Omnicell (NASDAQ:OMCL) Updates Q3 2026 Earnings Guidance

Omnicell (NASDAQ:OMCLGet Free Report) issued an update on its third quarter 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 0.350-0.430 for the period, compared to the consensus estimate of 0.430. The company issued revenue guidance of $301.0 million-$307.0 million, compared to the consensus revenue estimate of $312.6 million. Omnicell also updated its FY 2026 guidance to 2.150-2.300 EPS.

Omnicell Stock Performance

OMCL traded down $1.01 on Friday, hitting $36.10. 388,482 shares of the stock traded hands, compared to its average volume of 657,506. Omnicell has a 52 week low of $28.90 and a 52 week high of $55.00. The company has a current ratio of 1.50, a quick ratio of 1.29 and a debt-to-equity ratio of 0.13. The firm has a market capitalization of $1.64 billion, a PE ratio of 82.04, a P/E/G ratio of 1.07 and a beta of 0.96. The business has a fifty day moving average price of $42.16 and a two-hundred day moving average price of $41.13.

Omnicell (NASDAQ:OMCLGet Free Report) last announced its quarterly earnings data on Thursday, July 30th. The company reported $0.94 EPS for the quarter, topping analysts’ consensus estimates of $0.47 by $0.47. Omnicell had a return on equity of 4.00% and a net margin of 1.67%.The company had revenue of $312.21 million during the quarter, compared to the consensus estimate of $310.21 million. During the same quarter last year, the company earned $0.45 EPS. The company’s quarterly revenue was up 7.4% on a year-over-year basis. Omnicell has set its Q3 2026 guidance at 0.350-0.430 EPS and its FY 2026 guidance at 2.150-2.300 EPS. On average, research analysts predict that Omnicell will post 1.31 EPS for the current fiscal year.

Wall Street Analyst Weigh In

OMCL has been the subject of a number of recent research reports. Wells Fargo & Company dropped their price objective on shares of Omnicell from $55.00 to $50.00 and set an “overweight” rating for the company in a research note on Friday. Craig Hallum restated a “buy” rating and set a $55.00 price target on shares of Omnicell in a research note on Wednesday, April 29th. Wall Street Zen raised Omnicell from a “buy” rating to a “strong-buy” rating in a report on Sunday, May 10th. Zacks Research lowered Omnicell from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, July 7th. Finally, KeyCorp dropped their target price on Omnicell from $70.00 to $65.00 and set an “overweight” rating for the company in a report on Friday. Seven investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $58.43.

Get Our Latest Report on OMCL

Insider Activity at Omnicell

In related news, EVP Nnamdi Njoku sold 3,090 shares of the stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $43.22, for a total transaction of $133,549.80. Following the sale, the executive vice president directly owned 154,785 shares in the company, valued at $6,689,807.70. This represents a 1.96% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Corey J. Manley sold 5,025 shares of Omnicell stock in a transaction on Monday, May 18th. The shares were sold at an average price of $43.22, for a total value of $217,180.50. Following the completion of the transaction, the executive vice president owned 112,783 shares of the company’s stock, valued at approximately $4,874,481.26. The trade was a 4.27% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 2.92% of the stock is owned by insiders.

Key Omnicell News

Here are the key news stories impacting Omnicell this week:

  • Positive Sentiment: Omnicell reported second-quarter revenue of $312.2 million, up 7.4% year over year and above the $310.2 million consensus estimate. Non-GAAP EPS of $0.94 also substantially exceeded expectations near $0.47-$0.48, while GAAP net income rose to $24 million from $6 million a year earlier. Omnicell Q2 Earnings and Revenues Top Estimates
  • Positive Sentiment: Management raised its full-year 2026 non-GAAP EPS outlook to $2.15-$2.30, well above the roughly $1.81 analyst consensus, and set revenue guidance at approximately $1.225-$1.245 billion. Growth is being supported by connected devices, technical services and SaaS offerings, alongside cost discipline. Omnicell Q2 Non-GAAP Net Income, Revenue Increase; 2026 Non-GAAP EPS Outlook Lifted
  • Neutral Sentiment: Omnicell highlighted momentum for its Titan XT and OmniSphere platforms, but said customer approval timing is affecting product bookings. KeyCorp lowered its price target from $70 to $65 while maintaining an “overweight” rating, indicating continued long-term optimism but some near-term caution. OMCL Q2 Earnings Call Highlights Titan XT Pipeline Growth
  • Negative Sentiment: Third-quarter guidance is the main source of selling pressure: revenue of $301 million-$307 million trails the $312.6 million consensus, and EPS of $0.35-$0.43 only reaches the low end of expectations. The stock’s elevated valuation and reported insider selling may amplify investor sensitivity to any slowdown. Omnicell Q2 CY2026 Beats on Revenue but Stock Drops on Weak Guidance

Institutional Investors Weigh In On Omnicell

A number of hedge funds have recently added to or reduced their stakes in OMCL. Mercer Global Advisors Inc. ADV lifted its holdings in Omnicell by 51.2% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 13,573 shares of the company’s stock worth $615,000 after buying an additional 4,599 shares in the last quarter. State of Tennessee Department of Treasury increased its stake in shares of Omnicell by 15.1% in the 4th quarter. State of Tennessee Department of Treasury now owns 26,504 shares of the company’s stock valued at $1,285,000 after buying an additional 3,470 shares during the period. EP Wealth Advisors LLC bought a new stake in shares of Omnicell during the fourth quarter worth $307,000. Fuller & Thaler Asset Management Inc. bought a new stake in shares of Omnicell during the fourth quarter worth $610,000. Finally, Empowered Funds LLC acquired a new position in shares of Omnicell during the fourth quarter valued at $274,000. Institutional investors own 97.70% of the company’s stock.

About Omnicell

(Get Free Report)

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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Earnings History and Estimates for Omnicell (NASDAQ:OMCL)

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