Omnicell, Inc. (OMCL)

In the past six months, Omnicell's stock has experienced an upward trend, increasing by 78.42%. In December 2025, BofA Securities raised its price target on Omnicell to $46.00, and Omnicell launched OmniSphere and Omnicell Titan XT. In January 2026, KeyCorp upgraded Omnicell to "overweight" with a $60.00 price target, and Wells Fargo & Company raised its price target to $52.00 with an "overweight" rating. Zacks Research downgraded shares of Omnicell to a "hold" rating in December 2025 and further cut its FY2025 EPS estimates in January 2026. An Executive Vice President, Corey J. Manley, sold 6,106 shares of the company's stock for $304,689.40. Omnicell is scheduled to release its financial results for the fourth quarter and full year 2025 before market open on February 5, 2026.

While specific demand seasonality details are not provided, Omnicell is strategically shifting towards recurring revenue from SaaS and Expert Services. This shift is part of their long-term growth strategy, with services revenue expected to drive growth and product revenues anticipated to be relatively flat in 2025. The focus on cloud-based solutions is designed to meet evolving healthcare needs and ensure sustained growth, suggesting a more stable and less seasonal demand profile.

Omnicell, Inc. is a healthcare technology company focused on transforming pharmacy care through innovation. Headquartered in Fort Worth, Texas, it operates in health information services and computer manufacturing, providing medication management solutions and adherence tools. The company's products and services optimize clinical and business outcomes across care settings, including automated medication management systems and specialized dispensing systems. Omnicell offers software and services like central pharmacy dispensing, IV compounding, and inventory optimization, along with patient engagement and medication adherence solutions under the EnlivenHealth brand. The company is focused on Autonomous Pharmacy solutions, integrating robotics, software, and services to enhance patient safety and efficiency, with recent launches including OmniSphere and Omnicell Titan XT.

Omnicell, Inc. has a global presence with its headquarters in Fort Worth, Texas. It distributes products and services directly in the United States and Canada, and has direct sales teams in the UK, France, Germany, and Australia. For the Middle East, Asia, and Latin America, Omnicell uses distributors. The company has additional office locations in the United States, Australia, China, France, Germany, India, Italy, Netherlands, and the United Arab Emirates. As of 2025, 977 verified companies globally use Omnicell's solutions, with the highest adoption in the United States, followed by Canada and the United Kingdom.

Omnicell has maintained a reputation as a leading healthcare technology provider since 1992, focusing on innovative pharmacy and nursing solutions. Initiatives such as opening an Innovation Lab in Austin, Texas, in May 2025, and launching a subscription-based solution, Central Med Automation Service, in August 2025, have positively contributed to its brand reputation. In November 2025, Omnicell achieved URAC Certification, strengthening compliance for health system-owned specialty pharmacies. While a downgrade from Zacks Research could be perceived negatively, overall sentiment from other analysts has been positive.

Institutional investors and hedge funds hold a significant majority (97.70%) of Omnicell's stock, while company insiders own 2.52%. Recent institutional activity includes Raymond James Financial Inc. acquiring a new position in Q2 2025, and First Horizon Corp and Farther Finance Advisors LLC acquiring new stakes or significantly increasing their holdings in Q3 2025. GAMMA Investing LLC also increased its stake in Q2 2025.