Added to YB: 2026-05-06
Pitch date: 2026-05-06
OPCH [neutral]
Option Care Health, Inc.
+6.05%
current return
Author Info
CEO Watcher tracks insider trades (and calculates the track record of every insider) to find the highest signal trades. Looking for dip buys, reversals, cluster buys, insider with a strong track record, etc. Sign up for the newsletter.
Company Info
Option Care Health, Inc. offers home and alternate site infusion services in the United States. The company provides anti-infective therapy and services; home infusion services to treat heart failure; home parenteral nutrition and enteral nutrition support services for numerous acute and chronic conditions, such as stroke, cancer, and gastrointestinal diseases; immunoglobulin infusion therapies for the treatment of immune deficiencies; and treatments for chronic inflammatory disorders, including crohn’s disease, plaque psoriasis, psoriatic arthritis, rheumatoid arthritis, ulcerative colitis, and other chronic inflammatory disorders.
Market Cap
$3.3B
Pitch Price
$20.65
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.85
P/E
16.41
EV/Sales
0.78
Sector
Health Care Providers and Services
Category
value
Top insider trades (Wed, May 6) - Option Care Health, Inc. (OPCH)
OPCH (pass): Home infusion co, first-ever CFO buy $327K + cluster buy after -30% on poor earnings. Stelara Medicare price cut (-66%) + patent expiry hit rev, guide cut $200M, 2026 growth to 1%. Trades 9x EV/EBITDA vs 15x 5y median, 90% FCF conversion, $1B buyback (~30% mkt cap). Bull: one-time reset, laps 2027. Pass on future Medicare cut risk; added to High Signal List.
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