Roth Capital Has Bullish Outlook for OSI Systems Q2 Earnings

OSI Systems, Inc. (NASDAQ:OSIS) – Investment analysts at Roth Capital increased their Q2 2026 EPS estimates for shares of OSI Systems in a report issued on Friday, October 31st. Roth Capital analyst J. Martin now anticipates that the technology company will earn $2.55 per share for the quarter, up from their previous forecast of $2.53. Roth Capital currently has a “Buy” rating and a $280.00 target price on the stock. The consensus estimate for OSI Systems’ current full-year earnings is $9.22 per share. Roth Capital also issued estimates for OSI Systems’ Q3 2026 earnings at $2.76 EPS, Q4 2026 earnings at $3.48 EPS, FY2026 earnings at $10.24 EPS and FY2027 earnings at $11.00 EPS.

A number of other equities research analysts also recently issued reports on the company. B. Riley boosted their price target on OSI Systems from $255.00 to $260.00 and gave the company a “buy” rating in a research report on Friday, August 22nd. Weiss Ratings reaffirmed a “buy (b)” rating on shares of OSI Systems in a research note on Wednesday, October 8th. Bank of America boosted their target price on OSI Systems from $250.00 to $265.00 and gave the stock a “buy” rating in a report on Friday, September 26th. Finally, Oppenheimer raised their price target on shares of OSI Systems from $270.00 to $280.00 and gave the company an “outperform” rating in a report on Friday, October 3rd. Seven equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $252.14.

OSI Systems Stock Up 14.2%

Shares of NASDAQ OSIS opened at $278.46 on Monday. The stock has a market capitalization of $4.73 billion, a PE ratio of 32.01, a P/E/G ratio of 2.13 and a beta of 1.32. The company has a quick ratio of 1.46, a current ratio of 2.04 and a debt-to-equity ratio of 0.49. The firm has a fifty day moving average of $241.62 and a 200-day moving average of $228.34. OSI Systems has a 52-week low of $131.34 and a 52-week high of $282.54.

OSI Systems (NASDAQ:OSIS) last issued its quarterly earnings results on Thursday, October 30th. The technology company reported $1.42 EPS for the quarter, topping the consensus estimate of $1.37 by $0.05. The firm had revenue of $384.62 million during the quarter, compared to analyst estimates of $372.03 million. OSI Systems had a net margin of 8.73% and a return on equity of 18.69%. OSI Systems’s revenue for the quarter was up 11.8% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.25 earnings per share. OSI Systems has set its FY 2026 guidance at 10.200-10.480 EPS.

Institutional Trading of OSI Systems

Several hedge funds have recently bought and sold shares of the company. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in OSI Systems by 161.5% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 877,393 shares of the technology company’s stock worth $170,513,000 after purchasing an additional 541,882 shares during the last quarter. T. Rowe Price Investment Management Inc. bought a new position in shares of OSI Systems in the first quarter worth $39,686,000. Livforsakringsbolaget Skandia Omsesidigt increased its holdings in shares of OSI Systems by 1,202.6% during the second quarter. Livforsakringsbolaget Skandia Omsesidigt now owns 125,050 shares of the technology company’s stock valued at $27,328,000 after purchasing an additional 115,450 shares during the period. Mawer Investment Management Ltd. raised its stake in shares of OSI Systems by 22.2% during the first quarter. Mawer Investment Management Ltd. now owns 461,022 shares of the technology company’s stock valued at $89,595,000 after purchasing an additional 83,724 shares in the last quarter. Finally, Swedbank AB raised its stake in shares of OSI Systems by 160.0% during the first quarter. Swedbank AB now owns 130,000 shares of the technology company’s stock valued at $25,264,000 after purchasing an additional 80,000 shares in the last quarter. 89.21% of the stock is currently owned by institutional investors.

Insider Activity at OSI Systems

In other news, insider Paul Keith Morben sold 1,671 shares of the firm’s stock in a transaction that occurred on Thursday, September 4th. The shares were sold at an average price of $236.76, for a total transaction of $395,625.96. Following the completion of the sale, the insider owned 8,749 shares of the company’s stock, valued at approximately $2,071,413.24. This trade represents a 16.04% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Chairman Deepak Chopra sold 20,000 shares of OSI Systems stock in a transaction on Wednesday, October 1st. The stock was sold at an average price of $245.80, for a total transaction of $4,916,000.00. Following the completion of the sale, the chairman owned 312,969 shares of the company’s stock, valued at approximately $76,927,780.20. This trade represents a 6.01% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 4.30% of the company’s stock.

OSI Systems Company Profile

OSI Systems, Inc designs and manufactures electronic systems and components. It operates in three segments: Security, Healthcare, and Optoelectronics and Manufacturing. The Security segment offers baggage and parcel inspection, cargo and vehicle inspection, hold baggage and people screening, radiation monitoring, explosive and narcotics trace detection systems, and optical inspection systems under the Rapiscan name.