Omnicell (NASDAQ:OMCL) Updates Q1 2026 Earnings Guidance

Omnicell (NASDAQ:OMCL) issued an update on its first quarter 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 0.260-0.360 for the period, compared to the consensus EPS estimate of 0.220. The company issued revenue guidance of $300.0 million-$310.0 million, compared to the consensus revenue estimate of $279.3 million. Omnicell also updated its FY 2026 guidance to 1.650-1.850 EPS.

Omnicell Stock Down 16.3%

Shares of Omnicell stock traded down $7.61 during trading on Thursday, reaching $39.08. The company’s stock had a trading volume of 2,841,072 shares, compared to its average volume of 623,672. Omnicell has a 1-year low of $22.66 and a 1-year high of $55.00. The company has a 50-day simple moving average of $46.16 and a two-hundred day simple moving average of $36.91. 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 company has a market cap of $1.75 billion, a price-to-earnings ratio of 90.88, a P/E/G ratio of 4.90 and a beta of 0.78.

Omnicell (NASDAQ:OMCL) last released its quarterly earnings results on Thursday, February 5th. The company reported $0.40 EPS for the quarter, missing analysts’ consensus estimates of $0.47 by ($0.07). Omnicell had a net margin of 1.69% and a return on equity of 4.10%. The business had revenue of $313.98 million during the quarter, compared to analysts’ expectations of $313.36 million. During the same quarter last year, the business posted $0.60 earnings per share. The company’s quarterly revenue was up 2.3% compared to the same quarter last year. 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, equities analysts forecast that Omnicell will post 1.09 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on OMCL shares. KeyCorp raised shares of 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. Wells Fargo & Company raised their target price on Omnicell from $43.00 to $52.00 and gave the stock an “overweight” rating in a research note on Monday, January 5th. Zacks Research downgraded Omnicell from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, December 9th. Bank of America upgraded Omnicell from a “neutral” rating to a “buy” rating and set a $70.00 price objective for the company in a research note on Wednesday. Finally, Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Omnicell in a report on Thursday, January 22nd. Five equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $55.14.

Insider Buying and Selling

In other Omnicell news, EVP Corey J. Manley sold 6,106 shares of the company’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 completion of the transaction, the executive vice president directly owned 91,674 shares in the company, valued at approximately $4,574,532.60. This represents a 6.24% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Insiders own 2.52% of the company’s stock.

More 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 Investors Weigh In On Omnicell

A number of hedge funds have recently modified their holdings of OMCL. Millennium Management LLC purchased a new stake in Omnicell in the third quarter valued at $25,625,000. Two Sigma Investments LP raised its holdings in Omnicell by 93.8% in the 3rd quarter. Two Sigma Investments LP now owns 559,969 shares of the company’s stock valued at $17,051,000 after buying an additional 271,008 shares during the period. Dimensional Fund Advisors LP lifted its position in Omnicell by 9.1% in the third quarter. Dimensional Fund Advisors LP now owns 2,364,068 shares of the company’s stock valued at $71,985,000 after buying an additional 197,462 shares during the last quarter. Qube Research & Technologies Ltd boosted its stake in Omnicell by 38.4% during the second quarter. Qube Research & Technologies Ltd now owns 653,971 shares of the company’s stock worth $19,227,000 after buying an additional 181,394 shares during the period. Finally, UBS Group AG increased its position in shares of Omnicell by 145.0% during the third quarter. UBS Group AG now owns 276,286 shares of the company’s stock valued at $8,413,000 after acquiring an additional 163,499 shares during the last quarter. Hedge funds and other 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.