Omnicell, Inc.

NasdaqGS:OMCL 株式レポート

時価総額：US$2.0b

Omnicell 将来の成長

Future 基準チェック /36

Omnicellは、36.2%と4.3%でそれぞれ年率36.2%で利益と収益が成長すると予測される一方、EPSはgrowで35.7%年率。

主要情報

36.2%

収益成長率

35.74%

EPS成長率

Medical Equipment 収益成長16.1%
収益成長率4.3%
将来の株主資本利益率n/a
アナリストカバレッジ

Good

最終更新日01 May 2026

今後の成長に関する最新情報

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...
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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

業績と収益の成長予測

NasdaqGS:OMCL - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20281,3837281N/A2
12/31/20271,3154672N/A8
12/31/20261,2473663N/A8
3/31/20261,2252095156N/A
12/31/20251,185267127N/A
9/30/20251,1782094153N/A
6/30/20251,1502389148N/A
3/31/20251,13621108164N/A
12/31/20241,11213135188N/A
9/30/20241,064-18118170N/A
6/30/20241,080-21152204N/A
3/31/20241,103-21165218N/A
12/31/20231,147-20126181N/A
9/30/20231,186-34165225N/A
6/30/20231,235-23127189N/A
3/31/20231,268-1848107N/A
12/31/20221,29661778N/A
9/30/20221,30948-555N/A
6/30/20221,258611877N/A
3/31/20221,1997298158N/A
12/31/20211,13278173232N/A
9/30/20211,07080195249N/A
6/30/202198760194242N/A
3/31/202191435164218N/A
12/31/202089232131186N/A
9/30/20208913886144N/A
6/30/202090649101164N/A
3/31/20209246985144N/A
12/31/201989761N/A145N/A
9/30/201986054N/A158N/A
6/30/201983648N/A117N/A
3/31/201980738N/A112N/A
12/31/201878738N/A104N/A
9/30/201877254N/A61N/A
6/30/201875448N/A27N/A
3/31/201874744N/A16N/A
12/31/201771331N/A25N/A
9/30/2017688-1N/A45N/A
6/30/2017678-6N/A72N/A
3/31/2017670-9N/A56N/A
12/31/201669610N/A50N/A
9/30/20166518N/A54N/A
6/30/201659914N/A40N/A
3/31/201653924N/A44N/A
12/31/201548531N/A38N/A
9/30/201547632N/A37N/A
6/30/201546332N/A50N/A

アナリストによる今後の成長予測

収入対貯蓄率: OMCLの予測収益成長率 (年間36.2% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: OMCLの収益 ( 36.2% ) はUS市場 ( 16.8% ) よりも速いペースで成長すると予測されています。

高成長収益: OMCLの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: OMCLの収益 ( 4.3% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: OMCLの収益 ( 4.3% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: OMCLの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/20 01:08
終値2026/05/20 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

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