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OPCH · NASDAQ · STOCK

Option Care Health (OPCH) Stock Analysis

Healthcare Updated August 17, 2026
$23.37
52W $18.01 – $36.80
65/100
$3.59B
18.0
0.61
AI Committee Verdict
Buy
65/100
Conviction: Moderate · 67% agreement · 6 analysts
+1.4%
-3.9%
0.35:1
Moderate
Buy rating, but near-term risk/reward is unfavorable
The long-term recommendation is based on the composite investment score. The near-term risk/reward is based on nearby support and resistance levels. These can differ when a strong company trades close to resistance with support further below.

Is OPCH Bullish or Bearish?

Bullish. Innellis AI committee rates Option Care Health (OPCH) Buy with a composite score of 65/100 , based on 6 analysts with 67% agreement. Last updated August 17, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +9.93 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -10.07 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The primary driver is vix regime is low -- calm backdrop supports risk-taking. Most analysts agree, and no major concerns are blocking a stronger rating.

Bull & Bear Case

Bull Case
  • ROE of 15.8% shows genuine earnings power backing the valuation — Value
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • MACD histogram positive -- bullish momentum — Technical
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
  • News sentiment is positive (+0.50 across 10 articles, 14d) — News
Bear Case
  • Bollinger bandwidth of 19.5% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 17, 2026
Overall Committee Score
65/100
Agreement
67%
Analysts
6
Conviction
Moderate
Sector Rank
Top 15%
of 192 Healthcare peers
Value Analyst bullish
63 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
+ ROE of 15.8% shows genuine earnings power backing the valuation
Growth Analyst bullish
62 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
Technical Analyst neutral
58 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
Risk Analyst neutral
52 / 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
− Bollinger bandwidth of 19.5% signals elevated volatility
Macro Analyst bullish
80 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst bullish
74 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.50 across 10 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2963.04)
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Investment Thesis Evolution

Committee score moved marginally from 64.8 to 65.1.

Analyst-level changes:
  • News Analyst: +1 bullish signal(s).
  • Portfolio Manager: +1 bearish signal(s).

Comparing 2026-08-16 to 2026-08-17 (1 day apart).

Technical Analysis

RSI (14)
59.5
Neutral
MACD Histogram
0.064
Bullish Momentum
Trend Direction
Sideways
Weekly: Downtrend
Market Structure
Hh Hl
Support
$23.01
Resistance
$24.27
Bollinger %B
0.71
Inside Bands
Price vs Moving Averages
EMA 9
$23.79 Below
EMA 21
$23.18 Above
EMA 50
$22.78 Above
EMA 200
$25.88 Below

Fundamental Analysis

Valuation
55
Growth
68
Profitability
39
Financial Health
65
Cash Flow
70
Valuation
P/E Ratio 18.0×
P/B Ratio 2.94×
PEG Ratio 3.81
Dividend Yield 0.00%
52W High $36.80
52W Low $18.01
Quality & Growth
ROE 1565.0%
ROA 600.7%
Gross Margin 1817.2%
Operating Margin 594.2%
Revenue Growth YoY
Debt / Equity 1.01
AI Fundamental Assessment
P/E ratio of 18.0 (inexpensive relative to a 15-40x range); Price-to-book of 2.9x; PEG ratio of 3.8 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 15.7%; Return on assets of 6.0%; Net margin of 3.7%; Gross margin of 18.2%; Current ratio of 1.47 (tight short-term liquidity); Debt-to-equity of 1.01; Free cash flow per share is positive (2.24); Most recent quarter beat estimates by 3.2%; 2 consecutive earnings beats; EPS growth accelerating (-13.0% -> +12.5% QoQ); Average YoY EPS growth of 9.8%; Analyst estimates falling over recent quarters
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Explore OPCH Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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