Omnicell (NASDAQ:OMCL) Shares Gap Down Following Weak Earnings

Omnicell, Inc. (NASDAQ:OMCL) shares gapped down before the market opened on Thursday after the company announced weaker than expected quarterly earnings. The stock had previously closed at $46.69, but opened at $39.69. Omnicell shares last traded at $38.38, with a volume of 552,117 shares changing hands.

The company reported $0.40 EPS for the quarter, missing analysts’ consensus estimates of $0.47 by ($0.07). The company had revenue of $313.98 million for the quarter, compared to the consensus estimate of $313.36 million. Omnicell had a return on equity of 3.00% and a net margin of 0.17%.The firm’s revenue was up 2.3% compared to the same quarter last year. During the same period in the prior year, the company earned $0.60 EPS. Omnicell has set its Q1 2026 guidance at 0.260-0.360 EPS and its FY 2026 guidance at 1.650-1.850 EPS.

Key Stories Impacting Omnicell

Here are the key news stories impacting Omnicell this week:

• Positive Sentiment: Company raised FY‑2026 and Q1 guidance above Street estimates (FY EPS 1.65–1.85 vs. consensus ~1.53; Q1 EPS 0.26–0.36 vs. ~0.22) and set revenue target roughly $1.215B–$1.255B, signaling confidence in recovery and product-led growth. BusinessWire: FY & Q4 results
• Positive Sentiment: Analyst upgrade: Bank of America raised Omnicell to Buy, citing a new product cycle (Titan XT, OmniSphere) that could drive revenue revisions and multi‑year growth upside. Investing.com: BofA upgrade
• Neutral Sentiment: Management emphasized strong demand for new platforms (Titan XT, OmniSphere) on the earnings call and provided a slide deck; revenue was roughly in line with expectations (+2.3% YoY). Seeking Alpha: Earnings call transcript
• Negative Sentiment: Q4 EPS missed estimates ($0.40 vs. $0.47 consensus) and declined from $0.60 a year ago, highlighting near‑term margin pressures; investors punished the print despite revenue guidance upside. Zacks: EPS miss
• Negative Sentiment: Some sell‑side caution remains: BTIG reiterated a Hold, pointing to near‑term profitability headwinds and a premium valuation that could limit upside until margins improve. TipRanks: BTIG Hold
• Negative Sentiment: High intraday volume and headlines noting a share plunge reflect short‑term selling pressure as traders react to the EPS miss and margin commentary despite guidance. Yahoo Finance: Why shares plunging

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on OMCL shares. Zacks Research downgraded Omnicell from a “strong-buy” rating to a “hold” rating in a report on Tuesday, December 9th. Wells Fargo & Company lifted their price objective on Omnicell from $43.00 to $52.00 and gave the stock an “overweight” rating in a research report on Monday, January 5th. Piper Sandler restated an “overweight” rating and set a $49.00 target price (down from $63.00) on shares of Omnicell in a research report on Friday. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Omnicell in a research note on Thursday, January 22nd. Finally, Benchmark boosted their price target on shares of Omnicell from $50.00 to $60.00 and gave the stock a “buy” rating in a research note on Monday. Five research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Omnicell currently has an average rating of “Moderate Buy” and a consensus target price of $54.29.

Insider Transactions at Omnicell

In other Omnicell news, EVP Corey J. Manley sold 6,106 shares of the company’s stock in a transaction that occurred on Thursday, January 8th. The shares were sold at an average price of $49.90, for a total value of $304,689.40. Following the completion of the sale, the executive vice president owned 91,674 shares of the company’s stock, valued at approximately $4,574,532.60. This represents a 6.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 2.52% of the company’s stock.

Hedge Funds Weigh In On Omnicell

Institutional investors and hedge funds have recently made changes to their positions in the company. Raymond James Financial Inc. bought a new position in Omnicell during the second quarter worth about $26,000. First Horizon Corp acquired a new position in shares of Omnicell in the 3rd quarter valued at approximately $31,000. Farther Finance Advisors LLC grew its position in shares of Omnicell by 784.8% in the 3rd quarter. Farther Finance Advisors LLC now owns 1,168 shares of the company’s stock valued at $36,000 after purchasing an additional 1,036 shares during the period. LSV Asset Management bought a new stake in Omnicell during the 3rd quarter worth approximately $97,000. Finally, Tower Research Capital LLC TRC raised its holdings 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. Institutional investors and hedge funds own 97.70% of the company’s stock.

Omnicell Stock Performance

The stock has a market cap of $1.66 billion, a P/E ratio of 926.98, a price-to-earnings-growth ratio of 2.97 and a beta of 0.78. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.43 and a quick ratio of 1.21. The stock’s 50 day simple moving average is $46.22 and its two-hundred day simple moving average is $36.98.

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.