+39%

est. 2Y upside i

HealthcareIPO

Rank

#2395

Sector

Health technology

Est. Liquidity

~0Y

Data Quality

Data: High

Omnicell presents a moderate upside opportunity for a job seeker over a two-year horizon.

Last updated: March 10, 2026

Bull (30%)+100%

Omnicell successfully accelerates its strategic shift to a software and services-led model, driven by strong adoption of the Titan XT and OmniSphere platforms, leading to significant market share gains and margin expansion. Annual Recurring Revenue (ARR) grows by 15%+ annually, pushing total revenue to over $1.5B and justifying a $3.8B valuation by 2028, a 2x increase from current levels.

Base (50%)+30%

Omnicell executes steadily, achieving revenue growth in line with its 2026 guidance of 4-6% and gradually improving profitability despite ongoing tariff costs. The company maintains its strong competitive position in medication management, with modest adoption of new solutions. This leads to a valuation of approximately $2.47B by 2028, reflecting a ~30% increase from the current valuation.

Bear (20%)-30%

Omnicell faces intensified competitive pressure from incumbents like McKesson and BD, coupled with slower-than-expected adoption of new products and persistent margin erosion due to tariffs and unfavorable product mix. Revenue growth stalls below 2% and profitability continues to decline, leading to a valuation of $1.33B, a 30% decrease, significantly impacting common stock value.

Est. time to liquidity~0.0 years

Preference Stack Risk

low

Funding Intensity

1%

Total funding of $20M represents only 1.1% of the current $1.9B valuation, indicating a very low risk from liquidation preferences.

Dilution Risk

moderate

As a public company, dilution primarily stems from ongoing stock-based compensation and potential future equity raises for acquisitions, rather than venture rounds.

Secondary Liquidity

active

As a publicly traded company on NASDAQ (OMCL), there is active secondary market liquidity for its shares.

Questions to Ask at the Interview

Strategic questions based on Omnicell's data — designed to show you've done your homework.

  • 1

    “Given the recent GAAP net loss in Q4 2025 and the anticipated $15 million in tariff costs for 2026, how is Omnicell planning to restore and expand its gross margins, particularly in the context of its shift towards software and services?”

  • 2

    “With the launch of Titan XT and the OmniSphere platform, what specific strategies are in place to accelerate customer adoption and ensure these new offerings translate into significant revenue growth and a successful cabinet replacement cycle, especially considering the 'muted outlook for bookings' in CY26?”

  • 3

    “Omnicell has a strong competitive moat, but faces 'medium' incumbent threat from large players like McKesson and BD. How does the company plan to leverage its intellectual property and customer integrations to defend its market position and potentially gain share from these larger competitors?”

Community

Valuation Sentiment

Our model estimates +39% upside. What do you think?

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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.