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OPRX · OptimizeRx Corp

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$7.29 +0.11 (+1.53%) At close · Sep 11
Market Cap
$137.31M
Shares
18.84M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$7.29 Open$7.24 Day$7.06–7.32 52W close$4.54–21.68 Avg vol 30d212K Short int1.2M · 6.2% float · 6.3d Short vol25% Last earningsAug 12, 2026 DataJan 2020–Sep 2026 Filing10-Q · Aug 13

Up next

Next earnings call
Nov 12, 2026 Est · unconfirmed · in 9 wks
filed Aug 13, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$98.65M
Trailing 12 months
Net income (TTM)
$4.60M
Trailing 12 months
Revenue growth YoY
-29.8%
Year over year
Operating margin
11.0%
Trailing 12 months
P / E (TTM)
29.9
Trailing earnings · reciprocal yield 3.3%
FCF yield
13.6%
TTM · current market cap
Return on invested capital
Trailing 12 months
Net cash
Latest balance sheet
Dividend yield
Trailing 12 months
Shares change YoY
-1.2%
Year over year · fewer shares
Price change (1Y)
-59.1%
Trailing year
Short interest
6.2%
Latest settlement · 6.3 days to cover
View all 115 metrics

AI Brief

Q2 FY26 earnings call · Aug 12, 2026
Q2 FY26

TL;DR. OptimizeRx reported Q2 revenue of $20.5 million (down 30% YoY) and adjusted EBITDA of $4.9 million, both exceeding consensus, while reiterating full-year 2026 guidance of $95–$100M revenue and $21–$25M adjusted EBITDA, launching three new platform innovations including a live DeepIntent DSP integration, growing AI-enabled software revenue 25% YoY, and announcing a planned CFO succession with Andy D'Silva taking over from Ed Stelmakh effective January 1, 2027.

Bullish
  • + Q2 revenue of $20.5M and adjusted EBITDA of $4.9M both exceeded consensus expectations
  • + Full-year 2026 guidance of $95–$100M revenue and $21–$25M adjusted EBITDA was reaffirmed
  • + Gross margins now expected to normalize into the highest 60% to low 70% range for full year 2026
  • + Debt paid down $5.3M during quarter (ahead of schedule by $5M) plus additional $3M subsequent to quarter-end, with intent to deploy free cash flow to further pay down principal
  • + Refinanced term loan with Fifth Third Bank at SOFR plus 2.25%, improving cost of capital
  • + CFO succession plan announced with internal promotion of Andy D'Silva as next CFO effective January 1, 2027, reflecting deep leadership bench
Bearish
  • GAAP net loss of $(0.7)M or $(0.04) per share in Q2 2026 versus GAAP net income of $1.5M or $0.08 per share in Q2 2025
  • Net revenue retention dipped to 90% from 121% in prior period
  • Q2 results included $1.7M in severance expense associated with a previously announced reduction in force

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

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Neutral Momentum Neutral Sentiment Bearish Fundamentals Excellent Quant / Vol Very High
Market backdrop VIX 15.8 · calm Equity put/call 0.60
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg −11%
below
Price vs 50-day avg +3%
above
RSI (14) 46
neutral
MACD trend Negative
52-week position 16%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Neutral
1-month return −17%
trailing
6-month return +22%
trailing
YTD return −41%
this year
Relative strength +4%
vs S&P · 6-mo
Sentiment
smart money
Bearish
Trend (MA cross) No cross
50d $7 › 200d $8 — 200d above 50d
Institutional flow Distributing
-14% holders QoQ · +21 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
6.17% of float · ▲ +0.8% MoM · 6.3 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
112 holders — mid 3-yr range
Squeeze score 66
elevated · 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 30.4
below peers
Buyback $10.0K
authorized
Balance sheet $2.3M
net debt
Quant / Vol
risk profile
Very High
Volatility 73%
annualized · 1-yr
Max drawdown −79%
past year
ATR 6.0%
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 Aug 12, 2026
Revenue · full-year 2026 Initiated $95M – $100M
prior FY $109.43M midpoint −10.9% Y/Y
Prior guidance period ended · from the 8-K filed Aug 8, 2024
Adjusted EBITDA · full year 2024 at least $11M

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

Technicals

trend & momentum for long-term holders Neutral
2 · 4 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−11% Bearish
Price vs 50-day avg
+3% Bullish
RSI (14)
46 Neutral
MACD trend
Negative Bearish
52-week position
16% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $7 › 200d $8 — 200d above 50d
Institutional flow Distributing
-14% holders QoQ · +21 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
6.17% of float · ▲ +0.8% MoM · 6.3 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
112 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $5 Now $7 · 16% Range high $22
vs 200-day avg -11% vs 50-day avg +3%

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

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

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
$137.31M -40.5% +18.8% 30.4 6.2%
VEEV
Veeva Systems Inc
$42.48B +17.5% +28.1% 43.0 3.0%
PMDIY
Pro Medicus Ltd./ADR
$12.54B -27.7% 0.0%
BTSG
BrightSpring Health Services, Inc.
$11.62B +56.8% +28.2% 35.6 5.1%
TEM
Tempus AI, Inc.
$10.65B -0.1% +83.4% 16.3%

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 Reducing
Holders
112
% held
60.3%
Net QoQ
-2.4M sh
Top holder
Whetstone Capital Advisor…
Held Float
View
Held by Funds
Fund positions
96
View
Short & Settlement
Short Interest Rising
Shares short
1.2M
Days to cover
6.3d
Change
+9.5K sh
View
Short Volume
Short vol %
25%
As of
Sep 11, 2026
Short Total
View
Fails to Deliver
FTD shares
50
Value
$352
As of
Aug 13, 2026
View
Off-Exchange
Off-exchange %
39.8%
Week of
Aug 3, 2026
Off-exch Lit
View
Financials
Financials
Revenue (FY)
$109.4M
Net income (FY)
$5.1M
EPS diluted
$0.27
View
Buybacks
Authorized
$10.0K
View
Filings
SEC Filings
Latest
10-Q
Filed
Aug 13, 2026
This year
12
View
Proposed Sales
Value
$198.0K
Shares
11.1K
Filed
Aug 29, 2025
View
Earnings & Events
Earnings Calls
Last call
Sep 10, 2026
View
Investor Relations
Latest news
OptimizeRx to Participate in the…
Published
Sep 8, 2026
View

Performance

5D 20D 120D MTD YTD
OPRX -8.3% -17.0% +21.7% -8.7% -40.5%
SPY -1.2% -1.8% +17.8% -0.4% +12.1%
vs SPY -7.2% -15.2% +3.9% -8.3% -52.6%

Capital returns

Buyback program · as of Mar 5, 2026
Authorized
$10,000
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) 59 filings 59 filers Visit website Investor relations