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Omnicell, Inc.Informe acción NasdaqGS:OMCL

Capitalización bursátil US$2.0b
Precio de las acciones
US$44.41
US$61.29
27.5% infravalorado descuento intrínseco
1Y50.0%
7D1.3%
1D
Valor de la cartera
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Omnicell, Inc.

Informe acción NasdaqGS:OMCL

Capitalización de mercado: US$2.0b

Omnicell (OMCL) Resumen de Acciones

Omnicell, Inc. junto con sus filiales, ofrece tecnología sanitaria en Estados Unidos y a escala internacional. Saber más

Análisis fundamental de OMCL
Puntuación del snowflake
Valoración2/6
Crecimiento futuro3/6
Rendimiento pasado1/6
Salud financiera6/6
Dividendos0/6

Recompensas

Análisis de riesgos

No se han detectado riesgos en OMCL a partir de nuestros controles de riesgos.

OMCL Community Fair Values

Create Narrative

See what others think this stock is worth. Follow their fair value or set your own to get alerts.

Competidores de Omnicell, Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Omnicell
Precios históricos de las acciones
Precio actual de la acciónUS$44.41
Máximo en las últimas 52 semanasUS$55.00
Mínimo de 52 semanasUS$26.85
Beta0.96
Cambio en 1 mes18.84%
Variación en 3 meses7.35%
Cambio de 1 año49.98%
Variación en 3 años-41.04%
Variación en 5 años-67.90%
Variación desde la OPV366.98%

Noticias y actualizaciones recientes

Actualización de narrativa May 19

OMCL: Cabinet Replacement Cycle Will Support Stronger Future Medication Management Upside

Analysts lifted the Omnicell price target by about $4, reflecting updated fair value estimates and revised assumptions on discount rate, revenue growth, profit margin, and future P/E multiples, supported by recent research from multiple firms. Analyst Commentary Recent Street research includes price target increases of about $2 and $10, which gives a sense of how bullish and cautious views are being weighed around Omnicell right now.
Artículo de análisis May 14

Omnicell's (NASDAQ:OMCL) Conservative Accounting Might Explain Soft Earnings

The market was pleased with the recent earnings report from Omnicell, Inc. ( NASDAQ:OMCL ), despite the profit numbers...

Recent updates

Actualización de narrativa May 19

OMCL: Cabinet Replacement Cycle Will Support Stronger Future Medication Management Upside

Analysts lifted the Omnicell price target by about $4, reflecting updated fair value estimates and revised assumptions on discount rate, revenue growth, profit margin, and future P/E multiples, supported by recent research from multiple firms. Analyst Commentary Recent Street research includes price target increases of about $2 and $10, which gives a sense of how bullish and cautious views are being weighed around Omnicell right now.
Artículo de análisis May 14

Omnicell's (NASDAQ:OMCL) Conservative Accounting Might Explain Soft Earnings

The market was pleased with the recent earnings report from Omnicell, Inc. ( NASDAQ:OMCL ), despite the profit numbers...
Actualización de narrativa May 01

OMCL: New Product Cycle Will Reset Expectations And Support Higher Future Earnings Multiple

Analysts have reset their view on Omnicell, with the consolidated fair value estimate moving from $49.00 to $55.00. This reflects updated assumptions on discount rate, growth, margins and future P/E, alongside recent price target hikes and rating changes across the Street.
Actualización de narrativa Apr 16

OMCL: New Product Cycle Will Drive Next Cabinet Super Cycle

Narrative Update on Omnicell Analysts now see a slightly lower blended price target for Omnicell, with recent moves spanning a $14 cut at one firm and a $10 increase at another. They are weighing a new product cycle against differing views on execution and risk.
Actualización de narrativa Apr 01

OMCL: Cabinet Replacement Cycle Will Drive Future Super Cycle Repricing

Narrative Update on Omnicell The updated analyst price target for Omnicell has shifted by $14 as analysts balance recent upgrades tied to a new product cycle and cabinet replacement opportunity against a lower target from one firm, while keeping the model's fair value estimate steady at $49. Analyst Commentary Recent research on Omnicell presents a mixed picture, with some firms highlighting upside linked to a new product cycle and cabinet replacement opportunity, while more cautious voices are resetting expectations and price targets.
Actualización de narrativa Mar 18

OMCL: Cabinet Replacement Cycle Will Drive Future Risk Reward Repricing

Analysts have trimmed the Omnicell fair value estimate from $50.00 to $49.00, reflecting slightly softer assumptions for revenue growth and profit margins, even as they factor in a higher future P/E multiple supported by recent upgrades tied to the new product cycle and cabinet refresh story. Analyst Commentary Recent Street research on Omnicell has been mixed, with some firms trimming price targets while others turn more constructive on the new product cycle and cabinet refresh opportunity.
Actualización de narrativa Mar 04

OMCL: Cabinet Replacement Cycle Will Drive Future Medication Management Upside

Analysts have adjusted their Omnicell price target by $14, reflecting mixed research that includes both target cuts and upgrades related to expectations around the new product cycle and potential cabinet replacement demand. Analyst Commentary Bullish Takeaways Bullish analysts see the new Titan XT cabinets as a key product that could support higher long term growth expectations if hospitals move ahead with planned cabinet replacements.
Actualización de narrativa Feb 18

OMCL: Cabinet Refresh Cycle Will Support Future Medication Management Upside

Analysts have nudged their fair value estimate for Omnicell higher from $51.50 to about $57.43, citing updated views on its product cycle and cabinet refresh opportunity as reflected in recent research. Analyst Commentary Recent research coverage on Omnicell reflects a mix of optimism around the new product cycle and cabinet refresh, alongside some restraint on how quickly that opportunity may translate into value.
Artículo de análisis Feb 12

Why Investors Shouldn't Be Surprised By Omnicell, Inc.'s (NASDAQ:OMCL) 26% Share Price Plunge

The Omnicell, Inc. ( NASDAQ:OMCL ) share price has softened a substantial 26% over the previous 30 days, handing back...
Actualización de narrativa Feb 04

OMCL: Cabinet Replacement Cycle Could Drive Upside In Concentrated Market

Analysts have raised their fair value estimate for Omnicell to US$63 from US$55, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple. This change is supported by recent positive research on the potential impact of the Titan XT cabinet cycle and competitive wins.
Actualización de narrativa Jan 21

OMCL: Cabinet Replacement Cycle Will Shape Future Risk Reward Balance

Narrative Update on Omnicell The analyst price target for Omnicell has moved from $43 to $50 as analysts point to potential cabinet replacement demand and the Titan XT launch as key drivers for expected improvements in sales, earnings, and valuation assumptions. Analyst Commentary Recent research highlights a more constructive tone around Omnicell, with some analysts pointing to a potential cabinet replacement cycle and the Titan XT launch as key themes in their work.
Actualización de narrativa Jan 06

OMCL: Future Medication Management Platform Rollout Will Support Balanced Risk Reward Profile

Analysts have lifted their price target on Omnicell from US$34 to US$43, pointing to updated assumptions for slightly lower discount rates, firmer revenue growth, improved profit margins, and a more moderate future P/E outlook. What's in the News Omnicell launched Omnicell Titan XT, an enterprise version of its automated dispensing systems designed to unify automation with its cloud-based OmniSphere medication management platform, aiming to create a connected, enterprise-wide medication management ecosystem across care areas.
Actualización de narrativa Dec 18

OMCL: New Medication Management Platform Will Support Future Upside Potential

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.
Actualización de narrativa Dec 04

OMCL: Share Repurchases Will Support Future Upside Potential

Analysts have modestly raised their price target on Omnicell to approximately $47.33 per share, reflecting slightly lower perceived risk and stable, long-term growth and profitability expectations. What's in the News Updated fourth quarter 2025 revenue guidance to a range of $306 million to $316 million, signaling stable near term demand (company guidance).
Actualización de narrativa Nov 20

OMCL: Share Repurchases And Executive Shifts Will Drive Future Upside

Analysts have revised their price target for Omnicell, lowering it modestly to $47.33 per share. This change reflects slight adjustments in key financial assumptions and uncertainty regarding future growth rates.
Artículo de análisis Nov 13

Improved Revenues Required Before Omnicell, Inc. (NASDAQ:OMCL) Stock's 25% Jump Looks Justified

Omnicell, Inc. ( NASDAQ:OMCL ) shareholders would be excited to see that the share price has had a great month, posting...
Actualización de narrativa Nov 06

OMCL: Share Repurchases And Leadership Transition Will Strengthen Market Position

Omnicell's analyst price target has been raised from $44 to approximately $47.33 per share. Analysts cite improved outlooks for revenue growth, profit margins, and lower discount rates as reasons supporting the upward revision.
Seeking Alpha Jul 31

Omnicell Q2 Earnings: Market Ignoring The Segments

Summary Omnicell's service business is rapidly growing, now 22% of revenue, outpacing industry trends and supporting long-term upside. My updated DCF analysis yields a price target of $57.46, representing 93% upside, with Wall Street consensus trailing behind. The primary risk is the pace of transition from product to service revenue, but a strong backlog mitigates margin and cash flow concerns. Given robust service growth and healthy backlog, I maintain Omnicell at strong buy, seeing current volatility as a long-term buying opportunity. Read the full article on Seeking Alpha
Artículo de análisis Jul 16

Omnicell (NASDAQ:OMCL) May Have Issues Allocating Its Capital

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
Artículo de análisis Jun 28

Omnicell, Inc. (NASDAQ:OMCL) Shares Could Be 27% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Omnicell fair value estimate is US$40.16 Omnicell is estimated...
User avatar
Nueva narrativa May 27

Near-shoring And Digitization Will Drive Stability Despite Tariff Challenges

Supply chain improvements and near-shoring are expected to offset cost pressures, while a shift to recurring SaaS and services enhances earnings stability and valuation potential.
Artículo de análisis May 14

It Looks Like Omnicell, Inc.'s (NASDAQ:OMCL) CEO May Expect Their Salary To Be Put Under The Microscope

Key Insights Omnicell's Annual General Meeting to take place on 21st of May CEO Randy Lipps' total compensation...
Artículo de análisis May 09

US$38.50: That's What Analysts Think Omnicell, Inc. (NASDAQ:OMCL) Is Worth After Its Latest Results

There's been a notable change in appetite for Omnicell, Inc. ( NASDAQ:OMCL ) shares in the week since its first-quarter...
Artículo de análisis Apr 07

Omnicell (NASDAQ:OMCL) Seems To Use Debt Rather Sparingly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Artículo de análisis Mar 20

Is Now An Opportune Moment To Examine Omnicell, Inc. (NASDAQ:OMCL)?

Omnicell, Inc. ( NASDAQ:OMCL ), is not the largest company out there, but it received a lot of attention from a...
Artículo de análisis Feb 14

Why Omnicell's (NASDAQ:OMCL) Earnings Are Better Than They Seem

Despite posting healthy earnings, Omnicell, Inc.'s ( NASDAQ:OMCL ) stock has been quite weak. Our analysis suggests...
Seeking Alpha Feb 12

Omnicell Q4 Earnings: Ignore The Short-Term Noise

Summary Omnicell's Q4 2024 earnings showed strong service revenue growth, despite soft overall revenue guidance, highlighting the service business as the key value driver. My updated DCF analysis yields a price target of $64.05, representing a 54% upside, and I raise my rating from buy to strong buy. The service business has grown from 6% to 22% of revenue since 2020, outpacing industry growth and improving margins, indicating long-term value. Downside risks include the need to balance service growth with product decline, but the healthy backlog mitigates these concerns, presenting a buying opportunity. Read the full article on Seeking Alpha
Artículo de análisis Feb 09

Results: Omnicell, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

It's been a mediocre week for Omnicell, Inc. ( NASDAQ:OMCL ) shareholders, with the stock dropping 11% to US$40.16 in...
Artículo de análisis Jan 28

Omnicell, Inc. (NASDAQ:OMCL) Shares Could Be 26% Below Their Intrinsic Value Estimate

Key Insights Omnicell's estimated fair value is US$59.79 based on 2 Stage Free Cash Flow to Equity Omnicell's US$44.35...
Artículo de análisis Nov 27

Little Excitement Around Omnicell, Inc.'s (NASDAQ:OMCL) Revenues

With a price-to-sales (or "P/S") ratio of 2x Omnicell, Inc. ( NASDAQ:OMCL ) may be sending bullish signals at the...
Artículo de análisis Nov 02

Omnicell, Inc. Just Beat EPS By 43%: Here's What Analysts Think Will Happen Next

Shareholders will be ecstatic, with their stake up 23% over the past week following Omnicell, Inc. 's ( NASDAQ:OMCL...
Seeking Alpha Nov 01

Omnicell Q3 Earnings: Look At The Growth Segment

Summary Omnicell, Inc. is a pharmacy management provider working towards the goal of an autonomous pharmacy. Q3 earnings looked weak on the surface with revenue and EBITDA down, but results by business show a strong and growing service business. Omnicell has unique technology with strong market tailwinds that support long-term growth. Read the full article on Seeking Alpha

Rentabilidad de los accionistas

OMCLUS Medical EquipmentMercado US
7D1.3%1.8%1.2%
1Y50.0%-17.9%28.7%

Rentabilidad vs. Industria: OMCL superó a la industria US Medical Equipment, que obtuvo un rendimiento del -17.9% el año pasado.

Rentabilidad vs. Mercado: OMCL superó al mercado US, que obtuvo un rendimiento del 28.7% el año pasado.

Volatilidad de los precios

Is OMCL's price volatile compared to industry and market?
OMCL volatility
OMCL Average Weekly Movement8.1%
Medical Equipment Industry Average Movement8.8%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

Precio estable de las acciones: OMCL no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de OMCL (8%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
19923,525Randy Lippswww.omnicell.com

Omnicell, Inc. junto con sus filiales, ofrece tecnología sanitaria en Estados Unidos y a escala internacional. Ofrece soluciones para hospitales y sistemas sanitarios, como puntos de atención para flujos de trabajo clínicos en áreas de atención al paciente del sistema sanitario; Titan XT, un sistema de dispensación automatizado; XTExtend, un intercambio de consolas para sus armarios XT; y Central Pharmacy Dispensing Service para el proceso de dispensación de medicación. La empresa también ofrece el servicio Central Med Automation Service para la dispensación de medicamentos; IV Compounding Service, un sistema interno de composición; servicios de farmacia especializada, incluida una solución llave en mano para ayudar a los sistemas sanitarios a establecer, gestionar y optimizar una farmacia especializada propiedad de una entidad; la plataforma EnlivenHealth para habilitar digitalmente las farmacias minoristas y comunitarias; soluciones de adherencia a la medicación que comprenden consumibles y sistemas de envasado de medicamentos; e implantación de tecnología, educación y formación de clientes, gestión de programas y ofertas relacionadas con servicios profesionales.

Resumen de fundamentos de Omnicell, Inc.

¿Cómo se comparan los beneficios e ingresos de Omnicell con su capitalización de mercado?
Estadísticas fundamentales de OMCL
Capitalización bursátilUS$2.02b
Beneficios(TTM)US$20.43m
Ingresos (TTM)US$1.23b
98.8x
Ratio precio-beneficio (PE)
1.6x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de OMCL
IngresosUS$1.23b
Coste de los ingresosUS$687.59m
Beneficio brutoUS$537.47m
Otros gastosUS$517.04m
BeneficiosUS$20.43m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)0.45
Margen bruto43.87%
Margen de beneficio neto1.67%
Ratio deuda/patrimonio13.4%

¿Cómo se ha desempeñado OMCL a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/26 13:11
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Omnicell, Inc. está cubierta por 20 analistas. 8 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Raymond MyersBenchmark Company
William SutherlandBenchmark Company
Zhilin LongBerenberg