Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
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
10/23/2026: OPRX (2-star) has a low Upturn Star Rating. Not recommended to BUY.
OptimizeRx Corp is a health technology company that connects pharmaceutical manufacturers with healthcare providers through digital workflows to improve medication adherence and patient affordability. Its primary strength lies in its extensive network of electronic health record (EHR) integrations, which allows for real-time messaging and support. The core growth opportunity for the company involves expanding its footprint into high-margin real-world evidence analytics. However, the company faces risks from intense competition by larger healthcare data incumbents and potential volatility in pharmaceutical marketing budgets. As a smaller-cap growth stock, it is best suited for investors with a higher risk tolerance and a focus on long-term digital health transformation trends.
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 | Strong fit | The company operates in a high-growth sector focusing on digital transformation in healthcare. |
| Momentum investor | Mixed fit | Momentum fit is conditional on a sustained upturn in technical signal and growth momentum. |
| Value investor | Weak fit | Current valuation often reflects future growth expectations rather than immediate cash flows. |
| Dividend investor | Weak fit | The company does not pay dividends and focuses on reinvesting cash flow. |
| Low-risk investor | Weak fit | As a smaller-cap technology stock, it exhibits high market volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock is susceptible to significant swings based on industry sentiment and quarterly results. |
| Valuation risk | Medium / high | Growth stocks are sensitive to interest rate environments and market valuation multiples. |
| Competition risk (Pharma Marketing) | High | Large competitors like IQVIA have substantial resources to bundle competing solutions. |
| Business quality | Medium | The business model depends on ongoing EHR partnerships and client retention. |
| Dividend income | Low / none | No income is provided to shareholders. |
| Execution risk | Medium | Success relies on the continuous technical integration into complex and fragmented EHR systems. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
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 146.87% | Avg. Invested days 47 | 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 10/23/2026 |
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 172.35M USD | Price to earnings Ratio 38.12 | 1Y Target Price 12.6 |
Price to earnings Ratio 38.12 | 1Y Target Price 12.6 | ||
Volume (30-day avg) 162.8K shares | Beta 1.26 | 52 Weeks Range 4.54 - 22.25 | Updated Date 10/25/2026 |
52 Weeks Range 4.54 - 22.25 | Updated Date 10/25/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.24 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Pharmaceutical Manufacturer Solutions | Revenue from digital messaging and patient affordability programs sold to pharma companies. | This is the primary revenue driver, tied to pharma marketing budgets. |
| Provider/EHR Solutions | Platform access fees and integration services. | This provides the necessary network reach to reach doctors and patients. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 38.12 | Forward PE 5.66 | Enterprise Value 339.13M | Price to Sales(TTM) 1.75 |
Enterprise Value 339.13M | Price to Sales(TTM) 1.75 | ||
Enterprise Value to Revenue 1.41 | Enterprise Value to EBITDA 8.86 | Shares Outstanding 18.84M | Shares Floating 14.48M |
Shares Outstanding 18.84M | Shares Floating 14.48M | ||
Percent Insiders 13.82 | Percent Institutions 69.82 |
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.