Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Omnicell (OMCL)
NASDAQHealth CareMedical - Healthcare Information ServicesSnapshot 2026-11-04
$38.03-3.50%
Close 2026-11-05 · 1-day change
NASDAQHealth CareMedical - Healthcare Information ServicesSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
2.09 → 2.01 EPS · FY ending Dec 31, 2027 · 5 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 5 to 5; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for OMCL yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Cash from operating activities at or above $55 million quarterly | Operating income improved sharply to $17 million in Q1 2026 from $0.4 million in Q4 2025. | Recovered | Cash from operations falls below $30 million quarterly | Cash from operations: $33.052M FY2026-Q3; GAAP. Published target: >= $55 million cash from operations. Target period is not explicitly aligned with this observation. Oct 29, 202633,052,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
OMCL is an execution-dependent healthcare technology business with a mixed growth and profitability profile. Its long-term thesis is intact, though the evidence is only medium confidence and earnings remain loss-making overall.
The valuation evidence indicates OMCL is cheap versus peers, while the expectations gap is modestly negative, suggesting expectations are not especially demanding. The model has medium confidence, and no pricing fragility signals are present.
Near term, recent earnings beats and management’s report that the latest quarter exceeded prior guidance are positives, while revenue was slightly lower year over year. Cost discipline and operating income improvement support progress, but platform priorities still lack a specific customer or contract win, and a guidance cut remains a risk.
Over the next few quarters, the thesis hinges on revenue progress, delivery on Titan XT and OmniSphere, and continued cost discipline. Weaker jobs data or lower guidance could pressure the business outlook, while continued strength among healthcare peers could support the sector backdrop.
For the 1-3 year view, OMCL has supportive recent performance and sector conditions, but its limited revenue progress and uneven earnings history leave execution as the key test. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| The company’s EPS guidance for 2026 is raised to $1.9 per share. |
| Broken |
| EPS guidance falls below $1.8 per share for FY26 |
Diluted EPS: $0.24 per share FY2026-Q3; GAAP. Published target: >= $1.9 EPS. Annual target cannot be compared with a quarterly or TTM observation. Nov 4, 20260.24 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Operating income improvement to at least $17 million quarterly | Operating income improved sharply to $17 million in Q1 2026 from $0.4 million in Q4 2025. | Broken | Operating income falls below $8 million quarterly | Operating income: $14.933M FY2026-Q3; GAAP. Published target: >= $17 million operating income. Target period is not explicitly aligned with this observation. Nov 4, 202614,933,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 3 of 4 supplied quarters. Management reported: “Given our strong third quarter 2026 profitability performance and continued focus on disciplined execution, we are increasing our full year 2026 non-GAAP EBITDA and non-GAAP earnings per share guidance ranges.” “Given our strong second quarter 2026 profitability performance and continued focus on disciplined execution, we are increasing our full year 2026 non-GAAP EBITDA and non-GAAP earnings per share guidance ranges.” Delivery assessment Nov 4, 2026 |
Total revenue growth at or above 5% annually | A primary condition in Omnicell's published investment case. The stated target is >=5% YoY revenue growth. | Broken | YoY revenue growth falls below 5% in FY26 | Revenue growth: -0.89% FY2026-Q3; GAAP. Published target: >=5% YoY revenue growth. Annual target cannot be compared with a quarterly or TTM observation. Nov 4, 2026-0.894953 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$2.19 → $2.01 · observed estimates
$1.32B → $1.24B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $2.19 | $1,315,262,060 | 8 / 8 |
| 2026-07-25 | $2.19 | $1,315,262,060 | 8 / 8 |
| 2026-07-26 | $2.19 | $1,315,262,060 | 8 / 8 |
| 2026-07-27 | $2.19 | $1,315,262,060 | 8 / 8 |
| 2026-07-28 | $2.19 | $1,315,262,061 | 5 / 6 |
| 2026-07-29 | $2.19 | $1,315,262,060 | 8 / 8 |
| 2026-07-30 | $2.19 | $1,315,262,060 | 8 / 8 |
| 2026-07-31 | $2.19 | $1,300,512,314 | 5 / 6 |
| 2026-08-01 | $2.19 | $1,300,512,314 | 5 / 6 |
| 2026-08-02 | $2.16 | $1,292,927,190 | 8 / 8 |
| 2026-08-03 | $2.16 | $1,292,954,314 | 5 / 6 |
| 2026-08-04 | $2.16 | $1,292,954,314 | 5 / 6 |
| 2026-08-05 | $2.09 | $1,288,278,560 | 8 / 8 |
| 2026-08-06 | $2.16 | $1,292,954,314 | 5 / 6 |
| 2026-08-07 | $2.16 | $1,292,954,314 | 5 / 6 |
| 2026-08-08 | $2.09 | $1,288,278,560 | 8 / 8 |
| 2026-08-09 | $2.09 | $1,288,278,560 | 8 / 8 |
| 2026-08-10 | $2.16 | $1,292,954,314 | 5 / 6 |
| 2026-08-12 | $2.16 | $1,292,954,314 | 5 / 6 |
| 2026-08-13 | $2.09 | $1,288,278,560 | 8 / 8 |
| 2026-08-14 | $2.16 | $1,292,954,314 | 5 / 6 |
| 2026-08-15 | $2.16 | $1,292,954,314 | 5 / 6 |
| 2026-08-16 | $2.16 | $1,292,954,314 | 5 / 6 |
| 2026-08-17 | $2.16 | $1,292,954,314 | 5 / 6 |
| 2026-08-18 | $2.16 | $1,292,954,314 | 5 / 6 |
| 2026-08-19 | $2.16 | $1,292,954,314 | 5 / 6 |
| 2026-08-20 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-08-21 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-08-22 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-08-23 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-08-24 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-08-25 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-08-26 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-08-27 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-08-28 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-08-29 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-08-30 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-08-31 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-09-01 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-09-02 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-09-03 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-09-04 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-09-05 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-09-06 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-09-07 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-09-08 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-09-09 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-09-10 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-09-11 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-09-12 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-09-13 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-09-14 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-09-15 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-09-16 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-09-17 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-09-18 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-09-19 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-09-20 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-09-21 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-09-22 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-09-23 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-09-24 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-09-25 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-09-26 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-09-27 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-09-28 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-09-29 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-09-30 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-10-01 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-10-02 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-10-03 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-10-04 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-10-05 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-10-06 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-10-07 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-10-08 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-10-09 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-10-10 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-10-11 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-10-12 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-10-13 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-10-14 | $2.09 | $1,288,305,689 | 5 / 6 |
| 2026-10-15 | $2.06 | $1,287,969,314 | 5 / 6 |
| 2026-10-16 | $2.06 | $1,287,969,314 | 5 / 6 |
| 2026-10-17 | $2.06 | $1,287,969,314 | 5 / 6 |
| 2026-10-18 | $2.06 | $1,287,969,314 | 5 / 6 |
| 2026-10-19 | $2.06 | $1,287,969,314 | 5 / 6 |
| 2026-10-20 | $2.06 | $1,287,969,314 | 5 / 6 |
| 2026-10-21 | $2.06 | $1,287,969,314 | 5 / 6 |
| 2026-10-22 | $2.06 | $1,287,969,314 | 5 / 6 |
| 2026-10-23 | $2.06 | $1,287,969,314 | 5 / 6 |
| 2026-10-24 | $2.06 | $1,287,969,314 | 5 / 6 |
| 2026-10-25 | $2.06 | $1,287,969,314 | 5 / 6 |
| 2026-10-26 | $2.06 | $1,287,969,314 | 5 / 6 |
| 2026-10-27 | $2.06 | $1,287,969,314 | 5 / 6 |
| 2026-10-28 | $2.06 | $1,287,969,314 | 5 / 6 |
| 2026-10-29 | $2.06 | $1,287,969,314 | 5 / 6 |
| 2026-10-30 | $2.04 | $1,263,672,344 | 5 / 6 |
| 2026-10-31 | $2.06 | $1,255,772,344 | 5 / 6 |
| 2026-11-01 | $2.06 | $1,255,772,344 | 5 / 6 |
| 2026-11-02 | $2.06 | $1,255,772,344 | 5 / 6 |
| 2026-11-03 | $2.02 | $1,244,299,344 | 5 / 6 |
| 2026-11-04 | $2.01 | $1,239,810,110 | 5 / 6 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 7 Buy / Strong Buy · 1 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 1 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.