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OMCL: New Medication Management Platform Will Support Future Upside Potential

Update shared on 18 Dec 2025

Fair value Increased 8.80%
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AnalystConsensusTarget's Fair Value
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Analysts have raised their price target on Omnicell from approximately 47.33 dollars to 51.50 dollars. This change reflects slightly lower perceived risk, modestly stronger long term profit margins, and a higher expected future earnings multiple.

What's in the News

  • Launched Omnicell Titan XT, a new enterprise automated dispensing system powered by the OmniSphere cloud platform, aimed at unifying medication management across large health systems and improving efficiency and patient safety (company announcement).
  • Titan XT introduces AI enabled inventory intelligence, DynamicRestock guided workflows, and centralized control of medication configurations and recalls to help pharmacies predict stock risks and optimize systemwide inventory (company announcement).
  • New FiveRights safeguards in Titan XT target common medication error sources through LASA and override management alerts, targeted alerts to reduce alarm fatigue, and streamlined nurse workflows that lower training burden (company announcement).
  • OmniSphere, the secure cloud platform behind Titan XT, is designed to extend across additional care settings over time, supporting a more connected, futureproof medication management ecosystem (company announcement).
  • Titan XT is now available for purchase in the United States, with international availability expected in 2026 and ongoing OmniSphere feature releases planned from early 2027 (company announcement).

Valuation Changes

  • Fair Value Estimate, raised modestly from approximately $47.33 to $51.50 per share, indicating a slightly higher intrinsic valuation.
  • Discount Rate, decreased slightly from about 7.97 percent to 7.90 percent, reflecting marginally lower perceived risk in Omnicell's cash flows.
  • Revenue Growth Assumption, effectively unchanged at around 3.71 percent, signaling stable expectations for top line expansion.
  • Net Profit Margin, increased slightly from roughly 3.93 percent to 3.94 percent, suggesting a small improvement in long term profitability assumptions.
  • Future P/E Multiple, raised moderately from about 45.1x to 48.7x, implying a somewhat higher expected valuation for Omnicell's future earnings.

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Disclaimer

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