Omnicell, Inc. (OMCL)

Omnicell's stock has experienced a downward trend in the past six months. Key events impacting the stock include strong Q2 2025 earnings, which exceeded guidance for revenues, non-GAAP EBITDA, and non-GAAP EPS. Q3 2024 earnings beat consensus estimates, initially causing the stock to jump before pulling back. Baird Radford was appointed as Executive Vice President and Chief Financial Officer approximately two months ago. On October 27, 2025, Omnicell acquired ANiGENT, LLC, a software company specializing in drug diversion detection.

While there is strong demand for Omnicell's solutions due to increased medication volumes and complexity, specific information detailing the seasonality of this demand is not explicitly available. The company's service business has shown consistent growth, suggesting a steady demand for these offerings.

Omnicell, Inc. is a healthcare technology company focused on transforming pharmacy care through medication management and adherence tools. It operates in the Advanced Medical Equipment & Technology sector, as well as Technology Services and Health Information Services. The company's portfolio optimizes clinical and business outcomes through robotics, smart devices, software, and services. These include point-of-care automation solutions, central pharmacy dispensing services, IV compounding services, specialty pharmacy solutions, inventory optimization services, medication adherence solutions, and professional and technical services. They also provide retail pharmacy and hospital automation solutions internationally.

Omnicell has a significant international presence, providing medication management solutions in the United States and other countries. Its shareholders are located in the United States, United Kingdom, Australia, Japan, Canada, France, Germany, Luxembourg, Ireland, Denmark, Switzerland, Sweden, Hong Kong, Cayman Islands, Norway, South Korea, Singapore, and the Netherlands. The company's international operations include sales efforts in Canada, Europe, the Middle East, and the Asia-Pacific regions, as well as supply-chain efforts in Asia.

Omnicell has undertaken initiatives that could positively impact its brand reputation. The acquisition of ANiGENT is aimed at strengthening drug diversion detection capabilities. Omnicell held its Illuminate 2025 event, showcasing best practices and announced new outcomes-centric offerings. The company opened a new Innovation Lab in Austin, Texas. Omnicell's OmniSphere received HITRUST CSF i1 Certification, indicating a commitment to information security and compliance.

A significant portion of Omnicell's stock is held by institutional investors, accounting for approximately 88.44% or 84.59% of the company's stock. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, iShares Core S&P Small-Cap ETF, Dimensional Fund Advisors Lp, State Street Corp, Lazard Asset Management Llc, Cadian Capital Management, Lp, Sumitomo Mitsui Trust Holdings, Inc., D. E. Shaw & Co., Inc., and VTSMX - Vanguard Total Stock Market Index Fund Investor Shares. Individual investors hold around 2.94% to 3.31%.