
OPCH Stock Forecast & Price Target
OPCH Analyst Ratings
Bulls say
Option Care Health Inc. has demonstrated strong financial performance, with gross profit reaching $269.0 million, representing an 8% year-over-year growth and exceeding expectations. The company reported a significant increase in gross margin dollar generation of 6.3% for the quarter, indicative of effective operational efficiencies. Additionally, the chronic therapy business has shown robust growth exceeding 10%, while the company has raised its revenue guidance for 2025, now estimating revenues between $5.5 billion and $5.65 billion, a 12% increase compared to the previous year.
Bears say
Option Care Health Inc. faces significant financial challenges, primarily driven by the potential loss of its largest customer, which accounted for 14% of the company's 2023 revenue, posing a substantial risk to revenue and profitability. Additionally, management has indicated a gross profit headwind of over $20 million related to Stelara, with an anticipated annual impact of $65-70 million, further complicating the company's financial outlook. Moreover, the expansion of gross margins is constrained due to the faster growth of lower-margin chronic therapies compared to higher-margin acute therapies, which could hinder future EBITDA margin improvement.
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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