Option Care Health (NASDAQ:OPCH) Hits New 1-Year Low – What’s Next?

Option Care Health, Inc. (NASDAQ:OPCH)’s share price reached a new 52-week low on Thursday . The stock traded as low as $19.18 and last traded at $18.4410, with a volume of 334098 shares changing hands. The stock had previously closed at $26.87.

Key Stories Impacting Option Care Health

Here are the key news stories impacting Option Care Health this week:

• Positive Sentiment: EPS/operating results had some upside or in‑line elements (reported EPS near/above consensus per several services), which is a partial offset to the headline weakness. MarketBeat earnings note
• Neutral Sentiment: Option Care issued FY‑2026 EPS guidance of $1.82–$1.92 (roughly in line with consensus) and provided a slide deck and conference call — limiting clarity on margin/profit trajectory but not eliminating uncertainty. GlobeNewswire press release
• Negative Sentiment: The company missed revenue estimates for Q1 ($1.35B reported vs. ~$1.40B consensus) and lowered full‑year revenue guidance to $5.7–$5.8B (vs. ~$5.9B consensus), a direct driver of the share decline. Yahoo Markets article
• Negative Sentiment: Multiple law firms have announced investigations into Option Care for potential securities‑law violations following the Q1 release, increasing legal and disclosure risk for shareholders. Block & Leviton alert Levi & Korsinsky alert
• Negative Sentiment: Analysts have reacted: TD Cowen cut its price target from $37 to $23 and placed a “hold”, and Bank of America downgraded OPCH from “buy” to “neutral” (PT $22), reflecting increased caution from the sell‑side. Benzinga note
• Negative Sentiment: Shares experienced heavier-than-normal volume and a sharp intraday decline after the results and guidance cut, indicating weak near‑term investor sentiment and heightened selling pressure. Seeking Alpha coverage

Analyst Upgrades and Downgrades

Several analysts recently weighed in on OPCH shares. Citigroup reiterated an “outperform” rating on shares of Option Care Health in a report on Tuesday, January 13th. Stephens set a $30.00 target price on shares of Option Care Health in a report on Friday. TD Cowen dropped their price target on shares of Option Care Health from $37.00 to $23.00 and set a “hold” rating for the company in a research note on Friday. Barrington Research dropped their price target on shares of Option Care Health from $42.00 to $32.00 and set an “outperform” rating for the company in a research note on Friday. Finally, Bank of America downgraded shares of Option Care Health from a “buy” rating to a “neutral” rating and set a $22.00 price target for the company. in a research note on Friday. One analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $32.00.

Option Care Health Trading Down 1.5%

The company’s 50 day simple moving average is $29.15 and its 200 day simple moving average is $30.69. The firm has a market cap of $3.14 billion, a price-to-earnings ratio of 15.65, a P/E/G ratio of 1.14 and a beta of 0.68. The company has a debt-to-equity ratio of 0.85, a current ratio of 1.64 and a quick ratio of 0.96.

Option Care Health (NASDAQ:OPCH) last posted its quarterly earnings results on Thursday, April 30th. The company reported $0.40 EPS for the quarter, topping the consensus estimate of $0.37 by $0.03. The business had revenue of $1.35 billion during the quarter, compared to the consensus estimate of $1.39 billion. Option Care Health had a net margin of 3.64% and a return on equity of 18.17%. The company’s quarterly revenue was up 1.3% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.40 earnings per share. Option Care Health has set its FY 2026 guidance at 1.820-1.920 EPS. As a group, research analysts expect that Option Care Health, Inc. will post 1.69 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Option Care Health

Institutional investors have recently modified their holdings of the company. V Square Quantitative Management LLC purchased a new stake in shares of Option Care Health during the 4th quarter worth $25,000. Cornerstone Planning Group LLC raised its position in shares of Option Care Health by 7,621.4% during the 3rd quarter. Cornerstone Planning Group LLC now owns 1,081 shares of the company’s stock worth $30,000 after acquiring an additional 1,067 shares in the last quarter. Advisory Services Network LLC acquired a new stake in shares of Option Care Health during the 3rd quarter worth about $35,000. McIlrath & Eck LLC acquired a new stake in shares of Option Care Health during the 2nd quarter worth about $37,000. Finally, Caitong International Asset Management Co. Ltd acquired a new stake in shares of Option Care Health during the 3rd quarter worth about $38,000. 98.05% of the stock is owned by hedge funds and other institutional investors.

About Option Care Health

Option Care Health (NASDAQ: OPCH) is a leading provider of home and alternate site infusion services in the United States. The company specializes in the administration of injectable therapies, including antibiotics, nutrition, hydration, immunoglobulin, pain management and specialty pharmaceuticals. Through its nationwide network of infusion pharmacies and nursing professionals, Option Care Health delivers customized care plans and in-home nursing visits to patients managing complex or chronic conditions outside of a hospital setting.

Option Care Health traces its current structure to the completion of its merger with BioScrip in early 2021, combining two of the industry’s most experienced home infusion businesses.