OSI Systems (NASDAQ:OSIS) Updates FY 2026 Earnings Guidance

OSI Systems (NASDAQ:OSIS) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided EPS guidance of 10.300-10.55 for the period, compared to the consensus EPS estimate of 10.420. The company issued revenue guidance of $1.8 billion-$1.9 billion, compared to the consensus revenue estimate of $1.8 billion.

Analysts Set New Price Targets

A number of equities research analysts have weighed in on the company. JPMorgan Chase & Co. lifted their target price on OSI Systems from $242.00 to $255.00 and gave the company a “neutral” rating in a research report on Monday, November 3rd. Weiss Ratings reiterated a “buy (b)” rating on shares of OSI Systems in a report on Thursday, January 22nd. Bank of America raised their target price on shares of OSI Systems from $265.00 to $315.00 and gave the company a “buy” rating in a research report on Wednesday, November 5th. Oppenheimer upped their price target on shares of OSI Systems from $270.00 to $280.00 and gave the stock an “outperform” rating in a research report on Friday, October 3rd. Finally, UBS Group set a $292.00 price objective on shares of OSI Systems in a report on Monday, December 1st. Six investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat, OSI Systems has a consensus rating of “Moderate Buy” and a consensus price target of $281.00.

OSI Systems Stock Down 6.2%

Shares of NASDAQ OSIS traded down $16.68 during trading hours on Friday, hitting $253.06. 236,328 shares of the stock were exchanged, compared to its average volume of 250,492. OSI Systems has a 12 month low of $153.40 and a 12 month high of $294.93. The firm has a fifty day moving average price of $270.81 and a 200-day moving average price of $250.72. The company has a quick ratio of 1.29, a current ratio of 1.87 and a debt-to-equity ratio of 0.46. The company has a market cap of $4.30 billion, a PE ratio of 28.39, a PEG ratio of 2.25 and a beta of 1.35.

OSI Systems (NASDAQ:OSIS) last announced its earnings results on Thursday, January 29th. The technology company reported $2.58 earnings per share for the quarter, beating the consensus estimate of $2.52 by $0.06. The company had revenue of $464.06 million during the quarter, compared to the consensus estimate of $449.51 million. OSI Systems had a net margin of 8.68% and a return on equity of 18.25%. OSI Systems’s revenue was up 10.5% compared to the same quarter last year. During the same period last year, the firm earned $2.42 earnings per share. On average, sell-side analysts expect that OSI Systems will post 9.22 EPS for the current year.

Insider Activity at OSI Systems

In related news, Chairman Deepak Chopra sold 20,000 shares of OSI Systems stock in a transaction that occurred on Monday, November 10th. The shares were sold at an average price of $285.74, for a total value of $5,714,800.00. Following the completion of the sale, the chairman directly owned 292,969 shares in the company, valued at $83,712,962.06. This trade represents a 6.39% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Paul Keith Morben sold 416 shares of the business’s stock in a transaction that occurred on Friday, November 7th. The stock was sold at an average price of $279.10, for a total transaction of $116,105.60. Following the sale, the insider directly owned 8,540 shares in the company, valued at approximately $2,383,514. This represents a 4.64% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 21,916 shares of company stock valued at $6,255,631 in the last ninety days. Corporate insiders own 4.30% of the company’s stock.

Key OSI Systems News

Here are the key news stories impacting OSI Systems this week:

• Positive Sentiment: Q2 results beat and guidance raised: OSI reported EPS of $2.58 (vs. $2.52 consensus) and revenue of $464.1M (up 10.5% Y/Y; above estimates). Management also raised FY2026 EPS and issued revenue guidance roughly in line-to-better than consensus, which supports longer‑term growth expectations. Business Wire: Q2 Results
• Positive Sentiment: Analyst upgrade / higher price target: B. Riley raised its price target to $320 and maintains a Buy, implying material upside vs. current levels — a catalyst for investor interest and potential support for the shares. The Fly: B. Riley PT Raise
• Neutral Sentiment: Company disclosures and transcripts available: Multiple earnings call transcripts and the press release are circulating (useful for digging into segment trends, backlog and margin commentary). These provide context but don’t change the headline beat. InsiderMonkey: Earnings Call Transcript
• Neutral Sentiment: Guidance vs. consensus is close: FY2026 EPS guidance was set at $10.30–$10.55 (consensus ~$10.42) and revenue guidance at ~$1.8–$1.9B (consensus ~$1.8B) — slightly conservative-to-in‑line, which may temper upside while validating the company’s outlook. Investing.com: Guidance Update
• Negative Sentiment: Conflicting headlines and data discrepancies: Some outlets flagged revenue or metric misses and third‑party data providers posted differing EPS figures, creating short‑term confusion and pressure on the stock. That mixed coverage can drive intraday volatility. MSN: Revenue Miss Headline
• Negative Sentiment: Insider selling and historical volatility: Recent disclosures show insider sales and earlier mixed institutional activity; combined with the stock sitting below its 50‑day moving average, this can prompt profit‑taking despite the beat. QuiverQuant: Earnings & Insider Activity

Hedge Funds Weigh In On OSI Systems

Hedge funds have recently made changes to their positions in the company. Royal Bank of Canada lifted its position in OSI Systems by 519.8% during the 1st quarter. Royal Bank of Canada now owns 10,257 shares of the technology company’s stock worth $1,993,000 after acquiring an additional 8,602 shares during the period. AQR Capital Management LLC lifted its holdings in shares of OSI Systems by 64.2% during the first quarter. AQR Capital Management LLC now owns 11,656 shares of the technology company’s stock worth $2,265,000 after purchasing an additional 4,558 shares during the period. Strs Ohio purchased a new stake in OSI Systems in the first quarter valued at approximately $97,000. Amundi boosted its position in OSI Systems by 76,360.0% in the second quarter. Amundi now owns 3,823 shares of the technology company’s stock valued at $874,000 after buying an additional 3,818 shares during the last quarter. Finally, Gamco Investors INC. ET AL acquired a new position in OSI Systems in the 2nd quarter worth approximately $801,000. 89.21% of the stock is owned by institutional investors and hedge funds.

About OSI Systems

OSI Systems, Inc (NASDAQ: OSIS) is a publicly traded technology company founded in 1987 and headquartered in Hawthorne, California. The company designs, develops and manufactures advanced security and inspection systems, optoelectronic devices and medical imaging equipment. Over its history, OSI Systems has grown its product offerings through internal research and development as well as strategic acquisitions, expanding its capabilities in mission-critical sensing and inspection technologies.

OSI Systems operates three primary business segments.