Core Viewpoint - Omnicell, Inc. has set a new price target of $49, indicating a potential upside despite recent challenges in earnings performance [1][6] Financial Performance - The stock price dropped significantly from a previous close of $46.69 to a last traded price of $38.38 following a disappointing earnings announcement [2] - Omnicell reported earnings per share (EPS) of $0.40, missing the consensus estimate of $0.47 by $0.07 [2] - Revenue for the quarter was $313.98 million, slightly exceeding analysts' expectations of $313.36 million, representing a 2.3% increase year-over-year [3] Guidance and Outlook - The company has raised its guidance for Q1 2026 to an EPS range of $0.26 to $0.36 and for FY 2026 to an EPS range of $1.65 to $1.85, indicating a positive outlook [4][6] - Despite a 16.30% decrease in stock price on the day of the earnings announcement, the new price target suggests potential growth for Omnicell [4][5] Market Position - Omnicell operates in a competitive market with key players such as McKesson and Cardinal Health [1] - The company's market capitalization is approximately $1.80 billion, with a trading volume of 2,835,483 shares [5]

Omnicell (NasdaqGS:OMCL) Q4 2025 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsBaird Radford - EVP and CFODavid Larsen - Managing DirectorEugene Mannheimer - Managing DirectorKathleen Nemeth - VP of Investor RelationsNnamdi Njoku - EVP and COORandall Lipps - Chairman, President, CEO, and FounderScott Schoenhaus - Managing DirectorConference Call ParticipantsBill Sutherland - Director and Equity Research AnalystDev Naik - AnalystJessica Tassan - Senior Research AnalystMatt Hewitt - Senior R ...

Omnicell (NasdaqGS:OMCL) Q4 2025 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsBaird Radford - EVP and CFODavid Larsen - Managing DirectorEugene Mannheimer - Managing DirectorKathleen Nemeth - VP of Investor RelationsNnamdi Njoku - EVP and COORandall Lipps - Chairman, President, CEO, and FounderScott Schoenhaus - Managing DirectorConference Call ParticipantsBill Sutherland - Director and Equity Research AnalystDev Naik - AnalystJessica Tassan - Senior Research AnalystMatt Hewitt - Senior R ...

Omnicell (NasdaqGS:OMCL) Q4 2025 Earnings call February 05, 2026 08:30 AM ET Speaker7Hello, and welcome to the Omnicell Fiscal Year and Fourth Quarter 2025 results. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during this time, simply press Star, followed by the number 1 on your telephone keypad. If you would like to withdraw your question, press Star 1 again, and please note ...

Omnicell (OMCL) came out with quarterly earnings of $0.4 per share, missing the Zacks Consensus Estimate of $0.47 per share. This compares to earnings of $0.6 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -15.34%. A quarter ago, it was expected that this Omnicell Inc. would post earnings of $0.36 per share when it actually produced earnings of $0.51, delivering a surprise of +41.67%.Over the last four quarters, the company h ...

Investor Presentation February 5, 2026 Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of federal securities laws. These forward-looking statements include statements with respect to 2026 guidance, strategic and growth opportunities, other expectations and other non-historical information. Without limiting the foregoing, statements including the words "expect," "intend," "may," "will," "should," "would," "could," "plan," "potential," "anticipate," "belie ...

Exhibit 99.1 Contact: Kathleen Nemeth Omnicell, Inc. Senior Vice President, Investor Relations 4220 North Freeway 650-435-3318 Fort Worth, TX 76137 Kathleen.Nemeth@Omnicell.com Omnicell Announces Fiscal Year and Fourth Quarter 2025 Financial Results Omnicell delivers solid fourth quarter 2025 financial results Announces major step toward autonomous medication management with the launch of its next generation dispensing system, Titan XT, at the American Society of Health-System Pharmacists (ASHP) 2025 Midyea ...

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Industry Overview - The Medical Info Systems industry is rapidly expanding due to innovations in healthcare resource management, patient data handling, and integrated digital care delivery [1] - Companies in this industry develop and market healthcare information systems, providing software and hardware solutions for secure access to real-time clinical, administrative, and financial data [4] Market Growth and Trends - The use of artificial intelligence (AI) in healthcare is projected to grow at a CAGR of 38.6% from 2025 to 2030, driven by demand for enhanced diagnostic accuracy and personalized medicine [2] - The global Smart Healthcare Products market was valued at $280.48 billion in 2024 and is expected to reach $796.36 billion by 2032, growing at a CAGR of 15.37% [5] - Remote patient monitoring and telehealth services are experiencing significant growth due to increased awareness of continuous patient monitoring devices [5] Key Players - Doximity (DOCS) is a market leader in physician engagement, covering over 80% of U.S. doctors, with a subscription-based revenue model and a total addressable market of $18.55 billion [17] - 10x Genomics (TXG) develops products for analyzing biological systems, with a Zacks Consensus Estimate indicating a 72.4% improvement in earnings from 2024 to 2025 [21][22] - Omnicell (OMCL) focuses on medication management solutions and is expected to achieve a revenue CAGR of 2.8% from 2025 to 2027 [25] Financial Performance - The Medical Info Systems industry has underperformed the S&P 500 and the Zacks Medical sector, losing 7.7% over the past year compared to the sector's growth of 24.7% [11] - The industry is currently trading at a forward price-to-sales (P/S) ratio of 4.65X, lower than the S&P 500's 5.65X and the sector's 2.35X [14] Cybersecurity Concerns - As healthcare systems become more digital, cybersecurity has emerged as a critical concern, with rising instances of ransomware and cyberattacks targeting healthcare organizations [7][8]

Core Viewpoint - Omnicell (OMCL) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive shift in earnings estimates which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system is based on changes in earnings estimates, which have a strong correlation with near-term stock price movements [4][6]. - Rising earnings estimates for Omnicell suggest an improvement in the company's underlying business, likely leading to an increase in stock price [5]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 (Strong Buy) stocks historically generating an average annual return of +25% since 1988 [7]. - The upgrade of Omnicell to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns [10]. Earnings Estimate Revisions for Omnicell - For the fiscal year ending December 2025, Omnicell is expected to earn $1.70 per share, unchanged from the previous year, but the Zacks Consensus Estimate has increased by 1.2% over the past three months [8].