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Upturn AI Summary - About
OPTIMIZERx Corp(OPRX)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for OPRX
09/25/2026: OPRX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
OptimizeRx Corp is a health technology firm that provides a digital platform connecting pharmaceutical manufacturers with healthcare providers directly within the EHR workflow. Its primary strength lies in its extensive network and ability to facilitate patient therapy access and adherence. The core investment story centers on the company’s potential to capture a growing share of digital health marketing budgets as industry spending shifts to point-of-care solutions. However, investors should note risks such as high client concentration, competitive pressure from larger incumbents, and historically inconsistent profitability. The stock may best suit growth-oriented investors who can tolerate volatility and are monitoring the company’s progress toward sustained operating efficiency.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company is a growth-oriented technology provider in the healthcare space but faces challenges in scaling profitability. |
| Momentum investor | Weak fit | Momentum investors should treat this as conditional on a confirmed sustained upturn in price and volume signals. |
| Value investor | Weak fit | The company's valuation is driven by future growth potential rather than current cash-flow-based value metrics. |
| Dividend investor | Weak fit | The company does not pay dividends and retains all capital for growth initiatives. |
| Low-risk investor | Weak fit | The stock exhibits significant volatility and operational risks typical of small-cap health-tech firms. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | Small-cap health-tech stocks often experience rapid price swings based on news cycles and earnings reports. |
| Valuation risk | Medium / high | Investors are paying a premium for future growth, which requires consistent execution to justify. |
| Competition risk (Digital marketing and EHR integration) | High | The company competes with much larger players like Veeva Systems that have entrenched platform footprints. |
| Business quality | Medium | While the platform adds value, the company has not consistently demonstrated strong profitability or long-term margin stability. |
| Dividend income | Low / none | This is a growth-stage company that does not provide income to shareholders. |
| Execution risk | Medium / high | Integrating with complex, fragmented EHR systems creates technical and sales execution challenges. |
Price Behavior
Steep Decline
The stock price has dropped sharply with strong downward pressure.
Highly Choppy
The stock has experienced frequent, large price swings that make its near-term movement less predictable.
Analysis of Past Performance
Type Stock | Historic Profit 116.92% | Avg. Invested days 44 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/25/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 151.44M USD | Price to earnings Ratio 32.16 | 1Y Target Price 12.4 |
Price to earnings Ratio 32.16 | 1Y Target Price 12.4 | ||
Volume (30-day avg) 171.1K shares | Beta 1.09 | 52 Weeks Range 4.54 - 22.25 | Updated Date 09/26/2026 |
52 Weeks Range 4.54 - 22.25 | Updated Date 09/26/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.25 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Pharmaceutical Digital Solutions | Subscription and usage-based fees from pharma companies for deploying educational and financial programs. | The company generates revenue by helping drug companies reach doctors more effectively. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 32.16 | Forward PE 5.63 | Enterprise Value 138.54M | Price to Sales(TTM) 1.54 |
Enterprise Value 138.54M | Price to Sales(TTM) 1.54 | ||
Enterprise Value to Revenue 1.4 | Enterprise Value to EBITDA 8.82 | Shares Outstanding 18.84M | Shares Floating 14.48M |
Shares Outstanding 18.84M | Shares Floating 14.48M | ||
Percent Insiders 13.82 | Percent Institutions 69.67 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About OPTIMIZERx Corp
Exchange NASDAQ | Headquarters Waltham, MA, United States | ||
IPO Launch date 1996-10-22 | CEO & Director Mr. Stephen L. Silvestro | ||
Sector Healthcare | Industry Health Information Services | Full time employees 132 | Website https://www.optimizerx.com |
Full time employees 132 | Website https://www.optimizerx.com | ||
OptimizeRx Corporation operates as a digital healthcare technology company. It offers Dynamic Audience Activation Platform, which generates dynamic audiences with predictive analytics through machine learning methods; Micro-Neighborhood Targeting, which creates consumer audiences using a privacy-first process; Profiler, which provides insights into its customers' target consumers; banner messages, including brand messaging, therapeutic support messaging, affordability messaging, limited distribution drug information, and patient support program messaging through healthcare professionals; and media execution solutions, which deliver messages through consumer omnichannel network, including through programmatic display, programmatic connected television/over-the-top, programmatic social media, addressable television, digital out-of-home, programmatic audio, and email/direct mail. The company also offers pharmacy alerts, which flag pharmacies that have prescription medications in stock; and financial messaging solutions, which provide prescribers visibility to branded copay offers for patients directly within electronic health record systems and ePrescribing platforms. The company was founded in 2006 and is headquartered in Waltham, Massachusetts.
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