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OMOMCL

Omnicell, Inc.

$OMCL·$2.0B·Medical - Equipment & Services·Healthcare
$45.87-2.4%YTD+1.3%1Y+64.0%
Mentions · last 7 days
2026-07-10: 2 posts2026-07-11: 0 posts2026-07-12: 0 posts2026-07-13: 17 posts2026-07-14: 1 posts2026-07-15: 1 posts2026-07-16: 0 posts21-9%
Price updated 4h ago·X counts updated 1d ago
OMOMCL
$OMCLOmnicell, Inc.
$45.87-2.40%21 posts-9%
AI analysisFundamentalsVoices on X
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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 numbersWinding up for a moveAI verdict · as of 2026-07-17

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Hospital-medication-automation vendor: new President, +52% twelve-month rally, and a stretched multiple.

Omnicell provides medication-management technology to hospitals and health systems — automated dispensing cabinets, central-pharmacy robotics, and adjacent workflow software.

  • Leadership: Nnamdi Njoku was appointed President effective July 1, 2026 while retaining his COO role — an internal elevation tasked with 'shaping long-term growth strategy and innovation roadmap.' The market interprets this positively; leadership continuity plus explicit growth mandate.
  • Governance: at the May 19 annual meeting, stockholders approved adding 1,600,000 shares to the 2009 Equity Incentive Plan and amended other Omnicell plans — standard board housekeeping.
  • Zacks flagged the stock in multiple wrappers (top value stock, comparing OMCL vs HIMS, and one 'should you hold' note) — the sell-side attention is heavy on both sides.
  • Valuation: PE ~95, P/S ~1.6 — the earnings recovery has to keep coming to justify the multiple.
  • Price: $47, YTD +4%, twelve-month +69% — the twelve-month rally is priced in; year-to-date is more sideways.

Close: The setup coils around a next earnings print that has to validate the recovery arc. What breaks it: any specific hospital-capex-slowdown commentary.

What to watch: Next quarterly earnings for revenue growth vs the 52% t12m implied acceleration; any 8-K quantifying Njoku's specific growth targets; hospital capital-spending indicators.

On the calendar: Next quarterly earnings (date TBD)

no sentiment data

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

Medical - Equipment & Services · Healthcare

No material change from last week — FDA compounded semaglutide rule clarification and Amazon Pharmacy's GLP-1 entry are resolving in favor of direct-to-patient platforms, lifting the group 3.8% today.

What this means for $OMCL

Neutral — Makes automated pharmacy dispensing cabinets and medication management software for hospital workflow and patient safety; this business's revenue is largely decoupled from the FDA semaglutide clarity and telehealth structural breakout.

Top industry ETF

$IHIiShares U.S. Medical Devices ETF
-18.8%YTD
-15.8%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
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%
Q2 2025Jul 31, 2025$0.45$0.31+45.2%
Next earningsThu, Jul 30·consensus EPS $0.48

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$1.94$1.91 – $1.956
FY27$1.3B$1.3B – $1.3B$2.19$2.01 – $2.526
FY28$1.4B$1.4B – $1.4B$2.30$2.26 – $2.342

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.0.6×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.72%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.+10.3%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.+18.2%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 today1.0% 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

SellMay 18Corey J ManleyEVP&CHIEF LEGAL/ADMIN OFFICER5.0K sh$217KSellMay 18Nnamdi NjokuCOO3.1K sh$134KSellMar 16Corey J ManleyEVP&CHIEF LEGAL/ADMIN OFFICER7.4K sh$257KSellFeb 17Corey J ManleyEVP&CHIEF LEGAL/ADMIN OFFICER4.2K sh$155K
+ 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
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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.

+ 14 other (5 13Gs · 2 earnings 8-Ks · 1 S-8 · 1 SD) in window

Recent news

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

Should You Continue to Hold OMCL Stock in Your Portfolio Now?zacks.com·8d agoWhat's Fueling Omnicell Stock's 52.6% Rally Over the Past Year?zacks.com·11d agoNnamdi Njoku Appointed President of Omnicellbusinesswire.com·17d agoWhy Omnicell (OMCL) is a Top Value Stock for the Long-Termzacks.com·18d agoOMCL or HIMS: Which Is the Better Value Stock Right Now?zacks.com·22d ago

In themes

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