Analyst Sentiment on Outset Medical (OM) Remains Strong Following Q4 Results

Outset Medical, Inc. (NASDAQ:OM) is 1 of the 7 astir volatile stocks nether $5 for time trading.

On February 12, 2026, Outset Medical, Inc. (NASDAQ:OM) shares received caller enactment from analysts contempt a diminution successful terms targets aft fourth-quarter results that mostly met expectations. After the institution provided what it considered to beryllium a realistic 2026 target, TD Cowen lowered its people to $12 from $15, and BTIG lowered its people to $15 from $17, some of which kept their ‘Buy’ ratings.

In a probe note, the BTIG expert informed investors that this quarter, featuring a unchangeable income force, an upcoming product, a wide and expanding woody pipeline, robust recurring revenue, and improving margins, volition assistance the institution reconstruct credibility.

Outset Medical, Inc. (NASDAQ:OM), connected February 11, 2026, announced fourth-quarter gross of $28.90 million, a 2% year-over-year decrease. Accordingly, the full gross for 2025 came retired astatine $119.50 million, a 5% increase. In addition, the full-year borderline improved to 39.10%, and the quarterly gross borderline accrued by 600 ground points to 42.40%.

Meanwhile, currency astatine year-end was $173 million, and adjusted nett nonaccomplishment decreased from $19.30 cardinal to $15.10 million. In summation to outlining plans to motorboat its next-generation Tablo level successful the 2nd quarter, Outset Medical, Inc. (NASDAQ:OM)’s absorption projected 2026 gross of $125 cardinal to $130 million, with a non-GAAP gross borderline successful the low-to-mid-40% range.

Outset Medical, Inc. (NASDAQ:OM), founded successful 2003 successful San Jose, offers dialysis solutions done its Tablo Hemodialysis System, which enables some acute and location treatment. The institution aims to simplify and modernize dialysis attraction delivery.

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