Option Care Health's stock rose by 9.14% as it crossed above the 5-day SMA, reflecting positive market response to its financial projections.
The company reported anticipated net revenue for 2026 to reach between $5.8 billion and $6 billion, alongside an increase in its share repurchase program authorization from $500 million to $1 billion, which is expected to enhance shareholder value. This strong financial outlook and strategic moves are likely to attract increased investor interest, despite the overall market weakness.
The positive projections for revenue and earnings per share indicate a solid growth trajectory for Option Care Health, positioning it favorably in the healthcare sector and potentially boosting its market confidence.
Wall Street analysts forecast OPCH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for OPCH is 36.22 USD with a low forecast of 27.00 USD and a high forecast of 40.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
10 Analyst Rating
Wall Street analysts forecast OPCH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for OPCH is 36.22 USD with a low forecast of 27.00 USD and a high forecast of 40.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Buy
1 Hold
0 Sell
Strong Buy
Current: 34.720
Low
27.00
Averages
36.22
High
40.00
Current: 34.720
Low
27.00
Averages
36.22
High
40.00
TD Cowen
Hold
upgrade
$27 -> $37
2026-01-27
New
Reason
TD Cowen
Price Target
$27 -> $37
AI Analysis
2026-01-27
New
upgrade
Hold
Reason
TD Cowen raised the firm's price target on Option Care Health to $37 from $27 and keeps a Hold rating on the shares as part of a Q4 earnings preview. The firm says October and November drug trends remain positive for pharmacy benefit mangers and pharmacies.
Barrington
Michael Petusky
Outperform
maintain
$38 -> $42
2026-01-16
Reason
Barrington
Michael Petusky
Price Target
$38 -> $42
2026-01-16
maintain
Outperform
Reason
Barrington analyst Michael Petusky raised the firm's price target on Option Care Health to $42 from $38 and keeps an Outperform rating on the shares after the company announced preliminary Q4 results and disclosed some aspects of its expectations for FY26. While modeling "solidly within" the company's guidance ranges, Option Care has a history of "beat and raise" results, says the analyst, who thinks there is some upside to management's FY26 guidance.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for OPCH
Unlock Now
Stephens
NULL -> Overweight
initiated
$40
2025-12-10
Reason
Stephens
Price Target
$40
2025-12-10
initiated
NULL -> Overweight
Reason
Stephens initiated coverage of Option Care Health with an Overweight rating and $40 price target.
Stephens
NULL -> Overweight
initiated
$40
2025-12-10
Reason
Stephens
Price Target
$40
2025-12-10
initiated
NULL -> Overweight
Reason
As previously reported, Stephens initiated coverage of Option Care Health with an Overweight rating and $40 price target. The company represents an established equity within the Healthcare Services universe underlying its leading, pure-play exposure to infusion services, the analyst tells investors in a research note. Option Care Health is well positioned in the value chain given its alternative-site/home-based orientation offering cost-bending benefits, while structurally exhibiting a premium organic growth baseline vs. traditional settings, the firm added.
About OPCH
Option Care Health, Inc. is an independent provider of home and alternate site infusion services. The Company’s infusion services include the clinical management of infusion therapy, nursing support and care coordination. It provides a therapy portfolio through its network of 92 full-service pharmacies and 93 stand-alone ambulatory infusion suites. It administers a wide variety of therapies and services, including anti-infectives infusion, nutrition support, immunoglobulin infusion, chronic inflammatory disorders, neurological disorders, bleeding disorders infusion, Naven health, women’s health, heart failure, and others. Its home infusion services include medication and supplies for administration and use at home or within one of its ambulatory infusion suites, consultation and education regarding the patient’s condition and the prescribed medication nursing support, clinical monitoring and assistance in monitoring potential side effects, and assistance in obtaining reimbursement.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.