OptimizeRx Corp. (OPRX)
NASDAQHealth CareMedical - Healthcare Information ServicesSnapshot 2026-11-04
$8.67-11.71%
Close 2026-11-05 · 1-day change
NASDAQHealth CareMedical - Healthcare Information ServicesSnapshot 2026-11-04
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 | -36.2% |
| Our one-year growth estimate | diamond | 6.9% |
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 2026-11-04.
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 43.1 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 9 industry peers
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: Q2 adjusted EBITDA was $4.9 million, below the $5.8 million from a year earlier. The full-year range depends on later results.
Worry ifQ3 adjusted EBITDA is below $4.9 million. Management cuts the 2026 range to below $21 million.
Less concerning ifQ3 adjusted EBITDA is at least $4.9 million and management keeps the $21M-$25M range.
Why it matters: Q2 revenue fell 30% from a year ago, but OPRX kept its 2026 targets. Q3 results test whether it can still meet them.
Watch forOn November 11, Q3 results keep revenue and adjusted EBITDA on pace for the $95M-$100M and $21M-$25M full-year ranges. Management keeps both ranges.
Also watch forOn November 11, management cuts either 2026 range, or Q3 results make the current ranges hard to reach.
Why it matters: Net revenue retention fell to 90% in the 12 months through June. A rise above 100% would show existing clients spend more.
Supportive ifThe next reported 12-month net revenue retention rate is above 100%.
Worry ifThe next reported rate stays at or below 90%, or falls further.
Why it matters: OPRX paid down $5.3 million during Q2 and $3.0 million after quarter-end. Further payments would keep reducing debt.
Supportive ifA later filing shows term loan principal below the $17.8 million reported for June 30, 2026.
Worry ifA later filing shows term loan principal of $17.8 million or more. It also shows new borrowing beyond the existing $10 million revolver.
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 | ±$201 on $10,000 · ±2.0% | How much price usually moves either way. |
| Bad day | $606 loss on $10,000 · 6.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $7,630 loss on $10,000 · 76.3% | 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: DeepIntent was the first health care ad platform to connect to OPRX's EHR network. Paid use would show this can add revenue.
Supportive ifOPRX reports paid campaigns through DeepIntent's EHR link and names revenue from those campaigns.
Worry ifA later company update reports no paid campaigns or revenue from DeepIntent's EHR link.