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Option Care Health
- Rating
- Price at publication
- $29.00
- Target price
- $34.50
- Stated upside
- c.19%
- Published
- 10 April 2026
Thesis
Option Care Health is a scaled beneficiary of the ongoing shift from hospital-based infusion to lower-cost home and alternate-site care.
Key risks
- 01Reimbursement risk: 88% of 2025 revenue came from managed care and other non-government payers
- 02Gross margin pressure (19.3% in FY2025, down from 20.3%)
- 03A competitive, fragmented market
Price, target and upside are as stated in the report on 10 April 2026, not updated since.
Full report
Open in a new tab ↗Educational research. This report reflects the views of its student author as of 10 April 2026. It is not investment advice or a recommendation to buy or sell any security. Full disclaimer.