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

Omnicell (NASDAQ:OMCL) announced its 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 business had revenue of $313.98 million for the quarter, compared to analysts’ expectations of $313.36 million. During the same period in the previous year, the firm posted $0.60 earnings per share. The firm’s 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 traded down $5.64 during trading hours on Thursday, reaching $41.06. 1,490,318 shares of the company traded hands, compared to its average volume of 560,592. The stock 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. Omnicell has a 1-year low of $22.66 and a 1-year high of $55.00. The stock’s fifty day moving average is $46.16 and its 200 day moving average is $36.91. The company has a debt-to-equity ratio of 0.14, a quick ratio of 1.21 and a current ratio of 1.44.

Insider Buying and Selling at Omnicell

In related news, EVP Corey J. Manley sold 6,106 shares of the firm’s stock in a transaction on Thursday, January 8th. The stock was sold at an average price of $49.90, for a total transaction of $304,689.40. Following the completion of the sale, 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 transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Insiders own 2.52% of the company’s stock.

Institutional Trading of Omnicell

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. Raymond James Financial Inc. bought a new stake in Omnicell in the second quarter valued at approximately $26,000. Tower Research Capital LLC TRC raised its stake in Omnicell by 385.5% during the 2nd quarter. Tower Research Capital LLC TRC now owns 4,952 shares of the company’s stock worth $146,000 after buying an additional 3,932 shares during the period. Schonfeld Strategic Advisors LLC bought a new position in Omnicell during the third quarter worth about $209,000. Cerity Partners LLC acquired a new position in Omnicell in the second quarter valued at about $211,000. Finally, CIBC Bancorp USA Inc. bought a new stake in shares of Omnicell in the third quarter worth about $224,000. 97.70% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several research firms have recently commented on OMCL. Zacks Research lowered shares of Omnicell from a “strong-buy” rating to a “hold” rating in a report on Tuesday, December 9th. Bank of America upgraded shares of Omnicell from a “neutral” rating to a “buy” rating and set a $70.00 price target for the company in a research report on Wednesday. KeyCorp raised Omnicell from a “sector weight” rating to an “overweight” rating and set a $60.00 price target for the company in a research note on Wednesday, January 7th. Benchmark lifted their price objective on shares of Omnicell from $50.00 to $60.00 and gave the company a “buy” rating in a research note on Monday. Finally, UBS Group set a $53.00 target price on shares of Omnicell in a research report on Friday, January 16th. Five analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $55.14.

Trending Headlines about 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

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.

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