Bank of America Upgrades Omnicell (NASDAQ:OMCL) to “Buy”

Omnicell (NASDAQ:OMCL) was upgraded by Bank of America from a “neutral” rating to a “buy” rating in a note issued to investors on Wednesday, Marketbeat Ratings reports. The brokerage currently has a $70.00 price target on the stock. Bank of America‘s price target would suggest a potential upside of 79.12% from the stock’s previous close.

Several other equities analysts also recently commented on the stock. UBS Group set a $53.00 price target on shares of Omnicell in a research note on Friday, January 16th. Benchmark increased their target price on shares of Omnicell from $50.00 to $60.00 and gave the stock a “buy” rating in a research report on Monday. Zacks Research cut shares of Omnicell from a “strong-buy” rating to a “hold” rating in a report on Tuesday, December 9th. Weiss Ratings reiterated a “sell (d+)” rating on shares of Omnicell in a research note on Thursday, January 22nd. Finally, Wells Fargo & Company raised their price objective on Omnicell from $43.00 to $52.00 and gave the stock an “overweight” rating in a research note on Monday, January 5th. Five research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Omnicell presently has an average rating of “Moderate Buy” and a consensus target price of $55.14.

Omnicell Price Performance

Shares of NASDAQ OMCL opened at $39.08 on Wednesday. The firm has a market cap of $1.75 billion, a P/E ratio of 90.88, a price-to-earnings-growth ratio of 4.97 and a beta of 0.78. The company has a current ratio of 1.44, a quick ratio of 1.21 and a debt-to-equity ratio of 0.14. Omnicell has a 1-year low of $22.66 and a 1-year high of $55.00. The business’s 50 day moving average is $46.21 and its 200-day moving average is $36.92.

Omnicell (NASDAQ:OMCL) last released its quarterly 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 net margin of 1.69% and a return on equity of 4.10%. The firm had revenue of $313.98 million during the quarter, compared to the consensus estimate of $313.36 million. During the same quarter last year, the firm earned $0.60 earnings per share. The business’s revenue for the quarter 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. Equities research analysts predict that Omnicell will post 1.09 earnings per share for the current year.

Insider Buying and Selling

In other Omnicell news, EVP Corey J. Manley sold 6,106 shares of the company’s stock in a transaction 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 sale, the executive vice president directly owned 91,674 shares in the company, valued at $4,574,532.60. This represents a 6.24% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 2.52% of the stock is currently owned by corporate insiders.

Institutional Trading of Omnicell

Several institutional investors and hedge funds have recently modified their holdings of OMCL. SG Americas Securities LLC boosted its stake in Omnicell by 6.6% in the third quarter. SG Americas Securities LLC now owns 6,433 shares of the company’s stock valued at $196,000 after buying an additional 401 shares in the last quarter. Thrivent Financial for Lutherans boosted its stake in shares of Omnicell by 1.2% in the 2nd quarter. Thrivent Financial for Lutherans now owns 34,445 shares of the company’s stock valued at $1,013,000 after purchasing an additional 424 shares in the last quarter. Martin & Co. Inc. TN boosted its stake in shares of Omnicell by 0.4% in the 3rd quarter. Martin & Co. Inc. TN now owns 121,720 shares of the company’s stock valued at $3,706,000 after purchasing an additional 443 shares in the last quarter. Legal & General Group Plc grew its holdings in shares of Omnicell by 0.3% during the 3rd quarter. Legal & General Group Plc now owns 158,399 shares of the company’s stock valued at $4,823,000 after purchasing an additional 448 shares during the last quarter. Finally, PNC Financial Services Group Inc. increased its position in Omnicell by 11.6% during the 3rd quarter. PNC Financial Services Group Inc. now owns 5,093 shares of the company’s stock worth $155,000 after purchasing an additional 528 shares in the last quarter. 97.70% of the stock is currently owned by institutional investors.

Trending Headlines about Omnicell

Here are the key news stories impacting Omnicell this week:

• Positive Sentiment: Management raised FY‑2026 and Q1‑2026 guidance well above consensus (FY EPS 1.65–1.85 vs. ~1.53 consensus; FY revenue ~$1.2B–$1.3B; Q1 EPS 0.26–0.36 and revenue $300M–$310M). This gives a clearer path to higher earnings next year. Read More.
• Positive Sentiment: Recent analyst support: Bank of America upgraded Omnicell to Buy and set a $70 price target ahead of results, which reflects bullish expectations for a new product cycle and revenue revisions. Read More.
• Neutral Sentiment: Revenue was essentially in line with expectations — reported ~$314M, up ~2.3% year-over-year — so top-line demand is steady but not accelerating. Read More.
• Neutral Sentiment: Management emphasizes continued demand and strategic product innovation on the earnings call; these are longer‑lead positives but may not offset near-term profit concerns. Read More.
• Negative Sentiment: EPS missed estimates: GAAP EPS was $0.40 vs. the ~$0.47 consensus and down from $0.60 a year ago — a clear profitability deterioration that prompted investor concern. Read More.
• Negative Sentiment: Margins and net income remain thin (reported net margin ~1.7%), and the EPS miss appears to have outweighed the upgraded guidance in traders’ near‑term calculus — see coverage of heavy selling and share reaction. Read More.

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.