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Option Care Health, Inc. (OPCH) Stock Analysis

Oversold Bounce setup

SellModerate Confidence

Healthcare · Medical Care Facilities

Sell if holding. Momentum 2.7/10 is below the 5.0 floor at $20.33 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Concentration risk — Supplier: top-4 pharmaceutical vendors (68.0%); Concentration risk — Customer: MCOs and non-governmental payers (88.0%).

Option Care Health is the largest independent provider of home and alternate site infusion services, operating through 196 locations in 43 states across the U.S. It earns revenue by dispensing pharmaceuticals and managing infusion therapy for patients with complex chronic... Read more

$20.33+71.6% A.UpsideScore 4.9/10#22 of 27 Medical Care Facilities
Stop $18.91Target $34.88(analyst − 13%)A.R:R 5.4:1
Analyst target$40.09+97.2%11 analysts
$34.88our TP
$20.33price
$40.09mean
$45

Sell if holding. Momentum 2.7/10 is below the 5.0 floor at $20.33 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Concentration risk — Supplier: top-4 pharmaceutical vendors (68.0%); Concentration risk — Customer: MCOs and non-governmental payers (88.0%). Chart setup: Oversold RSI 12, near Bollinger lower, volume surge. Score 4.9/10, moderate confidence.

Passes 6/8 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity no date, semi cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: aggressive.

Thesis

Rewards
Attractive valuation
Analyst upside: 72%
Risks
Concentration risk — Supplier: top-4 pharmaceutical vendors (68.0%)
Concentration risk — Customer: MCOs and non-governmental payers (88.0%)
Weak overall score: 4.9/10

Key Metrics

P/E (TTM)15.9
P/E (Fwd)9.6
Mkt Cap$3.2B
EV/EBITDA10.3
Profit Mgn3.7%
ROE15.2%
Rev Growth8.8%
Beta0.95
DividendNone
Rating analysts18

Quality Signals

Piotroski F7/9

Options Flow

P/C0.16bullish
IV66%elevated
Max Pain$20-1.6% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHSuppliertop-4 pharmaceutical vendors68%
    10-K Item 1A: 'approximately 68% of our pharmaceutical and medical supply purchases were from four vendors'
  • HIGHCustomerMCOs and non-governmental payers88%
    10-K Item 1A: '88% of our revenue came from MCOs and other non-governmental payers, including Medicare Advantage plans, Managed Medicaid plans'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

3 floor-breakers

Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static

Macd
0.0
Obv
1.0
Ma Position
1.0
Vol Acceleration
1.0
Rsi
3.0
Volume
10.0
Capitulation risk (RSI 12, below 200MA)Volume distribution (falling OBV)Below 200-MA, MA slope -1.8%/30d — confirmed downtrendVolume surge (6.9x avg) on selloff

Growth below the gate floor. Component breakdown shows what dragged the score down.static

Earnings Growth
2.3
Revenue Growth
4.7

No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static

Earnings History
0.0
Surprise Avg
2.5
Erm
5.0
News Activity
8.0
GatesMomentum 2.7<4.5Death cross (50MA < 200MA)A.R:R 5.4 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY NO DATESEMI CYCLE PEAK CLEAROversold BounceSuitability: Aggressive
RSI
12 · Oversold
20D MA 50D MA 200D MADEATH CROSSSupport $18.01Resistance $29.80

Price Targets

$19
$35
A.Upside+71.6%
A.R:R5.4:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeCautious

Risk Alerts

! Momentum score 2.7/10 — below 4.5 minimum
! Death cross — 50-day MA below 200-day MA

Earnings

M
M
M
M
0/4 beats
Next Earnings2026-04-30 (nulld)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is OPCH stock a buy right now?

Sell if holding. Momentum 2.7/10 is below the 5.0 floor at $20.33 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Concentration risk — Supplier: top-4 pharmaceutical vendors (68.0%); Concentration risk — Customer: MCOs and non-governmental payers (88.0%). Chart setup: Oversold RSI 12, near Bollinger lower, volume surge. Prior stop was $18.91. Score 4.9/10, moderate confidence.

What is the OPCH stock price target?

Take-profit target: $34.88 (+71.6% upside). Prior stop was $18.91. Stop-loss: $18.91.

What are the risks of investing in OPCH?

Concentration risk — Supplier: top-4 pharmaceutical vendors (68.0%); Concentration risk — Customer: MCOs and non-governmental payers (88.0%); Weak overall score: 4.9/10.

Is OPCH overvalued or undervalued?

Option Care Health, Inc. trades at a P/E of 15.9 (forward 9.6). TrendMatrix value score: 7.8/10. Verdict: Sell.

What do analysts say about OPCH?

18 analysts cover OPCH with a consensus score of 4.3/5. Average price target: $40.

What does Option Care Health, Inc. do?Option Care Health is the largest independent provider of home and alternate site infusion services, operating through...

Option Care Health is the largest independent provider of home and alternate site infusion services, operating through 196 locations in 43 states across the U.S. It earns revenue by dispensing pharmaceuticals and managing infusion therapy for patients with complex chronic conditions, billing primarily to MCOs, Medicare Advantage, and managed Medicaid plans.

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