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OPCH: At-Home Infusion Demand Will Drive Shares Toward a 37% Upside

Published
29 Aug 24
Updated
01 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
15.2%
7D
-5.5%

Author's Valuation

US$35.724.1% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 01 Nov 25

Fair value Decreased 5.80%

Option Care Health's fair value estimate has been revised downward from $37.90 to $35.70. Analysts cite strong operational performance, but note moderate near-term upside given the recent shift in industry multiples and a lack of immediate share catalysts.

Shared on 03 Oct 25

Fair value Decreased 2.26%

Infusion Therapies And AI Will Transform Healthcare Delivery

Analysts have slightly lowered their average price target for Option Care Health to $37.90 from $38.78. This change reflects updated expectations for profit margins and revenue growth, while recognizing that the company's steady performance is already accounted for in current valuations.

Shared on 07 May 25

Fair value Decreased 2.05%

Infusion Therapies And AI Will Transform Healthcare Delivery

Shared on 30 Apr 25

Fair value Decreased 0.55%

Intramed Plus Acquisition And AI Will Improve Operational Efficiency

AnalystConsensusTarget has decreased revenue growth from 8.8% to 7.8%.

Shared on 23 Apr 25

Fair value Decreased 0.97%

Intramed Plus Acquisition And AI Will Improve Operational Efficiency

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Increased 1.77%

Intramed Plus Acquisition And AI Will Improve Operational Efficiency

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Intramed Plus Acquisition And AI Will Improve Operational Efficiency

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 4.72%

Intramed Plus Acquisition And AI Will Improve Operational Efficiency

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Intramed Plus Acquisition And AI Will Improve Operational Efficiency

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Intramed Plus Acquisition And AI Will Improve Operational Efficiency

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 2.17%

Intramed Plus Acquisition And AI Will Improve Operational Efficiency

AnalystConsensusTarget has increased profit margin from 4.0% to 4.6% and decreased future PE multiple from 24.9x to 21.9x.