Omnicell (NASDAQ:OMCL) Releases Q1 2026 Earnings Guidance

Omnicell (NASDAQ:OMCL) issued an update on its first quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 0.260-0.360 for the period, compared to the consensus estimate of 0.220. The company issued revenue guidance of $300.0 million-$310.0 million, compared to the consensus revenue estimate of $279.3 million. Omnicell also updated its FY 2026 guidance to 1.650-1.850 EPS.

Omnicell Stock Performance

Shares of NASDAQ OMCL traded down $0.41 during trading on Friday, hitting $38.67. The company had a trading volume of 187,727 shares, compared to its average volume of 601,248. Omnicell has a 12 month low of $22.66 and a 12 month high of $55.00. The company has a debt-to-equity ratio of 0.14, a quick ratio of 1.21 and a current ratio of 1.44. The firm has a market capitalization of $1.74 billion, a P/E ratio of 89.93, a price-to-earnings-growth ratio of 4.97 and a beta of 0.78. The stock has a 50 day simple moving average of $46.21 and a 200 day simple moving average of $36.92.

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). Omnicell had a return on equity of 4.10% and a net margin of 1.69%.The firm had revenue of $313.98 million during the quarter, compared to analysts’ expectations of $313.36 million. During the same period in the prior year, the company posted $0.60 earnings per share. The company’s 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 anticipate that Omnicell will post 1.09 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on OMCL shares. Bank of America upgraded shares of Omnicell from a “neutral” rating to a “buy” rating and set a $70.00 target price on the stock in a research note on Wednesday. UBS Group set a $53.00 price objective on Omnicell in a research report on Friday, January 16th. Zacks Research lowered Omnicell from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, December 9th. Wells Fargo & Company lifted their target price on Omnicell from $43.00 to $52.00 and gave the company an “overweight” rating in a research note on Monday, January 5th. Finally, Weiss Ratings reissued a “sell (d+)” rating on shares of Omnicell in a report on Thursday, January 22nd. Five analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $54.29.

Insider Buying and Selling

In other Omnicell news, EVP Corey J. Manley sold 6,106 shares of the firm’s stock in a transaction that occurred on Thursday, January 8th. The stock was 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 $4,574,532.60. This trade represents a 6.24% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Insiders own 2.52% of the company’s stock.

Key Omnicell News

Here are the key news stories impacting Omnicell this week:

• Positive Sentiment: BofA upgraded Omnicell to Buy, citing a new product cycle that could drive revenue revisions — a near‑term catalyst for growth expectations. Omnicell (NASDAQ:OMCL) Rating Increased to Buy at Bank of America
• Positive Sentiment: Management raised FY‑2026 EPS guidance to $1.65–$1.85 (above consensus) and Q1 EPS to $0.26–$0.36, and outlined a roughly $1.215B–$1.255B revenue target supported by new products (Titan XT, OmniSphere). That guidance supports a rebound thesis if execution continues. Omnicell targets $1.215B–$1.255B 2026 revenue as Titan XT and OmniSphere fuel platform push
• Neutral Sentiment: Q4 revenue of ~$314M was essentially in line with expectations and up modestly year‑over‑year (+2.3%), showing demand stability even as margins came under pressure. Omnicell Announces Fiscal Year and Fourth Quarter 2025 Financial Results
• Neutral Sentiment: Earnings call commentary highlighted product innovation and platform momentum (Titan XT/OmniSphere) that management expects to drive the multi‑year growth story; execution will determine how quickly margins recover. Omnicell Inc (OMCL) Q4 2025 Earnings Call Highlights: Strong Demand and Strategic Innovations …
• Negative Sentiment: Q4 EPS missed expectations at $0.40 vs. the $0.47 consensus and fell from $0.60 a year ago — the drop in profitability and margin weakness is the primary headline dragging the stock. Omnicell (OMCL) Q4 Earnings Lag Estimates
• Negative Sentiment: BTIG maintained a Hold, citing that solid execution and strategic promise are offset by near‑term profitability pressures and a premium valuation — signaling limited upside until margins improve. Omnicell: Solid Execution and Strategic Promise Offset by Near-Term Profitability Pressures and Premium Valuation (Hold Rating Maintained)
• Negative Sentiment: Market headlines calling out the EPS miss and margin concerns have driven heavy selling pressure as investors re‑price the stock given its premium P/E and limited near‑term margin visibility. Why Omnicell (OMCL) Shares Are Plunging Today

Institutional Investors Weigh In On Omnicell

Several large investors have recently bought and sold shares of the business. Raymond James Financial Inc. bought a new position in Omnicell during the second quarter valued at $26,000. Tower Research Capital LLC TRC raised its position in shares of Omnicell by 385.5% during the 2nd quarter. Tower Research Capital LLC TRC now owns 4,952 shares of the company’s stock valued at $146,000 after buying an additional 3,932 shares in the last quarter. Schonfeld Strategic Advisors LLC purchased a new stake in shares of Omnicell during the 3rd quarter valued at about $209,000. Cerity Partners LLC bought a new position in shares of Omnicell in the 2nd quarter valued at about $211,000. Finally, CIBC Bancorp USA Inc. purchased a new position in Omnicell in the third quarter worth about $224,000. 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.