OptimizeRx Corp. (OPRX)
NASDAQHealth CareMedical - Healthcare Information ServicesSnapshot 2026-09-04
$7.87-1.01%
Close 2026-09-04 · 1-day change
NASDAQHealth CareMedical - Healthcare Information ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · OPRX
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -39.5% |
| Our one-year growth estimate | diamond | 6.8% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 46.3 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 22 industry peers · Company calendar date is not available
OPRX — CFO transition
Dated 2026-08-12
Chief Financial & Strategy Officer — Edward Stelmakh: The departure is part of a pre-approved succession plan with named internal successors and advisory transition terms, indicating an orderly handover rather than a sudden loss.
Why it matters: Improvements are needed to help ongoing operations and growth plans.
Supportive ifCash from operations was positive in Q2.
Worry ifCash from operations was negative in Q2.
Why it matters: Improving cash flow is crucial for the company's financial health and future growth.
Supportive ifCash from operations is positive. This shows recovery from the negative $467,000 in Q1.
Worry ifCash from operations is still negative or gets worse. This shows ongoing financial strain.
Why it matters: Staying in this range shows that management can control costs despite revenue issues.
Supportive ifAdjusted EBITDA for Q3 stays between $21 million and $25 million.
Worry ifAdjusted EBITDA is less than $21 million.
Why it matters: The new CCO's plan may greatly affect sales and revenue after the recent change.
Watch forAnnouncement of a clear, positive strategy from the new CCO.
Also watch forNo clear strategy or negative news from the new CCO.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$225 on $10,000 · ±2.3% | How much price usually moves either way. |
| Bad day | $639 loss on $10,000 · 6.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $7,906 loss on $10,000 · 79.1% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Mary Varghese Presti's skills could help the company grow and work better.
Supportive ifManagement shares details of changes made by the new board member's skills.
Worry ifNo clear changes or efforts reported from the new board member in six months.
Why it matters: A bigger drop would show problems with customer spending and market demand.
Worry ifQ3 revenue declines more than 30% compared to Q3 2025.
Less concerning ifQ3 revenue declines less than 30% year over year.
Why it matters: A rise would show better customer loyalty and spending. It shows management's strategies are working.
Supportive ifNet revenue retention is above 90%.
Worry ifNet revenue retention falls below 90%.
Why it matters: Success in these efforts could save $3 million each year. This would help profits.
Supportive ifManagement says they saved $1 million from efficiency efforts by the end of the year.
Worry ifNo savings reported from efficiency efforts by the end of the year.
Why it matters: Meeting this target would show recovery from the 30% decline in Q2 revenue.
Supportive ifQ3 revenue is $24 million or more. This shows recovery.
Worry ifQ3 revenue is less than $24 million. This shows a continued decline.
Why it matters: This shows better margins and more efficient operations.
Supportive ifAdjusted EBITDA is $5 million or more for Q3.
Worry ifAdjusted EBITDA is under $5 million. This shows ongoing margin pressure.
Why it matters: Reducing debt will make the balance sheet stronger and improve stability.
Supportive ifManagement reports a further reduction in debt by at least $3 million in Q3.
Worry ifNo more debt reduction in Q3 could mean financial strain.
Why it matters: AI progress may help connect with customers better. This could lead to more money.
Watch forNew AI product features or partnerships may be announced by year-end.
Also watch forNo major updates on AI by year-end could mean stagnation.