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$6.37 +0.03 (+0.47%)
Market Cap
$118.97M
Shares
18.77M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$6.34 Open$6.40 Day$6.26–6.44 52W$4.54–22.25 Avg vol 30d391K Short int1.5M · 7.8% float · 4.2d Short vol27% Last earningsAug 12, 2026 DataJan 2020–Jul 2026 Filing10-Q · May 13

Up next

Next earnings call
Aug 12, 2026 Scheduled · in 2 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed May 13, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Sell
      SellHoldBuy
      Technical Sell Momentum Weak Sentiment Neutral Fundamentals Excellent Quant / Vol Very High
      Market backdrop VIX 18.2 · elevated Equity put/call 0.71
      Technical
      price trend
      Sell
      50 / 200-day cross No cross
      Price vs 200-day avg −36%
      below
      Price vs 50-day avg +14%
      above
      RSI (14) 56
      neutral
      MACD trend Negative
      52-week position 10%
      near low
      Volume (OBV) Confirms
      volume backs price
      Momentum
      relative strength
      Weak
      1-month return +24%
      trailing
      6-month return −42%
      trailing
      YTD return −48%
      this year
      Relative strength −49%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $6 › 200d $10 — 200d above 50d
      Institutional flow Accumulating
      20 of 129 funds reported for Jun 30 · net +65.8K sh shares · +3 new
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      7.78% of float · ▲ +29.2% MoM · 4.2 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      129 holders — near 3-yr high, broad support
      Squeeze score 79
      high risk · 0–100
      Fundamentals
      Excellent
      Revenue growth +19%
      Y/Y
      Gross margin 67%
      expanding
      EPS growth +125%
      Y/Y
      Free cash flow $18.7M
      Valuation P/E 17.6
      below peers
      Buyback $10.0M
      authorized
      Balance sheet $2.3M
      net debt
      Quant / Vol
      risk profile
      Very High
      Volatility 79%
      annualized · 1-yr
      Max drawdown −79%
      past year
      ATR 4.6%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Latest guidance · from the Earnings Call filed Mar 31, 2026
      Revenue · full year 2026 Lowered $95M – $100M
      prior FY $109.43M midpoint −10.9% Y/Y
      Adjusted EBITDA · full year 2026 Non-GAAP Initiated $21M – $25M
      Guided vs delivered · last 1 settled
      Revenue the year
      guided $105M – $109M
      $109.43M Beat +2.3%

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Sell
      3 · 3 · 1
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      −36% Bearish
      Price vs 50-day avg
      +14% Bullish
      RSI (14)
      56 Neutral
      MACD trend
      Negative Bearish
      52-week position
      10% Bearish
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Bullish · 2 of 6
      Trend (MA cross) No cross
      50d $6 › 200d $10 — 200d above 50d
      Institutional flow Accumulating
      20 of 129 funds reported for Jun 30 · net +65.8K sh shares · +3 new
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      7.78% of float · ▲ +29.2% MoM · 4.2 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      129 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      52-wk low $5 Now $6 · 10% 52-wk high $22
      vs 200-day avg -36% vs 50-day avg +14%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      Adjusted EBITDA non-GAAP $3.3M first quarter of 2026
      Average revenue per top 20 pharmaceutical manufacturers $2,838K FY2025
      Net revenue retention 116% FY2025
      Percent of total revenue attributable to top 20 pharmaceutical manufacturers 52% FY2025
      Revenue per average full-time employee $839K FY2025

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      Versus peers

      Health Information Services — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      OPRX
      OptimizeRx Corp
      this stock
      $118.97M -48.3% +18.8% 17.6 7.8%
      VEEV
      Veeva Systems Inc
      $32.68B -9.9% +28.1% 35.7 4.9%
      PMDIY
      Pro Medicus Ltd./ADR
      $15.41B -10.9% 0.0%
      BTSG
      BrightSpring Health Services, Inc.
      $14.05B +93.5% -0.4% 51.8 5.1%
      HQY
      Healthequity, Inc.
      $8.46B +10.5% +28.7% 37.9 6.0%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      128
      % held
      72.0%
      Reported
      20 of 129
      Top holder
      Whetstone Capital Advisor…
      Held Float
      View
      Held by Funds
      Fund positions
      138
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      1.5M
      Days to cover
      4.2d
      Change
      +330.1K sh
      View
      Short Volume
      Short vol %
      27%
      As of
      Jul 29, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      911
      Value
      $4.7K
      As of
      Jun 29, 2026
      View
      Off-Exchange
      Off-exchange %
      49.5%
      Week of
      May 4, 2026
      Off-exch Lit
      View
      Financials
      Financials
      Revenue (FY)
      $109.4M
      Net income (FY)
      $5.1M
      EPS diluted
      $0.27
      View
      Buybacks
      Authorized
      $10.0M
      View
      Filings
      SEC Filings
      Latest
      Investor Event Transcript
      Filed
      Jun 30, 2026
      This year
      10
      View
      Proposed Sales
      Value
      $198.0K
      Shares
      11.1K
      Filed
      Aug 29, 2025
      View
      Earnings & Events
      Earnings Calls Upcoming
      Next call
      Aug 12, 2026
      Last call
      Jun 3, 2026
      View
      Investor Relations
      Latest news
      OptimizeRx Sets Second Quarter 20…
      Published
      Jul 29, 2026
      Upcoming events
      1
      View

      Performance

      5D 20D 120D MTD YTD
      OPRX -2.6% +23.8% -41.9% +10.8% -48.3%
      SPY -1.0% 0.0% +7.4% -0.8% +8.6%
      vs SPY -1.6% +23.9% -49.4% +11.6% -56.9%

      Capital returns

      Buyback program · as of Mar 5, 2026
      Authorized
      $10.00M
      Spent (derived)
      Remaining

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 1448431 CUSIP 68401U204 13F (30d) 17 filings 17 filers Visit website Investor relations