What Happened?

Shares of healthcare tech company Omnicell (NASDAQ: OMCL) jumped 5.9% in the afternoon session after the company reported impressive preliminary second quarter 2025 and full-year profit guidance due to reduced tariffs on imports in China. 

OMCL raised the lower end of its full-year EBITDA forecast and now expects it to fall within $120 million - $145 million (vs. previous guidance of $100 million - $145 million). EPS guidance was also raised to a range of $1.30 - $1.65 (vs. previous guidance of $1.00 - $1.65).

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What The Market Is Telling Us

Omnicell’s shares are quite volatile and have had 18 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

Omnicell is down 35% since the beginning of the year, and at $28.80 per share, it is trading 45.7% below its 52-week high of $53.05 from October 2024. Investors who bought $1,000 worth of Omnicell’s shares 5 years ago would now be looking at an investment worth $438.76.

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