Omnicell (NASDAQ:OMCL) Issues FY 2026 Earnings Guidance

Omnicell (NASDAQ:OMCL) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 2.150-2.300 for the period, compared to the consensus EPS estimate of 1.810. The company issued revenue guidance of $1.2 billion-$1.2 billion, compared to the consensus revenue estimate of $1.2 billion. Omnicell also updated its Q3 2026 guidance to 0.350-0.430 EPS.

Omnicell Stock Down 2.7%

Shares of OMCL traded down $1.01 on Friday, reaching $36.10. The company’s stock had a trading volume of 388,482 shares, compared to its average volume of 657,506. The company has a current ratio of 1.50, a quick ratio of 1.29 and a debt-to-equity ratio of 0.13. Omnicell has a twelve month low of $28.90 and a twelve month high of $55.00. The stock has a market capitalization of $1.64 billion, a PE ratio of 82.04, a PEG ratio of 1.07 and a beta of 0.96. The firm has a fifty day moving average of $42.16 and a 200-day moving average of $41.13.

Omnicell (NASDAQ:OMCL) last announced its quarterly earnings results on Thursday, July 30th. The company reported $0.94 earnings per share for the quarter, beating the consensus estimate of $0.47 by $0.47. The business had revenue of $312.21 million for the quarter, compared to analysts’ expectations of $310.21 million. Omnicell had a net margin of 1.67% and a return on equity of 4.00%. The firm’s revenue for the quarter was up 7.4% compared to the same quarter last year. During the same quarter last year, the firm earned $0.45 EPS. Omnicell has set its Q3 2026 guidance at 0.350-0.430 EPS and its FY 2026 guidance at 2.150-2.300 EPS. Equities analysts predict that Omnicell will post 1.31 EPS for the current year.

Analyst Ratings Changes

A number of research analysts have recently weighed in on the company. Wall Street Zen upgraded Omnicell from a “buy” rating to a “strong-buy” rating in a report on Sunday, May 10th. Zacks Research cut Omnicell from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, July 7th. KeyCorp decreased their price target on Omnicell from $70.00 to $65.00 and set an “overweight” rating for the company in a report on Friday. Craig Hallum reissued a “buy” rating and issued a $55.00 price target on shares of Omnicell in a research report on Wednesday, April 29th. Finally, Wells Fargo & Company dropped their price objective on Omnicell from $55.00 to $50.00 and set an “overweight” rating on the stock in a research note on Friday. Seven analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $58.43.

Insider Buying and Selling at Omnicell

In related news, EVP Corey J. Manley sold 5,025 shares of the business’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $43.22, for a total value of $217,180.50. Following the transaction, the executive vice president directly owned 112,783 shares of the company’s stock, valued at approximately $4,874,481.26. The trade was a 4.27% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Nnamdi Njoku sold 3,090 shares of the stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $43.22, for a total transaction of $133,549.80. Following the transaction, the executive vice president owned 154,785 shares of the company’s stock, valued at approximately $6,689,807.70. The trade was a 1.96% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Company insiders own 2.92% of the company’s stock.

More Omnicell News

Here are the key news stories impacting Omnicell this week:

• Positive Sentiment: Omnicell reported second-quarter revenue of $312.2 million, up 7.4% year over year and above the $310.2 million consensus estimate. Non-GAAP EPS of $0.94 also substantially exceeded expectations near $0.47-$0.48, while GAAP net income rose to $24 million from $6 million a year earlier. Omnicell Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: Management raised its full-year 2026 non-GAAP EPS outlook to $2.15-$2.30, well above the roughly $1.81 analyst consensus, and set revenue guidance at approximately $1.225-$1.245 billion. Growth is being supported by connected devices, technical services and SaaS offerings, alongside cost discipline. Omnicell Q2 Non-GAAP Net Income, Revenue Increase; 2026 Non-GAAP EPS Outlook Lifted
• Neutral Sentiment: Omnicell highlighted momentum for its Titan XT and OmniSphere platforms, but said customer approval timing is affecting product bookings. KeyCorp lowered its price target from $70 to $65 while maintaining an “overweight” rating, indicating continued long-term optimism but some near-term caution. OMCL Q2 Earnings Call Highlights Titan XT Pipeline Growth
• Negative Sentiment: Third-quarter guidance is the main source of selling pressure: revenue of $301 million-$307 million trails the $312.6 million consensus, and EPS of $0.35-$0.43 only reaches the low end of expectations. The stock’s elevated valuation and reported insider selling may amplify investor sensitivity to any slowdown. Omnicell Q2 CY2026 Beats on Revenue but Stock Drops on Weak Guidance

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in OMCL. Empowered Funds LLC increased its stake in shares of Omnicell by 14.3% during the 1st quarter. Empowered Funds LLC now owns 9,953 shares of the company’s stock worth $348,000 after purchasing an additional 1,243 shares during the last quarter. Cerity Partners LLC raised its holdings in shares of Omnicell by 4.9% in the 4th quarter. Cerity Partners LLC now owns 7,613 shares of the company’s stock worth $345,000 after purchasing an additional 354 shares during the period. EP Wealth Advisors LLC purchased a new position in Omnicell in the fourth quarter valued at approximately $307,000. Vontobel Holding Ltd. purchased a new position in Omnicell in the fourth quarter valued at approximately $306,000. Finally, Creative Planning grew its holdings in Omnicell by 16.7% during the second quarter. Creative Planning now owns 9,390 shares of the company’s stock valued at $276,000 after purchasing an additional 1,347 shares during the period. 97.70% of the stock is currently owned by hedge funds and other institutional investors.

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.