Option Care Health (NASDAQ:OPCH) Price Target Lowered to $23.00 at TD Cowen

Key Points

• TD Cowen cut its price target on Option Care Health from $37 to $23 and kept a "hold" rating, implying roughly a 14.5% upside from the current share price.
• The company’s recent Q1 release included a revenue miss and a lowered FY26 revenue and EPS guidance (EPS $1.82–1.92; revenue $5.7–5.8B), which triggered heavy selling, increased volatility and multiple securities‑fraud investigations.
• Analyst opinion is mixed: the consensus is a "Moderate Buy" with a $32 target, but individual price targets and ratings vary widely while the stock trades near $20 amid the pullback.

Option Care Health (NASDAQ:OPCH - Get Free Report) had its target price cut by research analysts at TD Cowen from $37.00 to $23.00 in a research report issued on Friday,Benzinga reports. The firm presently has a "hold" rating on the stock. TD Cowen's target price would indicate a potential upside of 14.46% from the company's current price.

Several other equities research analysts have also recently commented on OPCH. National Bank Financial set a $37.00 price target on Option Care Health in a research note on Tuesday, January 27th. Deutsche Bank Aktiengesellschaft reissued a "buy" rating and issued a $26.00 price target on shares of Option Care Health in a research note on Friday. Morgan Stanley boosted their price target on Option Care Health from $35.00 to $38.00 and gave the company an "overweight" rating in a research note on Tuesday, January 13th. Barrington Research set a $32.00 price target on Option Care Health in a research note on Friday. Finally, UBS Group set a $39.00 price target on Option Care Health in a research note on Friday. One research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $32.00.

Option Care Health Stock Down 1.2%

NASDAQ:OPCH traded down $0.24 on Friday, hitting $20.10. 4,432,640 shares of the company's stock traded hands, compared to its average volume of 2,053,284. The company has a current ratio of 1.53, a quick ratio of 0.96 and a debt-to-equity ratio of 0.87. Option Care Health has a 1 year low of $18.01 and a 1 year high of $36.80. The firm has a 50-day moving average price of $29.15 and a 200-day moving average price of $30.69. The company has a market cap of $3.15 billion, a PE ratio of 15.72, a price-to-earnings-growth ratio of 1.50 and a beta of 0.95.

Option Care Health (NASDAQ:OPCH - Get Free Report) last announced its quarterly earnings results on Tuesday, February 24th. The company reported $0.46 EPS for the quarter, meeting the consensus estimate of $0.46. The business had revenue of $1.47 billion during 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%.The firm's quarterly revenue was up 8.8% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.44 EPS. Equities analysts anticipate that Option Care Health will post 1.69 EPS for the current fiscal year.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the business. V Square Quantitative Management LLC acquired a new position in shares of Option Care Health during the fourth quarter worth approximately $25,000. Cornerstone Planning Group LLC lifted its holdings in shares of Option Care Health by 7,621.4% during the third quarter. Cornerstone Planning Group LLC now owns 1,081 shares of the company's stock worth $30,000 after buying an additional 1,067 shares during the last quarter. Advisory Services Network LLC acquired a new position in shares of Option Care Health during the third quarter worth approximately $35,000. McIlrath & Eck LLC acquired a new position in shares of Option Care Health during the second quarter worth approximately $37,000. Finally, Caitong International Asset Management Co. Ltd acquired a new position in shares of Option Care Health during the third quarter worth approximately $38,000. 98.05% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Option Care Health

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

About Option Care Health

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.

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