Omnicell (NASDAQ:OMCL) Shares Gap Up Following Earnings Beat

Omnicell, Inc. (NASDAQ:OMCL) shares gapped up prior to trading on Tuesday following a better than expected earnings announcement. The stock had previously closed at $37.63, but opened at $45.13. Omnicell shares last traded at $45.48, with a volume of 301,151 shares.

The company reported $0.55 earnings per share for the quarter, topping the consensus estimate of $0.33 by $0.22. Omnicell had a return on equity of 3.00% and a net margin of 0.17%.The company had revenue of $309.88 million during the quarter, compared to the consensus estimate of $304.01 million. During the same quarter in the prior year, the business earned $0.26 earnings per share. The company’s revenue was up 14.9% compared to the same quarter last year. Omnicell has set its FY 2026 guidance at 1.800-2.000 EPS and its Q2 2026 guidance at 0.400-48.000 EPS.

Analyst Ratings Changes

A number of research analysts recently commented on the company. Zacks Research raised Omnicell from a “strong sell” rating to a “hold” rating in a report on Tuesday, March 10th. KeyCorp raised Omnicell from a “sector weight” rating to an “overweight” rating and set a $60.00 price target for the company in a report on Wednesday, January 7th. UBS Group set a $60.00 price target on Omnicell and gave the company a “buy” rating in a report on Friday, March 13th. Piper Sandler reissued an “overweight” rating and issued a $49.00 price target (down from $63.00) on shares of Omnicell in a report on Friday, February 6th. Finally, Weiss Ratings downgraded Omnicell from a “hold (c-)” rating to a “sell (d)” rating in a report on Monday, March 2nd. Six analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Omnicell currently has a consensus rating of “Moderate Buy” and a consensus price target of $59.00.

Insider Buying and Selling

In other Omnicell news, EVP Corey J. Manley sold 7,405 shares of the stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $34.69, for a total transaction of $256,879.45. Following the transaction, the executive vice president owned 96,717 shares of the company’s stock, valued at $3,355,112.73. This trade represents a 7.11% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 2.52% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of OMCL. AQR Capital Management LLC lifted its holdings in Omnicell by 42.1% during the 1st quarter. AQR Capital Management LLC now owns 17,936 shares of the company’s stock worth $627,000 after buying an additional 5,311 shares during the last quarter. Empowered Funds LLC lifted its holdings in Omnicell by 14.3% during the 1st quarter. Empowered Funds LLC now owns 9,953 shares of the company’s stock worth $348,000 after buying an additional 1,243 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in Omnicell by 4.1% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 124,047 shares of the company’s stock worth $4,337,000 after buying an additional 4,866 shares during the last quarter. Jane Street Group LLC lifted its holdings in Omnicell by 201.5% during the 1st quarter. Jane Street Group LLC now owns 163,664 shares of the company’s stock worth $5,722,000 after buying an additional 109,382 shares during the last quarter. Finally, Creative Planning lifted its holdings in Omnicell by 16.7% during the 2nd quarter. Creative Planning now owns 9,390 shares of the company’s stock worth $276,000 after buying an additional 1,347 shares during the last quarter. Institutional investors own 97.70% of the company’s stock.

Omnicell Trading Up 15.5%

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 business has a fifty day simple moving average of $36.86 and a 200 day simple moving average of $39.29. The company has a market cap of $1.98 billion, a P/E ratio of 1,104.28, a P/E/G ratio of 1.34 and a beta of 0.85.

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.