OptimizeRx (OPRX) AI Stock Analysis

• Market Cap: $248.39M
• Dividend Yield: N/A
• Average Volume (3M): 308.64K
• Price to Earnings (P/E): ―
• Beta (1Y): 2.03
• Revenue Growth: 20.66%
• EPS Growth: 17.97%
• Country: US
• Employees: 128
• Sector: Healthcare
• Sector Strength: 39
• Industry: Medical - Healthcare Information Services
• EPS (TTM): 0.08
• Shares Outstanding: 18,495,111
• 10 Day Avg. Volume: 275,010
• 30 Day Avg. Volume: 308,643
• PEG Ratio: <0.01
• Price to Book (P/B): 2.37
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 28.70
• Enterprise Value/Market Cap: 1.13
• Enterprise Value/Revenue: 0.78
• Enterprise Value/Gross Profit: 4.73
• Enterprise Value/Ebitda: -4.93
• 1Y Price Target: $17.20
• Price Target Upside: 28.07% Upside
• Rating Consensus: Strong Buy
• Number of Analyst Covering: 6

• Rating: 67 Neutral
• Price Target: $14.50 ▲(7.97%Upside)

OptimizeRx shows strong growth potential with positive momentum and strategic improvements. Financial stability is supported by a robust balance sheet, but profitability challenges and valuation concerns remain areas to watch. Leadership changes suggest a commitment to strategic progress.

Positive Factors

Financial Performance

OptimizeRx reported solid first-quarter results, with financial metrics that came in ahead of expectations across the board.

Market Position

The stock has been a year-to-date winner, with shares up around 90%, and the company could be a compelling takeout target for a strategic partner.

Negative Factors

Acquisition Challenges

The anticipated growth from the recently acquired Medicx platform has not met expectations, pressuring the direct-to-consumer growth.

Leadership and Management

The departure of the former CEO has left a vacancy, providing a significant opportunity to evaluate strategic options.

OptimizeRx Business Overview & Revenue Model

Company Description

OptimizeRx Corporation, a digital health technology company, provides various solutions to life sciences organizations, healthcare providers, and patients. The company's products and applications include financial messaging, a virtual patient support center that allows doctors and staff to access sample vouchers, co-pay coupons, and other patient support through their EMR and/or e-prescribe systems; and brand awareness and therapeutic support messaging services, such as brand awareness messages, reminder ads, and therapeutic support and unbranded messages. It also offers brand support services, which focuses on educating and working with pharmaceutical manufacturers on identifying, formulating, and implementing eRx media strategies, including drug file integration, sales force training, and strategy development services for promoting their products. In addition, the company operates cloud based Mobile Health Messenger platform that provides interactive health messaging for enhanced medication adherence and care coordination; and HIPAA-compliant automated mobile messaging platform, which allows pharmaceutical manufactures and related entities to directly engage with patients to enhance regimen compliance. Further, it offers patient programs with treatment and affordability information, lifestyle and condition trackers, internet device connectivity, forms, and surveys. Additionally, the company provides evidence-based physician engagement solution applied to real-world data to assist healthcare providers in identifying patients who may be qualified for specific therapies, raise awareness of patient access pathways, and identify early indicators of non-adherence among patient populations. It also offers therapy initiation workflow focused on accelerating patient access to treatments where time-consuming medical documentation is required of HCPs prior to pharmacies dispensing prescribed drugs. The company was found in 2006 and is headquartered in Rochester, Michigan.

How the Company Makes Money

OptimizeRx makes money primarily through its technology platform that connects pharmaceutical companies with healthcare providers and patients. Key revenue streams include fees charged to pharmaceutical companies for integrating their messaging and patient support programs into healthcare provider workflows via EHR systems. Additionally, OptimizeRx generates revenue from digital health messaging services that deliver important information related to patient care, such as medication adherence and clinical support, directly to patients and providers. The company also benefits from partnerships with EHR vendors and other healthcare technology firms, which enhance its platform's reach and efficacy, thereby contributing to its earnings.

OptimizeRx Financial Statement Overview

Summary

OptimizeRx shows steady revenue growth and strong cash flow improvements. However, ongoing negative net profit margins and ROE present profitability challenges despite a robust equity position and low leverage.

Income Statement

OptimizeRx has demonstrated steady revenue growth, with a 29.5% increase from 2023 to 2024 and a 2.4% increase into the TTM. However, profitability remains a concern as the company continues to report negative EBIT and net income margins. The TTM shows a gross profit margin of 64.1%, which is strong, yet the net profit margin is -16.3%, indicating ongoing operational challenges.

Balance Sheet

The balance sheet showcases stability with a solid equity base, as reflected by an equity ratio of 69.3% in the TTM. The debt-to-equity ratio is low at 0.03, indicating minimal leverage and low financial risk. However, the consistent losses have impacted return on equity, which remains negative.

Cash Flow

Cash flow analysis shows positive free cash flow in the TTM, with a growth rate of 32.1% from the previous year. The operating cash flow to net income ratio is positive at -0.43, which is an improvement, reflecting enhanced cash generation relative to net losses. Despite this, the company needs to sustain and further improve its cash generation capabilities.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	94.36M	92.13M	71.52M	62.45M	61.29M	43.31M
Gross Profit	59.42M	59.38M	42.90M	38.97M	35.64M	24.11M
EBITDA	-6.27M	-8.90M	-21.31M	-9.42M	2.33M	-131.24K
Net Income	-15.41M	-20.11M	-17.57M	-11.44M	378.08K	-2.21M
Balance Sheet
Total Assets	167.77M	171.17M	183.37M	134.65M	140.99M	60.33M
Cash, Cash Equivalents and Short-Term Investments	16.57M	13.38M	13.85M	74.14M	84.68M	10.52M
Total Debt	32.80M	33.19M	36.82M	234.43K	327.71K	448.75K
Total Liabilities	51.50M	54.17M	56.82M	8.54M	9.61M	10.35M
Stockholders Equity	116.27M	117.00M	126.55M	126.11M	131.38M	49.97M
Cash Flow
Free Cash Flow	6.31M	4.78M	-8.11M	10.41M	240.04K	-6.44M
Operating Cash Flow	6.63M	4.89M	-7.24M	10.65M	726.04K	-6.31M
Investing Cash Flow	-381.00K	-450.00K	-25.34M	-58.18M	-486.00K	-124.72K
Financing Cash Flow	-4.86M	-4.91M	28.22M	-18.95M	73.92M	-1.90M

OptimizeRx Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 13.43
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For OPRX, the sentiment is Positive. The current price of 13.43 is below the 20-day moving average (MA) of 13.78, above the 50-day MA of 11.93, and above the 200-day MA of 7.64, indicating a neutral trend. The MACD of 0.31 indicates Positive momentum. The RSI at 54.11 is Neutral, neither overbought nor oversold. The STOCH value of 63.44 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for OPRX.

OptimizeRx Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
OPRX	67 Neutral	$248.39M	―	-12.90%	―	20.66%	17.97%
HCAT	61 Neutral	$282.58M	―	-19.80%	―	4.88%	37.87%
DH	57 Neutral	$589.74M	―	-86.36%	―	-3.04%	-152.59%
SOPH	54 Neutral	$203.17M	―	-60.75%	―	4.66%	11.33%
AMWL	52 Neutral	$135.80M	―	-44.04%	―	2.79%	58.22%
Sector *	52 Neutral	$7.50B	0.31	-61.87%	2.27%	17.10%	1.59%
EUDA		$125.59M	―		―	―	―

OptimizeRx Corporate Events

OptimizeRx CEO Steve Silvestro Joins Board of Directors

On June 24, 2025, OptimizeRx announced the appointment of its CEO, Steve Silvestro, to the Board of Directors, effective June 20, 2025. Silvestro, who became CEO in March 2025, is expected to enhance leadership and contribute to the company’s strategic initiatives aimed at value creation and strengthening its market position. The Board expressed confidence in Silvestro’s leadership, noting significant progress since he assumed the CEO role, and anticipates that his appointment will support the company’s growth and strategic direction.

The most recent analyst rating on (OPRX) stock is a Buy with a $8.00 price target. To see the full list of analyst forecasts on OptimizeRx stock, see the OPRX Stock Forecast page.

OptimizeRx Stockholders Approve Key Governance Proposals

OptimizeRx held its 2025 Annual Meeting of Stockholders on June 11, 2025, where stockholders voted on three key proposals. The proposals included the election of five directors, approval of executive compensation, and ratification of UHY LLP as the independent accounting firm. All proposals were approved, impacting the company’s governance and financial oversight for the 2025 fiscal year.

The most recent analyst rating on (OPRX) stock is a Buy with a $20.00 price target. To see the full list of analyst forecasts on OptimizeRx stock, see the OPRX Stock Forecast page.

OptimizeRx Announces Plan to Appoint New Director

On April 18, 2025, OptimizeRx Corporation announced its plan to appoint a new independent director to its board in the second half of 2025, as part of its ongoing efforts to refresh and expand its board of directors. This decision follows constructive engagement with Whetstone Capital Advisors, which withdrew its notice to nominate director candidates for the company’s 2025 Annual Meeting. The addition of a new director aims to enhance the board’s expertise and support the company’s strategy to build market share and drive revenue growth under the leadership of new CEO Steve Silvestro.