OptimizeRx Corporation (OPRX) Releases Q1 2026 Earnings: Revenue Down but Beats; EPS Miss

OptimizeRx Corporation (OPRX) reported first-quarter 2026 results. Total revenue declined 9.5% year-over-year to $19.8 million, above the revenue estimate of $18.7 million. Gross profit rose 11.9% to $14.9 million, while operating profit slipped to $396,000 (down 118.73% year-over-year).

Total revenue: $19.8 million (−9.5% YoY)

Gross profit: $14.9 million (+11.9% YoY)

Operating profit: $396,000 (−118.73% YoY)

Net income attributable to common shareholders: net loss of $495,000 (−77.49% YoY)

Diluted earnings per share: $(0.03) (down 75.0% YoY; estimate $0.0034)

Cash from operating activities: outflow of $467,000 (−112.09% YoY)

Cash and cash equivalents: $20.2 million (+21.7% YoY)

Purchases of property, plant and equipment: $21,000 (−22.22% YoY)

Total liabilities: $37.7 million (−26.88% YoY)

Cost of sales fell to $4.9 million (−42.78% YoY), helping to drive the improvement in gross profit despite the revenue decline.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

OptimizeRx Corporation Insider Trading Activity

OptimizeRx Corporation insiders have traded $OPRX stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $OPRX stock by insiders over the last 6 months:

EDWARD STELMAKH (Chief Finance & Strat Officer) sold 1,388 shares for an estimated $18,751

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

OptimizeRx Corporation Hedge Fund Activity

We have seen 67 institutional investors add shares of OptimizeRx Corporation stock to their portfolio, and 62 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

NEXT CENTURY GROWTH INVESTORS LLC added 294,688 shares (+139.8%) to their portfolio in Q4 2025, for an estimated $3,612,874
D. E. SHAW & CO., INC. removed 208,184 shares (-64.8%) from their portfolio in Q4 2025, for an estimated $2,552,335
INVESCO LTD. removed 199,091 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $2,440,855
HARVEST INVESTMENT SERVICES, LLC removed 167,837 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $2,057,681
RUSSELL INVESTMENTS GROUP, LTD. removed 163,567 shares (-56.6%) from their portfolio in Q1 2026, for an estimated $1,027,200
G2 INVESTMENT PARTNERS MANAGEMENT LLC added 130,264 shares (+72.5%) to their portfolio in Q4 2025, for an estimated $1,597,036
LPL FINANCIAL LLC added 102,910 shares (+385.5%) to their portfolio in Q1 2026, for an estimated $646,274

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

OptimizeRx Corporation Price Targets

Multiple analysts have issued price targets for $OPRX recently. We have seen 5 analysts offer price targets for $OPRX in the last 6 months, with a median target of $17.0.

Here are some recent targets:

Jeff Garro from Stephens & Co. set a target price of $10.0 on 03/06/2026
David Grossman from Stifel set a target price of $17.0 on 03/06/2026
Richard Baldry from Roth Capital set a target price of $18.0 on 03/06/2026
Anderson Schock from B. Riley Securities set a target price of $11.0 on 03/06/2026
Eric Martinuzzi from Lake Street set a target price of $20.0 on 03/06/2026