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OMOMCL

Omnicell, Inc.

$OMCL·$1.6B·Medical - Healthcare Information Services·Healthcare
$35.46-1.4%YTD-19.5%1Y+20.2%
Price updated 9m ago·X counts updated 5d ago
OMOMCL
$OMCLOmnicell, Inc.
$35.46-1.36%14 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $OMCL on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

14X posts · last 7 days
Sep 28Oct 11

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $OMCL — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptAcceleratingAI verdict · as of 2026-10-03

The move is getting stronger, with heavier trading behind it.

Omnicell printing 101% EPS beats on healthcare automation — now 83% off the 52-week high and sell-side still catching up.

Omnicell has quietly delivered one of the sharpest turnaround cadences in healthcare technology — Q2 EPS of $0.94 was 101% above the $0.47 estimate, Q1 was 67% above, and the revenue line is accelerating with 15% YoY growth in Q1 2026.

  • Four straight EPS beats of -15% to +101% and revenue growth stepping from +5% to +15% YoY — the Titan XT and XT Series automated dispensing systems are getting adopted by hospital systems at a pace the sell-side has not yet modeled fully.
  • At $33.60 and 18% of the 52-week range after a 26% YTD decline, the stock is cheap on 2027 EPS of $2.09 (16x forward) despite the operating acceleration — the market is still pricing OMCL as a mid-cycle healthcare-services name rather than the back-office automation re-rating story.
  • The TraceLink DSCSA compliance integration and the Wells Fargo Healthcare Conference presentation (August 31) show management is leaning into both regulatory tailwinds and the enterprise-pharmacy transformation narrative.

The October 29 Q3 earnings is the next catalyst — another beat of this magnitude would force sell-side upgrades and compress the valuation gap; a reversion to in-line results would set the stock back to the recent lows and anchor the forward multiple at today's 16x.

What to watch: October 29 Q3 earnings and whether 101%-style EPS beats continue; Titan XT adoption rates at new hospital systems; TraceLink DSCSA integration customer-win announcements.

On the calendar: Q3 earnings scheduled 2026-10-29

Read the AI verdict on $OMCL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes automated pharmacy dispensing cabinets and medication management software for hospital workflow and patient safety.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Healthcare Information Services sits in its cycle right now — and what that implies for $OMCL.

Medical - Healthcare Information Services · Healthcare

No material change from last week — AI-driven clinical workflow digitization and prior-authorization automation are the structural demand drivers.

What this means for $OMCL

Partial — Makes automated pharmacy dispensing cabinets and medication management software for hospital workflow and patient safety.

Industry benchmark

10-name peer basket
+26.6%YTD
+9.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
95.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
1.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
2.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
1.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
43.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$0.94$0.47+101.1%
Q1 2026Apr 28, 2026$0.55$0.33+66.7%
Q4 2025Feb 5, 2026$0.40$0.47-14.9%
Q3 2025Oct 30, 2025$0.51$0.36+41.7%
Next earningsThu, Oct 29·consensus EPS $0.42

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$309.9M+14.9%45.3%5.4%$0.25$42.1M
Q4 FY25$314.0M+2.3%41.5%0.5%$-0.05$20.2M
Q3 FY25$310.6M+10.0%43.3%2.7%$0.12$18.5M
Q2 FY25$290.6M+5.0%43.9%2.8%$0.12$31.0M

Forward consensus

3-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.2B$1.2B – $1.3B$2.27$2.13 – $2.426
FY27$1.3B$1.3B – $1.3B$2.09$1.56 – $2.596
FY28$1.3B$1.3B – $1.4B$2.46$2.25 – $2.674

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.27%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+3.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-9.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 44.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.985-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 17Nnamdi NjokuCOO3.1K sh$114KSellJul 15Randall A LippsCEO10.0K sh$470KSellMay 18Corey J ManleyEVP&CHIEF LEGAL/ADMIN OFFICER5.0K sh$217KSellMay 18Nnamdi NjokuCOO3.1K sh$134K
+ 9 other (8 inkinds · 1 award) in window

See when $OMCL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJul 18-K — Item 5.02: Officer or director change
AI summary

Omnicell appointed Nnamdi Njoku as President effective July 1, 2026 while retaining his COO role, tasked with shaping the long-term growth strategy and innovation roadmap. Positive leadership promotion consolidating operational authority.

8-KOfficer or director changeMay 268-K — Item 5.02: Officer or director change · Item 5.03: Charter amendment · Item 5.07: Shareholder vote
AI summary

At Omnicell, Inc.'s 2026 Annual Meeting (May 19, 2026), stockholders approved: (1) amendment to the 2009 Equity Incentive Plan adding 1,600,000 shares; and (2) amendment to Omnicell's Delaware Certificate of Incorporation to add officer exculpation from personal liability under updated Delaware law, along with minor non-substantive updates (certificate filed May 20, 2026). Both are administrative governance changes rather than material strategic events.

+ 10 other (4 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 S-8) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Is This the Right Time to Retain Omnicell Stock in Your Portfolio?zacks.com·3d agoFinancial Contrast: Baxter International (NYSE:BAX) and Omnicell (NASDAQ:OMCL)defenseworld.net·6d agoOmnicell to Release Third Quarter 2026 Financial Results on October 29, 2026businesswire.com·8d agoOmnicell (OMCL) is a Top-Ranked Value Stock: Should You Buy?zacks.com·14d agoHere's Why Omnicell (OMCL) is a Strong Value Stockzacks.com·30d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · last 7 days

No standout posts about $OMCL on X in the last 7 days.

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