TickerTalks
Browse all tickers →
TickerTalks›$OMCL
OMOMCL

Omnicell, Inc.

$OMCL·$1.7B·Medical - Equipment & Services·Healthcare
$33.08-1.0%YTD-18.0%1Y-0.6%
Mentions · last 7 days
2026-08-21: 4 posts2026-08-22: 0 posts2026-08-23: 0 posts5-29%
Price updated 2d ago·X counts updated 7d ago
OMOMCL
$OMCLOmnicell, Inc.
$33.08-0.99%5 posts-29%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $OMCL, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersCooling offAI verdict · as of 2026-08-30

Catching its breath after a run — could pick back up or fade from here.

Omnicell -18% YTD but Q1 rev +15% — new President Njoku Jul 1, 'raises 2026 EPS as memory-costs pressure margins'.

Omnicell Inc. is a $1.67B medical-equipment/services company (medication management). Real-business turnaround with a new President plus a raised 2026 EPS guide.

How it reads:

  • Growth is real: Q1 revenue +14.9% YoY to $310M, Q4 was +5% — the reacceleration is real.
  • Margins are recovering: 2.8% operating margin (TTM), 5.4% Q1 op margin, 5.7% FCF yield, 1.2% ROIC.
  • Valuation is elevated: 95.4x PE (near-zero base), 1.6x sales, 15.8x EV/EBITDA — priced on continued reacceleration.
  • Position is weak: 15.5th percentile 52w, 16.7% below 50-day, 18.8% below 200-day on 68% baseline volume — post-drawdown consolidation.
  • The July 1 Nnamdi Njoku as new President (retaining COO role) tasked with long-term growth strategy — governance refresh.
  • Aug 13 'Omnicell Raises 2026 EPS Outlook as Memory Costs Pressure Margins' — the specific mixed bull-bear tell.
  • Bank of America Corp $19.39M position (Aug 20) — institutional endorsement.
  • No X sentiment sample — chatter is quiet on this medication-management name.
  • Insider signal is small compensation-cycle: $107K S-Sale (Njoku $114K post-M-Exempt) plus F-InKind (Manley, Nutt, Lipps tax settlements) — routine.

The Oct 29 print is the test — reiterated FY26 EPS plus specific commentary on memory-cost pass-through extends the run; a memory-cost margin miss plus continued -16.7% below 50-day drops to $28 support.

What to watch: Oct 29 earnings — reiterated FY26 EPS plus specific commentary on memory-cost pass-through extends the run; a memory-cost margin miss plus continued -16.7% below 50-day drops to $28 support.

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

no sentiment sample

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

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 - Equipment & Services sits in its cycle right now — and what that implies for $OMCL.

Medical - Equipment & Services · Healthcare

Hospital utilization recovery post-COVID is sustaining equipment demand; GLP-1 weight-loss drugs are a long-term volume headwind for bariatric equipment. Imaging and monitoring technology upgrades are driven by value-based care reimbursement incentives.

What this means for $OMCL

Partial — consumer discretionary / retail performance tracks consumer spending trends; Omnicell, Inc.

Top industry ETF

$IHIiShares U.S. Medical Devices ETF
-13.0%YTD
-10.9%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$2.18$2.14 – $2.196
FY27$1.3B$1.3B – $1.3B$2.19$2.00 – $2.526
FY28$1.3B$1.3B – $1.4B$2.46$2.33 – $2.593

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.0.7×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.15%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.-16.7%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.-18.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 43.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.2% 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.β0.975-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$134KSellMar 16Corey J ManleyEVP&CHIEF LEGAL/ADMIN OFFICER7.4K sh$257K
+ 20 other (11 inkinds · 9 awards) 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.

+ 15 other (6 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.

Why Omnicell (OMCL) is a Top Value Stock for the Long-Termzacks.com·7d agoOmnicell President Sells 6,753 Sharesfool.com·11d agoBank of America Corp DE Has $19.39 Million Position in Omnicell, Inc. $OMCLdefenseworld.net·11d agoOmnicell Raises 2026 EPS Outlook as Memory Costs Pressure Marginszacks.com·18d agoOMCL Falls 20.1% in a Month as Booking and Margin Risks Buildzacks.com·19d ago

In themes

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

Robotics & Humanoids

More in Medical - Equipment & Services

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$LAB$HIMS$LNSR
Voices on X · last 7 days

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

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport