Option Care Health Projects Strong Revenue Growth for 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 30 2024
0mins
Should l Buy OPCH?
Source: Business Insider
Option Care Health's stock rose by 9.14% as it crossed above the 5-day SMA, reflecting positive market response to its financial projections.
The company reported anticipated net revenue for 2026 to reach between $5.8 billion and $6 billion, alongside an increase in its share repurchase program authorization from $500 million to $1 billion, which is expected to enhance shareholder value. This strong financial outlook and strategic moves are likely to attract increased investor interest, despite the overall market weakness.
The positive projections for revenue and earnings per share indicate a solid growth trajectory for Option Care Health, positioning it favorably in the healthcare sector and potentially boosting its market confidence.
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Analyst Views on OPCH
Wall Street analysts forecast OPCH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for OPCH is 36.22 USD with a low forecast of 27.00 USD and a high forecast of 40.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
10 Analyst Rating
9 Buy
1 Hold
0 Sell
Strong Buy
Current: 34.170
Low
27.00
Averages
36.22
High
40.00
Current: 34.170
Low
27.00
Averages
36.22
High
40.00
About OPCH
Option Care Health, Inc. is an independent provider of home and alternate site infusion services. The Company’s infusion services include the clinical management of infusion therapy, nursing support and care coordination. It provides a therapy portfolio through its network of 92 full-service pharmacies and 93 stand-alone ambulatory infusion suites. It administers a wide variety of therapies and services, including anti-infectives infusion, nutrition support, immunoglobulin infusion, chronic inflammatory disorders, neurological disorders, bleeding disorders infusion, Naven health, women’s health, heart failure, and others. Its home infusion services include medication and supplies for administration and use at home or within one of its ambulatory infusion suites, consultation and education regarding the patient’s condition and the prescribed medication nursing support, clinical monitoring and assistance in monitoring potential side effects, and assistance in obtaining reimbursement.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Strong Financial Performance: Option Care Health's Q4 net revenue is projected between $1.46 billion and $1.47 billion, with GAAP net income ranging from $59.1 million to $62.4 million, indicating robust growth potential in the healthcare sector.
- Earnings Per Share Improvement: GAAP diluted EPS is expected to be between $0.37 and $0.39, while adjusted diluted EPS ranges from $0.46 to $0.49, surpassing market expectations and reflecting ongoing enhancements in the company's profitability.
- 2025 Financial Outlook: The company anticipates 2025 net revenue between $5.645 billion and $5.655 billion, with GAAP net income projected at $208.2 million to $211.5 million, demonstrating confidence in future growth despite biosimilar headwinds.
- 2026 Guidance Expectations: For 2026, net revenue is expected to range from $5.8 billion to $6.0 billion, with adjusted diluted EPS between $1.82 and $1.92, indicating a proactive strategic positioning in clinical expansion and market demand growth.
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- Profitability Improvement: The company expects non-GAAP net income to range from $73.8 million to $79 million, slightly down from $75.5 million year-over-year, with projected earnings per share of $0.46 to $0.49, reflecting stable profitability.
- Expanded Stock Buyback Program: The board has authorized management to repurchase up to $1 billion in stock, doubling last year's $500 million authorization, demonstrating confidence in future growth and commitment to shareholder value.
- Positive Market Reaction: Following the financial announcement, Option Care Health's stock price surged over 8%, reflecting investor optimism about the company's future performance and increasing demand for its shares.
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- Earnings Per Share Improvement: GAAP diluted EPS is expected to be between $0.37 and $0.39, while adjusted diluted EPS ranges from $0.46 to $0.49, surpassing market expectations and reflecting ongoing enhancements in the company's profitability.
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- 2026 Guidance Expectations: For 2026, net revenue is expected to range from $5.8 billion to $6.0 billion, with adjusted diluted EPS between $1.82 and $1.92, indicating a proactive strategic positioning in clinical expansion and market demand growth.
See More
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- Optimistic Financial Outlook: Option Care Health anticipates Q4 2025 net sales between $1.46 billion and $1.47 billion, up from $1.35 billion in the same quarter last year, indicating strong market performance and growth potential.
- Profitability Improvement: The company expects non-GAAP net income to range from $73.8 million to $79 million, slightly down from $75.5 million year-over-year, with projected earnings per share of $0.46 to $0.49, reflecting stable profitability.
- Expanded Stock Buyback Program: The board has authorized management to repurchase up to $1 billion in stock, doubling last year's $500 million authorization, demonstrating confidence in future growth and commitment to shareholder value.
- Positive Market Reaction: Following the financial announcement, Option Care Health's stock price surged over 8%, reflecting investor optimism about the company's future performance and increasing demand for its shares.
See More
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- Credit Card Company Pressure: After President Trump stated that credit card lenders would be “in violation of the law” if they do not cap interest rates at 10%, companies like Visa (V) and Mastercard (MA) faced declines for the second consecutive day, exacerbating market unease.
- Oil Price Surge: Geopolitical risks have pushed WTI crude oil prices up more than 2% to a 2.25-month high, boosting energy stocks and indicating a renewed investor confidence in the energy sector.
- Economic Data Focus: The market is keenly awaiting upcoming economic data, including expected increases in November PPI and retail sales, reflecting cautious optimism among investors regarding future economic trends.
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- Credit Card Companies Under Pressure: Following President Trump's statement that credit card companies would be in violation of the law if they do not cap interest rates at 10%, major credit card stocks like Mastercard and Visa fell over 5% for the second consecutive day, negatively impacting the overall market sentiment.
- Rising Oil Prices: Geopolitical tensions have pushed WTI crude oil prices up more than 3% to a 2.25-month high, driving energy stocks higher and indicating strong demand and supply concerns in the energy sector.
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- Sales Forecast Upgrade: Moderna's shares surged over 14% after CEO Stéphane Bancel projected 2025 sales at approximately $1.9 billion during JPMorgan's health-care conference, exceeding the midpoint of its earlier guidance, indicating strong market optimism about product demand.
- Financial Guidance Increase: Cardinal Health raised its full-year guidance, expecting adjusted earnings of at least $10 per share, above the previous range of $9.65 to $9.86, resulting in a nearly 4% increase in its stock price, reflecting enhanced market confidence in its profitability.
See More
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- Operating Expense Improvement: The company also lowered its projected GAAP operating expenses for 2025 by $200 million, demonstrating improved cost control capabilities that lay a solid foundation for future profitability.
- Increased Cash Balance: Moderna anticipates an end-of-year cash balance of approximately $8.1 billion, providing strong support for the company's R&D and market expansion efforts, further solidifying its market position.
- Strong Stock Performance: Following the positive news, Moderna's stock surged 12.8% to $38.20 on Tuesday, reflecting market optimism regarding its future growth potential.
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