Omnicell (OMCL, Financial) has introduced a range of innovative products aimed at optimizing workflows and enhancing inventory oversight within perioperative and clinical environments. These new offerings incorporate RFID tracking alongside intelligent software solutions, expanding Omnicell's integrated platform. The goal is to automate medication management processes while providing valuable insights to improve both clinical and operational performance across various healthcare settings.
Wall Street Analysts Forecast
Based on the one-year price targets offered by 6 analysts, the average target price for Omnicell Inc (OMCL, Financial) is $42.00 with a high estimate of $53.00 and a low estimate of $30.00. The average target implies an upside of 46.14% from the current price of $28.74. More detailed estimate data can be found on the Omnicell Inc (OMCL) Forecast page.
Based on the consensus recommendation from 9 brokerage firms, Omnicell Inc's (OMCL, Financial) average brokerage recommendation is currently 2.6, indicating "Hold" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.
Based on GuruFocus estimates, the estimated GF Value for Omnicell Inc (OMCL, Financial) in one year is $46.49, suggesting a upside of 61.76% from the current price of $28.74. GF Value is GuruFocus' estimate of the fair value that the stock should be traded at. It is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business' performance. More detailed data can be found on the Omnicell Inc (OMCL) Summary page.
OMCL Key Business Developments
Release Date: May 06, 2025
- Total Revenue: $270 million, an increase of $24 million from Q1 2024, and a decrease of $37 million from Q4 2024.
- Product Revenue: $145 million, an increase of $12 million over Q1 2024, and a decrease of $37 million compared to Q4 2024.
- Service Revenue: $125 million, an increase of $12 million over Q1 2024, and flat compared to Q4 2024.
- Non-GAAP Gross Margin: 42.1%, a decrease of 530 basis points from the prior quarter.
- GAAP Earnings Per Share: Loss of $0.15 per share, compared to a loss of $0.34 per share in Q1 2024, and a profit of $0.34 per share in the prior quarter.
- Non-GAAP Earnings Per Share: $0.26, compared to $0.03 per share in Q1 2024, and $0.60 per share in the prior quarter.
- Non-GAAP EBITDA: $24 million, an increase of $13 million from Q1 2024, and a decrease of $23 million from the previous quarter.
- Cash and Cash Equivalents: $387 million, up from $369 million as of December 31, 2024.
- Free Cash Flow: $10 million during Q1 2025.
- Inventories: $91 million, an increase of $2 million from the prior quarter, and a decrease of $12 million from March 31, 2024.
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Positive Points
- Omnicell Inc (OMCL, Financial) reported a solid first quarter with total revenue of $270 million, an increase of $24 million from the first quarter of 2024.
- The company saw growth in its recurring revenue, driven by demand for its medication management platform and XT Amplify program.
- Non-GAAP earnings per share improved to $0.26 from $0.03 in the same period last year.
- Omnicell Inc (OMCL) continues to see strong customer interest in its long-term innovation roadmap, including the OmniSphere cloud-based platform.
- The company reported strong free cash flow of $10 million during the first quarter of 2025, with cash and cash equivalents increasing to $387 million.
Negative Points
- Omnicell Inc (OMCL) faced a GAAP loss of $0.15 per share in the first quarter of 2025, compared to a profit in the prior quarter.
- Non-GAAP gross margin decreased by 530 basis points from the prior quarter due to lower product revenue volumes and seasonal expenses.
- The company anticipates a $40 million impact on non-GAAP EBITDA for 2025 due to tariffs, particularly on China-based products.
- Omnicell Inc (OMCL) had to adjust its full-year 2025 non-GAAP EBITDA and earnings per share guidance due to the expected tariff impact.
- The company is facing challenges in its supply chain, with a significant portion of components sourced from China, leading to tariff exposure.
