Option Care Health (NASDAQ:OPCH) Shares Gap Up Following Analyst Upgrade

13 Jan 2026, 18:17 by Sarita Garza · The Markets Daily

Option Care Health, Inc. (NASDAQ:OPCH – Get Free Report)’s share price gapped up before the market opened on Tuesday after Morgan Stanley raised their price target on the stock from $35.00 to $38.00. The stock had previously closed at $32.06, but opened at $35.25. Morgan Stanley currently has an overweight rating on the stock. Option Care Health shares last traded at $34.9540, with a volume of 717,566 shares traded.

Several other analysts have also recently commented on OPCH. JMP Securities set a $36.00 price target on shares of Option Care Health in a report on Friday, October 31st. Weiss Ratings reissued a “hold (c)” rating on shares of Option Care Health in a research note on Monday, December 29th. Deutsche Bank Aktiengesellschaft upped their target price on shares of Option Care Health from $31.00 to $36.00 and gave the stock a “buy” rating in a report on Tuesday, December 9th. Wall Street Zen raised shares of Option Care Health from a “hold” rating to a “buy” rating in a report on Saturday. Finally, Bank of America upped their price objective on shares of Option Care Health from $32.00 to $35.00 and gave the stock a “buy” rating in a research note on Tuesday, December 9th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $37.17.

Get Our Latest Report on Option Care Health

Insider Activity at Option Care Health

In other Option Care Health news, Director Harry M. Jansen Kraemer, Jr. acquired 38,000 shares of the firm’s stock in a transaction that occurred on Monday, November 3rd. The stock was acquired at an average cost of $25.98 per share, for a total transaction of $987,240.00. Following the transaction, the director owned 413,390 shares of the company’s stock, valued at $10,739,872.20. This trade represents a 10.12% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 0.64% of the stock is currently owned by corporate insiders.

Key Headlines Impacting Option Care Health

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

Positive Sentiment: Morgan Stanley raised its price target on OPCH from $35 to $38 and set an “overweight” rating, signaling firm conviction in the shares and creating upside potential. Article Title
Positive Sentiment: Citizens Jmp reaffirmed a “market outperform” rating and lifted its target to $38 (previously $36), echoing the bullish analyst tone and reinforcing upward pressure on the stock. Article Title Article Title
Positive Sentiment: Option Care issued preliminary FY2025 and Q4-2025 guidance that implied EPS above consensus (FY25 EPS guide 1.720–1.760 vs. consensus ~1.64; Q4 EPS guide 0.460–0.490 vs. consensus ~0.44), which supports a stronger earnings outlook. Article Title
Neutral Sentiment: Company released a preliminary results/guidance press release for Q4 and FY2025 and provided preliminary FY2026 guidance; the preliminary nature means investors will watch audited results and a formal report for confirmation. Article Title
Neutral Sentiment: Reported short-interest data appears to contain errors (showing zero shares / NaN changes and a 0.0 days-to-cover), so it offers no reliable signal to explain movement today.
Negative Sentiment: FY2026 revenue guidance ($5.8B–$6.0B) came in slightly below consensus (~$6.1B), which could cap upside or prompt investor caution even though EPS guidance was modestly above consensus. Article Title

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Durable Capital Partners LP grew its position in Option Care Health by 134.2% during the second quarter. Durable Capital Partners LP now owns 8,237,577 shares of the company’s stock worth $267,557,000 after buying an additional 4,720,988 shares in the last quarter. Norges Bank acquired a new stake in shares of Option Care Health during the 2nd quarter worth $69,932,000. Swedbank AB bought a new position in shares of Option Care Health in the third quarter worth $49,455,000. Arrowstreet Capital Limited Partnership raised its stake in Option Care Health by 109.0% in the second quarter. Arrowstreet Capital Limited Partnership now owns 3,410,394 shares of the company’s stock valued at $110,770,000 after purchasing an additional 1,778,279 shares in the last quarter. Finally, Jennison Associates LLC raised its stake in Option Care Health by 145.6% in the second quarter. Jennison Associates LLC now owns 2,138,248 shares of the company’s stock valued at $69,450,000 after purchasing an additional 1,267,660 shares in the last quarter. 98.05% of the stock is owned by institutional investors and hedge funds.

Option Care Health Price Performance

The stock has a market capitalization of $5.56 billion, a price-to-earnings ratio of 27.83, a P/E/G ratio of 1.98 and a beta of 0.80. The company has a quick ratio of 1.05, a current ratio of 1.56 and a debt-to-equity ratio of 0.85. The business’s 50 day simple moving average is $30.83 and its 200-day simple moving average is $29.40.

About Option Care Health

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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.