TD Cowen Issues Pessimistic Forecast for Option Care Health (NASDAQ:OPCH) Stock Price

Option Care Health (NASDAQ:OPCH) had its price objective decreased by research analysts at TD Cowen from $37.00 to $23.00 in a research report issued to clients and investors on Friday,Benzinga reports. The brokerage currently has a “hold” rating on the stock. TD Cowen’s target price indicates a potential upside of 14.46% from the stock’s current price.

A number of other research firms have also recently issued reports on OPCH. Citizens Jmp restated a “market outperform” rating and set a $38.00 price objective (up from $36.00) on shares of Option Care Health in a research report on Tuesday, January 13th. Jefferies Financial Group restated a “buy” rating and set a $37.00 price objective on shares of Option Care Health in a research report on Tuesday, January 13th. UBS Group set a $39.00 price objective on Option Care Health in a research report on Friday. Stephens set a $30.00 price objective on Option Care Health in a research report on Friday. Finally, National Bank Financial set a $37.00 price target on Option Care Health in a research report on Tuesday, January 27th. One equities research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, Option Care Health presently has a consensus rating of “Moderate Buy” and an average price target of $32.00.

Option Care Health Stock Performance

Shares of OPCH traded down $0.24 on Friday, reaching $20.10. 4,432,640 shares of the stock traded hands, compared to its average volume of 2,053,284. The firm has a market cap of $3.15 billion, a price-to-earnings ratio of 15.72, a P/E/G ratio of 1.50 and a beta of 0.95. The company has a debt-to-equity ratio of 0.87, a current ratio of 1.53 and a quick ratio of 0.96. Option Care Health has a 12 month low of $18.01 and a 12 month high of $36.80. The stock’s 50-day moving average price is $29.15 and its 200-day moving average price is $30.69.

Option Care Health (NASDAQ:OPCH) last released its quarterly earnings data on Tuesday, February 24th. The company reported $0.46 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.46. The business had revenue of $1.47 billion for the quarter, compared to analysts’ expectations of $1.46 billion. Option Care Health had a return on equity of 18.57% and a net margin of 3.67%.Option Care Health’s quarterly revenue was up 8.8% on a year-over-year basis. During the same period in the previous year, the business posted $0.44 earnings per share. Equities analysts forecast that Option Care Health will post 1.69 EPS for the current fiscal year.

Institutional Trading of Option Care Health

Several large investors have recently made changes to their positions in OPCH. Royal Bank of Canada grew its holdings in shares of Option Care Health by 20.7% during the first quarter. Royal Bank of Canada now owns 231,161 shares of the company’s stock worth $8,078,000 after purchasing an additional 39,661 shares during the last quarter. AQR Capital Management LLC grew its holdings in shares of Option Care Health by 162.6% during the first quarter. AQR Capital Management LLC now owns 41,633 shares of the company’s stock worth $1,450,000 after purchasing an additional 25,777 shares during the last quarter. Empowered Funds LLC bought a new stake in shares of Option Care Health during the first quarter worth $208,000. Invesco Ltd. grew its holdings in shares of Option Care Health by 2.7% during the second quarter. Invesco Ltd. now owns 294,363 shares of the company’s stock worth $9,561,000 after purchasing an additional 7,678 shares during the last quarter. Finally, EverSource Wealth Advisors LLC grew its holdings in shares of Option Care Health by 528.1% during the second quarter. EverSource Wealth Advisors LLC now owns 1,407 shares of the company’s stock worth $46,000 after purchasing an additional 1,183 shares during the last quarter. Institutional investors own 98.05% of the company’s stock.

More Option Care Health News

Here are the key news stories impacting Option Care Health this week:

• Neutral Sentiment: Company Q1 release and FY guidance — Option Care reported Q1 results and set FY26 EPS guidance of $1.82–1.92 and revenue guidance of $5.7–5.8B (below Street revenue consensus). This is the company’s official disclosure that markets are digesting. Option Care Health Announces Financial Results for the First Quarter Ended March 31, 2026
• Negative Sentiment: Revenue miss and guidance cut pressured the stock — Q1 revenue was reported at roughly $1.35B vs. ~ $1.40B consensus and the company lowered its full‑year revenue outlook, a combination that drove an immediate share drop. Option Care Health (NASDAQ:OPCH) Misses Q1 CY2026 Revenue Estimates, Stock Drops 14.4%
• Negative Sentiment: Conflicting/mixed earnings messaging added volatility — some transcripts and outlets reported an EPS miss (transcript excerpts show $0.29 vs $0.37 expectation) while the company/other services published different EPS figures, creating confusion and trading churn. Option Care Health, Inc. (NASDAQ:OPCH) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Multiple securities‑fraud investigations announced — several plaintiff firms (Levi & Korsinsky, Holzer & Holzer, Block & Leviton, Johnson Fistel, etc.) have opened inquiries into the company’s disclosures, which can prolong selling pressure and create headline risk. ATTENTION OPCH Investors: Securities Fraud Investigation Underway – Contact Levi & Korsinsky
• Negative Sentiment: Analyst action — Bank of America cut OPCH from Buy to Neutral and set a $22 price target, which reduces buy‑side conviction despite a modest implied upside. (Bank of America action reported 5/1; no direct link provided in the feed.)
• Negative Sentiment: High volume and steep intraday selling — market reports show elevated trading volume and a sharp intra‑day decline following the release and commentary, signaling short‑term technical weakness. Option Care Health stock slides after Q1 revenue miss and guidance cut

Option Care Health Company Profile

Option Care Health (NASDAQ: OPCH) is a leading provider of home and alternate site infusion services in the United States. The company specializes in the administration of injectable therapies, including antibiotics, nutrition, hydration, immunoglobulin, pain management and specialty pharmaceuticals. Through its nationwide network of infusion pharmacies and nursing professionals, Option Care Health delivers customized care plans and in-home nursing visits to patients managing complex or chronic conditions outside of a hospital setting.

Option Care Health traces its current structure to the completion of its merger with BioScrip in early 2021, combining two of the industry’s most experienced home infusion businesses.