Option Care Health, Inc.
Option Care Health provides home and alternate site infusion services to patients with complex and chronic medical conditions across the United States. It contracts with managed care organizations, third-party payers, hospitals, physicians and other referral sources to provide pharmaceuticals, compounded solutions, nursing support, care coordination and clinical monitoring under the direction of patients’ physicians. Its services are delivered in patients’ homes, clinics, physicians’ offices and ambulatory infusion suites. The company operates in one segment, infusion services, with therapies including anti-infectives, nutrition support, immunoglobulin, chronic inflammatory and neurological disorders, bleeding disorders, women’s health and heart failure. Its Naven Health brand provides a nationwide home infusion nursing network and clinical platform. Option Care Health makes most of its money through contracts with third-party payers, including managed care organizations, insurers, employers, Medicare and Medicaid, which reimburse the cost of pharmaceuticals and services. It may also bill patients for amounts not covered by payers and receives fees from certain biotech manufacturers for clinical outcomes and data services. The company is headquartered in Bannockburn, Illinois.
No SEC Form 4 filings for $OPCH in the last 30 days.
See all $OPCH insider activity →Morgan Stanley downgraded Option Care Health from Overweight to Equalweight. The stock has a 5-day change of +0.06%, a 1st Jan change of +37.23%, and a year-to-date change of -2.48%. The downgrade is based on a weighted average of ratings including valuation, EPS revisions, and visibility.
Analysts updated ratings and price targets for several companies. GoDaddy (GDDY) was downgraded by RBC to Sector Perform with a $95 target. Microsoft (MSFT) was downgraded by Phillip Securities to Neutral with a $515 target. T-Mobile (TMUS) was upgraded by Raymond James to Outperform with a $170 target. Other companies affected include HubSpot (HUBS), Palantir (PLTR), and Marathon Petroleum (MPC).
Service Properties Trust (SSVC) received a $2.0B acquisition offer from TKO LLC. Viatris (VTRS) agreed to buy Pacira BioSciences (PCRX) for $1.65B. Option Care Health (OPCH) surged 34% after a $5.8B acquisition deal with CD&R and McKesson (MCK). Energy Transfer (ET) will acquire Vaquero Midstream for $2.625B. Emera (EMA) and Canadian Utilities (CDUAF) agreed to a $10B merger. Cenovus Energy (CVE) will acquire Athabasca Oil (ATHOF) for ~$5.7B.
Over the past 7 days, AlphAI's AI scored 1 news story mentioning OPCH (Option Care Health, Inc.). Coverage has been balanced: 0 bullish, 1 neutral, and 0 bearish.
Recent OPCH coverage spans financial news, mergers & acquisitions and market movers.
The downgrade signals reduced confidence and may trigger sell pressure.
Mixed signal: downgrade but higher target.
Deal headline likely drives near-term momentum and spreads risk around financing, regulatory review, and deal-close probability.
Privatization removes the company from public markets.
Legal probes create uncertainty around the pending merger, likely pressuring the stock lower.
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.
Morgan Stanley downgraded Option Care Health from Overweight to Equalweight. The stock has a 5-day change of +0.06%, a 1st Jan change of +37.23%, and a year-to-date change of -2.48%. The downgrade is based on a weighted average of ratings including valuation, EPS revisions, and visibility.
1 min readAnalysts updated ratings and price targets for several companies. GoDaddy (GDDY) was downgraded by RBC to Sector Perform with a $95 target. Microsoft (MSFT) was downgraded by Phillip Securities to Neutral with a $515 target. T-Mobile (TMUS) was upgraded by Raymond James to Outperform with a $170 target. Other companies affected include HubSpot (HUBS), Palantir (PLTR), and Marathon Petroleum (MPC).
2 min readService Properties Trust (SSVC) received a $2.0B acquisition offer from TKO LLC. Viatris (VTRS) agreed to buy Pacira BioSciences (PCRX) for $1.65B. Option Care Health (OPCH) surged 34% after a $5.8B acquisition deal with CD&R and McKesson (MCK). Energy Transfer (ET) will acquire Vaquero Midstream for $2.625B. Emera (EMA) and Canadian Utilities (CDUAF) agreed to a $10B merger. Cenovus Energy (CVE) will acquire Athabasca Oil (ATHOF) for ~$5.7B.
1 min readCaribou Biosciences (CRBU) is exploring strategic alternatives, including a potential sale, and will discontinue two CAR-T therapy programs. Viatris (VTRS) agreed to acquire Pacira BioSciences for $1.65B. Uber (UBER) will buy ezCater for $2.3B. Skydance (SKYD) completed its acquisition of Warner Bros. Discovery (WBD). True Food Kitchen filed for Chapter 11 bankruptcy.
3 min readOption Care Health (OPCH) is under investigation by securities law firms regarding its proposed sale to Clayton, Dubilier & Rice and McKesson Corporation. The firms are probing whether OPCH's board secured a fair price and process for investors. The deal, valued at approximately $4.6 billion, includes a 37% upfront premium and a $291.9 million reverse break fee. The shareholder vote on the merger agreement is a key upcoming event.
2 min readPTC (PTC) rose 36% after a $205/share acquisition by Schneider Electric. Blink Charging (BLNK) fell 6.2% due to a contract loss. Onterris (ONT) dropped 6.2% after a price target cut. Option Care Health (OPCH) surged 33.2% on potential $5B acquisition. Penguin Solutions (PENG) gained 3.7% on raised outlook.
2 min readUBS downgraded Option Care Health to 'Neutral' from 'Buy' and set a price target of $32.05. The stock has a 5-day change of +0.13% and a 1st Jan change of +37.51%. The downgrade is based on valuation, EPS revisions, and visibility metrics.
1 min readCiti upgraded Flutter (FLUT) to Buy with a $91 target. Cantor upgraded Humana (HUM) to Overweight with a $460 target. TD Cowen upgraded Marvell (MRVL) to Buy with a $350 target. Evercore upgraded NetApp (NTAP) to Outperform with a $300 target. Citi upgraded XPO (XPO) to Buy with a $224 target. UBS downgraded AppFolio (APPF) to Neutral with a $220 target. William Blair downgraded Option Care Health (OPCH) after its acquisition by CD&R and McKesson (MCK).
2 min readAnalysts updated ratings and price targets for multiple companies. Lululemon (LULU) was downgraded to neutral with a target of $100. Marvell (MRVL) was upgraded to buy with a target of $350. Coinbase (COIN) maintained underweight but raised its target to $149. Microsoft (MSFT) kept outperform with a target of $635. Robinhood (HOOD) maintained overweight with a target of $132.
2 min readLamb Weston (LW) shares rose 11.85% after reporting Q1 sales of $1.67B and raising 2027 EBITDA guidance. Option Care (OPCH) jumped 32.8% on a $5.8B take-private deal. Apogee (APOG) gained 18.7% on strong Q2 earnings and raised FY2027 outlook. Constellation (CEG) surged 14.79% after a Google nuclear deal. RPM (RPM) rose 2.5% on record Q1 results.
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