Omnicell (NASDAQ:OMCL) Upgraded at Bank of America

Bank of America upgraded shares of Omnicell (NASDAQ:OMCL) from a neutral rating to a buy rating in a report published on Wednesday, Marketbeat Ratings reports. They currently have $70.00 price objective on the stock.

A number of other brokerages also recently weighed in on OMCL. Weiss Ratings reiterated a “sell (d+)” rating on shares of Omnicell in a research report on Thursday, January 22nd. UBS Group set a $53.00 price objective on shares of Omnicell in a report on Friday, January 16th. Benchmark increased their target price on shares of Omnicell from $50.00 to $60.00 and gave the stock a “buy” rating in a report on Monday. Wells Fargo & Company lifted their price target on shares of Omnicell from $43.00 to $52.00 and gave the stock an “overweight” rating in a research report on Monday, January 5th. Finally, Zacks Research cut shares of Omnicell from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, December 9th. Five equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $54.29.

Omnicell Price Performance

OMCL opened at $37.07 on Wednesday. The company has a fifty day moving average price of $46.22 and a two-hundred day moving average price of $36.98. The firm has a market capitalization of $1.66 billion, a PE ratio of 926.98, a P/E/G ratio of 2.97 and a beta of 0.78. Omnicell has a 52 week low of $22.66 and a 52 week high of $55.00. The company has a debt-to-equity ratio of 0.14, a quick ratio of 1.21 and a current ratio of 1.43.

Omnicell (NASDAQ:OMCL) last posted its quarterly earnings results on Thursday, February 5th. The company reported $0.40 earnings per share (EPS) 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 company had revenue of $313.98 million during the quarter, compared to the consensus estimate of $313.36 million. During the same quarter in the prior year, the business earned $0.60 earnings per share. The firm’s revenue for the quarter was up 2.3% on a year-over-year basis. 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, analysts anticipate that Omnicell will post 1.09 earnings per share for the current year.

Insider Activity

In related news, EVP Corey J. Manley sold 6,106 shares of the firm’s stock in a transaction 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 sale, the executive vice president directly owned 91,674 shares in the company, valued at $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 is available at this hyperlink. 2.52% of the stock is owned by corporate insiders.

Institutional Trading of Omnicell

Hedge funds and other institutional investors have recently modified their holdings of the company. SG Americas Securities LLC boosted its position in shares of Omnicell by 6.6% during the third quarter. SG Americas Securities LLC now owns 6,433 shares of the company’s stock worth $196,000 after buying an additional 401 shares during the period. Thrivent Financial for Lutherans lifted its stake in Omnicell by 1.2% in the 2nd quarter. Thrivent Financial for Lutherans now owns 34,445 shares of the company’s stock valued at $1,013,000 after acquiring an additional 424 shares in the last quarter. Martin & Co. Inc. TN boosted its position in Omnicell by 0.4% during the 3rd quarter. Martin & Co. Inc. TN now owns 121,720 shares of the company’s stock worth $3,706,000 after acquiring an additional 443 shares during the last quarter. Legal & General Group Plc grew its stake in shares of Omnicell by 0.3% during the 3rd quarter. Legal & General Group Plc now owns 158,399 shares of the company’s stock worth $4,823,000 after acquiring an additional 448 shares in the last quarter. Finally, PNC Financial Services Group Inc. grew its stake in shares of Omnicell by 11.6% during the 3rd quarter. PNC Financial Services Group Inc. now owns 5,093 shares of the company’s stock worth $155,000 after acquiring an additional 528 shares in the last quarter. Institutional investors and hedge funds own 97.70% of the company’s stock.

Omnicell News Roundup

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

About Omnicell

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.