Omnicell (NASDAQ:OMCL) Announces Earnings Results

Omnicell (NASDAQ:OMCL) issued its quarterly earnings results on Tuesday. The company reported $0.55 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.33 by $0.22, FiscalAI reports. Omnicell had a net margin of 0.17% and a return on equity of 3.00%. The business had revenue of $309.88 million for the quarter, compared to analyst estimates of $304.01 million. During the same quarter in the prior year, the business posted $0.26 EPS. Omnicell’s revenue for the quarter was up 14.9% compared to the same quarter last year. Omnicell updated its FY 2026 guidance to 1.800-2.000 EPS and its Q2 2026 guidance to 0.400-48.000 EPS.

Here are the key takeaways from Omnicell’s conference call:

• Omnicell beat Q1 guidance with $310M revenue, $45M non?GAAP EBITDA and $0.55 non?GAAP EPS, and raised full?year non?GAAP EBITDA and EPS guidance to $153M–$168M and $1.80–$2.00, respectively.
• The company launched the next?generation Titan XT and cloud platform OmniSphere; initial Titan hardware shipments are planned for H2 2026 with OmniSphere functionality phased in starting H1 2027, representing a multi?year replacement opportunity (> $2.5B total) despite multi?quarter capital approval cycles.
• Recurring?revenue momentum underpins visibility—Q1 product revenue grew 20% YoY, service revenue grew 8% YoY, and year?end ARR is targeted at $680M–$700M, with management emphasizing more linear revenue pacing through 2026.
• Management reports a strong competitive pipeline and increasing conversion opportunities as customers reassess incumbents (cited wins/expansions with the VA, academic medical center and specialty pharmacies), which management expects to contribute to future bookings.
• Near?term headwinds include lower cash ($239M) mainly from debt repayment and prior buybacks, an estimated $12M of tariff?related costs in 2026, and potential margin/expense variability as some spending is shifted into Q2–Q3.

Omnicell Trading Down 1.5%

Omnicell stock traded down $0.66 during midday trading on Thursday, hitting $42.44. 356,991 shares of the stock were exchanged, compared to its average volume of 630,851. Omnicell has a fifty-two week low of $22.66 and a fifty-two week high of $55.00. The stock has a market capitalization of $1.93 billion, a price-to-earnings ratio of 1,060.94, a PEG ratio of 1.35 and a beta of 0.85. The stock’s 50-day simple moving average is $37.11 and its 200 day simple moving average is $39.43. The company has a current ratio of 1.43, a quick ratio of 1.22 and a debt-to-equity ratio of 0.14.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on OMCL. Piper Sandler reiterated an “overweight” rating and issued a $49.00 price objective (down from $63.00) on shares of Omnicell in a research note on Friday, February 6th. UBS Group set a $60.00 price target on shares of Omnicell and gave the stock a “buy” rating in a research note on Friday, March 13th. KeyCorp raised their price target on shares of Omnicell from $60.00 to $70.00 and gave the stock an “overweight” rating in a research note on Tuesday. Wells Fargo & Company raised their price target on shares of Omnicell from $52.00 to $55.00 and gave the stock an “overweight” rating in a research note on Thursday, April 23rd. Finally, Benchmark reissued a “buy” rating on shares of Omnicell in a research note on Friday, March 13th. Seven equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $59.86.

Insider Transactions at Omnicell

In related news, EVP Corey J. Manley sold 7,405 shares of the firm’s stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $34.69, for a total transaction of $256,879.45. Following the completion of the sale, the executive vice president directly owned 96,717 shares in the company, valued at approximately $3,355,112.73. This trade represents a 7.11% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 2.92% of the company’s stock.

Institutional Investors Weigh In On Omnicell

Hedge funds and other institutional investors have recently bought and sold shares of the company. Raymond James Financial Inc. acquired a new stake in Omnicell during the second quarter worth about $26,000. Kemnay Advisory Services Inc. acquired a new stake in shares of Omnicell during the fourth quarter valued at about $58,000. Parkside Financial Bank & Trust increased its position in shares of Omnicell by 1,708.1% during the fourth quarter. Parkside Financial Bank & Trust now owns 1,338 shares of the company’s stock valued at $61,000 after acquiring an additional 1,264 shares during the last quarter. Van ECK Associates Corp increased its position in shares of Omnicell by 75.1% during the fourth quarter. Van ECK Associates Corp now owns 2,294 shares of the company’s stock valued at $104,000 after acquiring an additional 984 shares during the last quarter. Finally, Tower Research Capital LLC TRC increased its position in shares of Omnicell by 385.5% during the second quarter. Tower Research Capital LLC TRC now owns 4,952 shares of the company’s stock valued at $146,000 after acquiring an additional 3,932 shares during the last quarter. 97.70% of the stock is currently owned by institutional investors and hedge funds.

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.