OSI Systems

OSIS · NASDAQ

$194.86+$0.89 (+0.46%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $193.97

OSIS analyst rating

BuyConsensus of 6 analysts over the last 12 months. 83% rate it a buy.

Strong buy0
Buy5
Hold1
Underperform0
Sell0

12-month price target · 10 analysts

Average $288.56 (+48.1% upside)

Low: $267.65
Now: $194.86
High: $315.00

Upgrades and downgrades

The latest rating actions, newest first

OSIS analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Oppenheimer	Oct 8, 2026	Maintains	Outperform	$300.00 → $265.00	68%
B. Riley Securities	Aug 21, 2026	Maintains	Buy	$320.00 → $265.00	44%
Oppenheimer	Aug 21, 2026	Maintains	Outperform	$320.00 → $300.00	68%
B of A Securities	Jul 20, 2026	Maintains	Buy	$315.00 → $300.00	58%
Citigroup	May 18, 2026	Maintains	Buy	$345.00 → $279.00	27%
Citigroup	Apr 15, 2026	Initiates	Buy	$345.00	27%
JP Morgan	Feb 2, 2026	Maintains	Neutral	$255.00 → $262.00	63%
Roth Capital	Jan 30, 2026	Maintains	Buy	$292.00 → $295.00	62%
B. Riley Securities	Jan 30, 2026	Maintains	Buy	$300.00 → $320.00	44%
Roth Capital	Dec 1, 2025	Maintains	Buy	$280.00 → $292.00	62%

The case for and against

Updated Jul 21, 2026

Bull case

OSI Systems is well-positioned for growth through their strategy of pursuing acquisitions, with the potential for dilution to financial results. They delivered record F2Q revenue and EPS, with margin expansion and strong operating cash flow, and expect F4Q to be significantly stronger. However, the company relies heavily on indirect sales channels and faces competition in its highly competitive industry, with exposure to currency fluctuations due to purchasing finished goods from foreign manufacturers. While they have a strong balance sheet and potential for future M&A, their gross margins could come under pressure in a slowing global economy, and their sales cycle and security systems could be impacted by external factors such as delays in product replacement cycles or failures in detecting threats.

Bear case

OSI Systems is a designer and manufacturer of specialized electronic systems and components for businesses in the homeland security, healthcare, defense, and aerospace markets. The company's recent financial performance has been strong, with record sales and earnings growth. However, there are concerns about the company's dependence on government funding, potential risks associated with acquisitions, and challenges in the healthcare segment. Additionally, the company's industry is highly competitive, and there may be regulatory and litigation risks. While the company is poised for growth, the analyst has a negative outlook due to these concerns.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.