OSI Systems (NASDAQ:OSIS) Sets New 12-Month Low on Analyst Downgrade

OSI Systems, Inc. (NASDAQ:OSIS) shares hit a new 52-week low during mid-day trading on Friday after Oppenheimer lowered their price target on the stock from $320.00 to $300.00. Oppenheimer currently has an outperform rating on the stock. OSI Systems traded as low as $186.50 and last traded at $195.19, with a volume of 223620 shares changing hands. The stock had previously closed at $218.09.

Several other brokerages have also weighed in on OSIS. Citigroup decreased their price objective on OSI Systems from $345.00 to $279.00 and set a “buy” rating on the stock in a report on Monday, May 18th. Roth Capital reaffirmed a “buy” rating and issued a $310.00 target price on shares of OSI Systems in a research report on Tuesday, May 5th. Bank of America decreased their price target on shares of OSI Systems from $315.00 to $300.00 and set a “buy” rating on the stock in a research note on Monday, July 20th. Finally, Weiss Ratings cut shares of OSI Systems from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, July 30th. Five analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, OSI Systems currently has a consensus rating of “Moderate Buy” and a consensus price target of $294.71.

OSI Systems News Roundup

Here are the key news stories impacting OSI Systems this week:

• Positive Sentiment: OSI Systems reported adjusted quarterly EPS of $3.78, narrowly exceeding the $3.77 consensus estimate and rising from $2.84 a year earlier. Fiscal 2026 revenue reached a record $1.79 billion, up 4%, while year-end backlog increased to approximately $1.9 billion. OSI Systems Q4 Earnings Top Estimates
• Positive Sentiment: The board expanded the share-repurchase authorization by 1 million shares, leaving 1,078,731 shares available for repurchase. The company also bought back 564,880 shares for $123.6 million during the quarter, potentially supporting per-share value. OSI Systems Announces Expansion of Stock Repurchase Program
• Positive Sentiment: OSI Systems recently received an $85 million IDIQ contract from U.S. Customs and Border Protection for mobile X-ray inspection systems, reinforcing demand for its security products. OSI Systems Awarded $85 Million Contract
• Neutral Sentiment: Management forecast fiscal 2027 revenue of $1.875 billion to $1.93 billion, broadly consistent with Wall Street’s roughly $1.9 billion expectation. However, the timing of Middle East-related deliveries creates near-term execution uncertainty. OSI Systems Fiscal 2027 Revenue Forecast
• Negative Sentiment: Quarterly revenue was $484.1 million, well below the $529.7 million analyst consensus and down roughly 4% year over year. Fiscal 2027 adjusted EPS guidance of $11.13 to $11.49 has a midpoint of $11.31, below the $11.44 consensus, weighing on the stock despite the EPS beat. OSI Systems Stock Reaction

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in OSIS. M&T Bank Corp acquired a new position in OSI Systems in the fourth quarter worth $7,285,000. Robeco Schweiz AG bought a new stake in shares of OSI Systems during the fourth quarter worth $7,791,000. Jefferies Financial Group Inc. acquired a new stake in shares of OSI Systems in the fourth quarter valued at $3,504,000. Empowered Funds LLC acquired a new stake in shares of OSI Systems in the first quarter valued at $2,103,000. Finally, William Blair Investment Management LLC bought a new position in shares of OSI Systems in the fourth quarter valued at about $48,800,000. 89.21% of the stock is owned by institutional investors.

OSI Systems Trading Down 9.3%

The business’s fifty day simple moving average is $220.72 and its 200 day simple moving average is $247.30. The company has a current ratio of 3.25, a quick ratio of 2.42 and a debt-to-equity ratio of 1.12. The stock has a market cap of $3.26 billion, a P/E ratio of 22.59, a price-to-earnings-growth ratio of 1.65 and a beta of 1.21.

OSI Systems (NASDAQ:OSIS) last announced its earnings results on Thursday, August 20th. The technology company reported $3.78 earnings per share for the quarter, topping analysts’ consensus estimates of $3.77 by $0.01. OSI Systems had a net margin of 8.42% and a return on equity of 18.84%. The company had revenue of $484.06 million during the quarter, compared to the consensus estimate of $529.72 million. During the same period in the previous year, the firm posted $2.84 earnings per share. The company’s revenue was up .1% on a year-over-year basis. OSI Systems has set its FY 2027 guidance at 11.130-11.490 EPS. As a group, analysts expect that OSI Systems, Inc. will post 10.41 EPS for the current year.

OSI Systems Company Profile

OSI Systems, Inc (NASDAQ: OSIS) is a publicly traded technology company founded in 1987 and headquartered in Hawthorne, California. The company designs, develops and manufactures advanced security and inspection systems, optoelectronic devices and medical imaging equipment. Over its history, OSI Systems has grown its product offerings through internal research and development as well as strategic acquisitions, expanding its capabilities in mission-critical sensing and inspection technologies.

OSI Systems operates three primary business segments.