tiprankstipranks
Option Care Health (CH:OPCH)
:OPCH

Option Care Health (OPCH) Price & Analysis

0 Followers

OPCH Stock Chart & Stats

Currently, no data available
Please return soon. This page is being updated.

Bulls Say, Bears Say

Bulls Say
Cash GenerationConsistently positive operating cash flow and very high FCF conversion (TTM ~93% of net income; Q2 OCF $184M) underpin durable ability to fund operations, invest in clinics/tech, pay down/ service debt and execute buybacks without relying on external financing.
Top-line Momentum & Portfolio BreadthStrong historical TTM revenue expansion and recent sequential growth reflect successful therapy adoption and volume recovery. Diverse portfolios (acute, IG neuro, rare/orphan) reduce single-product dependency and support sustainable volume-driven revenue growth over the coming quarters.
National Network & Site MixA broad ambulatory/home infusion footprint and recent clinic additions deepen payer relationships and referral capture, aligning with secular shifts toward lower-cost alternate-site care. Scale in sites and nursing suites supports cost efficiency and durable competitive positioning.
Bears Say
CID Portfolio HeadwindsChronic inflammatory (CID) product weakness is a material mix and volume drag expected to reduce revenue and gross profit (~600bps revenue, ~$55M GP). This structural portfolio gap can persist and compress margins and growth until coverage or product mix normalizes.
Margin CompressionNotable decline in net margin over recent periods signals mix and pricing pressure. Lower margins reduce internal funding for growth, increase sensitivity to reimbursement shifts, and make sustained EPS and cash targets harder to achieve absent margin recovery or cost gains.
Balance Sheet / Leverage ClarityManagement reports manageable but material leverage (net debt ~2.1x at Q2) and a TTM data inconsistency that obscures the latest debt picture. Moderate leverage limits strategic flexibility and raises risk if cash generation weakens or if execution falters.

Option Care Health News

OPCH FAQ

What was Option Care Health’s price range in the past 12 months?
Currently, no data Available
What is Option Care Health’s market cap?
Option Care Health’s market cap is CHF2.98B.
    When is Option Care Health’s upcoming earnings report date?
    Option Care Health’s upcoming earnings report date is Oct 29, 2026 which is in 77 days.
      How were Option Care Health’s earnings last quarter?
      Option Care Health released its earnings results on Jul 29, 2026. The company reported CHF0.366 earnings per share for the quarter, beating the consensus estimate of CHF0.346 by CHF0.02.
        Is Option Care Health overvalued?
        According to Wall Street analysts Option Care Health’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
          Does Option Care Health pay dividends?
          Option Care Health does not currently pay dividends.
          What is Option Care Health’s EPS estimate?
          Option Care Health’s EPS estimate is 0.4.
            How many shares outstanding does Option Care Health have?
            Currently, no data Available
            What happened to Option Care Health’s price movement after its last earnings report?
            Option Care Health reported an EPS of CHF0.366 in its last earnings report, beating expectations of CHF0.346. Following the earnings report the stock price went same N/A.
              Which hedge fund is a major shareholder of Option Care Health?
              Currently, no hedge funds are holding shares in CH:OPCH
              What is the TipRanks Smart Score and how is it calculated?
              Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                Option Care Health Stock Smart Score

                Company Description

                Option Care Health

                Option Care Health, Inc. delivers infusion services to patients in their homes and other non-hospital settings throughout the United States. The company offers a broad spectrum of specialized infusion treatments, including therapies for various infections, management of heart failure, and comprehensive nutritional support (both intravenous and tube feeding) for individuals with acute or chronic conditions such as stroke, cancer, and digestive illnesses. They also provide immunoglobulin infusions for immune system deficiencies and treatments targeting chronic inflammatory disorders like Crohn's disease, plaque psoriasis, psoriatic arthritis, rheumatoid arthritis, and ulcerative colitis. Furthermore, Option Care Health assists in managing the progression of neurological conditions such as amyotrophic lateral sclerosis (ALS) and Duchenne muscular dystrophy. They also administer infusion therapies for bleeding disorders and provide crucial support for women experiencing high-risk pregnancies. Other specialized infusion services encompass pain relief, chemotherapy, and respiratory care. Complementing these medical offerings, the company provides professional nursing services. Option Care Health, Inc. maintains its primary corporate office in Bannockburn, Illinois.

                Option Care Health (OPCH) Earnings & Revenues

                OPCH Earnings Call

                Q2 2026
                0:00 / 0:00
                Earnings Call Sentiment|Neutral
                The call presented a balance of meaningful operational and financial positives — including sequential revenue and EBITDA growth, strong cash generation ($184M in Q2), active share repurchases ($150M), clinic expansion, and progress in key portfolios (acute, IG neuro, rare/orphan) — while acknowledging persistent headwinds tied to the CID portfolio that are expected to depress 2026 revenue (~600 bps) and gross profit (~$55M). Management emphasized execution of commercial, technology and cost initiatives to drive sequential improvement through the back half of the year, but several initiatives and new therapy launches carry timing and execution risk.View all CH:OPCH earnings summaries

                OPCH Stock 12 Month Forecast

                Average Price Target

                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
                Similar Stocks
                Company
                Price & Change
                Follow
                Addus Homecare
                Chemed
                National Healthcare
                Surgery Partners
                Aveanna Healthcare Holdings
                Popular Stocks