These Analysts Think Omnicell, Inc.'s (NASDAQ:OMCL) Sales Are Under Threat
These Analysts Think Omnicell, Inc.'s (NASDAQ:OMCL) Sales Are Under Threat
The analysts covering Omnicell, Inc. (NASDAQ:OMCL) delivered a dose of negativity to shareholders today, by making a substantial revision to their statutory forecasts for next year. Revenue estimates were cut sharply as analysts signalled a weaker outlook - perhaps a sign that investors should temper their expectations as well.
报道Omnicell, Inc.（纳斯达克股票代码：OMCL）的分析师今天对明年的法定预测进行了实质性修订，这给股东带来了一定程度的负面情绪。由于分析师表示前景疲软，收入预期大幅下调，这可能表明投资者也应该降低预期。
Following the latest downgrade, the eight analysts covering Omnicell provided consensus estimates of US$1.1b revenue in 2024, which would reflect a definite 8.2% decline on its sales over the past 12 months. Prior to the latest estimates, the analysts were forecasting revenues of US$1.3b in 2024. The consensus view seems to have become more pessimistic on Omnicell, noting the measurable cut to revenue estimates in this update.
在最近一次降级之后，报道Omnicell的八位分析师对2024年的收入做出了11亿美元的共识估计，这将反映出其在过去12个月中销售额的明显下降8.2％。在最新估计之前，分析师预测2024年的收入为13亿美元。对Omnicell的共识看法似乎变得更加悲观，他们指出，本次更新中收入估计值已大幅下调。
View our latest analysis for Omnicell
查看我们对 Omnicell 的最新分析
Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. These estimates imply that sales are expected to slow, with a forecast annualised revenue decline of 6.6% by the end of 2024. This indicates a significant reduction from annual growth of 11% over the last five years. Compare this with our data, which suggests that other companies in the same industry are, in aggregate, expected to see their revenue grow 7.7% per year. So although its revenues are forecast to shrink, this cloud does not come with a silver lining - Omnicell is expected to lag the wider industry.
从现在的大局来看，我们可以理解这些预测的方法之一是看看它们如何与过去的业绩和行业增长预期相提并论。这些估计表明，预计销售将放缓，预计到2024年底，年化收入将下降6.6％。这表明，在过去五年中，年增长率为11％，已大幅下降。将此与我们的数据进行比较，该数据表明，总体而言，同一行业的其他公司的收入预计每年将增长7.7％。因此，尽管预计其收入将萎缩，但这种云并没有带来一线希望——预计Omnicell将落后于整个行业。
The Bottom Line
底线
The clear low-light was that analysts slashing their revenue forecasts for Omnicell next year. They're also anticipating slower revenue growth than the wider market. Given the stark change in sentiment, we'd understand if investors became more cautious on Omnicell after today.
明显的弱点是，分析师下调了对Omnicell明年的收入预期。他们还预计，收入增长将比整个市场放缓。鉴于市场情绪的明显变化，我们可以理解今天之后投资者是否对Omnicell变得更加谨慎。
Thirsting for more data? At least one of Omnicell's eight analysts has provided estimates out to 2025, which can be seen for free on our platform here.
渴望获得更多数据？Omnicell的八位分析师中至少有一位提供了到2025年的估计，可以在我们的平台上免费查看。
Of course, seeing company management invest large sums of money in a stock can be just as useful as knowing whether analysts are downgrading their estimates. So you may also wish to search this free list of stocks that insiders are buying.
当然，看到公司管理层将大量资金投资于股票与了解分析师是否在下调预期一样有用。因此，您可能还希望搜索这份内部人士正在购买的免费股票清单。
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Simply Wall St的这篇文章本质上是笼统的。我们仅使用公正的方法根据历史数据和分析师的预测提供评论，我们的文章无意作为财务建议。它不构成买入或卖出任何股票的建议，也没有考虑到您的目标或财务状况。我们的目标是为您提供由基本数据驱动的长期重点分析。请注意，我们的分析可能不考虑最新的价格敏感型公司公告或定性材料。简而言之，华尔街没有持有任何上述股票的头寸。