OptimizeRx Q2 revenue beats estimates on operating resilience; reaffirms outlook

OptimizeRx

12/08/2026 21:10

Overview
US healthcare tech firm's Q2 revenue fell 30% yr/yr but beat analyst expectations
Q2 adjusted EBITDA and non-GAAP EPS beat analyst expectations
Company reaffirmed 2026 revenue and adjusted EBITDA guidance

Outlook
Company reaffirms 2026 revenue guidance of $95 mln to $100 mln
Company maintains 2026 adjusted EBITDA forecast of $21 mln to $25 mln
Company cites variability in second-half timing and mix but sees commercial momentum supporting outlook

Result Drivers
CUSTOMER CONCENTRATION - Co said revenue decline was concentrated among a small number of customers, while other customers increased investment
PRODUCT INNOVATION - Recent product launches and expanded programmatic initiatives strengthened customer engagement, according to CEO Stephen L. Silvestro
MARGIN EXPANSION - Co said Q2 revenue and adjusted EBITDA exceeded consensus, reflecting margin expansion and disciplined execution

Company press release: ID:nGNX6KqRnF

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$20.50 mln
$20.20 mln (6 Analysts)
Q2 Adjusted EPS
Beat
$0.16
$0.12 (4 Analysts)
Q2 Adjusted Net Income
Beat
$3.10 mln
$1.95 mln (4 Analysts)
Q2 Adjusted EBITDA
Beat
$4.90 mln
$2.39 mln (6 Analysts)

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
The average consensus recommendation for the online services peer group is "buy"
Wall Street's median 12-month price target for OptimizeRx Corporation is $11.00, about 59% above its August 11 closing price of $6.92
The stock recently traded at 7 times the next 12-month earnings vs. a P/E of 6 three months ago

Reuters Recommended Reads
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Aug 11 - Inuvo Q2 revenue misses on Legacy Search decline

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)