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 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.

Analyst Ratings Changes

Several research analysts recently issued reports on OMCL shares. Weiss Ratings raised Omnicell from a “sell (d)” rating to a “hold (c-)” rating in a research note on Thursday, May 7th. Zacks Research lowered shares of Omnicell from a “strong-buy” rating to a “hold” rating in a report on Tuesday, July 7th. KeyCorp lifted their price target on Omnicell from $60.00 to $70.00 and gave the company an “overweight” rating in a report on Tuesday, April 28th. Wall Street Zen upgraded Omnicell from a “buy” rating to a “strong-buy” rating in a research note on Sunday, May 10th. Finally, Craig Hallum reissued a “buy” rating and set a $55.00 price target on shares of Omnicell in a research report on Wednesday, April 29th. Seven analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $59.86.

Omnicell Stock Performance

NASDAQ:OMCL traded down $4.29 during trading hours on Thursday, hitting $37.11. 2,045,308 shares of the company were exchanged, compared to its average volume of 659,571. Omnicell has a 52-week low of $28.90 and a 52-week high of $55.00. The company’s 50 day moving average price is $42.29 and its 200-day moving average price is $41.23. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.50 and a quick ratio of 1.29. The stock has a market capitalization of $1.69 billion, a price-to-earnings ratio of 84.34, a PEG ratio of 1.11 and a beta of 0.96.

Omnicell (NASDAQ:OMCL) last released its earnings results on Tuesday, April 28th. The company reported $0.55 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.33 by $0.22. The firm had revenue of $309.88 million for the quarter, compared to the consensus estimate of $304.02 million. Omnicell had a return on equity of 4.00% and a net margin of 1.67%.The firm’s revenue was up 14.9% on a year-over-year basis. During the same period in the prior year, the firm earned $0.26 EPS. As a group, research analysts forecast that Omnicell will post 1.31 earnings per share for the current year.

Insider Activity

In related news, EVP Nnamdi Njoku sold 3,090 shares of Omnicell stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $43.22, for a total transaction of $133,549.80. Following the completion of the sale, the executive vice president owned 154,785 shares of the company’s stock, valued at $6,689,807.70. The trade was a 1.96% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available 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 Corey J. Manley sold 5,025 shares of the firm’s stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $43.22, for a total transaction of $217,180.50. Following the transaction, the executive vice president directly owned 112,783 shares of the company’s stock, valued at $4,874,481.26. This represents a 4.27% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 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 insiders.

Omnicell News Summary

Here are the key news stories impacting Omnicell this week:

• Positive Sentiment: Omnicell reported second-quarter revenue of approximately $312 million, up 7% year over year, while GAAP net income rose to $24 million, or $0.52 per diluted share, from $6 million, or $0.12 per share, a year earlier. Non-GAAP earnings were reported at $0.94 per share, ahead of the $0.48 consensus estimate. Omnicell Q2 Non-GAAP Net Income, Revenue Increase; 2026 Non-GAAP EPS Outlook Lifted
• Positive Sentiment: The company raised its full-year 2026 non-GAAP EPS outlook to $2.15-$2.30, above the $1.81 analyst consensus. Full-year revenue guidance was set at approximately $1.225 billion-$1.245 billion, broadly in line with expectations. Omnicell Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: Management cited demand for connected medication-management devices, growth in technical services and SaaS offerings, and cost discipline. The quarter also benefited from $15 million in refunds related to previously paid IEEPA tariffs.
• Neutral Sentiment: Omnicell ended June with $292 million in cash and $168 million in debt, indicating a manageable balance sheet. Nnamdi Njoku became president and chief operating officer effective July 1.
• Negative Sentiment: Third-quarter guidance was weaker than expected: revenue of $301 million-$307 million versus the $312.6 million consensus, and non-GAAP EPS of $0.35-$0.43 versus expectations of $0.43. The lower near-term outlook is the primary reason the stock is declining despite the second-quarter beat. Omnicell Q2 CY2026: Beats on revenue but stock drops on weak guidance
• Negative Sentiment: Reported insider activity has been entirely sales over the past six months, including sales by CEO Randall Lipps and other executives. Although not necessarily tied to the earnings release, the activity may add to investor caution.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in OMCL. Dimensional Fund Advisors LP grew its holdings in Omnicell by 9.1% during the third quarter. Dimensional Fund Advisors LP now owns 2,364,068 shares of the company’s stock worth $71,985,000 after acquiring an additional 197,462 shares during the period. Wellington Management Group LLP lifted its holdings in Omnicell by 156.4% in the fourth quarter. Wellington Management Group LLP now owns 2,075,362 shares of the company’s stock valued at $94,014,000 after acquiring an additional 1,265,818 shares during the period. Lazard Asset Management LLC boosted its position in Omnicell by 3.8% in the 2nd quarter. Lazard Asset Management LLC now owns 1,708,345 shares of the company’s stock worth $50,225,000 after purchasing an additional 62,733 shares in the last quarter. Geode Capital Management LLC grew its stake in shares of Omnicell by 1.0% during the 4th quarter. Geode Capital Management LLC now owns 1,127,583 shares of the company’s stock worth $51,088,000 after purchasing an additional 11,424 shares during the period. Finally, Millennium Management LLC acquired a new stake in shares of Omnicell during the 3rd quarter worth approximately $25,625,000. Hedge funds and other 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.