OptimizeRx price target lowered to $10 from $17 at Stephens

Stephens analyst Jeff Garro lowered the firm’s price target on OptimizeRx (OPRX) to $10 from $17 and keeps an Equal Weight rating on the shares despite a “big” Q4 EBITDA beat. For FY26, OptimizeRx decreased revenue guidance by 8% due to soft pharma marketing budgets, but management remained confident on customer engagement levels that should translate to more budget unlock in the second half, notes the analyst, whose “bias is turning positive.” However, the firm remains patient on validating a second half budget rebound, the analyst added.