
OPCH Stock Forecast & Price Target
OPCH Analyst Ratings
Bulls say
Option Care Health Inc reported a robust growth in gross profit, reaching $269.0 million, which reflects an 8% year-over-year increase and surpasses prior estimates. The chronic therapy segment exhibited notable strength, achieving growth of over 10%, contributing to a positive trajectory in the company's financial performance. Furthermore, the company raised its revenue guidance for 2025 to a range of $5.5 billion to $5.65 billion, indicating an expected 12% year-over-year growth at the midpoint, which reinforces a favorable outlook for future operational results.
Bears say
The negative outlook on Option Care Health Inc. stems from several key financial concerns. Firstly, the company faces significant revenue and profitability risks due to its reliance on a single largest customer, which contributed 14% of its 2023 revenue, indicating that losing this customer could adversely impact overall earnings. Additionally, gross margin expansion appears limited due to the higher growth rates of lower-margin chronic therapies compared to higher-margin acute therapies, coupled with a projected gross profit headwind of over $20 million related to the Stelara item, which could hinder future operating leverage and EBITDA margin growth.
This aggregate rating is based on analysts' research of Option Care Health and is not a guaranteed prediction by Public.com or investment advice.
OPCH Analyst Forecast & Price Prediction
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