Option Care Health shares rose 3.5% after Goldman Sachs initiated coverage with a Neutral rating and a $22 price target, suggesting potential upside from the stock's recent price of $20.51. The move comes after the stock declined 33% over the previous six months. Whilst Goldman Sachs took a cautious stance, other firms including Deutsche Bank and UBS maintain Buy ratings on the stock. The company recently reported weak first-quarter 2026 results, with revenue of $1.35 billion missing forecasts despite a 1.3% year-on-year increase. Option Care Health also lowered its full-year revenue guidance to $5.73 billion, below analyst estimates. The stock is down 35.5% year-to-date and trading 43.2% below its 52-week high.

Option Care Health has appointed Robert Okunski as Vice President of Investor Relations, effective 26 May 2026. He will lead the company's investor relations strategy and serve as primary liaison with the investment community. Okunski brings over 20 years of investor relations experience across healthcare, technology and energy sectors. He joins from Enhabit Home Health & Hospice, where he served as Vice President of Investor Relations, and previously held senior positions at Velo3D, SunPower Corporation, Spansion and PeopleSoft. Option Care Health is the largest independent provider of home and alternate site infusion services in the US, employing over 8,000 staff including more than 5,000 clinicians across all 50 states.

Option Care Health, the largest independent provider of home infusion services in the US, reported Q1 revenues of $1.35 billion, up 1.3% year on year but missing analyst expectations by 3.3%. The company operates 177 locations across 43 states with over 4,500 clinicians. Chief executive John Rademacher acknowledged the "mixed performance" and expressed dissatisfaction with revenue growth momentum. Full-year guidance also fell short of analyst expectations. Across the senior health, home health and hospice sector, seven tracked companies reported a satisfactory Q1, with revenues beating consensus estimates by 0.9% on average. However, Option Care Health posted the weakest performance against analyst estimates despite raising full-year guidance. The stock has fallen 27.1% since reporting, currently trading at $21.59.