Overview

• US healthcare technology provider's Q1 revenue fell 10% yr/yr but beat analyst expectations

• Adjusted EPS and adjusted EBITDA for Q1 beat analyst estimates

Outlook

• OptimizeRx sees 2026 revenue between $95 mln and $100 mln

• Company maintains 2026 adjusted EBITDA guidance at $21 mln to $25 mln

• Company expects annualized savings of $3 mln from efficiency initiatives, including $1 mln in 2026

Result Drivers

• MFN PRICING AND MACRO FACTORS - Co said revenue was hurt by most favored nations pricing dynamics and broader macroeconomic pressures leading to more measured customer spending

• CUSTOMER TRACTION - Co said it is seeing traction with existing customers not directly impacted by MFN and with mid-tier and emerging clients

Company press release: ID:nGNX9hxD1t

Key Details

Metric	Beat/Miss	Actual	Consensus Estimate
Q1 Revenue	Beat	$19.8 mln	$18.35 mln (7 Analysts)
Q1 Adjusted EPS		$0.14
Q1 Adjusted Net Income		$2.7 mln
Q1 Adjusted EBITDA		$3.3 mln

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the online services peer group is "buy"

• Wall Street's median 12-month price target for OptimizeRx Corp is $14.00, about 125.4% above its May 11 closing price of $6.21

• The stock recently traded at 6 times the next 12-month earnings vs. a P/E of 12 three months ago

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