Omnicell (NASDAQ:OMCL) Issues Earnings Results

28 Apr 2026, 12:32 by Amy Steele · The Cerbat Gem

Omnicell (NASDAQ:OMCL – Get Free Report) posted its quarterly earnings data on Tuesday. The company reported $0.55 earnings per share for the quarter, topping analysts’ consensus estimates of $0.33 by $0.22, FiscalAI reports. Omnicell had a return on equity of 3.00% and a net margin of 0.17%.The company had revenue of $309.88 million during the quarter, compared to analysts’ expectations of $304.01 million. During the same period last year, the firm earned $0.26 EPS. The firm’s revenue for the quarter was up 14.9% on a year-over-year basis. Omnicell updated its FY 2026 guidance to 1.800-2.000 EPS and its Q2 2026 guidance to 0.400-48.000 EPS.

Here are the key takeaways from Omnicell’s conference call:

Omnicell beat Q1 guidance with $310M revenue, $45M non‑GAAP EBITDA and $0.55 non‑GAAP EPS, and raised full‑year non‑GAAP EBITDA and EPS guidance to $153M–$168M and $1.80–$2.00, respectively.
The company launched the next‑generation Titan XT and cloud platform OmniSphere; initial Titan hardware shipments are planned for H2 2026 with OmniSphere functionality phased in starting H1 2027, representing a multi‑year replacement opportunity (> $2.5B total) despite multi‑quarter capital approval cycles.
Recurring‑revenue momentum underpins visibility—Q1 product revenue grew 20% YoY, service revenue grew 8% YoY, and year‑end ARR is targeted at $680M–$700M, with management emphasizing more linear revenue pacing through 2026.
Management reports a strong competitive pipeline and increasing conversion opportunities as customers reassess incumbents (cited wins/expansions with the VA, academic medical center and specialty pharmacies), which management expects to contribute to future bookings.
Near‑term headwinds include lower cash ($239M) mainly from debt repayment and prior buybacks, an estimated $12M of tariff‑related costs in 2026, and potential margin/expense variability as some spending is shifted into Q2–Q3.

Omnicell Price Performance

NASDAQ OMCL traded up $7.27 during mid-day trading on Tuesday, hitting $44.90. The stock had a trading volume of 761,231 shares, compared to its average volume of 602,584. Omnicell has a 52-week low of $22.66 and a 52-week high of $55.00. The company has a market cap of $2.04 billion, a price-to-earnings ratio of 1,118.05, a P/E/G ratio of 1.34 and a beta of 0.85. The company has a 50 day simple moving average of $36.86 and a 200 day simple moving average of $39.29. The company has a quick ratio of 1.22, a current ratio of 1.43 and a debt-to-equity ratio of 0.14.

Wall Street Analyst Weigh In

A number of research firms have weighed in on OMCL. UBS Group set a $60.00 price objective on Omnicell and gave the stock a “buy” rating in a research report on Friday, March 13th. Wall Street Zen cut Omnicell from a “buy” rating to a “hold” rating in a report on Saturday, February 7th. Wells Fargo & Company raised their price target on Omnicell from $52.00 to $55.00 and gave the company an “overweight” rating in a report on Thursday, April 23rd. KeyCorp raised Omnicell from a “sector weight” rating to an “overweight” rating and set a $60.00 price target for the company in a report on Wednesday, January 7th. Finally, Benchmark reissued a “buy” rating on shares of Omnicell in a report on Friday, March 13th. Six equities research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $59.00.

Check Out Our Latest Stock Analysis on Omnicell

Key Headlines Impacting Omnicell

Here are the key news stories impacting Omnicell this week:

Positive Sentiment: Q1 earnings beat — Omnicell reported EPS of $0.55 vs. the $0.33 consensus and revenue of $309.9M vs. ~$304M consensus; revenue grew ~14.9% year-over-year, signaling stronger demand. Omnicell (OMCL) Q1 Earnings and Revenues Surpass Estimates
Positive Sentiment: Official results & details — The company’s Business Wire release lays out Q1 results, commentary and the rationale for guidance, giving investors primary-source detail on drivers and outlook. Omnicell Announces First Quarter 2026 Financial Results
Positive Sentiment: Raised guidance — Omnicell set Q2 EPS guidance of roughly $0.40–$0.48 (consensus ~$0.37) and FY 2026 EPS of $1.80–$2.00 (consensus ~$1.60); revenue guidance raised to roughly $307–313M for Q2 and $1.2–1.3B for FY, which upgrades street expectations. Omnicell Announces First Quarter 2026 Financial Results
Positive Sentiment: Investor materials available — MarketBeat links to the press release, conference call recording and the slide deck that provide additional color on margins, product cycles and timing for revenue recognition — useful for assessing whether beat/guidance are sustainable. Omnicell earnings materials
Positive Sentiment: Analyst sentiment supportive — Recent coverage highlights analyst bullishness on Omnicell within healthcare peers, which can amplify positive price reaction after the beat and raised guidance. Analysts Are Bullish on These Healthcare Stocks
Neutral Sentiment: Earnings preview & commentary — Pre-earnings previews and analyst notes highlighted margin expansion as a key risk/reward; they provide context but not new company data. Omnicell Q1 2026 earnings preview
Neutral Sentiment: Margin focus — Coverage (Investing.com) flagged margin expansion as the next focus given the new product/revenue cycle; this is a watch item for Q2 execution rather than an immediate catalyst. Omnicell earnings up next: Margin expansion in focus

Insiders Place Their Bets

In related news, EVP Corey J. Manley sold 7,405 shares of the firm’s stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $34.69, for a total value of $256,879.45. Following the completion of the transaction, the executive vice president directly owned 96,717 shares of the company’s stock, valued at $3,355,112.73. This trade represents a 7.11% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 2.52% of the stock is owned by insiders.

Hedge Funds Weigh In On Omnicell

Hedge funds have recently bought and sold shares of the company. Raymond James Financial Inc. purchased a new position in Omnicell during the second quarter worth $26,000. Kemnay Advisory Services Inc. purchased a new position in Omnicell during the fourth quarter worth $58,000. Parkside Financial Bank & Trust increased its position in Omnicell by 1,708.1% during the fourth quarter. Parkside Financial Bank & Trust now owns 1,338 shares of the company’s stock worth $61,000 after buying an additional 1,264 shares in the last quarter. Van ECK Associates Corp increased its position in Omnicell by 75.1% during the fourth quarter. Van ECK Associates Corp now owns 2,294 shares of the company’s stock worth $104,000 after buying an additional 984 shares in the last quarter. Finally, Tower Research Capital LLC TRC increased its position in Omnicell by 385.5% during the second quarter. Tower Research Capital LLC TRC now owns 4,952 shares of the company’s stock worth $146,000 after buying an additional 3,932 shares in the last quarter. 97.70% of the stock is owned by hedge funds and other institutional investors.

About Omnicell

(Get Free Report)

Omnicell, Inc is a healthcare technology company that specializes in medication management solutions for hospitals, clinics and pharmacies. The company’s offerings encompass automated dispensing cabinets, pharmacy automation systems, IV compounding devices, and software platforms designed to optimize medication usage, streamline workflow and improve patient safety. Omnicell’s analytics and inventory management tools provide real-time visibility into medication utilization, helping healthcare providers reduce waste, manage controlled substances and ensure regulatory compliance.

Founded in Mountain View, California in 1992, Omnicell has grown through both internal innovation and strategic acquisitions to broaden its portfolio across the medication management continuum.