Omnicell Q4 EPS misses estimates

Overview

• Healthcare technology provider's fiscal Q4 revenue grew 2% yr/yr

• Adjusted EPS for fiscal Q4 missed analyst expectations

• Company launched Titan XT dispensing system to enhance medication management

Outlook

• Omnicell projects 2026 total revenues between $1.215 bln and $1.255 bln

• Company expects 2026 annual recurring revenue between $680 mln and $700 mln

• Omnicell anticipates 2026 non-GAAP EPS between $1.65 and $1.85

Result Drivers

• SERVICE REVENUE GROWTH - Q4 revenue increase driven by technical service offerings and SaaS and Expert Services

• CONSUMABLES REVENUE - Increased consumables revenue contributed to Q4 revenue growth

• TITAN XT LAUNCH - Launch of Titan XT aimed at enhancing medication management efficiency

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the advanced medical equipment & technology peer group is "buy"

• Wall Street's median 12-month price target for Omnicell Inc is $60.00, about 28.5% above its February 4 closing price of $46.69

• The stock recently traded at 25 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release: ID:nBwb5crp6a

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