What Happened?
Shares of healthcare tech company Omnicell (NASDAQ: OMCL) fell 18.4% in the morning session after the company reported fourth-quarter earnings that fell short of Wall Street expectations and provided a disappointing forecast for the 2026 financial year.
Omnicell posted adjusted earnings of $0.40 per share, missing analyst estimates of $0.50. This figure was also down from the $0.60 per share reported in the same quarter last year. While revenue for the quarter came in at $314 million, meeting expectations, the significant profit miss concerned investors. Adding to the pressure, the company's guidance for the upcoming year also weighed on the stock. Omnicell's forecast for adjusted earnings per share and EBITDA for the 2026 financial year came in below analyst expectations, signaling potential weakness ahead.
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What Is The Market Telling Us
Omnicell’s shares are quite volatile and have had 16 moves greater than 5% over the last year. But moves this big are rare even for Omnicell and indicate this news significantly impacted the market’s perception of the business.
The biggest move we wrote about over the last year was 9 months ago when the stock dropped 17.5% on the news that the company reported weak first-quarter 2025 results, which featured full-year EPS and EBITDA guidance that fell short of Wall Street's estimates. On the other hand, Omnicell blew past analysts' EPS and revenue estimates. Still, this was a weaker quarter.
Omnicell is down 11% since the beginning of the year, and at $40.19 per share, it is trading 21.8% below its 52-week high of $51.39 from January 2026. Investors who bought $1,000 worth of Omnicell’s shares 5 years ago would now be looking at an investment worth $313.37.
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