Option Care Health stock rating reiterated at Market Outperform by Citizens

Investing.com - Citizens has reiterated its Market Outperform rating for Option Care Health (NASDAQ:OPCH) with a price target of $38.00. The company, currently valued at $4.51 billion, has demonstrated strong financial health with a "GREAT" rating according to InvestingPro analysis.

The research firm believes the current valuation of Option Care Health does not fully reflect the value of its diversified therapeutic portfolio and expected EBITDA growth rate in 2025, excluding Stelara. This view is supported by recent analyst activity, with three analysts revising their earnings estimates upward for the upcoming period, according to InvestingPro data.

Citizens highlighted Option Care Health’s continued opportunities to gain market share in the acute care space and its robust free cash flow generation as key strengths.

The firm also emphasized Option Care Health’s position as the largest infusion platform in the United States as a significant advantage for the company.

Citizens noted that Option Care Health has recently traded at a discount compared to other pharmaceutical supply chain entities and at a meaningful discount relative to recent private transactions in the infusion sector, creating what the firm views as a favorable risk/reward profile.

In other recent news, Option Care Health reported strong financial results for the second quarter of 2025. The company’s revenue increased by 15.4% year-over-year, reaching $1.4 billion. Additionally, Option Care Health’s adjusted earnings per share rose by 10.8% to $0.41. These results highlight significant growth and have contributed to investor confidence in the company’s performance. Furthermore, Morgan Stanley initiated coverage on Option Care Health with an Overweight rating, setting a price target of $35.00. This rating indicates a positive outlook from Morgan Stanley regarding the company’s future potential. These developments reflect recent progress and strategic interest in Option Care Health.

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