OMCL
Omnicell, Inc.

Omnicell, Inc.OMCL

Healthcare · Health Information Services
37.34USD
-1.81%
Nov 08, 2026
OMCL overview ready
Hospital Medication-Management Automation Systems Provider
Omnicell is a direct, focused provider of hospital and health-system medication-management automation, spanning point-of-care dispensing, central-pharmacy robotics, IV-compounding workflow, medication software, and related technical and managed services.
Theme not measured
Healthcare IT has no leadership state this session.
Constructive pullback in an uptrend
Longer-term context reads early recovery, with a near-term setup of failed reclaim.
Attractive valuation
Current market expectations look undemanding relative to the cash the business actually produces.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Healthcare provider budget constraints.
Market Nov 6Filing Sep 30Price action Nov 7Research Oct 22

Conviction Level

Theme Momentum has no canonical measurement for this company — a research-profile dimension, not an input to this score.

PriceAction9.4BusinessPerformance5.0BusinessQuality6.9Valuation8.2ThemeMomentum—Mixed — Revenue is roughly flat year over year (-0.9%). Diluted EPS is up 100% year over year at $0.24. That earnings comparison is against a weak year-ago quarter. — From filed financial statements. Describes the recent trajectory of the business, not the stock. 20 of the 100 Conviction points.

Conviction uses Price Action, Business Performance, Business Quality, Valuation. Theme Momentum is research context, not an input.

Theme momentumPrimary theme · group context, not entry timing
Healthcare IT — Healthcare IT is tracked (3–4 priced members) — too few for a leadership state
Price
Loading price history…

Price Action

Constructive pullback in an uptrend
Longer-term context reads early recovery, with a near-term setup of failed reclaim.
EntryReset + recovery

The stock is still rebuilding below its long-term weekly base, and the recent reset toward the daily SMA200 aligned with support at the weekly EMA21. Daily structure is recovering above the fast averages, improving the current entry location.

Key Financials

Market Cap
$1.7B
Avg Volume (60D)
560.5K
60 sessions
Revenue Growth YoY
+6.5%
FY2025 vs FY2024
Gross Margin
+45.1%
Trailing twelve months
Operating Margin
+5.2%
Trailing twelve months
Free Cash Flow Yield
+8.5%
Distance from 200DMA
-3.5%
P/E
38.5x
Market metrics as of Nov 6, 2026
Financial results for the period ended Sep 30, 2026
Filed balance-sheet data as of Sep 30, 2026

Business Performance

Mixed

Revenue is roughly flat year over year (-0.9%). Diluted EPS is up 100% year over year at $0.24. That earnings comparison is against a weak year-ago quarter.

Latest reported: Q3 FY2026, ended Sep 30
Revenue growthFlat
-0.9%
$308M in Q3 FY2026 · YoY
YoY growth, last 4 quarters
  1. +2.3%
  2. +15%
  3. +7.4%
  4. -0.9%
Earnings growthGrowing
+100%
Diluted EPS $0.24 vs $0.12 a year earlier · GAAP
Diluted EPS YoY (GAAP), last 4 quarters
  1. n/a
  2. n/a
  3. +333%
  4. +100%
Operating marginExpanding
4.8%
+2.2 pp YoY · gross margin 44.8% (+1.5 pp)
Earnings are growing without revenue growth
The comparison is against a weak year-ago quarter

Business Quality

6.9 / 10

How well the business earns on its assets, converts earnings to cash and funds itself — read from its SEC filings.

Fundamentals & Valuation

Two of the three valuation perspectives say cheap; own history is the dissenting view.
Omnicell, Inc. has a Cheap valuation stance because current market expectations look undemanding relative to the cash the business actually produces. It trades at a 8.5% free-cash-flow yield, which the underlying economics comfortably support.

Company Research

Thesis
Omnicell is a direct, focused provider of hospital and health-system medication-management automation, spanning point-of-care dispensing, central-pharmacy robotics, IV-compounding workflow, medication software, and related technical and managed services.
Opportunity
Moderate opportunity
Health-system investment in automated dispensing, pharmacy robotics, medication-inventory software, IV-workflow tools, and centralized fulfillment to relieve pharmacy labor constraints, improve medication safety and compliance, and lower medication-management costs.
Key risk
Healthcare provider budget constraints.

Economic classification

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Business & Markets

Healthcare · Health Information Services
What they do

Omnicell provides healthcare technology solutions focused on automating medication management and pharmacy workflows in hospitals and health systems, operating through product sales and related services.

How it earns

Revenue is generated primarily through transactional sales of automated dispensing systems, software licenses, and managed services.

Products & services
Automated dispensing systems (Titan XT)
Medication inventory and workflow software
IV compounding systems
Central pharmacy robotics
Specialty pharmacy services
Customers & end markets
Hospitals
Health systems
Specialty pharmacies
Market position

Leader in hospital and health-system medication-management automation solutions.

Demand drivers
Low cyclicality

Demand is driven by healthcare providers' ongoing need to improve medication safety and operational efficiency, which is relatively stable.

Peers

Companies validated as economically comparable to OMCL — similar business, revenue model and scale.
PRICE ACTIONVALUATIONTHEME
Spok Holdings, Inc.Early Recovery — Daily ReclaimCheapNot availableInsufficient heat dataInsufficient heat dataLocked$11.76+0.09%