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]

Financial Data and Key Metrics Changes - Total revenue for Q4 2025 was $314 million, a 2% increase from Q4 2024 and a 1% increase from the previous quarter [13] - Full year 2025 total revenue was $1.185 billion, compared to $1.112 billion in 2024 [18] - Non-GAAP earnings per share for Q4 2025 was $0.40, down from $0.60 in Q4 2024 [15] - GAAP earnings per share for Q4 2025 was a loss of $0.05, compared to a profit of $0.34 in Q4 2024 [15] - Annual recurring revenue (ARR) exited Q4 2025 at $636 million, a 10% increase from the 2024 exit rate [8][17] Business Line Data and Key Metrics Changes - Product revenue for Q4 2025 was $180 million, a decrease of 1% compared to Q4 2024 [14] - Service revenue for Q4 2025 was $134 million, an increase of 8% from Q4 2024 [14] - Full year 2025 product revenue was $666 million, compared to $631 million in 2024 [19] - Full year 2025 service revenue was $519 million, compared to $482 million in 2024 [19] Market Data and Key Metrics Changes - The company reported strong demand for its point-of-care connected devices, particularly the XT10, which contributed to robust top-line performance [5] - Competitive wins included major health systems and government healthcare facilities, indicating a strong market presence [5][10] - The Department of Veterans Affairs selected Omnicell's solutions for medication management across their network [11] Company Strategy and Development Direction - The company aims to transform into an end-to-end medication management platform technology company, focusing on innovative solutions to improve customer experience [5][6] - Key growth pillars include expanding market presence, scaling recurring revenue, and accelerating the technology platform [6][8] - The Titan XT automated dispensing system was introduced to unify automation and intelligence in medication management [7] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the momentum coming out of 2025, driven by a commitment to autonomous medication management [11] - There is confidence in the potential multi-year product refresh opportunity with Titan XT, expected to drive future growth [12][13] - Management acknowledged potential uncertainties around regulations and tariffs but remains focused on long-term value creation [11] Other Important Information - The company ended 2025 with cash and cash equivalents totaling $197 million, down from $369 million in 2024, reflecting debt repayment and stock repurchase [15][16] - Non-GAAP EBITDA for Q4 2025 was $37 million, compared to $46 million in Q4 2024 [15] Q&A Session Summary Question: Can you provide insights on product booking expectations and the refresh cycle? - Management indicated a refresh cycle opportunity exceeding $2.5 billion, with expectations for a similar rollout over the next 8 years [36] Question: Will there be incremental investments in sales and marketing for the Titan cycle? - Management confirmed investments in the sales force and clinical education to capitalize on market opportunities [40][43] Question: What feedback have customers provided regarding the transition from XT Extend to Titan? - Customers with aging fleets are encouraged to transition to Titan XT, while those with XT Extend will still benefit from cloud capabilities [47] Question: How does the company plan to mitigate tariff costs affecting margins? - Management is exploring supply chain optimization and has implemented mitigation efforts to manage tariff impacts [51] Question: What is the expected impact of AI tools on the company's offerings? - Management believes AI will enhance supply chain operations, and the infrastructure of OmniSphere is designed to support AI applications [76][78]

Financial Data and Key Metrics Changes - Total revenue for Q4 2025 was $314 million, a 2% increase from Q4 2024 and a 1% increase from the previous quarter [13] - Full year 2025 total revenue was $1.185 billion, compared to $1.112 billion in 2024 [18] - Non-GAAP earnings per share for Q4 2025 was $0.40, down from $0.60 in Q4 2024 [15] - GAAP earnings per share for Q4 2025 was a loss of $0.05, compared to a profit of $0.34 in Q4 2024 [15] - Annual recurring revenue (ARR) exited Q4 2025 at $636 million, a 10% increase from the 2024 exit rate [8][17] Business Line Data and Key Metrics Changes - Product revenue for Q4 2025 was $180 million, a decrease of 1% compared to Q4 2024 [14] - Service revenue for Q4 2025 was $134 million, an increase of 8% from Q4 2024 [14] - Full year 2025 product revenue was $666 million, compared to $631 million in 2024 [19] - Full year 2025 service revenue was $519 million, compared to $482 million in 2024 [19] Market Data and Key Metrics Changes - Competitive wins included major health systems in Louisiana, Mississippi, Texas, and New England [10] - The Department of Veterans Affairs selected Omnicell's solutions for medication management across their network [11] - The company noted increasing patient volumes and improving financial performance in publicly traded health systems [11] Company Strategy and Development Direction - The company aims to transform into an end-to-end medication management platform technology company [5] - Focus on expanding market presence, scaling recurring revenue, and accelerating the technology platform [6] - Introduction of Titan XT, an automated dispensing system, is part of the strategy to enhance customer experience and operational efficiency [6][7] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the momentum coming out of 2025, driven by autonomous medication management [11] - There is potential uncertainty around regulations and tariffs, but overall hospital fundamentals remain strong [11] - The company anticipates a modest revenue contribution from Titan XT in 2026, with a focus on preparing customers for the transition [30] Other Important Information - Non-GAAP gross margin for Q4 2025 was 43.2%, down from 47.4% in Q4 2024 [14][22] - Cash and cash equivalents totaled $197 million as of December 31, 2025, down from $369 million a year earlier [15][16] - The company is investing in sales force and clinical education to capitalize on market opportunities [41][43] Q&A Session Summary Question: How should the product booking expectations be viewed in relation to the XT cycle? - Management believes the refresh cycle opportunity exceeds $2.5 billion, with a similar rollout expected over the next 8 years [36] Question: Will there be incremental investments in sales and support for the Titan cycle? - Management confirmed investments in the sales force and clinical education to enhance market engagement [41][43] Question: What feedback has been received from customers regarding the XT Extend and Titan? - Customers with aging fleets are inclined to upgrade to Titan XT, while those with XT Extend can still access cloud capabilities [47] Question: How will tariff costs impact gross margins moving forward? - Management is implementing mitigation strategies and expects some natural benefits from these efforts in 2026 [51] Question: What is the competitive landscape and how is Omnicell positioned? - The timing of the Titan XT announcement has opened more conversations with customers, enhancing competitive positioning [56]

Financial Data and Key Metrics Changes - Total revenue for Q4 2025 was $314 million, a 2% increase from Q4 2024 and a 1% increase from the previous quarter [14] - Full year 2025 total revenue reached $1.185 billion, compared to $1.112 billion in 2024 [19] - Non-GAAP gross margin for Q4 2025 was 43.2%, down from 47.4% in Q4 2024 [15] - GAAP earnings per share for Q4 2025 was a loss of $0.05, compared to a profit of $0.34 in Q4 2024 [16] - Full year 2025 non-GAAP earnings per share was $1.62, down from $1.71 in 2024 [20] Business Line Data and Key Metrics Changes - Q4 2025 product revenue was $180 million, a decrease of 1% compared to Q4 2024, while service revenue was $134 million, an increase of 8% from Q4 2024 [15] - Full year 2025 product revenue was $666 million, compared to $631 million in 2024, and service revenue was $519 million, compared to $482 million in 2024 [19] Market Data and Key Metrics Changes - Annual recurring revenue (ARR) exited Q4 2025 at $636 million, a 10% increase from the 2024 exit rate of $580 million [18] - Product bookings for full year 2025 were $535 million, above the midpoint of guidance [18] - Product backlog as of December 31, 2025, was $640 million, down 1% compared to the 2024 exit [18] Company Strategy and Development Direction - The company aims to expand its market presence, scale recurring revenue, and accelerate its technology platform [5] - The introduction of Titan XT is a key part of the strategy to unify automation and intelligence in medication management [6] - The company is focused on transitioning to an end-to-end medication management platform technology company [4] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the momentum coming out of 2025, driven by customer demand and the introduction of Titan XT [11] - There is some uncertainty regarding regulations and tariffs, but overall hospital fundamentals are strong [11] - The company anticipates continued growth in 2026, with guidance for total revenue between $1.215 billion and $1.255 billion [26] Other Important Information - The company reported a decrease in cash and cash equivalents to $197 million as of December 31, 2025, down from $369 million in 2024, primarily due to debt repayment and stock repurchase [16][17] - The company achieved HITRUST CSF i1 certification for its OmniSphere platform, demonstrating commitment to cybersecurity [9] Q&A Session Summary Question: Insights on product booking expectations and the Titan cycle - Management believes the refresh cycle opportunity exceeds $2.5 billion and expects a similar rollout over the next 8 years [36][37] Question: Incremental investments around sales force and marketing - Management confirmed investments in the sales force and clinical education to capitalize on market opportunities [41][44] Question: Feedback from customers on XT Extend and Titan - Customers with XT Extend can still access cloud capabilities, and the company is engaging all customers with paths to the cloud [48] Question: Mitigation of tariff costs impacting gross margins - Management is exploring ways to optimize the cost structure and manage supply chain effectively to improve margins [52] Question: Update on robotics and expectations for bookings - Robotics currently accounts for a small percentage of product revenue, with ongoing efforts to develop suitable solutions [83][84] Question: Performance of Enliven and 340B services - Enliven faces headwinds in the retail segment, while 340B remains a compelling part of the specialty business [86][87]

分组1 - Omnicell reported quarterly earnings of $0.4 per share, missing the Zacks Consensus Estimate of $0.47 per share, and down from $0.6 per share a year ago, representing an earnings surprise of -15.34% [1] - The company posted revenues of $313.98 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.14%, and up from $306.88 million year-over-year [2] - Omnicell has surpassed consensus EPS estimates three times over the last four quarters and topped consensus revenue estimates four times in the same period [2] 分组2 - The stock's immediate price movement will depend on management's commentary during the earnings call, with Omnicell shares up about 3.1% year-to-date compared to the S&P 500's gain of 0.5% [3] - The current consensus EPS estimate for the coming quarter is $0.33 on revenues of $277.09 million, and for the current fiscal year, it is $1.80 on revenues of $1.21 billion [7] - The Zacks Industry Rank indicates that the Medical Info Systems sector is currently in the bottom 40% of over 250 Zacks industries, which may impact stock performance [8]

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 ...

Group 1 - The article does not provide any relevant content regarding the company or industry [1]

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].