Omnicell (NASDAQ:OMCL) Issues Q3 2026 Earnings Guidance

Omnicell (NASDAQ:OMCL) issued an update on its third quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 0.350-0.430 for the period, compared to the consensus earnings per share estimate of 0.430. The company issued revenue guidance of $301.0 million-$307.0 million, compared to the consensus revenue estimate of $312.6 million. Omnicell also updated its FY 2026 guidance to 2.150-2.300 EPS.

Omnicell Price Performance

OMCL traded down $4.29 during trading on Thursday, reaching $37.11. The stock had a trading volume of 2,045,308 shares, compared to its average volume of 659,571. The stock has a market cap of $1.69 billion, a PE ratio of 84.34, a PEG ratio of 1.11 and a beta of 0.96. The company has a debt-to-equity ratio of 0.13, a quick ratio of 1.29 and a current ratio of 1.50. Omnicell has a one year low of $28.90 and a one year high of $55.00. The business has a 50-day moving average of $42.29 and a 200-day moving average of $41.23.

Omnicell (NASDAQ:OMCL) last issued its quarterly earnings results on Tuesday, April 28th. The company reported $0.55 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.33 by $0.22. The firm had revenue of $309.88 million during the quarter, compared to analyst estimates of $304.02 million. Omnicell had a return on equity of 4.00% and a net margin of 1.67%.The company’s revenue was up 14.9% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.26 earnings per share. As a group, equities research analysts anticipate that Omnicell will post 1.31 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on the company. KeyCorp boosted their target price on Omnicell from $60.00 to $70.00 and gave the stock an “overweight” rating in a research report on Tuesday, April 28th. Weiss Ratings raised shares of Omnicell from a “sell (d)” rating to a “hold (c-)” rating in a research note on Thursday, May 7th. Craig Hallum restated a “buy” rating and issued a $55.00 price objective on shares of Omnicell in a report on Wednesday, April 29th. Zacks Research cut shares of Omnicell from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, July 7th. Finally, Wall Street Zen raised shares of Omnicell from a “buy” rating to a “strong-buy” rating in a report on Sunday, May 10th. Seven investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $59.86.

Insiders Place Their Bets

In other Omnicell news, EVP Nnamdi Njoku sold 3,090 shares of the stock in a transaction on Monday, May 18th. The shares were sold at an average price of $43.22, for a total transaction of $133,549.80. Following the completion of the sale, the executive vice president owned 154,785 shares of the company’s stock, valued at $6,689,807.70. This represents a 1.96% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Corey J. Manley sold 5,025 shares of the firm’s stock in a transaction on Monday, May 18th. The stock was sold at an average price of $43.22, for a total transaction of $217,180.50. Following the completion of the sale, the executive vice president directly owned 112,783 shares in the company, valued at approximately $4,874,481.26. This trade represents a 4.27% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Corporate insiders own 2.92% of the company’s stock.

Omnicell News Roundup

Here are the key news stories impacting Omnicell this week:

• Positive Sentiment: Omnicell reported second-quarter revenue of approximately $312 million, up 7% year over year, while GAAP net income rose to $24 million, or $0.52 per diluted share, from $6 million, or $0.12 per share, a year earlier. Non-GAAP earnings were reported at $0.94 per share, ahead of the $0.48 consensus estimate. Omnicell Q2 Non-GAAP Net Income, Revenue Increase; 2026 Non-GAAP EPS Outlook Lifted
• Positive Sentiment: The company raised its full-year 2026 non-GAAP EPS outlook to $2.15-$2.30, above the $1.81 analyst consensus. Full-year revenue guidance was set at approximately $1.225 billion-$1.245 billion, broadly in line with expectations. Omnicell Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: Management cited demand for connected medication-management devices, growth in technical services and SaaS offerings, and cost discipline. The quarter also benefited from $15 million in refunds related to previously paid IEEPA tariffs.
• Neutral Sentiment: Omnicell ended June with $292 million in cash and $168 million in debt, indicating a manageable balance sheet. Nnamdi Njoku became president and chief operating officer effective July 1.
• Negative Sentiment: Third-quarter guidance was weaker than expected: revenue of $301 million-$307 million versus the $312.6 million consensus, and non-GAAP EPS of $0.35-$0.43 versus expectations of $0.43. The lower near-term outlook is the primary reason the stock is declining despite the second-quarter beat. Omnicell Q2 CY2026: Beats on revenue but stock drops on weak guidance
• Negative Sentiment: Reported insider activity has been entirely sales over the past six months, including sales by CEO Randall Lipps and other executives. Although not necessarily tied to the earnings release, the activity may add to investor caution.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the business. Cerity Partners LLC raised its holdings in shares of Omnicell by 4.9% during the fourth quarter. Cerity Partners LLC now owns 7,613 shares of the company’s stock valued at $345,000 after acquiring an additional 354 shares in the last quarter. Thrivent Financial for Lutherans increased its position in Omnicell by 1.2% during the 2nd quarter. Thrivent Financial for Lutherans now owns 34,445 shares of the company’s stock valued at $1,013,000 after purchasing an additional 424 shares during the period. Legal & General Group Plc raised its holdings in Omnicell by 0.3% in the 3rd quarter. Legal & General Group Plc now owns 158,399 shares of the company’s stock worth $4,823,000 after purchasing an additional 448 shares in the last quarter. California State Teachers Retirement System raised its holdings in Omnicell by 1.7% in the 2nd quarter. California State Teachers Retirement System now owns 42,552 shares of the company’s stock worth $1,251,000 after purchasing an additional 692 shares in the last quarter. Finally, Raymond James Financial Inc. purchased a new stake in shares of Omnicell in the 2nd quarter worth about $26,000. Institutional investors own 97.70% of the company’s stock.

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.