Option Care Health, Inc.

Option Care Health, Inc.

OPCHยทNASDAQ

$20.53

+1.2%
HealthcareMedical - Care Facilities

Option Care Health, Inc. offers home and alternate site infusion services in the United States. The company provides anti-infective therapies; home infusion services to treat heart failures; home parenteral nutrition and enteral nutrition support services for numerous acute and chronic conditions, such as stroke, cancer, and gastrointestinal diseases; immunoglobulin infusion therapies for the treatment of immune deficiencies; and treatments for chronic inflammatory disorders, including Crohn's disease, plaque psoriasis, psoriatic arthritis, rheumatoid arthritis, ulcerative colitis, and other chronic inflammatory disorders. It also offers treatments to manage the progression of neurological disorders, such as amyotrophic lateral sclerosis and duchenne muscular dystrophy; infusion therapies for bleeding disorders; therapies that women need to survive and thrive through high-risk pregnancies; and other infusion therapies to treat various conditions, including pain management, chemotherapy, and respiratory medications, as well as nursing services. Option Care Health, Inc. is headquartered in Bannockburn, Illinois.

At a Glance

Live Snapshot
Market Cap$3.22B
EPS1.2800
P/E Ratio16.04
Earnings Date07/29/2026
opch

Option Care Health, Inc. Street Expectations Map

OPCH ยท NASDAQ

Wall Street analysts project that OPCH stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 32.38, with estimates ranging from a low of 26.00 to a high of 39.00.

Lowest Target
26.00
26.64%
Consensus Target
32.38
57.72%
Highest Target
39.00
89.97%

The consensus 1-year price target stands at 32.38, with estimates ranging from a low of 26.00 to a high of 39.00.

Analyst Consensus Analysis

Upside Potential

+57.7%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

40.1% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

opch

Option Care Health, Inc. Forward Estimates of Revenue

OPCH ยท NASDAQ
Latest Revenue
5.65B
FY 2025
Avg Estimate
6.06B
FY 2026
Estimate Range
6.01B - 6.14B
Analyst Spread

Forward Growth Analysis

Projected Growth+7.3%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

opch

Option Care Health, Inc. Forward Estimates of Net Income

OPCH ยท NASDAQ
Latest Net Income
207.59M
FY 2025
Avg Estimate
324.89M
FY 2026
Estimate Range
314.41M - 335.37M
Analyst Spread

Forward Growth Analysis

Projected Growth+56.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

opch

Option Care Health, Inc. Forward Estimates of EPS

OPCH ยท NASDAQ
Latest EPS
1.28
FY 2025
Avg Estimate
$1.88
FY 2026
Estimate Range
$1.82 - $1.94
Analyst Spread

Forward Growth Analysis

Projected Growth+46.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

opch

Option Care Health, Inc. Forward Estimates of EBIT

OPCH ยท NASDAQ
Latest EBIT
337.91M
FY 2025
Avg Estimate
381.70M
FY 2026
Estimate Range
378.58M - 386.71M
Analyst Spread

Forward Growth Analysis

Projected Growth+13.0%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

opch

Option Care Health, Inc. Forward Estimates of EBITDA

OPCH ยท NASDAQ
Latest EBITDA
408.60M
FY 2025
Avg Estimate
490.15M
FY 2026
Estimate Range
486.13M - 496.58M
Analyst Spread

Forward Growth Analysis

Projected Growth+20.0%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

opch

Option Care Health, Inc. Forward Estimates of SG&A Expense

OPCH ยท NASDAQ
Latest SG&A Expense
682.45M
FY 2025
Avg Estimate
883.42M
FY 2026
Estimate Range
876.18M - 895.00M
Analyst Spread

Forward Growth Analysis

Projected Growth+29.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

opch

Option Care Health, Inc. Insider Positioning

OPCH ยท NASDAQ

During the last 12 months, insiders have purchased $4.54M and sold $1.17M worth of OPCH shares, resulting in $3.37M of net buying activity.

3 Months

Bought

89.5K

1.88M

Sold

0

0.00

Net Activity

+1.9M

+$1.88M

3-6 Months

Bought

0

0.00

Sold

36.3K

1.17M

Net Activity

-1.2M

-$1.17M

6-9 Months

Bought

41.4K

1.09M

Sold

0

0.00

Net Activity

+1.1M

+$1.09M

9-12 Months

Bought

57.8K

1.58M

Sold

0

0.00

Net Activity

+1.6M

+$1.58M

Top Buyers

1
KHMJJ

Kraemer Harry M Jansen Jr

Director

110.6K sharesโ€ข3 transactions

$2.75M

2
STP

Sullivan Timothy P

Director

44.2K sharesโ€ข2 transactions

$1.05M

3
SM

Sethna Meenal

Officer: Chief Financial Officer

16.2K sharesโ€ข1 transactions

$327K

4
RJC

Rademacher John Charles

Director, Officer: Chief Executive Officer

12.5K sharesโ€ข1 transactions

$265K

5
WNL

Wright Norman L.

Director

3.4K sharesโ€ข1 transactions

$100K

Top Sellers

1
PRC

Pate R Carter

Director

30.3K sharesโ€ข1 transactions

$971K

2
BM

Bavaro Michael

Officer: Chief Human Resources Officer

6.0K sharesโ€ข1 transactions

$198K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $3.37M net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

3.88:1

Exceptional buy/sell ratio. Buying dramatically outweighs sellingโ€”one of the strongest possible insider signals.

Recent Trend (3 Months)

$1.88M

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

High Buying

5 insider buyers vs. 2 sellers. Broad-based buying across management team suggests widespread confidence.

Insider Activity Insight

Strong confluence of bullish signals: High buy/sell ratio, multiple insiders participating, and recent buying momentum all point to significant insider confidence. This level of coordinated buying often precedes positive developments.