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Optimizerx Corp (OPRX) stock

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NASDAQ: OPRX Nasdaq Health Care Technology Next results ~November 11, 2026

C Fundamentals grade

Optimizerx Corp is a US-listed company in the health care technology industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Fair value per share

Under review: after-tax interest is 418% of the cash flow left for shareholders; our flat discount rate doesn't yet reflect debt this heavy.

Price vs value

Under review: after-tax interest is 418% of the cash flow left for shareholders; our flat discount rate doesn't yet reflect debt this heavy. We'll show the comparison once resolved.

Optimizerx Corp valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders0 buying, 1 selling0 purchases and 1 sale by directors and officers, last 12 monthsInsider trades
  • Funds54 adding, 77 cuttingOf 27 active managers that changed their stake, 12 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Optimizerx files

Where Optimizerx stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $99m, down 5.8% on a year earlier, against growth of 13.8% a quarter earlier. That puts it 13 of 15 for growth among the health care technology companies we cover. Free-cash-flow margin rose to 18.6% from 9.9% a year earlier. Operating margin widened to 11.1% from -3.6%. The diluted share count is up 2.5% on a year earlier, which dilutes existing holders. Against its peers on growth, profitability, cash generation and balance sheet, it grades C. It passes 5 of our 6 financial-health checks.

Our model value for Optimizerx is under review, so past values are not shown until it is resolved.

Source: 10-Q filed August 13, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 11, 2026 (estimated)

Optimizerx Corp's trailing-twelve-month revenue fell 5.8% year on year, with a free-cash-flow margin of 18.6%. Where it stands out: operating margin of 11.1% ranks 5 of 22 health care technology companies we cover. Where it lags: change in growth rate of -19.6pp ranks 22 of 23 health care technology companies we cover.

Our discounted-cash-flow model values the business at ~$5.3 per share in the base case (~$4.0–$6.9 across growth scenarios) — model values under stated assumptions, not a price target.

Current signal Revenue growth decelerating: TTM revenue growth slowed to -5.8% (-19.6pp vs the prior quarter), the 4th consecutive quarterly slowdown.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Margins widening. Operating margin is up 14.7 points on a year ago.

Things to watch

  • Results due soon. Results are expected around 5 November; the share price can move sharply on the day.
  • Revenue shrinking. Revenue fell 5.8% over the last 12 months.
  • Growth slowing. The growth rate is 19.6 points lower than a quarter earlier.
  • Share dilution. Diluted shares rose 2.5% in a year.
  • Volatile shares. Over the past year the shares showed annualised volatility of 69% and a beta of 1.9 against the S&P 500.
  • Below peers: days sales outstanding. Days sales outstanding of 92 days ranks 18 of 21 health care technology companies we cover (median 58 days).

Latest results: FY2026 Q2

Filed August 13, 2026
Earnings per share
$0.16 against an average estimate of $0.11: beat by 42.9%
Revenue
$21m, down 29.8% on a year earlier
Share reaction
+26.9% in the first session after the results on August 12, 2026, against +0.9% for the S&P 500
Next report
November 11, 2026; average EPS estimate $0.16

Optimizerx's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+1.0%
  • 1 week+3.7%
  • 1 month+9.8%
  • This year-23.2%
  • 1 year-54.1%
  • 5 years-90.2%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$98.7M
Operating margin
11.1%
Net margin
4.7%
EPS (TTM, diluted)
$0.24

Growth

Revenue growth
−5.8%
Change in growth rate
−19.6 pts
Share count change
+2.5%

Cash

Free cash flow (TTM)
$18.4M
FCF margin
18.6%
Stock pay % of revenue
8.1%

Earnings

Last results
August 12, 2026
Next results (est.)
November 5, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Results

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Optimizerx Corp valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: held for review: after-tax interest is 418% of the cash flow left for shareholders; our flat discount rate doesn't yet reflect debt this heavy.

The inputs used by the models below have passed source checks. Individual model values are available below and in the interactive valuator. Their differences are shown explicitly; the platform combined value and recommendation remain withheld.

Valuation models

We value Optimizerx Corp as an operating company, with every model that fits that kind of business. Cost of equity 11.8%: the 10-year Treasury yield (4.9%) plus a beta of 1.53 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Cash-flow model (DCF) Free cash flow to the firm (after stock pay, with after-tax interest added back), grown then faded to 2.5%, discounted at 8.5% as the firm rate, less debt and other claims. — Does not apply: This model is withheld pending its input or assumption review.
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$13 ~$11–$22 Included
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. — Does not apply: This model is withheld pending its input or assumption review.
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: This model is withheld pending its input or assumption review.
Combined value Individual source-checked model scenarios are available. The platform combined value and recommendation remain withheld. — Combined value withheld. Review the individual models and their assumptions.

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Optimizerx Corp with Health Care Technology in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Valuation multiples over time Market data may be delayed

At fiscal year end 20152016201720182019202020212022202320242025Now
Share price$3.66$2.43$4.71$10.97$10.27$31.16$62.11$16.80$14.31$4.86$12.26$9.41
Market value$30m$24m$46m$130m$137m$462m$1.1bn$299m$245m$89m$233m$179m
+ Net debt (− = net cash)−$8m−$7m−$5m−$9m−$19m−$11m−$85m−$18m$24m$21m$3m−$4m
Enterprise value$22m$17m$41m$121m$119m$452m$1.0bn$281m$269m$110m$236m$175m
Multiples
Price / sales 4.2x3.1x3.8x6.1x5.6x10.7x17.9x4.8x3.4x1.0x2.1x1.8x
Price / earnings ———n/m——n/m———45.4x38.9x
Price / free cash flow 58.4x——171.6x——n/m28.3x—18.6x12.5x9.7x
EV / EBITDA ———n/m——n/m———14.7x11.5x

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

29 /100

Weak moat

How hard Optimizerx's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 0 / 20

    Net income has been a median -5.3% of total assets over 10 years.

  • Pricing power 16 / 20

    Gross margin has been a median 60.2%, moving by 6.0 percentage points (standard deviation) across 10 years.

  • Durability 10 / 20

    Operating margin has been a median -7.9%; its worst year was -27.9%.

  • Cash conversion 6 / 20

    Free cash flow was positive in 5 of 10 years, at a median 1.6% of revenue.

  • Discipline 2 / 20

    The diluted share count rose 18.4% over five years; stock-based pay has been a median 8.9% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (34 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 11, 2026, after the close. Analysts expect revenue of $21m and EPS of $0.16 (range $0.10 to $0.22) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $0.88 −17% $96m −12%
Next $1.04 +19% $107m +11%

Next year's EPS estimate has moved −4.4% in 90 days, across 5 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is −6.6% on 90 days ago. In the last 30 days, 0 analysts raised Optimizerx Corp's forecast and 1 cut it.

Consensus EPS forecast Optimizerx Corp, last 90 days
$0.80 $0.90 $1.00 $1.10 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $0.94 Current fiscal year, 60 days ago: $0.94 Current fiscal year, 30 days ago: $0.89 Current fiscal year, 7 days ago: $0.89 Current fiscal year, Now: $0.88 $0.88 Next fiscal year, 90 days ago: $1.09 Next fiscal year, 60 days ago: $1.09 Next fiscal year, 30 days ago: $1.06 Next fiscal year, 7 days ago: $1.06 Next fiscal year, Now: $1.04 $1.04

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $0.94$1.09
60 days ago $0.94$1.09
30 days ago $0.89$1.06
7 days ago $0.89$1.06
Now $0.88$1.04

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 $0.11 $0.16 +42.9%
Dec 2025 $0.22 $0.51 +127.4%
Sept 2025 $0.04 $0.20 +438.5%

Adjusted EPS as companies report it, against the average analyst estimate.

Analyst recommendations

6 analysts, Oct 2026
Buy6100%
Hold00%
Sell00%

Monthly trend

  1. Oct 2026156
  2. Sep 2026156
  3. Aug 2026156
  4. Jul 2026156

Counts of recommendations published by analysts covering Optimizerx Corp, by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
6.0%
of tradable shares
Days to cover
6.18
at average volume
Short interest, 1 month
+7%
to October 15, 2026
Held by institutions
70%
of shares
Held by insiders
13.8%
of shares
Employees
132
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months −54.1%

$20.49 on October 31, 2025 to $9.41

ThenNowEffect
Revenue (last 12 months) $105m $99m −5.8%
P/S multiple 3.6x 1.8x −50.0%
Share count 19m 19m −2.4%

Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.

Last 3 years +10.8%

$8.49 on November 3, 2023 to $9.41

ThenNowEffect
Revenue (last 12 months) $62m $99m +60.3%
P/S multiple 2.4x 1.8x −24.0%
Share count 17m 19m −9.0%

Biggest factor: revenue. Loss-making at one end, so the split uses price/sales.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
OPRX+99%−73%−15%−66%+152%−23%
Industry peers (median)−14%−60%−25%−8%−28%−27%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
OPRX58%33%50%33%58%55%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
OPRX−45%−78%−64%−76%−44%−68%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since November 3, 2015: 96% from October 21, 2021 to November 15, 2024. Getting back needed a 2459% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$4.54 – $19.44
From 52-week high
−51.6%
vs 50-day average
+14.3%
vs 200-day average
+29.2%
Volatility (1 year)
69%
Beta vs S&P 500
1.91

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
7 up, 5 down
typical move ±21.8%
After a week
7 up, 5 down
typical move ±26.1%
After a month
7 up, 5 down
typical move ±28.6%
Results releasedNext dayS&P 500 next day5 days21 days
August 12, 2026 +26.9% +0.9% +15.8% +5.3%
May 12, 2026 −20.8% +0.4% −22.2% −15.0%
March 5, 2026 −14.4% −1.9% −24.7% −13.6%
November 6, 2025 −18.3% −1.0% −19.3% −26.9%
August 7, 2025 +38.6% +0.7% +40.9% +46.6%
May 12, 2025 +10.2% +4.0% +22.1% +52.2%
March 12, 2025 +72.7% −0.8% +108.0% +97.1%
November 13, 2024 −30.5% −0.6% −24.3% −14.6%
August 8, 2024 +1.2% +2.8% +1.4% −13.0%
May 14, 2024 +25.0% +1.7% +22.3% +5.5%
April 29, 2024 +0.8% −1.2% +4.9% +20.1%
April 18, 2024 −2.2% −1.1% −7.7% +33.2%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Optimizerx Corp in five measures

Fundamentals grade C
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Optimizerx Corp
$60M $80M $100M $120M FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $62.8M Revenue (TTM), FY23 Q4: $71.5M Revenue (TTM), FY24 Q1: $78.2M Revenue (TTM), FY24 Q2: $83.2M Revenue (TTM), FY24 Q3: $88.2M Revenue (TTM), FY24 Q4: $92.1M Revenue (TTM), FY25 Q1: $94.4M Revenue (TTM), FY25 Q2: $104.7M Revenue (TTM), FY25 Q3: $109.5M Revenue (TTM), FY25 Q4: $109.4M Revenue (TTM), FY26 Q1: $107.3M Revenue (TTM), FY26 Q2: $98.7M $98.7M

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $62.8M
FY23 Q4 $71.5M
FY24 Q1 $78.2M
FY24 Q2 $83.2M
FY24 Q3 $88.2M
FY24 Q4 $92.1M
FY25 Q1 $94.4M
FY25 Q2 $104.7M
FY25 Q3 $109.5M
FY25 Q4 $109.4M
FY26 Q1 $107.3M
FY26 Q2 $98.7M
Revenue growth, TTM YoY Optimizerx Corp
-20% 0% 20% 40% 60% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue growth, TTM YoY, FY23 Q3: -0.5% Revenue growth, TTM YoY, FY23 Q4: 14.5% Revenue growth, TTM YoY, FY24 Q1: 26.7% Revenue growth, TTM YoY, FY24 Q2: 35.2% Revenue growth, TTM YoY, FY24 Q3: 40.4% Revenue growth, TTM YoY, FY24 Q4: 28.8% Revenue growth, TTM YoY, FY25 Q1: 20.7% Revenue growth, TTM YoY, FY25 Q2: 25.9% Revenue growth, TTM YoY, FY25 Q3: 24.2% Revenue growth, TTM YoY, FY25 Q4: 18.8% Revenue growth, TTM YoY, FY26 Q1: 13.8% Revenue growth, TTM YoY, FY26 Q2: -5.8% -5.8%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q3 -0.5%
FY23 Q4 14.5%
FY24 Q1 26.7%
FY24 Q2 35.2%
FY24 Q3 40.4%
FY24 Q4 28.8%
FY25 Q1 20.7%
FY25 Q2 25.9%
FY25 Q3 24.2%
FY25 Q4 18.8%
FY26 Q1 13.8%
FY26 Q2 -5.8%
Operating margin (TTM) Optimizerx Corp
-40% -20% 0% 20% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Operating margin (TTM), FY23 Q3: -26.0% Operating margin (TTM), FY23 Q4: -36.9% Operating margin (TTM), FY24 Q1: -31.1% Operating margin (TTM), FY24 Q2: -27.9% Operating margin (TTM), FY24 Q3: -32.0% Operating margin (TTM), FY24 Q4: -14.9% Operating margin (TTM), FY25 Q1: -11.4% Operating margin (TTM), FY25 Q2: -3.6% Operating margin (TTM), FY25 Q3: 6.2% Operating margin (TTM), FY25 Q4: 10.7% Operating margin (TTM), FY26 Q1: 13.2% Operating margin (TTM), FY26 Q2: 11.1% 11.1%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q3 -26.0%
FY23 Q4 -36.9%
FY24 Q1 -31.1%
FY24 Q2 -27.9%
FY24 Q3 -32.0%
FY24 Q4 -14.9%
FY25 Q1 -11.4%
FY25 Q2 -3.6%
FY25 Q3 6.2%
FY25 Q4 10.7%
FY26 Q1 13.2%
FY26 Q2 11.1%
FCF margin (TTM) Optimizerx Corp
-20% -10% 0% 10% 20% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: 2.7% FCF margin (TTM), FY23 Q4: -10.2% FCF margin (TTM), FY24 Q1: -6.6% FCF margin (TTM), FY24 Q2: -2.4% FCF margin (TTM), FY24 Q3: -1.9% FCF margin (TTM), FY24 Q4: 5.2% FCF margin (TTM), FY25 Q1: 6.9% FCF margin (TTM), FY25 Q2: 9.9% FCF margin (TTM), FY25 Q3: 10.7% FCF margin (TTM), FY25 Q4: 17.0% FCF margin (TTM), FY26 Q1: 13.4% FCF margin (TTM), FY26 Q2: 18.6% 18.6%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 2.7%
FY23 Q4 -10.2%
FY24 Q1 -6.6%
FY24 Q2 -2.4%
FY24 Q3 -1.9%
FY24 Q4 5.2%
FY25 Q1 6.9%
FY25 Q2 9.9%
FY25 Q3 10.7%
FY25 Q4 17.0%
FY26 Q1 13.4%
FY26 Q2 18.6%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-K/A, 10-Q, 10-Q/A. Generated November 3, 2026. Definitions in our methodology.

Where the money goes

FY2025, from the 10-K

Each dollar Optimizerx took in during FY2025, followed through to profit: what it cost to make, what went on running the business, and what was left after tax.

  1. Revenue $109M
  2. Cost of revenue $35.8M · 32.7%
  3. Gross profit $73.6M · 67.3%
  4. Other operating costs $61.9M · 56.6%
  5. Operating income $11.7M · 10.7%
  6. Income tax $1.8M · 1.7%
  7. Interest and other $4.7M · 4.3%
  8. Net income $5.1M · 4.7%

Shares of revenue. Source: Optimizerx's 10-K for FY2025, as filed with the SEC. "Other" lines are what the reported lines leave unexplained.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2010 Dec 2010 2011 Dec 2011 2012 Dec 2012 2013 Dec 2013 2014 Dec 2014 2015 Dec 2015 2016 Dec 2016 2017 Dec 2017 2018 Dec 2018 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 0 1 2 5 7 7 8 12 21 25 43 61 62 72 92 109 99
Gross profit — — 2 3 3 4 4 6 12 15 24 36 39 43 59 74 72
EBITDA −2 −1 −0 −0 −1 −0 −1 −2 0 −2 −0 2 −10 −24 −9 16 15
Operating income −2 −1 −0 −0 −1 −1 −2 −2 0 −4 −2 0 −12 −26 −14 12 11
Net income −2 −2 −0 −0 −1 −1 −2 −2 0 −3 −2 0 −11 −18 −20 5 5
Diluted EPS — — — −$0.06 −$0.12 — −$0.05 −$0.21 $0.02 −$0.23 −$0.15 $0.02 −$0.64 −$1.03 −$1.10 $0.27 $0.24
Growth (year on year)
Revenue — +>999% +79.0% +135.3% +39.0% +11.0% +7.4% +56.5% +74.9% +16.0% +76.1% +41.5% +1.9% +14.5% +28.8% +18.8% −5.8%
EBITDA — — — — — — — — — −585.4% — — −541.4% — — — —
Margins
Gross margin — — 94.2% 60.2% 50.5% 49.8% 56.0% 49.1% 57.6% 62.8% 55.7% 58.1% 62.4% 60.0% 64.5% 67.3% 73.2%
EBITDA margin <−999% −117.7% −13.5% −1.6% −11.7% −3.6% −17.4% −14.9% 2.3% −9.8% −0.1% 3.8% −16.4% −33.6% −10.2% 14.6% 15.4%
Operating margin <−999% −130.8% −22.9% −5.7% −15.8% −8.3% −20.4% −17.6% 0.8% −15.0% −4.9% 0.6% −19.7% −36.9% −14.9% 10.7% 11.1%
Net margin <−999% −190.8% −22.9% −5.7% −15.8% −8.2% −19.9% −17.3% 1.1% −12.8% −5.1% 0.6% −18.3% −24.6% −21.8% 4.7% 4.7%
Free-cash-flow margin <−999% −48.1% −31.5% 24.2% −1.0% 7.1% −8.3% −12.6% 3.6% −7.1% −14.7% 1.0% 16.9% −10.2% 5.2% 17.0% 18.6%
Cash flow
Cash from operations −1 −1 −1 1 −0 1 −0 −1 1 −2 −6 1 11 −7 5 19 18
Capital spending −0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Free cash flow −1 −1 −1 1 −0 1 −1 −2 1 −2 −6 1 11 −7 5 19 18
Stock-based pay — 0 0 0 1 0 0 0 3 2 3 5 16 14 11 7 8
Free cash flow after stock pay — −1 −1 1 −1 0 −1 −2 −2 −4 −10 −5 −5 −21 −7 12 10
Balance sheet
Cash 1 1 0 1 3 8 7 5 9 19 11 85 18 14 13 23 24
Total debt 1 0 0 0 0 0 0 — 0 0 0 0 0 38 34 26 20
Net debt (negative = net cash) −0 −1 −0 −1 −3 −8 −7 −5 −9 −19 −11 −85 −18 24 21 3 −4
Diluted shares — — 6m 7m 8m 8m 10m 10m 12m 13m 15m 18m 18m 17m 18m 19m 19m
Returned to shareholders
Buybacks — — — 0 6 0 1 0 — — — — 20 8 — — —
Total returned — — — 0 6 0 1 0 — — — — 20 8 — — —

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

5 of 6 checks passed · June 30, 2026
What it owns · $164m
Short-term assets $54mLonger-term assets $110m
What it owes, and who funded it · $164m
Short-term liabilities $10mLonger-term liabilities $24mShareholders' equity $131m
  • Short-term assets cover short-term liabilities $54m of assets due within a year against $10m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $54m short-term assets against $24m of longer-dated liabilities.
  • More cash than debt $24m of cash against $19m of debt.
  • Debt below 40% of shareholders' equity Debt is 15% of equity.
  • Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
  • A year's operating cash flow covers at least 20% of debt $18m of operating cash flow against $19m of debt.
  • Operating profit covers interest at least five times over Operating income of $11m against $5m of interest.

From Optimizerx Corp's latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

Diluted share count
+2.5%
year over year
Days sales outstanding
92 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in health care technology
Last 12 months unless stated OPRX SOPH CCLD AMWL DH HCAT Median
Revenue, last 12 months $99m $77m $129m $219m $233m $292m $292m
Revenue growth, last 12 months −5.8% 18.6% 15.1% −19.0% −5.0% −7.5% 8.8%
Revenue growth, 3-year average 17.0% — 0.8% −7.4% −0.8% 0.9% 0.8%
Revenue growth, latest quarter −29.8% — 16.4% −26.6% −9.1% −12.7% 7.4%
Gross margin 73.2% 67.4% — — 75.2% — 58.6%
Operating margin 11.1% −91.8% 7.1% −37.3% −104.6% −84.4% −12.5%
Operating margin, 3-year average −6.8% — −7.0% −72.7% −194.0% −48.1% −18.8%
Net margin 4.7% −102.2% 6.2% −35.7% −72.3% −90.6% −12.5%
Cash from operations / revenue 18.7% −46.5% 20.8% −12.1% 17.8% 9.7% 9.7%
Free-cash-flow margin 18.6% −47.2% 17.7% −12.1% 12.3% 9.2% 9.2%
Free-cash-flow margin, 3-year average 8.7% — 16.7% −34.5% 15.3% 1.7% 8.2%
Stock pay / revenue 8.1% 21.0% 0.3% 5.9% 10.9% 6.0% 9.5%
Change in share count 2.5% 2.2% 73.1% 6.2% −7.4% 10.3% 2.9%

Median of all 23 companies we cover in health care technology. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

23 health care technology companies
Measure Company Peer median Rank
Revenue growth Growth -5.8% 8.8% 20 of 23
Change in growth rate Growth -19.6pp -0.3pp 22 of 23
Gross margin Profitability 73.2% 58.2% 4 of 14
Operating margin Profitability 11.1% -6.6% 5 of 22
Net margin Profitability 4.7% -12.5% 7 of 23
Free-cash-flow margin Cash generation 18.6% 10.6% 6 of 22
Stock pay as % of revenue Cash generation 8.1% 9.7% 11 of 22
Long-term debt as % of assets Balance sheet 10.8% 20.1% 6 of 15
Change in share count Balance sheet 2.5% 2.6% 9 of 19
Days sales outstanding Balance sheet 92 days 58 days 18 of 21

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Products and services
Line of business Revenue Share YoY
Life Science Companies $109M 99.8% ▲ 27.8%
Other Revenue $215,000 0.2% ▼ 96.8%

From Optimizerx Corp's 10-K filed March 12, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$64.2M
Institutions reporting
113
Shares held vs prior quarter
▼ 17.3%
Positions opened / closed
22 / 35

Top buyers and sellers, Q2 2026: 54 institutions bought and 77 sold ; the biggest buyer was AQR Capital Management LLC (+369K shares) and the biggest seller Blackrock, Inc (−718K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Whetstone Capital Advisors, LLC $8.6M 1.5M 13.4% 0.0%
Royce & Associates LP $6.2M 1.1M 9.7% ▲ 22.7%
Vanguard Capital Management LLC $4M 700K 6.2% ▲ 2.1%
Kennedy Capital Management LLC $3.7M 644K 5.7% ▼ 1.8%
Rice Hall James & Associates, LLC $3.6M 634K 5.6% ▲ 5.3%
Blair William & Co $3.5M 608K 5.4% ▼ 1.1%
AQR Capital Management LLC $3.3M 584K 5.2% ▲ 171.7%
Dimensional Fund Advisors LP $2.7M 478K 4.3% ▼ 15.2%
Blackrock, Inc. $2.5M 445K 4.0% ▼ 61.7%
Parkman Healthcare Partners LLC $2M 350K 3.1% ▼ 52.0%
Bullseye Asset Management LLC $1.5M 258K 2.3% ▲ 14.0%
Awm Investment Company, Inc. $1.4M 240K 2.1% ▲ 4.3%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Optimizerx Corp's complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $18,752 1 trade by 1 insider · 0% under pre-set plans
Net ▼ $18,752 net selling
Insider Date Trade Shares Price Value
Stelmakh Edward Chief Finance & Strat Officer December 19, 2025 Sell 1,388 $13.51 $18,752

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around November 5, 2026 estimated from the company's past filing pattern, not announced

  • August 12, 2026
  • May 12, 2026
  • March 5, 2026
  • November 6, 2025
  • August 7, 2025
  • May 12, 2025

Recent SEC filings

Data status

When each part of this page on Optimizerx Corp was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Optimizerx Corp in brief

What does Optimizerx Corp do?
Optimizerx Corp is a US-listed company in the health care technology industry. Its financial year ends in December.
What is Optimizerx Corp's stock ticker?
Optimizerx Corp trades under the ticker OPRX on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Optimizerx Corp's revenue, and how fast is it growing?
Over its most recent trailing twelve months, Optimizerx Corp reported revenue of $98.7M, 5.8% lower than a year earlier, according to its SEC filings.
What is Optimizerx Corp's free cash flow?
Optimizerx Corp's free-cash-flow margin is 18.6% of revenue over the trailing twelve months, ranking 6 of the 22 health care technology companies we cover.
Who are Optimizerx Corp's largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Whetstone Capital Advisors, LLC, Royce & Associates LP and Vanguard Capital Management LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is Optimizerx Corp's market cap?
On November 2, 2026, Optimizerx Corp's market capitalisation was about $179M, with a price-to-earnings ratio of 38.9 and net debt of -$4.4M. Market figures come from third-party market data and may be delayed.
How much debt does Optimizerx Corp have?
Optimizerx Corp's debt-to-equity ratio is 14.5%, from its latest balance sheet. The financial health section below sets out its other solvency checks.
Who are Optimizerx Corp's competitors?
In our Health Care Technology peer group, the companies closest to Optimizerx Corp are Sophia Genetics SA, Carecloud, Inc., American Well Corp, Definitive Healthcare Corp. and Health Catalyst, Inc. The side-by-side comparison below sets their revenue, margins and growth against Optimizerx Corp's.
Are insiders buying or selling Optimizerx Corp stock?
Over the last 12 months, Optimizerx Corp's directors and officers reported 0 open-market purchases and 1 sales on Form 4. The insider trading page charts every trade.
When is Optimizerx Corp's next earnings date?
Around November 11, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Optimizerx Corp announces its own schedule.