Omnicell (NASDAQ:OMCL) Releases FY 2026 Earnings Guidance

Omnicell (NASDAQ:OMCL) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 1.650-1.850 for the period, compared to the consensus earnings per share estimate of 1.530. The company issued revenue guidance of $1.2 billion-$1.3 billion, compared to the consensus revenue estimate of $1.2 billion. Omnicell also updated its Q1 2026 guidance to 0.260-0.360 EPS.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on the stock. KeyCorp raised shares of Omnicell from a “sector weight” rating to an “overweight” rating and set a $60.00 price target on the stock in a report on Wednesday, January 7th. Zacks Research cut Omnicell from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, December 9th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Omnicell in a research report on Thursday, January 22nd. Benchmark increased their price objective on Omnicell from $50.00 to $60.00 and gave the stock a “buy” rating in a report on Monday. Finally, UBS Group set a $53.00 target price on Omnicell in a research note on Friday, January 16th. Five research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Omnicell presently has a consensus rating of “Moderate Buy” and an average target price of $55.14.

Omnicell Stock Down 16.3%

Shares of NASDAQ:OMCL traded down $7.61 during trading on Thursday, hitting $39.08. The stock had a trading volume of 2,841,072 shares, compared to its average volume of 623,672. The company has a market capitalization of $1.75 billion, a PE ratio of 90.88, a PEG ratio of 4.90 and a beta of 0.78. The company has a quick ratio of 1.21, a current ratio of 1.44 and a debt-to-equity ratio of 0.14. The firm’s fifty day moving average is $46.21 and its 200 day moving average is $36.92. Omnicell has a 12 month low of $22.66 and a 12 month high of $55.00.

Omnicell (NASDAQ:OMCL) last released its quarterly earnings results 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). The firm had revenue of $313.98 million for the quarter, compared to the consensus estimate of $313.36 million. Omnicell had a net margin of 1.69% and a return on equity of 4.10%. The company’s revenue for the quarter was up 2.3% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.60 earnings per share. Omnicell has set its Q1 2026 guidance at 0.260-0.360 EPS and its FY 2026 guidance at 1.650-1.850 EPS. Analysts anticipate that Omnicell will post 1.09 EPS for the current fiscal year.

Insider Activity

In related news, EVP Corey J. Manley sold 6,106 shares of Omnicell stock in a transaction dated 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 transaction, the executive vice president directly owned 91,674 shares of the company’s stock, valued at $4,574,532.60. This trade represents a 6.24% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. 2.52% of the stock is currently owned by insiders.

Key Omnicell News

Here are the key news stories impacting Omnicell this week:

• Positive Sentiment: Management raised guidance — FY‑2026 EPS guidance increased to $1.65–$1.85 (consensus ~$1.53) and Q1‑2026 EPS guidance to $0.26–$0.36 (consensus ~$0.22). Full‑year revenue guidance was set at $1.2B–$1.3B and Q1 revenue at $300M–$310M, both above street expectations. Omnicell Announces Fiscal Year and Fourth Quarter 2025 Financial Results
• Positive Sentiment: Analyst upgrade — Bank of America upgraded OMCL to Buy with a $70 price target, citing a new product cycle that could drive revenue revisions. This is a constructive signal for longer‑term upside. Omnicell (NASDAQ:OMCL) Rating Increased to Buy at Bank of America
• Neutral Sentiment: Top‑line largely in line — Q4 revenue was $314.0M, roughly matching the consensus ($313.4M); revenue rose only ~2.3% year‑over‑year, a modest growth rate that tempers the positive guidance. Omnicell Earnings / Conference Call
• Negative Sentiment: Earnings miss and margin pressure — Q4 EPS came in at $0.40 versus consensus $0.47 and vs. $0.60 a year ago; net margin was only ~1.7% and ROE ~4.1%, which likely triggered near‑term selling despite the raised outlook. Omnicell (OMCL) Q4 Earnings Lag Estimates
• Negative Sentiment: Valuation and investor sensitivity — OMCL trades at a high P/E (~90.9) and low near‑term profitability; combined with the EPS miss, that valuation makes the stock more vulnerable to downside on any execution concerns.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Thrivent Financial for Lutherans boosted its holdings in shares of 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 acquiring an additional 424 shares during the last quarter. Legal & General Group Plc boosted its holdings in Omnicell by 0.3% in the third 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 during the last quarter. California State Teachers Retirement System grew its position 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 during the period. Raymond James Financial Inc. purchased a new stake in Omnicell during the 2nd quarter valued at $26,000. Finally, Moore Capital Management LP lifted its holdings in shares of Omnicell by 3.0% during the 3rd quarter. Moore Capital Management LP now owns 33,985 shares of the company’s stock valued at $1,035,000 after buying an additional 986 shares during the period. Institutional investors own 97.70% of the company’s stock.

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.