuation after that decline, it remains expensive, with a price-to-sales (P/S) ratio of about 43. Still, the recent price drop may be enough to compel investors to take a closer look at the company, just over a year after its next major drug offering, Brinsupri, received U.S. FDA approval as the first targeted treatment for non-cystic fibrosis bronchiectasis. The drug remains the only available option for patients facing this serious and chronic lung condition. Insmed's revenue roughly quadrupled YOY last quarter on the strength of Brinsupri's launch, while its losses were far narrower than analysts expected. The company also expects significant room for growth: It anticipates global peak sales for Brinsupri to exceed $7 billion, particularly if the drug can help address certain comorbidities. It's no wonder, then, that INSM shares receive a near-unanimous Buy rating from analysts, along with a prediction of roughly 70% upside. . |
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