Omnicell (NASDAQ:OMCL) Updates Q3 2026 Earnings Guidance

Omnicell (NASDAQ:OMCL) issued an update on its third quarter 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 0.350-0.430 for the period, compared to the consensus estimate of 0.430. The company issued revenue guidance of $301.0 million-$307.0 million, compared to the consensus revenue estimate of $312.6 million. Omnicell also updated its FY 2026 guidance to 2.150-2.300 EPS.

Omnicell Trading Down 4.7%

NASDAQ OMCL opened at $35.37 on Friday. The company has a current ratio of 1.64, a quick ratio of 1.29 and a debt-to-equity ratio of 0.13. The business has a fifty day simple moving average of $41.97 and a 200 day simple moving average of $41.09. Omnicell has a 12 month low of $28.90 and a 12 month high of $55.00. The firm has a market capitalization of $1.61 billion, a P/E ratio of 42.11, a PEG ratio of 0.96 and a beta of 0.96.

Omnicell (NASDAQ:OMCL) last posted its quarterly earnings data on Thursday, July 30th. The company reported $0.94 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.47 by $0.47. The firm had revenue of $312.21 million for the quarter, compared to the consensus estimate of $310.21 million. Omnicell had a net margin of 3.13% and a return on equity of 5.66%. The business’s revenue for the quarter was up 7.4% compared to the same quarter last year. During the same period in the previous 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. On average, analysts predict that Omnicell will post 1.31 EPS for the current fiscal year.

Analyst Ratings Changes

Several equities research analysts have commented on OMCL shares. KeyCorp decreased their price objective on shares of Omnicell from $70.00 to $65.00 and set an “overweight” rating for the company in a research note on Friday. Weiss Ratings raised Omnicell from a “sell (d)” rating to a “hold (c-)” rating in a report on Thursday, May 7th. Wall Street Zen raised Omnicell from a “buy” rating to a “strong-buy” rating in a research report on Sunday, May 10th. Craig Hallum reiterated a “buy” rating and set a $55.00 price target on shares of Omnicell in a report on Wednesday, April 29th. Finally, Wells Fargo & Company cut their price objective on Omnicell from $55.00 to $50.00 and set an “overweight” rating on the stock in a research report on Friday. Seven research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $58.43.

Insider Buying and Selling

In related news, EVP Corey J. Manley sold 5,025 shares of the stock in a transaction on Monday, May 18th. The stock was sold at an average price of $43.22, for a total value of $217,180.50. Following the sale, the executive vice president owned 112,783 shares in the company, valued at approximately $4,874,481.26. This trade represents a 4.27% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. 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 business’s stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $43.22, for a total value 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 ownership of the stock. 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. 2.92% of the stock is currently owned by company insiders.

Omnicell News Roundup

Here are the key news stories impacting Omnicell this week:

• Positive Sentiment: Omnicell reported second-quarter adjusted EPS of $0.94, well above the $0.47–$0.48 consensus, while revenue rose 7.4% year over year to $312.2 million and also exceeded estimates. GAAP net income increased 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, above the roughly $1.81 analyst consensus, and lifted its full-year revenue outlook to $1.225–$1.245 billion. Demand for connected devices, technical services and SaaS offerings, along with cost controls and tariff refunds, supported results. Omnicell Q2 Non-GAAP Net Income, Revenue Increase; 2026 Non-GAAP EPS Outlook Lifted
• Positive Sentiment: Omnicell highlighted momentum in its Titan XT and OmniSphere platforms, pointing to pipeline growth and longer-term opportunities in medication-management automation. KeyCorp maintained an “overweight” rating, although it reduced its price target from $70 to $65. OMCL Q2 Earnings Call Highlights Titan XT Pipeline Growth

Institutional Trading of Omnicell

A number of hedge funds have recently bought and sold shares of OMCL. Mercer Global Advisors Inc. ADV boosted its holdings in shares of Omnicell by 51.2% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 13,573 shares of the company’s stock worth $615,000 after purchasing an additional 4,599 shares during the period. State of Tennessee Department of Treasury raised its holdings in Omnicell by 15.1% in the fourth quarter. State of Tennessee Department of Treasury now owns 26,504 shares of the company’s stock worth $1,285,000 after purchasing an additional 3,470 shares in the last quarter. EP Wealth Advisors LLC bought a new stake in Omnicell during the fourth quarter worth about $307,000. Fuller & Thaler Asset Management Inc. bought a new position in Omnicell during the 4th quarter valued at approximately $610,000. Finally, Empowered Funds LLC bought a new position in Omnicell in the 4th quarter worth about $274,000. Institutional investors own 97.70% of the company’s stock.

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.