Company reaffirms 2026 revenue guidance of $95 mln to $100 mln
Company maintains 2026 adjusted EBITDA forecast of $21 mln to $25 mln
Company cites variability in second-half timing and mix but sees commercial momentum supporting outlook
Overview
US healthcare tech firm's Q2 revenue fell 30% yr/yr but beat analyst expectations
Q2 adjusted EBITDA and non-GAAP EPS beat analyst expectations
Company reaffirmed 2026 revenue and adjusted EBITDA guidance
Result drivers
Customer concentration - Co said revenue decline was concentrated among a small number of customers, while other customers increased investment
Product innovation - Recent product launches and expanded programmatic initiatives strengthened customer engagement, according to CEO Stephen L. Silvestro
Margin expansion - Co said Q2 revenue and adjusted EBITDA exceeded consensus, reflecting margin expansion and disciplined execution
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
The average consensus recommendation for the online services peer group is "buy"
Wall Street's median 12-month price target for OptimizeRx Corporation is $11.00, about 59% above its August 11 closing price of $6.92
The stock recently traded at 7 times the next 12-month earnings vs. a P/E of 6 three months ago
OPRX•
