{ "report_id": "security_omcl", "report_type": "security_detail", "site_path": "securities/omcl/index.html", "title": "OMCL - Omnicell Operating Console", "ticker": "OMCL", "company": "Omnicell", "as_of": "2026-07-04T22:42:34Z", "generated_at": "2026-07-05T01:53:04-07:00", "summary": "Static report-layer operating console projection of the canonical OMCL knowledge lane. Omnicell is framed as a conditional health-care automation recovery where Q1 2026 operating improvement must be confirmed by product bookings, RPO, ARR, service growth, GAAP quality, and cash conversion.", "boundaries": { "canonical_research_storage": "../../../knowledge/wiki/lanes/security/omcl.md", "report_role": "Readable projection, routing surface, and chart host only.", "discovery_policy": "Read local report API outputs only; do not mutate discovery from this page.", "chart_rules_policy": "Persisted chart overlays and plan rules remain in assets/chart-level-rules.js.", "portfolio_policy": "No portfolio action, sizing, buy/sell recommendation, or trade instruction is stored in this report." }, "freshness": { "knowledge_lane_reviewed_as_of": "2026-07-04T22:42:34Z", "latest_research_run_id": "autoresearch_security_profile_20260704_56", "market_data_in_lane_as_of": "2026-07-02 close for price, market cap, EV, and volatility; 2026-06-15 for short interest.", "web_links_checked_as_of": "2026-07-05", "chart_data_as_of": "latest available from /api/securities/OMCL/chart", "latest_source_diagnostics": { "has_stale_sources": false, "missing_required_source_ids": [ "latest_four_earnings_call_transcripts", "latest_investor_presentation", "detailed_insider_transaction_rows", "full_holder_concentration_data" ], "source_count": 9, "diagnostic_gaps": [ "Latest four earnings-call transcripts were not included in the explicit evidence set.", "Detailed insider transaction economics and full holder concentration were not verified.", "Clean health-care automation and medication-management peer benchmarks remain incomplete.", "Titan XT and OmniSphere adoption evidence is not yet sufficient to distinguish platform pull from launch narrative." ] }, "limitations": [ "The dashboard summarizes the filed OMCL lane rather than refreshing canonical research.", "Operating evidence remains anchored to the latest paired OMCL source projections generated 2026-07-04T22:42:34Z.", "Market valuation, volatility, and short-interest values are sourced from the filed lane's local discovery market snapshot.", "Street-view consensus is a dated aggregator check and may differ from other providers or later refreshes.", "Live price and market-cap values resolve only when the local report API is running.", "One-segment reporting limits product, service, customer, geography, Titan XT, and OmniSphere economics.", "The page does not store chart overlay definitions, page-specific trigger prices, or portfolio instructions." ] }, "source_trail": { "canonical_knowledge_lane": "../../../knowledge/wiki/lanes/security/omcl.md", "profile_source_id": "security_profile__omcl__autoresearch_security_profile_20260704_56", "research_source_id": "security_research__omcl__autoresearch_security_profile_20260704_56", "latest_profile_output": "../../../knowledge/raw/sources/security_profile__omcl__autoresearch_security_profile_20260704_56/output.md", "latest_profile_output_json": "../../../knowledge/raw/sources/security_profile__omcl__autoresearch_security_profile_20260704_56/output.json", "latest_profile_manifest": "../../../knowledge/raw/sources/security_profile__omcl__autoresearch_security_profile_20260704_56/source.json", "latest_profile_output_json_hash": "sha256:321bab28833676cca6cbdb6dc88c6c6980b8fe6ac90c986c9a8eef3721891a3a", "latest_profile_output_md_hash": "sha256:ee739067da8e34ac79bf02ccb67c5fcae93721fd2def1f8ff3c23d7b1e0cca8e", "latest_research_output": "../../../knowledge/raw/sources/security_research__omcl__autoresearch_security_profile_20260704_56/output.md", "latest_research_output_json": "../../../knowledge/raw/sources/security_research__omcl__autoresearch_security_profile_20260704_56/output.json", "latest_research_manifest": "../../../knowledge/raw/sources/security_research__omcl__autoresearch_security_profile_20260704_56/source.json", "latest_research_output_json_hash": "sha256:73dc73c9071e258ec6c1dc8515e8ff0224b7052f22f312cd9f8e50d15e73d690", "latest_research_output_md_hash": "sha256:5bdd515050fe31637582040548bca47073b3f970fa84f74c74057edd8a8b9400", "profile_generated_at_utc": "2026-07-04T22:42:34Z", "profile_as_of_utc": "2026-07-04T22:42:34.366551Z", "profile_exported_at_utc": "2026-07-05T04:30:12Z", "research_generated_at_utc": "2026-07-04T22:42:34Z", "research_exported_at_utc": "2026-07-05T04:30:12Z", "profile_used_reused_inputs": true, "research_used_reused_inputs": false, "upstream_hashes": { "security_research": "73dc73c9071e258ec6c1dc8515e8ff0224b7052f22f312cd9f8e50d15e73d690", "sector_context_health_care": "420cdd34b76a571e0eb83975ab8e2b93b1efebaecb7aa22633d5543897b595e7" }, "source_claims_projected": [ "claim_current_state_recovering", "claim_growth_dependent_on_product_cycle", "claim_balance_sheet_manageable", "claim_cash_flow_improving", "claim_guidance_raised", "claim_quality_non_gaap_sbc", "claim_tape_recovery_but_not_full_reset" ], "source_evidence_ids_projected": [ "ev_revenue_fy2025", "ev_revenue_q1_2026", "ev_margin_q1_2026", "ev_revenue_categories_2025", "ev_revenue_categories_q1_2026", "ev_bookings_2025", "ev_rpo_q1_2026", "ev_q1_2026_guidance", "ev_initial_2026_guidance", "ev_cash_q1_2026", "ev_debt_revolver_q1_2026", "ev_cfo_fcf_fy2025", "ev_cfo_fcf_q1_2026", "ev_sbc_fy2025", "ev_net_income_fy2025", "ev_market_ytd", "ev_market_rebound", "ev_volatility", "ev_short_interest", "ev_valuation" ], "profile_object_ids_projected": [ "product_revenue_category", "service_revenue_category", "omcl_path_provider_budget_to_bookings", "omcl_path_utilization_labor_to_automation", "omcl_path_trade_inputs_to_margin", "omcl_path_funding_to_valuation", "fcst_product_bookings", "fcst_margin_recovery", "fcst_arr_service_mix", "fcst_cash_conversion", "kpi_product_bookings", "kpi_revenue_growth", "kpi_arr", "kpi_cash_conversion", "kpi_gaap_quality", "omcl_scenario_base_conditional_recovery", "omcl_scenario_upside_platform_adoption", "omcl_scenario_downside_bookings_air_pocket", "omcl_scenario_downside_quality_margin", "omcl_trigger_watch_bookings_rpo", "omcl_trigger_invalidate_bookings_guide_cut", "omcl_trigger_confirm_recovery_quality", "omcl_trigger_watch_arr_service_attach", "omcl_trigger_invalidate_rpo_arr_stagnation", "omcl_trigger_watch_gaap_quality", "omcl_trigger_invalidate_margin_cash_not_following", "omcl_trigger_watch_provider_budget", "omcl_risk_provider_capital_budget", "risk_product_cycle", "risk_non_gaap_quality", "risk_competition_platform", "risk_capital_allocation", "flag_non_gaap_sbc", "flag_single_segment", "flag_classified_board_supermajority", "unk_call_transcripts", "unk_insider_holder_detail", "unk_clean_peer_set", "omcl_unk_provider_budget_conversion", "omcl_unk_platform_adoption", "U006" ], "source_refs_projected": [ "src_sec_submissions_20260704", "src_sec_companyfacts_20260704", "src_2025_10k", "src_2026_q1_10q", "src_2026_q1_pr", "src_2025_q4_pr", "src_2025_q3_pr", "src_2026_def14a", "src_local_discovery_market_20260702" ], "local_chart_endpoints": [ "/api/securities/OMCL/chart?frequency=daily&window=9m&as_of=latest", "/api/securities/OMCL/chart?frequency=weekly&window=5y&as_of=latest" ], "route_registry_route": "../../assets/security-page-routes.js#OMCL", "chart_level_registry_route": "../../assets/chart-level-rules.js#OMCL", "fallback_chart_route": "../index.html?ticker=OMCL" }, "web_source_trail": { "checked_at": "2026-07-05", "official_links": [ { "label": "Omnicell investor relations", "url": "https://ir.omnicell.com/overview/default.aspx", "dated_note": "Checked 2026-07-05; official IR overview route describes Omnicell's pharmacy-care automation positioning and links to stock price, events, news, financials, SEC filings, governance, and investor resources." }, { "label": "Omnicell news releases", "url": "https://ir.omnicell.com/news/default.aspx", "dated_note": "Checked 2026-07-05; official IR news route loaded, but detailed release rows are rendered dynamically." }, { "label": "Omnicell quarterly results", "url": "https://ir.omnicell.com/financials/quarterly-results/default.aspx", "dated_note": "Checked 2026-07-05; official quarterly-results route loaded with financial summary and dynamic year selector." }, { "label": "Omnicell SEC filings", "url": "https://ir.omnicell.com/financials/sec-filings/default.aspx", "dated_note": "Checked 2026-07-05; official IR SEC-filings route loaded with year and filing-type filters." }, { "label": "Omnicell events and presentations", "url": "https://ir.omnicell.com/events-and-presentations/default.aspx", "dated_note": "Checked 2026-07-05; official events and presentations route loaded for future platform-adoption evidence." }, { "label": "Omnicell annual reports and proxy statements", "url": "https://ir.omnicell.com/financials/annual-reports-and-proxy-statements/default.aspx", "dated_note": "Checked 2026-07-05; official annual-report and proxy route loaded." } ], "street_view_items": [ { "provider": "StockAnalysis", "url": "https://stockanalysis.com/stocks/omcl/forecast/", "as_of": "2026-07-02", "checked_at": "2026-07-05", "detail": "Page showed a July 2, 2026 close of $43.03, 8 analysts polled by S&P Global, Strong Buy consensus, average target $61.29, $55 low, and $70 high. Recent listed actions included Wells Fargo Buy $55 on 2026-07-02, Craig-Hallum Buy with no target on 2026-06-11, Bank of America Securities Buy $70 on 2026-06-11, BTIG Hold on 2026-04-29, and KeyBanc Buy target raised from $60 to $70 on 2026-04-28." } ], "unresolved_web_checks": [ { "label": "SEC direct company browse", "note": "SEC direct browse and data API routes did not return usable content through the web tool in this pass; report uses official company IR filings route plus filed local source artifacts for SEC-derived facts." } ] }, "chart": { "ticker": "OMCL", "initializer": "assets/report.js initializeSecurityChartPage reads data-security-ticker=\"OMCL\"", "api_required": true, "daily_endpoint": "/api/securities/OMCL/chart?frequency=daily&window=9m&as_of=latest", "weekly_endpoint": "/api/securities/OMCL/chart?frequency=weekly&window=5y&as_of=latest", "price_source": "Local report API backed by discovery daily_ohlc and derived weekly rows.", "instrument_source": "Local report API backed by discovery instruments.", "chart_level_registry_route": "../../assets/chart-level-rules.js#OMCL", "route_registry_route": "../../assets/security-page-routes.js#OMCL", "fallback_route": "../index.html?ticker=OMCL" }, "page_sections": [ { "id": "selected-security", "title": "Selected-Security Chart", "role": "Live local API chart host and chart-rule attachment point." }, { "id": "current-company-view", "title": "Current Company Proof Window", "role": "Setup, measured base, proof issue, valuation context, and next evidence in the console proof block." }, { "id": "selected-security-trade-plan", "title": "Selected Security Trade Plan", "role": "Generated trade-plan host populated by shared chart-level rules when an OMCL rule exists." }, { "id": "business-profile-exposure", "title": "Business Profile, Segments, And Exposure Map", "role": "Business model, one-segment disclosure, product/service revenue categories, provider budget channel, and input-cost channel." }, { "id": "relative-value-drivers", "title": "Relative Value And Value Driver Board", "role": "Bookings, recurring mix, operating leverage, and cash-conversion drivers." }, { "id": "guidance-path", "title": "Guidance Path And Tests", "role": "Demand, margin-quality, and ARR tests after Q1 2026 guidance revisions." }, { "id": "operating-evidence-kpis", "title": "Operating Evidence And KPIs", "role": "High-signal evidence tiles for revenue, RPO, operating income, and short interest." }, { "id": "financial-quality-capital-allocation", "title": "Financial Quality And Capital Ledger", "role": "Liquidity, debt, revolver availability, buybacks, SBC, convert exposure, and per-share quality." }, { "id": "competitive-position", "title": "Competitive Position", "role": "What Omnicell has versus what remains unproven in workflow embed, platform pull, disclosure, and GAAP quality." }, { "id": "ownership-flows-valuation-street", "title": "Ownership, Flows, Valuation, And Street View", "role": "Market-data snapshot, short interest, valuation context, and dated StockAnalysis outside-view consensus." }, { "id": "scenario-assessment", "title": "Scenario Assessment And Sensitivities", "role": "Base, upside, and downside paths from the profile projection." }, { "id": "monitoring-triggers", "title": "Monitoring Trigger Stack", "role": "Business-evidence checks for bookings/RPO, ARR/service, GAAP quality, and provider budget conversion." }, { "id": "risks-invalidations-quality-flags", "title": "Risks, Invalidations, And Quality Punch Cards", "role": "Provider budget, product-cycle, non-GAAP, competition, per-share value, and disclosure risks." }, { "id": "diagnostics-freshness-unknowns", "title": "Diagnostics, Freshness, And Known Unknowns", "role": "Source freshness, stale-source status, missing evidence, and unresolved research gaps." }, { "id": "links-filings", "title": "Links, Filings, And Source Bay", "role": "Human-useful links to the canonical lane, company IR, filings routes, street-view route, metadata, and fallback chart." } ], "machine_provenance_limitations": [ "Report JSON is a manual report-layer projection, not a canonical research refresh.", "Live chart values depend on the local report API and are not persisted in report.json.", "Chart overlays belong in assets/chart-level-rules.js; report JSON stores only the registry route.", "The latest profile reused upstream inputs, so the page preserves upstream hashes and does not imply fresh independent collection.", "Market-data-provider short interest, volatility, market cap, enterprise value, and price values are as-of dated and may differ from live market data.", "Transcript coverage, holder concentration, insider transaction economics, peer normalization, and platform-adoption proof remain unresolved source gaps.", "Street-view items are sourced from public aggregator pages and should be refreshed before being used as current consensus evidence." ], "revision": { "version": 1, "created_at": "2026-07-05", "updated_at": "2026-07-05T01:53:04-07:00", "updated_label": "Created OMCL detailed security page from filed security lane.", "metadata_path": "securities/omcl/report.json", "curation_source": "Manual report projection from ../../../knowledge/wiki/lanes/security/omcl.md plus paired OMCL source artifacts and dated IR/StockAnalysis web checks.", "source_run_id": "autoresearch_security_profile_20260704_56", "change_note": "Created ticker-local OMCL security article page using the shared security-article-page shape while preserving the chart API, route-registry proposal, provenance boundary, and chart-overlay boundary." } }