• In early February 2026, Omnicell, Inc. reported fourth-quarter 2025 revenue of US$313.98 million and a quarterly net loss of US$2.03 million, while issuing first-quarter 2026 revenue guidance of US$300 million to US$310 million and full-year 2026 guidance of US$1.22 billion to US$1.26 billion.
• Although Omnicell grew full-year 2025 revenue to US$1.18 billion from US$1.11 billion, net income shrank to US$2.05 million, highlighting pressure on profitability despite higher sales.
• Now we’ll examine how Omnicell’s shift from modest profit to quarterly loss, alongside its 2026 revenue guidance, affects the prior investment narrative.

We've uncovered the 13 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them.

Omnicell Investment Narrative Recap

To stay invested in Omnicell, you really have to believe that hospitals and pharmacies will keep prioritizing automation and medication management, and that Omnicell can translate that demand into consistent, profitable growth. The latest results complicate that story: revenue in 2025 edged higher, but profitability weakened, and Q4 flipped to a small loss. On the surface, the new 2026 revenue guidance does not radically change the biggest near term swing factor, which remains whether margins can recover, nor the key risk around ongoing cost and pricing pressure.

The most relevant recent announcement here is Omnicell’s February 2026 guidance for Q1 and full year 2026, with projected revenue of US$300 million to US$310 million for Q1 and US$1.215 billion to US$1.255 billion for the year. Set against a 2025 net income of just US$2.05 million on US$1.184 billion of revenue, this guidance keeps the focus firmly on how much of those sales can actually translate into earnings, especially with tariffs, input costs, and competitive pricing all pressing on margins.

Yet investors still need to weigh the risk that cost inflation, buyer consolidation, and commoditization keep eroding pricing power and profitability faster than revenue can grow...

Omnicell's narrative projects $1.3 billion revenue and $30.4 million earnings by 2028.

Uncover how Omnicell's forecasts yield a $51.50 fair value, a 41% upside to its current price.

Exploring Other Perspectives

Some of the most pessimistic analysts were already assuming only about 2.5 percent annual revenue growth to roughly US$1.2 billion and modest margin improvement, so this latest loss and cautious 2026 outlook may push that already harsher narrative even further, reminding you that reasonable people can see the same numbers very differently.

Explore another fair value estimate on Omnicell - why the stock might be worth just $51.50!

Build Your Own Omnicell Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Omnicell research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Omnicell research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Omnicell's overall financial health at a glance.

Interested In Other Possibilities?

These stocks are moving-our analysis flagged them today. Act fast before the price catches up:

• Find 54 companies with promising cash flow potential yet trading below their fair value.
• Invest in the nuclear renaissance through our list of 85 elite nuclear energy infrastructure plays powering the global AI revolution.
• Rare earth metals are the new gold rush. Find out which 30 stocks are leading the charge.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.