Omnicell, Inc. (OMCL)
Omnicell, Inc. provides medication management solutions and adherence tools for healthcare systems and pharmacies. Their automation solutions aim to improve clinician workflows and medication management processes.
Company Overview
Omnicell, Inc. revolutionizes medication management with automated solutions for healthcare systems and pharmacies, enhancing safety, efficiency, and adherence, positioning them as a key player in optimizing medication workflows and patient outcomes with a market capitalization of $1.70 billion.
Investment Thesis
Omnicell presents a compelling investment opportunity due to its position in the growing healthcare automation market. The company's comprehensive suite of medication management solutions addresses critical needs for efficiency, safety, and adherence in healthcare systems. With a market capitalization of $1.70 billion and a gross margin of 42.5%, Omnicell demonstrates financial stability. Growth catalysts include the increasing adoption of automation in pharmacies and hospitals, driven by labor shortages and the need to reduce medication errors. The company's EnlivenHealth Patient Engagement platform offers further growth potential by improving patient adherence and outcomes. The company's P/E ratio is high at 812.20, but this may reflect high growth expectations. Successful execution of its growth strategies and continued innovation in medication management will drive long-term value for investors.
Key Highlights
- Market capitalization of $1.70 billion, reflecting a substantial presence in the healthcare technology market.
- Gross margin of 42.5%, indicating strong pricing power and efficient cost management.
- P/E ratio of 812.20, suggesting high investor expectations for future earnings growth.
- Beta of 0.77, indicating lower volatility compared to the overall market.
- Profit Margin of 0.2% indicates the company has opportunity to improve profitability.
Competitors
Strengths
- Comprehensive product portfolio in medication management.
- Established customer base in hospitals and pharmacies.
- Strong focus on innovation and technology.
- Recurring revenue from maintenance and support contracts.
Weaknesses
- High P/E ratio may indicate overvaluation.
- Profit margin of 0.2% indicates opportunity to improve profitability.
- Dependence on capital spending by hospitals and pharmacies.
- Competition from larger and more diversified healthcare companies.
Catalysts
- Ongoing: Increasing demand for automation in pharmacies and hospitals.
- Ongoing: Expansion of the EnlivenHealth Patient Engagement platform.
- Upcoming: Potential acquisitions of complementary businesses.
- Ongoing: Integration of solutions with leading EHR systems.
- Ongoing: Development of new medication management technologies.
Risks
- Potential: Economic downturn may reduce capital spending by healthcare providers.
- Potential: Technological obsolescence of existing products.
- Ongoing: Increased competition from new entrants.
- Potential: Regulatory changes affecting medication management practices.
- Potential: Integration challenges with hospital information systems.
Growth Opportunities
- Expanding the EnlivenHealth Patient Engagement Platform: The market for patient engagement solutions is growing rapidly as healthcare providers seek to improve patient adherence and outcomes. Omnicell can expand its EnlivenHealth platform by adding new features and integrations, targeting a larger share of this market. Timeline: Ongoing, with continuous updates and new features planned for the next 3-5 years. This will help drive revenue growth and improve patient satisfaction.
- Increasing Adoption of Automation in Pharmacies: The increasing demand for automation in pharmacies, driven by labor shortages and the need to reduce medication errors, presents a significant growth opportunity for Omnicell. The company can expand its market share by offering comprehensive automation solutions tailored to the needs of different pharmacy settings. Timeline: 2-3 years, with a focus on expanding sales and marketing efforts.
- Geographic Expansion: Omnicell has the opportunity to expand its geographic reach by targeting new markets outside the United States. The demand for medication management solutions is growing globally, particularly in emerging markets with rapidly developing healthcare systems. Timeline: 3-5 years, with a focus on establishing partnerships and distribution channels in new regions.
- Strategic Acquisitions: Omnicell can pursue strategic acquisitions to expand its product portfolio and market presence. Acquiring companies with complementary technologies or customer bases can accelerate growth and create synergies. Timeline: Ongoing, with a focus on identifying and evaluating potential acquisition targets. This will allow the company to offer a more comprehensive suite of solutions and reach new customers.
- Integration with Electronic Health Records (EHRs): The integration of Omnicell's solutions with EHRs can improve data flow and workflow efficiency for healthcare providers. This integration can enhance the value proposition of Omnicell's products and drive adoption. Timeline: 1-2 years, with a focus on developing and implementing integration solutions with leading EHR vendors. This will improve data accuracy and reduce manual data entry.
Opportunities
- Increasing adoption of automation in healthcare.
- Expansion into new geographic markets.
- Strategic acquisitions to expand product portfolio.
- Integration with electronic health records (EHRs).
Threats
- Economic downturn may reduce capital spending by healthcare providers.
- Technological obsolescence of existing products.
- Increased competition from new entrants.
- Regulatory changes affecting medication management practices.
Competitive Advantages
- Proprietary technology in medication management and automation.
- Established relationships with hospitals and pharmacies.
- Comprehensive product portfolio covering various aspects of medication management.
- High switching costs for customers due to integration with existing systems.
About
Omnicell, Inc., founded in 1992 and headquartered in Mountain View, California, has evolved into a leading provider of medication management solutions and adherence tools for healthcare systems and pharmacies worldwide. Originally named Omnicell Technologies, Inc., the company rebranded in 2001 to reflect its expanding focus on comprehensive medication management. Omnicell's core offerings include point-of-care automation solutions designed to streamline clinician workflows in patient care areas. Their XT Series automated dispensing systems manage medications and supplies in nursing units and operating rooms. The company also provides central pharmacy automation solutions, including XR2 Automated Central Pharmacy System, IV compounding robots, and inventory management software. These systems automate storage, retrieval, and compounding processes, improving efficiency and accuracy. Omnicell's single-dose automation solutions cater to institutional pharmacies, offering automated packaging of medications to enhance adherence in non-acute care settings. Their EnlivenHealth Patient Engagement platform further supports patient adherence through web-based solutions. With a global presence, Omnicell continues to innovate in medication management, addressing the evolving needs of healthcare providers and patients.
What They Do
- Provides automated dispensing systems for medications and supplies.
- Offers central pharmacy automation solutions, including storage and retrieval systems.
- Develops IV compounding robots and workflow management systems.
- Provides inventory management software for pharmacies.
- Offers controlled substance management systems.
- Provides single-dose automation solutions for medication packaging.
- Offers a web-based patient engagement platform.
Business Model
- Sells automated medication dispensing and management systems.
- Provides software and services for pharmacy automation.
- Generates revenue through recurring maintenance and support contracts.
- Offers patient engagement solutions on a subscription basis.
Industry Context
Omnicell operates in the healthcare information services industry, which is experiencing significant growth due to the increasing adoption of technology in healthcare. The market for pharmacy automation is expected to grow as hospitals and pharmacies seek to improve efficiency, reduce errors, and manage costs. Omnicell competes with companies offering similar automation solutions, as well as traditional medication management methods. The company's comprehensive product portfolio and focus on innovation position it well to capitalize on the growth opportunities in this market. Key trends include the integration of automation with electronic health records (EHRs) and the increasing use of data analytics to optimize medication management.
Key Customers
- Hospitals and healthcare systems
- Retail pharmacies
- Long-term care facilities
- Government healthcare providers
Financials
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q4 2025 | $314M | -$2M | $0.00 |
| Q3 2025 | $311M | $5M | $0.00 |
| Q2 2025 | $291M | $6M | $0.00 |
| Q1 2025 | $270M | -$7M | $0.00 |
Source: Company filings
Chart & Info
Price Chart
Omnicell, Inc. (OMCL) stock price: $36.50 (+0.00, +0.00%)
Why Bull
- •Recent insider buying suggests those in the know see value, a classic bullish signal.
- •The community's buzzing about potential new partnerships – could be a game-changer if they materialize.
- •Positive sentiment is building around OMCL's innovative approach to their core business.
- •Market perception seems to be shifting, with more analysts highlighting OMCL's long-term potential.
Why Bear
- •Despite insider buying, overall trading volume remains low, indicating a lack of broader market interest.
- •The community is expressing concerns about increasing competition in OMCL's sector.
- •Bearish voices are pointing to potential regulatory hurdles that could impact future growth.
- •Market perception is still cautious, with some analysts questioning OMCL's ability to scale effectively.
Latest News
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Omnicell (OMCL) Q4 Earnings Lag Estimates
Zacks · Feb 5, 2026
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12 Health Care Stocks Moving In Thursday's Pre-Market Session
benzinga · Feb 5, 2026
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Earnings Scheduled For February 5, 2026
benzinga · Feb 5, 2026
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1 Healthcare Stock to Consider Right Now and 2 We Brush Off
StockStory · Jan 29, 2026
Technical Analysis
Rationale
AI-generated technical analysis for OMCL including trend direction, momentum, and pattern recognition.
What to Watch
Key support and resistance levels, volume signals, and upcoming events.
Risk Management
Position sizing, stop-loss levels, and risk-reward assessment.
Community
Discussion
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Sentiment
Community sentiment and discussion activity for OMCL.
Make a Prediction
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Current price: $36.50
Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for OMCL.
Price Targets
Wall Street price target analysis for OMCL.
Insider Flow (30d)
MoonshotScore
Score Factors
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Revenue Growth 4/100
Revenue grew only 6.5% YoY, suggesting the company is in a slower growth phase.
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Gross Margin 8/100
Gross margin at 42.9% indicates good unit economics and healthy profitability per sale.
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Operating Leverage 4/100
Limited operating leverage due to slower revenue growth, keeping profit scaling constrained.
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Cash Runway 5/100
Cash position data is currently unavailable for this company.
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R&D Intensity 5/100
R&D spending data is currently unavailable for this company.
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Insider Activity 3/100
Net insider selling of -$3.13M may indicate reduced confidence or routine diversification by executives.
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Short Interest 5/100
Float and volume data unavailable for liquidity analysis.
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Price Momentum 0/100
No bullish technical signals detected. The stock lacks upward price momentum currently.
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News Sentiment 5/100
No sentiment data available
What does this score mean?
The MoonshotScore rates OMCL's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Competitors & Peers
Frequently Asked Questions
What does Omnicell, Inc. do?
Omnicell, Inc. is a leading provider of medication management solutions and adherence tools for healthcare systems and pharmacies. The company offers a comprehensive suite of products and services, including automated dispensing systems, central pharmacy automation solutions, IV compounding robots, inventory management software, and patient engagement platforms. Omnicell's solutions help healthcare providers improve efficiency, reduce medication errors, and enhance patient safety. The company's EnlivenHealth Patient Engagement platform further supports patient adherence and outcomes, making Omnicell a key player in optimizing medication workflows and patient care.
Is OMCL stock a good buy?
OMCL stock presents a mixed investment picture. On the positive side, the company operates in a growing market for healthcare automation and has a comprehensive product portfolio. However, the high P/E ratio of 812.20 suggests that the stock may be overvalued. Investors should consider the company's growth prospects, competitive landscape, and valuation before making a decision. Successful execution of its growth strategies and continued innovation in medication management will be critical for driving long-term value. The company's beta of 0.77 suggests it is less volatile than the market.
What are the main risks for OMCL?
The main risks for OMCL include the potential for an economic downturn to reduce capital spending by healthcare providers, technological obsolescence of existing products, increased competition from new entrants, and regulatory changes affecting medication management practices. Additionally, integration challenges with hospital information systems could hinder adoption of Omnicell's solutions. Investors should carefully consider these risks before investing in OMCL. The company's ability to adapt to changing market conditions and maintain its competitive advantage will be crucial for its long-term success.
Is OMCL a good stock to buy?
Whether OMCL is a good investment depends on your financial goals, risk tolerance, and investment horizon. Key factors to evaluate include the company's revenue growth trajectory, profit margins, debt-to-equity ratio, competitive moat, and valuation multiples (P/E, P/S, EV/EBITDA) relative to industry peers. Our AI-generated Investment Thesis and SWOT analysis on this page provide a data-driven starting point. Always do your own research and consider consulting a financial advisor before making investment decisions.
What is the OMCL MoonshotScore?
The MoonshotScore for OMCL is an AI-powered rating from 0 to 100 that evaluates a stock across four dimensions: growth potential (revenue and earnings trajectory), financial health (balance sheet strength, cash flow), market momentum (price trends, volume patterns, institutional flows), and risk factors (volatility, debt levels, sector headwinds). Scores above 70 indicate strong potential, 50-70 moderate, and below 50 suggests caution. The score is recalculated daily using the latest financial data and market signals.
How often is OMCL data updated?
OMCL stock prices are updated in real-time during U.S. market hours (9:30 AM - 4:00 PM ET, Monday through Friday). After-hours and pre-market prices are also tracked. Company fundamentals (earnings, revenue, balance sheet) are refreshed when new quarterly or annual reports are filed. Analyst ratings, price targets, and AI-generated insights are updated daily. Breaking news related to OMCL is aggregated continuously from premium financial news sources throughout the day.
What are the growth catalysts for OMCL?
Growth catalysts for Omnicell, Inc. (OMCL) can include several categories: product catalysts (new launches, FDA approvals, patent grants), financial catalysts (earnings beats, margin expansion, share buybacks), strategic catalysts (acquisitions, partnerships, market expansion into new regions), and macro catalysts (favorable regulation, industry tailwinds, secular growth trends). Our AI analyzes Omnicell, Inc.'s specific catalysts using earnings transcripts, SEC filings, and news sentiment to identify the most impactful near-term and long-term drivers.
Who are OMCL's main competitors?
Omnicell, Inc. (OMCL) competes with companies in its industry that target similar customers, markets, or product categories. Competitor analysis involves comparing key metrics: market share, revenue growth rates, profit margins, R&D spending, and valuation multiples. Understanding competitive positioning helps investors assess whether OMCL has a sustainable competitive advantage (moat) through brand strength, network effects, cost leadership, or switching costs. Our Competitors section provides a side-by-side comparison with relevant peers.
What do analysts say about OMCL?
Wall Street analyst coverage for OMCL includes consensus ratings (buy, hold, or sell), 12-month price targets, and earnings estimates. Analyst opinions are aggregated from major investment banks and research firms. Key metrics to watch include the consensus price target (average, high, and low estimates), the number of analysts covering the stock, any recent rating changes (upgrades or downgrades), and how actual earnings compare to analyst estimates (beat or miss history). Our platform aggregates these from multiple data providers for a comprehensive view.
What is OMCL's market cap?
Market capitalization (market cap) for OMCL is calculated by multiplying the current share price by the total number of outstanding shares. It represents the market's total valuation of the company. Stocks are typically categorized as mega-cap ($200B+), large-cap ($10B-$200B), mid-cap ($2B-$10B), small-cap ($300M-$2B), or micro-cap (under $300M). Market cap influences index inclusion, institutional ownership eligibility, and risk profile. Our Key Statistics section shows OMCL's current market cap alongside enterprise value and other valuation metrics.
How has OMCL stock performed recently?
OMCL's recent stock performance can be evaluated across multiple timeframes: daily price changes, week-over-week momentum, monthly trends, and year-to-date returns. Important performance indicators include the stock's 52-week high and low, moving averages (50-day and 200-day SMA), relative strength index (RSI), and volume trends. Comparing OMCL's performance against its sector index and the S&P 500 provides context on whether it is outperforming or underperforming the broader market.
What are the risks of investing in OMCL?
Key risk categories for OMCL include: market risk (overall market downturns affecting stock prices), company-specific risk (management changes, product failures, competitive threats), financial risk (high debt levels, cash burn, dilution from stock issuance), regulatory risk (government policy changes, lawsuits, compliance issues), and macroeconomic risk (interest rate changes, inflation, currency fluctuations). Beta measures OMCL's volatility relative to the market - a beta above 1.0 means higher volatility than the S&P 500. Our AI-generated risk assessment identifies the most relevant risk factors for this specific stock.
Are insiders buying or selling OMCL?
Insider trading activity for OMCL tracks purchases and sales by company executives, directors, and major shareholders (10%+ owners) as reported in SEC Form 4 filings. Insider buying is generally considered a bullish signal because insiders have the deepest knowledge of company operations, while selling may have various motivations (diversification, tax planning, pre-planned 10b5-1 trading plans). Key metrics include the buy-to-sell ratio, total dollar value of insider transactions, and whether multiple insiders are trading in the same direction. Our Insider Flow tab shows recent transactions with dates and dollar amounts.
Is OMCL a good stock for beginners?
Omnicell, Inc. (OMCL) can be suitable for beginner investors depending on several factors. Look at the MoonshotScore on this page for an overall AI-powered assessment of growth potential and risk. Beginners should also check the company's market cap (larger companies tend to be less volatile), gross margin (higher margins mean stronger business fundamentals), and cash position (healthy cash reduces bankruptcy risk). Always start with a small position size and never invest money you cannot afford to lose.
How risky is OMCL for first-time investors?
Every stock carries risk, including Omnicell, Inc. (OMCL). First-time investors should review the Risk Factors section on this page for company-specific risks. Key risk indicators include price volatility (check the chart for daily swings), insider selling activity (see Insider Flow tab), and cash runway (see MoonshotScore breakdown). A diversified portfolio with an index fund like the S&P 500 as a core holding is generally recommended before adding individual stocks like OMCL.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Data provided for informational purposes only.
- Stock data pending update.