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

Omnicell, Inc. (NASDAQ:OMCL) 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 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.47 by ($0.07). Omnicell had a return on equity of 4.10% and a net margin of 1.69%.The firm had revenue of $313.98 million during the quarter, compared to analyst estimates of $313.36 million. During the same quarter in the previous year, the firm posted $0.60 earnings per share. The company’s quarterly revenue was up 2.3% on a year-over-year basis. Omnicell has set its Q1 2026 guidance at 0.260-0.360 EPS and its FY 2026 guidance at 1.650-1.850 EPS.

More Omnicell News

Here are the key news stories impacting Omnicell this week:

• Positive Sentiment: Management raised FY‑2026 guidance to $1.65–1.85 EPS (consensus ~1.53) and set revenue guidance of $1.2–$1.3B, implying better full‑year profitability potential and upside to street estimates. Read More.
• Positive Sentiment: Q1‑2026 guidance was raised to $0.26–0.36 EPS (consensus ~0.22) with revenue guidance of $300–$310M (consensus ~279.3M), signaling a stronger near‑term revenue cadence than modeled. Read More.
• Positive Sentiment: Bank of America upgraded OMCL from Neutral to Buy and set a $70 price target, citing a new product cycle that should drive revenue revisions and longer‑term upside. Read More.
• Neutral Sentiment: Q4 revenue of $313.98M was essentially in line with consensus (~$313.36M), indicating top‑line execution matched expectations even as results mixed. Read More.
• Neutral Sentiment: Company provided a slide deck and press release for the quarter — useful for detail on product cadence, backlog, and margin drivers for modeling. Read More.
• Negative Sentiment: Q4 EPS came in at $0.40, missing the Zacks consensus of $0.47 and down from $0.60 a year ago; profitability and margins remain pressured (net margin ~1.7%, ROE ~4.1%), which keeps near‑term earnings risk elevated. Read More.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on OMCL shares. KeyCorp upgraded shares of Omnicell from a “sector weight” rating to an “overweight” rating and set a $60.00 price target on the stock in a research report on Wednesday, January 7th. Weiss Ratings restated a “sell (d+)” rating on shares of Omnicell in a report on Thursday, January 22nd. UBS Group set a $53.00 price target on Omnicell in a research report on Friday, January 16th. Zacks Research downgraded Omnicell from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, December 9th. Finally, Wells Fargo & Company boosted their price objective on Omnicell from $43.00 to $52.00 and gave the stock an “overweight” rating in a research note on Monday, January 5th. Five equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Omnicell has a consensus rating of “Moderate Buy” and a consensus target price of $55.14.

Insider Activity at Omnicell

In related news, EVP Corey J. Manley sold 6,106 shares of the firm’s stock in a transaction dated 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 approximately $4,574,532.60. This trade represents a 6.24% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. 2.52% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Omnicell

Institutional investors and hedge funds have recently made changes to their positions in the stock. SG Americas Securities LLC boosted its position in shares of Omnicell by 6.6% during the 3rd quarter. SG Americas Securities LLC now owns 6,433 shares of the company’s stock worth $196,000 after purchasing an additional 401 shares during the period. Thrivent Financial for Lutherans lifted its stake in Omnicell by 1.2% during the second quarter. Thrivent Financial for Lutherans now owns 34,445 shares of the company’s stock worth $1,013,000 after purchasing an additional 424 shares in the last quarter. Martin & Co. Inc. TN boosted its position in shares of Omnicell by 0.4% during the third quarter. Martin & Co. Inc. TN now owns 121,720 shares of the company’s stock worth $3,706,000 after buying an additional 443 shares during the period. Legal & General Group Plc grew its stake in shares of Omnicell by 0.3% in the third quarter. Legal & General Group Plc now owns 158,399 shares of the company’s stock valued at $4,823,000 after buying an additional 448 shares in the last quarter. Finally, PNC Financial Services Group Inc. lifted its stake in Omnicell by 11.6% during the 3rd quarter. PNC Financial Services Group Inc. now owns 5,093 shares of the company’s stock worth $155,000 after acquiring an additional 528 shares in the last quarter. 97.70% of the stock is owned by hedge funds and other institutional investors.

Omnicell Stock Down 18.4%

The company has a market capitalization of $1.71 billion, a PE ratio of 88.62, a PEG ratio of 4.90 and a beta of 0.78. The company has a current ratio of 1.44, a quick ratio of 1.21 and a debt-to-equity ratio of 0.14. The business has a fifty day moving average of $46.16 and a 200 day moving average of $36.91.

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.