Omnicell (NASDAQ:OMCL – Get Free Report) had its price objective cut by analysts at KeyCorp from $70.00 to $65.00 in a research report issued on Friday,Benzinga reports. The brokerage presently has an “overweight” rating on the stock. KeyCorp’s target price suggests a potential upside of 75.15% from the company’s current price.
Several other equities analysts have also issued reports on the company. Craig Hallum reiterated a “buy” rating and issued a $55.00 price objective on shares of Omnicell in a research report on Wednesday, April 29th. Wells Fargo & Company boosted their price objective on shares of Omnicell from $52.00 to $55.00 and gave the stock an “overweight” rating in a research report on Thursday, April 23rd. Wall Street Zen upgraded shares of Omnicell from a “buy” rating to a “strong-buy” rating in a report on Sunday, May 10th. Weiss Ratings raised shares of Omnicell from a “sell (d)” rating to a “hold (c-)” rating in a research report on Thursday, May 7th. Finally, Zacks Research lowered shares of Omnicell from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, July 7th. Seven analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $59.14.
Get Our Latest Research Report on OMCL
Omnicell Price Performance
Omnicell (NASDAQ:OMCL – Get Free Report) last released its quarterly earnings data on Thursday, July 30th. The company reported $0.94 earnings per share for the quarter, topping the consensus estimate of $0.47 by $0.47. Omnicell had a net margin of 1.67% and a return on equity of 4.00%. The business had revenue of $312.21 million for the quarter, compared to analyst estimates of $310.21 million. During the same quarter last year, the firm earned $0.45 EPS. Omnicell’s quarterly revenue was up 7.4% compared to the same quarter last year. 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, equities analysts anticipate that Omnicell will post 1.31 EPS for the current year.
Insider Activity at Omnicell
In other news, EVP Nnamdi Njoku sold 3,090 shares of the stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $43.22, for a total value of $133,549.80. Following the transaction, the executive vice president directly owned 154,785 shares of the company’s stock, valued at $6,689,807.70. This represents a 1.96% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 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 the business’s 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 sale, the executive vice president owned 112,783 shares of the company’s stock, valued at $4,874,481.26. This trade represents a 4.27% decrease in their ownership of the stock. 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. Insiders own 2.92% of the company’s stock.
Institutional Investors Weigh In On Omnicell
Several hedge funds have recently modified their holdings of OMCL. Handelsbanken Fonder AB boosted its stake in shares of Omnicell by 18.3% during the second quarter. Handelsbanken Fonder AB now owns 12,923 shares of the company’s stock valued at $537,000 after purchasing an additional 2,000 shares in the last quarter. Versant Capital Management Inc boosted its position in Omnicell by 38.7% during the 2nd quarter. Versant Capital Management Inc now owns 1,053 shares of the company’s stock worth $44,000 after buying an additional 294 shares during the period. Empowered Funds LLC grew its holdings in Omnicell by 4,229.9% during the 1st quarter. Empowered Funds LLC now owns 262,043 shares of the company’s stock worth $8,747,000 after acquiring an additional 255,991 shares during the last quarter. Bank of America Corp DE increased its position in Omnicell by 31.3% in the 1st quarter. Bank of America Corp DE now owns 580,875 shares of the company’s stock valued at $19,390,000 after acquiring an additional 138,537 shares during the period. Finally, California State Teachers Retirement System raised its stake in shares of Omnicell by 14.2% during the first quarter. California State Teachers Retirement System now owns 50,323 shares of the company’s stock valued at $1,680,000 after acquiring an additional 6,273 shares during the last quarter. Institutional investors and hedge funds own 97.70% of the company’s stock.
More Omnicell News
Here are the key news stories impacting Omnicell this week:
- Positive Sentiment: Second-quarter results exceeded expectations. Omnicell reported non-GAAP EPS of $0.94, well above the roughly $0.47-$0.48 consensus estimate and up from $0.45 a year earlier. Revenue increased 7.4% to $312.2 million, slightly ahead of estimates, while GAAP net income rose to $24 million from $6 million. Omnicell Q2 Earnings and Revenues Top Estimates
- Positive Sentiment: Full-year 2026 guidance was raised. The company now expects non-GAAP EPS of $2.15-$2.30, above the $1.81 analyst consensus, and revenue of approximately $1.225-$1.245 billion. Management cited demand for connected devices, technical services and software-as-a-service offerings, as well as cost control. A $15 million refund for previously paid tariffs also benefited the quarter. Omnicell Q2 Non-GAAP Net Income, Revenue Increase; 2026 Non-GAAP EPS Outlook Lifted
- Neutral Sentiment: Balance-sheet conditions remain stable. Omnicell ended June with $292 million in cash and $168 million in debt, while naming Nnamdi Njoku president and chief operating officer effective July 1.
- Negative Sentiment: Third-quarter guidance fell short of expectations. Omnicell projected EPS of $0.35-$0.43, with the midpoint below consensus, and revenue of $301-$307 million versus the $312.6 million analyst estimate. That near-term outlook is likely outweighing the quarterly beat and full-year upgrade, prompting investors to question the pace of demand and earnings momentum. Omnicell Q2 Beats on Revenue but Stock Drops on Weak Guidance
- Negative Sentiment: Recent insider activity provides an additional overhang. Reported insider transactions over the past six months showed sales but no purchases, including sales by CEO Randall Lipps and other executives. Omnicell Q2 2026 Revenue Rises 7 Percent to $312 Million
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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