Omnicell (NASDAQ:OMCL) Shares Down 4.2% After Earnings Miss

Omnicell, Inc. (NASDAQ:OMCL) was down 4.2% during trading on Friday after the company announced weaker than expected quarterly earnings. The stock traded as low as $37.49 and last traded at $37.4460. Approximately 674,775 shares were traded during trading, an increase of 8% from the average daily volume of 623,100 shares. The stock had previously closed at $39.08.

The company reported $0.40 EPS for the quarter, missing analysts’ consensus estimates of $0.47 by ($0.07). The firm had revenue of $313.98 million for the quarter, compared to analyst estimates of $313.36 million. Omnicell had a return on equity of 4.10% and a net margin of 1.69%.The company’s revenue for the quarter was up 2.3% on a year-over-year basis. During the same period in the previous year, the firm posted $0.60 earnings per share. Omnicell has set its Q1 2026 guidance at 0.260-0.360 EPS and its FY 2026 guidance at 1.650-1.850 EPS.

Omnicell News Summary

Here are the key news stories impacting Omnicell this week:

• Positive Sentiment: Management raised FY2026 EPS guidance to $1.65–$1.85 (above consensus) and issued Q1 EPS guidance of $0.26–$0.36, signaling expected earnings recovery driven by new product cycles. Omnicell Announces Fiscal Year and Fourth Quarter 2025 Financial Results
• Positive Sentiment: Company highlighted Titan XT and the OmniSphere platform as growth drivers that underpin the raised revenue target (~$1.215B–$1.255B for FY2026) and medium-term upside. Omnicell targets $1.215B–$1.255B 2026 revenue as Titan XT and OmniSphere fuel platform push
• Positive Sentiment: Bank of America upgraded Omnicell to Buy, citing a new product cycle that could justify upward revenue revisions — an institutional vote of confidence that may support the stock longer term. BofA upgrades Omnicell as new product cycle to drives revenue revisions
• Neutral Sentiment: Revenue came in essentially in line at $313.98M (≈ analyst estimates) and grew ~2.3% year-over-year — steady top-line but slower growth. Omnicell Announces Fiscal Year and Fourth Quarter 2025 Financial Results
• Neutral Sentiment: Management commentary from the earnings call reiterated product-led strategy and long-term opportunity; read the transcript for details on execution and timing. Omnicell Q4 2025 Earnings Call Transcript
• Negative Sentiment: Q4 EPS missed at $0.40 vs. $0.47 consensus (and down from $0.60 year-ago), highlighting near-term profitability pressure and margin weakness that disappointed investors. Omnicell (OMCL) Q4 Earnings Lag Estimates
• Negative Sentiment: BTIG maintained a Hold, citing that solid execution is offset by near-term profitability pressures and a premium valuation — reinforcing analyst skepticism despite the guidance raise. Omnicell: Solid Execution and Strategic Promise Offset by Near-Term Profitability Pressures and Premium Valuation (Hold Rating Maintained)
• Negative Sentiment: Market reaction turned negative: shares are down on the EPS miss and margin concerns, with trading volume above average as investors reprice near-term risk. Why Omnicell (OMCL) Shares Are Plunging Today

Analyst Upgrades and Downgrades

A number of research firms have issued reports on OMCL. Bank of America upgraded shares of Omnicell from a “neutral” rating to a “buy” rating and set a $70.00 target price for the company in a research report on Wednesday. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Omnicell in a report on Thursday, January 22nd. UBS Group set a $53.00 target price on shares of Omnicell in a research note on Friday, January 16th. Benchmark upped their target price on shares of Omnicell from $50.00 to $60.00 and gave the stock a “buy” rating in a research report on Monday. Finally, Piper Sandler restated an “overweight” rating and set a $49.00 target price (down from $63.00) on shares of Omnicell in a research report on Friday. Five investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $54.29.

Insider Buying and Selling at Omnicell

In related news, EVP Corey J. Manley sold 6,106 shares of Omnicell stock in a transaction 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 sale, the executive vice president directly owned 91,674 shares in the company, valued at approximately $4,574,532.60. This trade represents a 6.24% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Company insiders own 2.52% of the company’s stock.

Hedge Funds Weigh In On Omnicell

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Dana Investment Advisors Inc. bought a new stake in shares of Omnicell in the 4th quarter worth $3,445,000. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new stake in shares of Omnicell during the fourth quarter worth $240,000. Swiss Life Asset Management Ltd purchased a new stake in shares of Omnicell in the 4th quarter worth approximately $284,000. Pier Capital LLC boosted its position in shares of Omnicell by 26.1% in the 4th quarter. Pier Capital LLC now owns 145,883 shares of the company’s stock worth $6,608,000 after purchasing an additional 30,169 shares in the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. raised its position in shares of Omnicell by 5.4% in the 4th quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 23,217 shares of the company’s stock valued at $1,048,000 after purchasing an additional 1,199 shares during the last quarter. Hedge funds and other institutional investors own 97.70% of the company’s stock.

Omnicell Stock Down 4.2%

The company has a debt-to-equity ratio of 0.14, a current ratio of 1.44 and a quick ratio of 1.21. The business’s fifty day moving average price is $46.21 and its two-hundred day moving average price is $36.92. The stock has a market capitalization of $1.68 billion, a PE ratio of 86.85, a price-to-earnings-growth ratio of 4.97 and a beta of 0.78.

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.