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OPOPCH

Option Care Health, Inc.

$OPCH·$4.7B·Medical - Care Facilities·Healthcare
$31.22+0.3%YTD-2.5%1Y+15.1%
Price updated 13h ago·X counts updated 5d ago
OPOPCH
$OPCHOption Care Health, Inc.
$31.22+0.32%715 posts3×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $OPCH 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.

715X posts · last 7 days
Oct 4Oct 11
Chatter Meter
3×
QuietNormal · 1×Loud

How loud $OPCH's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's running louder than usual, louder than 99% of tracked names.

What it does

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

Option Care Health, Inc. delivers infusion services to patients in their homes and other non-hospital settings throughout the United States. The company offers a broad spectrum of specialized infusion treatments, including therapies for various infections, management of heart failure, and comprehensive nutritional support (both intravenous and tube feeding) for individuals with acute or chronic conditions such as stroke, cancer, and digestive illnesses. They also provide immunoglobulin infusions for immune system deficiencies and treatments targeting chronic inflammatory disorders like Crohn's disease, plaque psoriasis, psoriatic arthritis, rheumatoid arthritis, and ulcerative colitis. Furthermore, Option Care Health assists in managing the progression of neurological conditions such as amyotrophic lateral sclerosis (ALS) and Duchenne muscular dystrophy. They also administer infusion therapies for bleeding disorders and provide crucial support for women experiencing high-risk pregnancies. Other specialized infusion services encompass pain relief, chemotherapy, and respiratory care. Complementing these medical offerings, the company provides professional nursing services. Option Care Health, Inc. maintains its primary corporate office in Bannockburn, Illinois.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Care Facilities sits in its cycle right now — and what that implies for $OPCH.

Medical - Care Facilities · Healthcare

Hospital system revenue recovery continues as elective procedure volumes normalize and commercial insurance mix improves; Medicaid rate cuts from state budget pressures and CMS site-neutral payment proposals are the margin headwinds. AI revenue cycle automation is reducing denials and accelerating reimbursement timelines, improving cash conversion for systems that adopt it.

Top industry ETF

$IHFiShares U.S. Healthcare Providers ETF
+19.1%YTD
+18.1%1Y

Fundamentals & catalyst

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

Key ratios

P/E
23.3How 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
9.6%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
5.9%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
7.5%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
0.8Same 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
15.8%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
18.2%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
1.0Total 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 29, 2026$0.45$0.43+5.6%
Q1 2026Apr 30, 2026$0.40$0.37+8.1%
Q4 2025Feb 24, 2026$0.46$0.460.0%
Q3 2025Oct 30, 2025$0.45$0.43+4.7%
Next earningsWed, Nov 4·consensus EPS $0.49

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.4B+1.9%18.5%5.9%$0.35$192.6M
Q1 FY26$1.4B+1.3%18.3%5.7%$0.29$-21.2M
Q4 FY25$1.5B+8.8%18.0%6.2%$0.37$17.4M
Q3 FY25$1.4B+12.2%17.9%5.9%$0.32$157.9M

Forward consensus

5-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.8B$5.7B – $5.8B$1.88$1.86 – $1.9310
FY27$6.1B$6.1B – $6.2B$2.08$2.04 – $2.1210
FY28$6.6B$6.5B – $6.8B$2.33$2.11 – $2.629
FY29$7.2B$7.1B – $7.3B$2.55$2.52 – $2.594
FY30$7.8B$7.7B – $7.9B$2.79$2.75 – $2.834

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.70%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.+25.7%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.+18.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 147.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.8% 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.β0.585-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

BuyMay 7Timothy P SullivanDirector24.2K sh$500KBuyMay 4Harry M KraemerDirector36.6K sh$784KBuyMay 4Meenal SethnaCFO16.2K sh$327KBuyMay 4Rademacher John CharlesCEO12.5K sh$265K
+ 12 other (9 awards · 2 inkinds · 1 exempt) in window

See when $OPCH 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-KMaterial agreementOct 68-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
3New insider — initial holdingsJul 83
8-KShareholder voteMay 228-K — Item 5.07: Shareholder vote
8-KPress release / Reg FDMay 128-K — Item 7.01: Press release / Reg FD
8-KOfficer or director changeMay 58-K — Item 5.02: Officer or director change
8-KPress release / Reg FDApr 308-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 9 other (4 13Gs · 2 proxys · 2 10-Qs · 1 earnings 8-K) in window

Recent news

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

OPCH Alert: Monsey Firm of Wohl & Fruchter Investigating Fairness of the Proposed Sale of Option Care Health to CD&R and McKessonglobenewswire.com·3d agoAre OPCH, PCRX, RXO, BOLD Obtaining Fair Deals for their Shareholders?gurufocus.com·4d agoAre OPCH, PCRX, RXO, BOLD Obtaining Fair Deals for their Shareholders?prnewswire.com·4d agoOPCH Investors Have Opportunity to Join Option Care Health, Inc. Fraud Investigation with SBS Lawbusinesswire.com·4d agoSHAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Option Care Health, Inc. (NASDAQ: OPCH)gurufocus.com·5d ago

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Voices on X · last 7 days

No standout posts about $OPCH 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.

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