Omnicell (NASDAQ:OMCL) Updates FY 2026 Earnings Guidance

Omnicell (NASDAQ:OMCL) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 1.650-1.850 for the period, compared to the consensus earnings per share estimate of 1.530. The company issued revenue guidance of $1.2 billion-$1.3 billion, compared to the consensus revenue estimate of $1.2 billion. Omnicell also updated its Q1 2026 guidance to 0.260-0.360 EPS.

Analysts Set New Price Targets

Several analysts have issued reports on OMCL shares. KeyCorp upgraded shares of Omnicell from a “sector weight” rating to an “overweight” rating and set a $60.00 target price on the stock in a research note on Wednesday, January 7th. Bank of America upgraded Omnicell from a “neutral” rating to a “buy” rating and set a $70.00 price target on the stock in a research report on Wednesday. Zacks Research lowered Omnicell from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, December 9th. Weiss Ratings reiterated a “sell (d+)” rating on shares of Omnicell in a research report on Thursday, January 22nd. Finally, Benchmark raised their price target on Omnicell from $50.00 to $60.00 and gave the stock a “buy” rating in a research note on Monday. Five equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Omnicell currently has an average rating of “Moderate Buy” and an average price target of $55.14.

Omnicell Stock Performance

Shares of OMCL opened at $37.07 on Thursday. The business has a fifty day moving average of $46.16 and a 200 day moving average of $36.91. The firm has a market capitalization of $1.66 billion, a P/E ratio of 87.07, a PEG ratio of 4.90 and a beta of 0.78. Omnicell has a one year low of $22.66 and a one year high of $55.00. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.44 and a quick ratio of 1.21.

Omnicell (NASDAQ:OMCL) last released its earnings results on Thursday, February 5th. The company reported $0.40 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.47 by ($0.07). The firm had revenue of $313.98 million during the quarter, compared to analysts’ expectations of $313.36 million. Omnicell had a return on equity of 4.10% and a net margin of 1.69%.The company’s revenue was up 2.3% compared to the same quarter last year. During the same period in the prior year, the company posted $0.60 earnings per share. Omnicell has set its Q1 2026 guidance at 0.260-0.360 EPS and its FY 2026 guidance at 1.650-1.850 EPS. As a group, sell-side analysts anticipate that Omnicell will post 1.09 EPS for the current year.

Insider Activity

In related news, EVP Corey J. Manley sold 6,106 shares of the company’s stock in a transaction on Thursday, January 8th. The shares were sold at an average price of $49.90, for a total transaction of $304,689.40. Following the completion of the transaction, the executive vice president owned 91,674 shares in the company, 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 legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 2.52% of the stock is currently owned by insiders.

Trending Headlines about Omnicell

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.

Hedge Funds Weigh In On Omnicell

Institutional investors have recently bought and sold shares of the business. AQR Capital Management LLC increased its position in shares of Omnicell by 42.1% during the 1st quarter. AQR Capital Management LLC now owns 17,936 shares of the company’s stock valued at $627,000 after purchasing an additional 5,311 shares during the last quarter. Empowered Funds LLC boosted its holdings in Omnicell by 14.3% in the first quarter. Empowered Funds LLC now owns 9,953 shares of the company’s stock worth $348,000 after acquiring an additional 1,243 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in Omnicell by 4.1% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 124,047 shares of the company’s stock worth $4,337,000 after acquiring an additional 4,866 shares during the period. Jane Street Group LLC grew its position in Omnicell by 201.5% during the 1st quarter. Jane Street Group LLC now owns 163,664 shares of the company’s stock worth $5,722,000 after purchasing an additional 109,382 shares during the period. Finally, Creative Planning lifted its stake in shares of Omnicell by 16.7% in the 2nd quarter. Creative Planning now owns 9,390 shares of the company’s stock valued at $276,000 after purchasing an additional 1,347 shares during the period. Institutional investors own 97.70% of the company’s stock.

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.