Option Care (OPCH) Moves 8.4% Higher: Will This Strength Last?

Core Viewpoint - Option Care (OPCH) shares experienced an 8.4% increase, closing at $34.75, driven by strong preliminary 2025 results and a significant buyback expansion [1][2]. Financial Performance - The company guided Q4 revenue to be between $1.46 billion and $1.47 billion, with adjusted EPS expected to be between 46 cents and 49 cents [2]. - For 2026, adjusted EPS guidance is projected to be between $1.82 and $1.92, exceeding consensus estimates and indicating strong earnings durability [2]. - The upcoming quarterly earnings are anticipated to be $0.46 per share, reflecting a year-over-year increase of 31.4%, with revenues expected to rise by 8.2% to $1.46 billion [3]. Shareholder Returns - The board increased its share repurchase authorization by $500 million to a total of $1.0 billion, indicating strong confidence in cash flow and serving as a key catalyst for the stock's recent performance [2]. Market Sentiment - Despite the recent stock price increase, the consensus EPS estimate for the quarter has been revised slightly lower over the past 30 days, which may not bode well for future price appreciation [4]. - The stock currently holds a Zacks Rank of 3 (Hold), while another company in the same industry, U.S. Physical Therapy (USPH), has a Zacks Rank of 4 (Sell) [5][6].