Piper Sandler lowered the firm’s price target on Omnicell (OMCL) to $55 from $57 and keeps an Overweight rating on the shares. The firm notes the company raised 2025 guidance on Q2 strength across both segments and a dynamic China tariff situation. Piper updates its product gross margin forecast for the second half of 2025 and 2026 to reflect management’s latest commentary and the expectation that mitigation efforts eliminate effectively all China tariff impact by Q4 2026.
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