Omnicell (NASDAQ:OMCL) Releases Quarterly Earnings Results, Misses Estimates By $0.07 EPS

Omnicell (NASDAQ:OMCL) issued its quarterly earnings results on Thursday. The company reported $0.40 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.47 by ($0.07), FiscalAI reports. Omnicell had a return on equity of 4.10% and a net margin of 1.69%.The company had revenue of $313.98 million for the quarter, compared to analyst estimates of $313.36 million. During the same period in the prior year, the company earned $0.60 EPS. The company’s quarterly revenue was up 2.3% compared to the same quarter last year. Omnicell updated its Q1 2026 guidance to 0.260-0.360 EPS and its FY 2026 guidance to 1.650-1.850 EPS.

Here are the key takeaways from Omnicell’s conference call:

• Omnicell launched Titan XT and expanded its cloud platform OmniSphere$2.5 billion refresh opportunity, signaling a meaningful addressable market and competitive momentum.
• The company is scaling predictable revenue — year‑end ARR was $636M (up 10% Y/Y) and management targets ARR of $680–$700M for 2026, highlighting a shift toward higher-margin, subscription-style revenue.
• Operational results beat the midpoint of prior guidance — Q4 total revenue was $314M (+2% Y/Y) and full‑year revenue was $1.185B (upper guidance), with product bookings $535M and an exit backlog of $640M, supporting near-term revenue visibility.
• Margin and cash headwinds — Q4 non‑GAAP gross margin fell to 43.2% (tariffs contributed ~$7M in Q4 and management expects ~$15M of tariff costs in 2026), GAAP Q4 EPS was a $0.05 loss, and cash declined to $197M after debt repayment and ~$78M of share repurchases.

Omnicell Stock Performance

Shares of OMCL stock traded down $5.79 during trading hours on Thursday, reaching $40.91. 1,490,318 shares of the company’s stock were exchanged, compared to its average volume of 560,592. The company’s 50 day moving average is $46.16 and its two-hundred day moving average is $36.91. The company has a market cap of $1.84 billion, a P/E ratio of 94.94, a price-to-earnings-growth ratio of 4.90 and a beta of 0.78. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.44 and a quick ratio of 1.21. Omnicell has a 1 year low of $22.66 and a 1 year high of $55.00.

Key Stories Impacting Omnicell

Here are the key news stories impacting Omnicell this week:

• Positive Sentiment: Management raised FY2026 guidance to $1.65–$1.85 EPS (above consensus ~$1.53) and set FY revenue at $1.2B–$1.3B, signaling expected top‑line improvement and stronger forward earnings.
• Positive Sentiment: Q1 2026 guidance was also raised to $0.26–$0.36 EPS (vs. consensus ~$0.22) with revenue guidance of $300M–$310M (well above the ~$279.3M consensus), giving near‑term growth visibility.
• Positive Sentiment: Bank of America upgraded OMCL to a Buy with a $70 price target, citing a new product cycle that could drive revenue revisions and upside. BofA upgrade
• Neutral Sentiment: Q4 revenue was essentially in line with expectations at $313.98M (consensus ~$313.36M) and up just 2.3% year‑over‑year, showing modest top‑line growth. Press release
• Negative Sentiment: Q4 EPS missed street estimates: $0.40 reported vs. $0.47 consensus, and down from $0.60 a year earlier — a disappointment that likely triggered the sell‑off. Earnings miss article
• Negative Sentiment: Profitability remains thin (net margin ~1.7%, ROE ~4.1%), a concern given the stock’s elevated valuation (P/E near 93). Investors appear to be weighing near‑term profit weakness more heavily than the raised guidance.
• Negative Sentiment: Trading showed notably higher volume today, suggesting the quarter and guidance mix prompted active repositioning by investors. Market data

Insiders Place Their Bets

In related news, EVP Corey J. Manley sold 6,106 shares of the stock in a transaction dated Thursday, January 8th. The shares were sold at an average price of $49.90, for a total value of $304,689.40. Following the sale, the executive vice president directly owned 91,674 shares of the company’s stock, valued at approximately $4,574,532.60. This represents a 6.24% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Company insiders own 2.52% of the company’s stock.

Hedge Funds Weigh In On Omnicell

A number of hedge funds have recently made changes to their positions in OMCL. Raymond James Financial Inc. purchased a new position in shares of Omnicell in the 2nd quarter worth $26,000. Tower Research Capital LLC TRC lifted its stake in shares of Omnicell by 385.5% in the 2nd quarter. Tower Research Capital LLC TRC now owns 4,952 shares of the company’s stock valued at $146,000 after purchasing an additional 3,932 shares in the last quarter. Schonfeld Strategic Advisors LLC purchased a new position in shares of Omnicell in the 3rd quarter valued at $209,000. Cerity Partners LLC purchased a new stake in shares of Omnicell during the 2nd quarter valued at about $211,000. Finally, CIBC Bancorp USA Inc. purchased a new position in Omnicell in the 3rd quarter worth approximately $224,000. Institutional investors and hedge funds own 97.70% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have commented on OMCL. KeyCorp raised Omnicell from a “sector weight” rating to an “overweight” rating and set a $60.00 price objective for the company in a report on Wednesday, January 7th. Benchmark upped their price target on shares of Omnicell from $50.00 to $60.00 and gave the company a “buy” rating in a report on Monday. Weiss Ratings reissued a “sell (d+)” rating on shares of Omnicell in a research report on Thursday, January 22nd. Bank of America upgraded shares of Omnicell from a “neutral” rating to a “buy” rating and set a $70.00 price objective for the company in a report on Wednesday. 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, the company has a consensus rating of “Moderate Buy” and an average price target of $55.14.

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.

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