Omnicell (NASDAQ:OMCL) Updates FY 2026 Earnings Guidance

Omnicell (NASDAQ:OMCL) issued an update on its FY 2026 earnings guidance on Thursday morning. 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.

Omnicell Stock Down 20.6%

OMCL stock opened at $37.07 on Thursday. The firm has a 50-day moving average of $46.16 and a two-hundred day moving average of $36.91. Omnicell has a 12 month low of $22.66 and a 12 month high of $55.00. 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 company has a market cap of $1.66 billion, a price-to-earnings ratio of 87.07, a PEG ratio of 4.90 and a beta of 0.78.

Omnicell (NASDAQ:OMCL) last issued its quarterly earnings data on Thursday, February 5th. The company reported $0.40 earnings per share for the quarter, missing analysts’ consensus estimates of $0.47 by ($0.07). Omnicell had a net margin of 1.69% and a return on equity of 4.10%. The firm had revenue of $313.98 million during the quarter, compared to analyst estimates of $313.36 million. During the same period in the previous year, the firm posted $0.60 earnings per share. The company’s quarterly revenue was up 2.3% compared to the same quarter last year. 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, analysts forecast that Omnicell will post 1.09 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on OMCL. UBS Group set a $53.00 price objective on shares of Omnicell in a research report on Friday, January 16th. Benchmark lifted their price objective on Omnicell from $50.00 to $60.00 and gave the stock a “buy” rating in a research report on Monday. Bank of America raised shares of Omnicell from a “neutral” rating to a “buy” rating and set a $70.00 price objective for the company in a research report on Wednesday. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Omnicell in a research report on Thursday, January 22nd. Finally, KeyCorp upgraded Omnicell from a “sector weight” rating to an “overweight” rating and set a $60.00 target price on the stock in a research report on Wednesday, January 7th. Five analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Omnicell presently has an average rating of “Moderate Buy” and a consensus target price of $55.14.

Insider Buying and Selling

In other Omnicell news, EVP Corey J. Manley sold 6,106 shares of the stock in a transaction that occurred on Thursday, January 8th. The shares were sold at an average price of $49.90, for a total value of $304,689.40. Following the completion of the sale, the executive vice president owned 91,674 shares of the company’s stock, valued at $4,574,532.60. This trade 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 is available through the SEC website. 2.52% of the stock is owned by company insiders.

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.

Institutional Trading of Omnicell

A number of hedge funds and other institutional investors have recently made changes to their positions in OMCL. Mariner LLC acquired a new position in shares of Omnicell in the 3rd quarter valued at $388,000. Brevan Howard Capital Management LP lifted its stake in Omnicell by 40.3% during the third quarter. Brevan Howard Capital Management LP now owns 12,195 shares of the company’s stock valued at $371,000 after buying an additional 3,501 shares in the last quarter. Creative Planning boosted its holdings in shares of Omnicell by 56.8% in the third quarter. Creative Planning now owns 14,727 shares of the company’s stock worth $448,000 after buying an additional 5,337 shares during the period. Vident Advisory LLC acquired a new stake in shares of Omnicell during the third quarter valued at approximately $569,000. Finally, Headlands Technologies LLC boosted its stake in Omnicell by 1,865.0% in the 2nd quarter. Headlands Technologies LLC now owns 18,137 shares of the company’s stock worth $533,000 after purchasing an additional 17,214 shares during the period. 97.70% of the stock is currently owned by institutional investors.

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.