Omnicell（OMCL）株式概要
オムニセル社はその子会社とともに、米国内外でヘルスケア技術を提供している。 詳細
報酬
リスク分析
リスクチェックの結果、OMCL 、リスクは検出されなかった。
OMCL Community Fair Values
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Analyst Price Targets
Omnicell, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$44.41 |
| 52週高値 | US$55.00 |
| 52週安値 | US$26.85 |
| ベータ | 0.96 |
| 1ヶ月の変化 | 18.84% |
| 3ヶ月変化 | 7.35% |
| 1年変化 | 49.98% |
| 3年間の変化 | -41.04% |
| 5年間の変化 | -67.90% |
| IPOからの変化 | 366.98% |
最新ニュース
ナラティブの更新 • 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.分析記事 • 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
ナラティブの更新 • 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.分析記事 • 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...
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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分析記事 • 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...分析記事 • 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...新しいナラティブ • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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株主還元
| OMCL | US Medical Equipment | US 市場 | |
|---|---|---|---|
| 7D | 1.3% | 1.8% | 1.2% |
| 1Y | 50.0% | -17.9% | 28.7% |
業界別リターン: OMCL過去 1 年間で-17.9 % の収益を上げたUS Medical Equipment業界を上回りました。
リターン対市場: OMCL過去 1 年間で28.7 % の収益を上げたUS市場を上回りました。
価格変動
| OMCL volatility | |
|---|---|
| OMCL Average Weekly Movement | 8.1% |
| Medical Equipment Industry Average Movement | 8.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: OMCL 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: OMCLの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1992 | 3,525 | Randy Lipps | www.omnicell.com |
オムニセル社は、その子会社とともに、米国内外でヘルスケア技術を提供している。医療システムの患者ケア領域における臨床医のワークフローを実現するポイント・オブ・ケア、自動調剤システムであるタイタンXT、XTキャビネットのコンソール交換であるXTExtend、調剤プロセスのためのセントラル・ファーマシー・ディスペンシング・サービスなどの病院や医療システムのソリューションを提供している。また、調剤のためのCentral Med Automation Service、院内調剤システムであるIV Compounding Service、医療システムが事業体所有の専門薬局の設立、管理、最適化を支援するターンキー・ソリューションを含む専門薬局サービス、小売薬局や地域薬局のデジタル化を可能にするEnlivenHealthプラットフォーム、消耗品と薬剤包装システムから成る服薬アドヒアランス・ソリューション、技術導入、顧客教育とトレーニング、プログラム管理、および関連するプロフェッショナル・サービスも提供している。さらに、電話やウェブによる導入後のサポートとメンテナンス、オンサイトサービス、部品、ソフトウェアアップグレードへのアクセス、医療システム全体における医薬品と医療材料の完全なトレーサビリティのためのソフトウェアとハードウェア製品、クラウドベースのプラットフォームであるOmniSphereを提供している。以前はオムニセル・テクノロジーズ社として知られ、2001年にオムニセル社に社名変更。1992年に法人化し、テキサス州フォートワースに本社を置く。
Omnicell, Inc. 基礎のまとめ
| OMCL 基礎統計学 | |
|---|---|
| 時価総額 | US$2.02b |
| 収益（TTM） | US$20.43m |
| 売上高(TTM) | US$1.23b |
98.8x
PER（株価収益率1.6x
P/SレシオOMCL は割高か？
公正価値と評価分析を参照収益と収入
| OMCL 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.23b |
| 売上原価 | US$687.59m |
| 売上総利益 | US$537.47m |
| その他の費用 | US$517.04m |
| 収益 | US$20.43m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.45 |
| グロス・マージン | 43.87% |
| 純利益率 | 1.67% |
| 有利子負債／自己資本比率 | 13.4% |
OMCL の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/26 15:07 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Omnicell, Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20
| アナリスト | 機関 |
|---|---|
| Raymond Myers | Benchmark Company |
| William Sutherland | Benchmark Company |
| Zhilin Long | Berenberg |