Omnicell, Inc. (NASDAQ:OMCL) Receives Average Recommendation of “Moderate Buy” from Brokerages

Omnicell, Inc. (NASDAQ:OMCL) has earned a consensus recommendation of “Moderate Buy” from the eight brokerages that are currently covering the firm, MarketBeat reports. One investment analyst has rated the stock with a sell recommendation, two have given a hold recommendation and five have issued a buy recommendation on the company. The average 12 month price objective among analysts that have updated their coverage on the stock in the last year is $54.2857.

OMCL has been the topic of a number of analyst reports. Piper Sandler reissued an “overweight” rating and set a $49.00 price target (down previously from $63.00) on shares of Omnicell in a research report on Friday. KeyCorp upgraded 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. Weiss Ratings reissued a “sell (d+)” rating on shares of Omnicell in a report on Thursday, January 22nd. Benchmark raised their price target on Omnicell from $50.00 to $60.00 and gave the stock a “buy” rating in a research report on Monday, February 2nd. Finally, UBS Group set a $53.00 price objective on shares of Omnicell in a research report on Friday, January 16th.

Omnicell Trading Down 5.1%

Shares of Omnicell stock opened at $37.07 on Monday. The company has a debt-to-equity ratio of 0.14, a quick ratio of 1.22 and a current ratio of 1.43. The firm has a 50-day moving average of $46.22 and a 200-day moving average of $37.11. Omnicell has a 52-week low of $22.66 and a 52-week high of $55.00. The stock has a market cap of $1.66 billion, a PE ratio of 926.98, a PEG ratio of 1.23 and a beta of 0.78.

Omnicell (NASDAQ:OMCL) last issued its quarterly earnings data on Thursday, February 5th. The company reported $0.40 earnings per share for the quarter, missing the consensus estimate of $0.47 by ($0.07). Omnicell had a return on equity of 3.00% and a net margin of 0.17%.The business had revenue of $313.98 million during the quarter, compared to analyst estimates of $313.36 million. During the same quarter last year, the firm earned $0.60 EPS. Omnicell’s revenue for the quarter was up 2.3% compared to the same quarter last year. Omnicell has set its Q1 2026 guidance at 0.260-0.360 EPS and its FY 2026 guidance at 1.650-1.850 EPS. As a group, sell-side analysts forecast that Omnicell will post 1.09 EPS for the current year.

Key Stories Impacting Omnicell

Here are the key news stories impacting Omnicell this week:

• Positive Sentiment: Company raised FY‑2026 and Q1 guidance above Street estimates (FY EPS 1.65–1.85 vs. consensus ~1.53; Q1 EPS 0.26–0.36 vs. ~0.22) and set revenue target roughly $1.215B–$1.255B, signaling confidence in recovery and product-led growth. BusinessWire: FY & Q4 results
• Positive Sentiment: Analyst upgrade: Bank of America raised Omnicell to Buy, citing a new product cycle (Titan XT, OmniSphere) that could drive revenue revisions and multi‑year growth upside. Investing.com: BofA upgrade
• Neutral Sentiment: Management emphasized strong demand for new platforms (Titan XT, OmniSphere) on the earnings call and provided a slide deck; revenue was roughly in line with expectations (+2.3% YoY). Seeking Alpha: Earnings call transcript
• Negative Sentiment: Q4 EPS missed estimates ($0.40 vs. $0.47 consensus) and declined from $0.60 a year ago, highlighting near‑term margin pressures; investors punished the print despite revenue guidance upside. Zacks: EPS miss
• Negative Sentiment: Some sell‑side caution remains: BTIG reiterated a Hold, pointing to near‑term profitability headwinds and a premium valuation that could limit upside until margins improve. TipRanks: BTIG Hold
• Negative Sentiment: High intraday volume and headlines noting a share plunge reflect short‑term selling pressure as traders react to the EPS miss and margin commentary despite guidance. Yahoo Finance: Why shares plunging

Insider Buying and Selling at Omnicell

In other news, EVP Corey J. Manley sold 6,106 shares of the company’s stock in a transaction that occurred on Thursday, January 8th. The shares were 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 owned 91,674 shares of the company’s stock, valued at approximately $4,574,532.60. This represents a 6.24% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Company insiders own 2.52% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the company. Millennium Management LLC acquired a new stake in shares of Omnicell in the 3rd quarter valued at $25,625,000. Two Sigma Investments LP raised its holdings in shares of Omnicell by 93.8% during the 3rd quarter. Two Sigma Investments LP now owns 559,969 shares of the company’s stock worth $17,051,000 after buying an additional 271,008 shares in the last quarter. Dimensional Fund Advisors LP lifted its position in shares of Omnicell by 9.1% during the 3rd quarter. Dimensional Fund Advisors LP now owns 2,364,068 shares of the company’s stock worth $71,985,000 after buying an additional 197,462 shares during the last quarter. Qube Research & Technologies Ltd boosted its stake in Omnicell by 38.4% in the second quarter. Qube Research & Technologies Ltd now owns 653,971 shares of the company’s stock valued at $19,227,000 after buying an additional 181,394 shares in the last quarter. Finally, UBS Group AG boosted its stake in Omnicell by 145.0% in the third quarter. UBS Group AG now owns 276,286 shares of the company’s stock valued at $8,413,000 after buying an additional 163,499 shares in the last quarter. 97.70% of the stock is currently owned by institutional investors and hedge funds.

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.