$OPCH

Option Care Health, Inc.

Insider trades

No enriched coverage for $OPCH in the last 7 days.

No SEC Form 4 filings for $OPCH in the last 30 days.

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Option Care Health, Inc. Q2 2026 Earnings Call Summary

Strategic Execution and Portfolio Recovery Performance beat driven by high-single-digit organic growth in the acute portfolio, where the company's national scale and local responsiveness facilitate time-sensitive hospital discharges. The chronic inflammatory disease (CID) portfolio reached a stabilization point following a first-quarter reset, with patient census beginning to rise sequentially despite biosimilar pricing headwinds.

Ensign Group, Humana, Vitas Healthcare, Option Care Health report second-quarter earnings

Ensign Group, Humana, Vitas Healthcare and Option Care Health reported Q2 earnings. Ensign said strong demand, 398 skilled nursing operations, and liquidity of about $262.3M cash plus $591.6M credit capacity, and expects more acquisitions and new states in H2. Humana reaffirmed Medicare Advantage growth and said Gentiva divestiture (~$900M) funds MaxHealth. Vitas reported $443.3M net revenue, up 11.9%. Option Care said results exceeded internal expectations.

Option Care Health (NASDAQ:OPCH) Posts Better

Option Care Health (OPCH) reported Q2 CY2026 revenue of $1.44 billion, up 1.9% year over year, beating Wall Street’s expectations. The company guided full-year revenue to about $5.73 billion. Non-GAAP profit was $0.45 per share, 5.4% above consensus. Shares rose about 6.5% to $23.95 after the release.

OPCH sentiment & insider activity

Recent OPCH coverage spans earnings, financial news and market movers.

What's driving OPCH

  • Guidance and margin drivers for 2H 2026, plus a $150M buyback, frame near-term earnings power and risk around CID stabilization and biosimilar pricing.

    yahoo.com · Jul 31, 2026

  • A beat versus internal expectations can support near-term momentum, though the article provides no quantified guidance.

    mcknightsseniorliving.com · Jul 29, 2026

  • Beat on revenue and adjusted EPS, with full-year revenue guidance around $5.73B, supports near-term sentiment but highlights only modest growth.

    financialcontent.com · Jul 29, 2026

  • The filing provides fresh earnings and guidance datapoints plus a $150M share repurchase, which can drive near-term repricing versus prior expectations.

    SEC EDGAR 8-K · Jul 29, 2026

  • The article frames consensus as revenue flat YoY and notes the company rarely misses revenue estimates, implying limited upside unless guidance or margins surprise.

    tradingview.com · Jul 28, 2026

alphai scores every news story that mentions OPCH with an AI model for sentiment and relevance, and aggregates insider trades from Option Care Health, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $OPCH

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$OPCHMed

Option Care Health, Inc. Q2 2026 Earnings Call Summary

Strategic Execution and Portfolio Recovery Performance beat driven by high-single-digit organic growth in the acute portfolio, where the company's national scale and local responsiveness facilitate time-sensitive hospital discharges. The chronic inflammatory disease (CID) portfolio reached a stabilization point following a first-quarter reset, with patient census beginning to rise sequentially despite biosimilar pricing headwinds.

Ensign Group, Humana, Vitas Healthcare, Option Care Health report second-quarter earnings

Ensign Group, Humana, Vitas Healthcare and Option Care Health reported Q2 earnings. Ensign said strong demand, 398 skilled nursing operations, and liquidity of about $262.3M cash plus $591.6M credit capacity, and expects more acquisitions and new states in H2. Humana reaffirmed Medicare Advantage growth and said Gentiva divestiture (~$900M) funds MaxHealth. Vitas reported $443.3M net revenue, up 11.9%. Option Care said results exceeded internal expectations.

$OPCHMedAI 8/10

Option Care Health (NASDAQ:OPCH) Posts Better

Option Care Health (OPCH) reported Q2 CY2026 revenue of $1.44 billion, up 1.9% year over year, beating Wall Street’s expectations. The company guided full-year revenue to about $5.73 billion. Non-GAAP profit was $0.45 per share, 5.4% above consensus. Shares rose about 6.5% to $23.95 after the release.

$OPCHMed

Option Care Health, Inc. (OPCH): Results of Operations and Financial Condition

Option Care Health, Inc. (OPCH) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 exhibit991-q22026.htm EX-99.1 Document Exhibit 99.1 OPTION CARE HEALTH ANNOUNCES FINANCIAL RESULTS FOR THE SECOND QUARTER ENDED JUNE 30, 2026 BANNOCKBURN, IL., July 29, 2026 - Option Care Health, Inc. (the “Company” or “Option Care Health”) (Nasdaq: OPCH), the nation’s

Option Care Health (OPCH) Reports Earnings Tomorrow: What To Expect

Option Care Health (OPCH) is scheduled to report earnings Wednesday morning. Last quarter, it posted revenue of $1.35B, up 1.3% YoY, but missed analysts’ revenue expectations. Full-year revenue guidance missed expectations while EBITDA guidance met. Analysts expect this quarter’s revenue to be flat YoY; the average price target is $28.08 vs $21.65.

Option Care Health (OPCH) Stock Trades Up, Here Is Why

Option Care Health shares rose about 3.7% in the morning after Goldman Sachs initiated coverage with a Neutral rating and a $22 price target, implying upside from around $20.51. The stock had fallen 33% over six months. The article notes the company recently reported Q1 2026 revenue of $1.35B (+1.3% YoY) and cut full-year revenue guidance to a $5.73B midpoint.

$MDTMed

Top 3 Health Care Stocks That Are Set To Fly In Q2

This article highlights three oversold healthcare stocks – Medtronic (MDT), Option Care Health (OPCH), and Genprex (GNPX) – that could see upward movement in Q2, based on a Relative Strength Index (RSI) near or below 30. It details recent company news, stock performance, and RSI values for each, suggesting an opportunity for investors to consider undervalued companies. The piece utilizes Benzinga Pro data to identify these potential breakouts.

$OPCHLow

OPCH - Option Care Health Inc Stock Price and Quote

Option Care Health Inc. (OPCH) saw its stock close down significantly after cutting its 2026 revenue outlook due to a larger Stelara reset, despite maintaining its EBITDA/EPS guidance. The article provides comprehensive financial data, analyst ratings history, and recent news headlines related to the company's performance, including insider transactions.

$OPCHMed

Game Creek Capital LP Purchases New Shares in Option Care Health, Inc. $OPCH

Game Creek Capital LP has acquired a new stake of 55,000 shares in Option Care Health, Inc. (NASDAQ:OPCH) during the third quarter, valued at approximately $1.53 million. Other institutional investors also adjusted their holdings in the company, which now sees 98.05% of its stock owned by hedge funds and institutions. Option Care Health reported earnings per share of $0.46, meeting analyst consensus, and analysts forecast $1.22 EPS for the current year.

$OPCHMed

Option Care Health, Inc. (NASDAQ:OPCH) Given Consensus Rating of "Moderate Buy" by Brokerages

Option Care Health, Inc. (NASDAQ:OPCH) has received a consensus rating of "Moderate Buy" from twelve brokerages. Several firms, including Citigroup, Bank of America, Citizens Jmp, and Deutsche Bank, have issued "buy" or "outperform" ratings with target price increases. The company's stock is currently trading around $35.69, with solid financial metrics and substantial institutional ownership.

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