Omnicell (NASDAQ:OMCL) Posts Quarterly Earnings Results, Misses Estimates By $0.07 EPS

Omnicell (NASDAQ:OMCL) posted its quarterly earnings results on Thursday. The company reported $0.40 EPS for the quarter, missing analysts’ consensus estimates of $0.47 by ($0.07), FiscalAI reports. The firm had revenue of $313.98 million for the quarter, compared to the consensus estimate of $313.36 million. Omnicell had a net margin of 1.69% and a return on equity of 4.10%. The company’s quarterly revenue was up 2.3% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.60 earnings per share. Omnicell updated its Q1 2026 guidance to 0.260-0.360 EPS and its FY 2026 guidance to 1.650-1.850 EPS.

Here are the key takeaways from Omnicell’s conference call:

• Omnicell launched Titan XT and expanded its cloud platform OmniSphere$2.5 billion refresh opportunity, signaling a meaningful addressable market and competitive momentum.
• The company is scaling predictable revenue — year‑end ARR was $636M (up 10% Y/Y) and management targets ARR of $680–$700M for 2026, highlighting a shift toward higher-margin, subscription-style revenue.
• Operational results beat the midpoint of prior guidance — Q4 total revenue was $314M (+2% Y/Y) and full‑year revenue was $1.185B (upper guidance), with product bookings $535M and an exit backlog of $640M, supporting near-term revenue visibility.
• Margin and cash headwinds — Q4 non‑GAAP gross margin fell to 43.2% (tariffs contributed ~$7M in Q4 and management expects ~$15M of tariff costs in 2026), GAAP Q4 EPS was a $0.05 loss, and cash declined to $197M after debt repayment and ~$78M of share repurchases.

Omnicell Trading Down 12.5%

OMCL traded down $5.83 during trading on Thursday, reaching $40.86. The company had a trading volume of 1,700,713 shares, compared to its average volume of 568,444. The company has a quick ratio of 1.21, a current ratio of 1.44 and a debt-to-equity ratio of 0.14. The business has a 50 day simple moving average of $46.16 and a 200-day simple moving average of $36.91. The stock has a market cap of $1.83 billion, a P/E ratio of 95.49, a PEG ratio of 4.90 and a beta of 0.78. Omnicell has a 52 week low of $22.66 and a 52 week high of $55.00.

Analyst Ratings Changes

A number of equities analysts recently issued reports on the stock. Zacks Research downgraded shares of Omnicell from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, December 9th. Wells Fargo & Company boosted their price target on Omnicell from $43.00 to $52.00 and gave the company an “overweight” rating in a research note on Monday, January 5th. Bank of America raised shares of Omnicell from a “neutral” rating to a “buy” rating and set a $70.00 price target on the stock in a report on Wednesday. Benchmark upped their price target on Omnicell from $50.00 to $60.00 and gave the stock a “buy” rating in a research note on Monday. Finally, KeyCorp upgraded shares of Omnicell from a “sector weight” rating to an “overweight” rating and set a $60.00 target price for the company in a research report on Wednesday, January 7th. Five research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Omnicell has an average rating of “Moderate Buy” and a consensus price target of $55.14.

Key Stories Impacting Omnicell

Here are the key news stories impacting Omnicell this week:

• Positive Sentiment: Management raised FY2026 guidance to $1.65–$1.85 EPS (above consensus ~$1.53) and set FY revenue at $1.2B–$1.3B, signaling expected top‑line improvement and stronger forward earnings.
• Positive Sentiment: Q1 2026 guidance was also raised to $0.26–$0.36 EPS (vs. consensus ~$0.22) with revenue guidance of $300M–$310M (well above the ~$279.3M consensus), giving near‑term growth visibility.
• Positive Sentiment: Bank of America upgraded OMCL to a Buy with a $70 price target, citing a new product cycle that could drive revenue revisions and upside. BofA upgrade
• Neutral Sentiment: Q4 revenue was essentially in line with expectations at $313.98M (consensus ~$313.36M) and up just 2.3% year‑over‑year, showing modest top‑line growth. Press release
• Negative Sentiment: Q4 EPS missed street estimates: $0.40 reported vs. $0.47 consensus, and down from $0.60 a year earlier — a disappointment that likely triggered the sell‑off. Earnings miss article
• Negative Sentiment: Profitability remains thin (net margin ~1.7%, ROE ~4.1%), a concern given the stock’s elevated valuation (P/E near 93). Investors appear to be weighing near‑term profit weakness more heavily than the raised guidance.
• Negative Sentiment: Trading showed notably higher volume today, suggesting the quarter and guidance mix prompted active repositioning by investors. Market data

Insider Activity

In related news, EVP Corey J. Manley sold 6,106 shares of the firm’s stock in a transaction that occurred on Thursday, January 8th. The stock was sold at an average price of $49.90, for a total transaction of $304,689.40. Following the completion of the sale, the executive vice president directly owned 91,674 shares of the company’s stock, valued at approximately $4,574,532.60. This trade represents a 6.24% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 2.52% of the company’s stock.

Institutional Investors Weigh In On Omnicell

Several large investors have recently added to or reduced their stakes in the stock. Raymond James Financial Inc. bought a new position in shares of Omnicell during the 2nd quarter worth $26,000. Tower Research Capital LLC TRC raised its holdings in Omnicell by 385.5% in the second quarter. Tower Research Capital LLC TRC now owns 4,952 shares of the company’s stock worth $146,000 after purchasing an additional 3,932 shares in the last quarter. Schonfeld Strategic Advisors LLC bought a new position in Omnicell in the third quarter worth about $209,000. Cerity Partners LLC purchased a new stake in shares of Omnicell during the second quarter valued at about $211,000. Finally, CIBC Bancorp USA Inc. bought a new stake in shares of Omnicell in the 3rd quarter valued at about $224,000. 97.70% of the stock is owned by hedge funds and other institutional investors.

Omnicell Company Profile

Omnicell, Inc is a healthcare technology company that specializes in medication management solutions for hospitals, clinics and pharmacies. The company’s offerings encompass automated dispensing cabinets, pharmacy automation systems, IV compounding devices, and software platforms designed to optimize medication usage, streamline workflow and improve patient safety. Omnicell’s analytics and inventory management tools provide real-time visibility into medication utilization, helping healthcare providers reduce waste, manage controlled substances and ensure regulatory compliance.

Founded in Mountain View, California in 1992, Omnicell has grown through both internal innovation and strategic acquisitions to broaden its portfolio across the medication management continuum.

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