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OPKOpko Health, Inc.Sell4.3·$1.50-1.32%
SellModerate Confidence
Investment thesis

Opko Health shows an extremely favorable risk/reward asymmetry ahead of an upcoming earnings catalyst, but cash burn, a steep revenue decline, and heavy options hedging keep quality deeply below the engine's floor.

Thesis pillars

  • Elevated Options HedgingStable
  • High Asymmetry Catalyst EdgeStable
  • Quality Floor BreachStable
  • +2 more pillars — see the Why tab for full reasoning

Full reasoning →

Open full analysis

Opko Health, Inc. (OPK) Stock Analysis

Catalyst-Driven edge

SellVALUE-TRAP 2/5Moderate Confidence

Healthcare · Diagnostics & Research

Sell if holding. Engine safety override at $1.50: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 4.3/10 and A.R:R 14.8:1 is above the 1.5:1 BUY gate. Specifically: Elevated put/call ratio: 2.00; Below-average business quality; Negative price momentum.

OPKO Health, Inc. operates as a healthcare company, in the United States, Ireland, Chile, Spain, Israel, Mexico, and internationally. The company operates in two segments, Pharmaceutical and Diagnostics. The Pharmaceutical segment develops MDX2001, a tetra-specific antibody... Read more

$1.50+148.0% A.UpsideScore 4.3/10#30 of 32 Diagnostics & Research
QualityF-score3 / 9FCF yield-3.14%
Stop $1.40Target $3.72(analyst − 15%)A.R:R 14.8:1
Analyst target$4.38+191.7%4 analysts
$3.72our TP
$1.50price
$4.38mean
$9

Sell if holding. Engine safety override at $1.50: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 4.3/10 and A.R:R 14.8:1 is above the 1.5:1 BUY gate. Specifically: Elevated put/call ratio: 2.00; Below-average business quality; Negative price momentum. Chart setup: No clear chart pattern; technical signals are mixed. Score 4.3/10, moderate confidence.

Passes 7/8 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 25d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum. Suitability: aggressive.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-07-07

Recent Developments — Opko Health, Inc.

Latest news

Generated 2026-07-07T13:42:36Z.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Thu, Jul 30, 202625d to earnings· next earnings call

Thesis

Rewards
No bull case signals
Risks
Concentration risk — Geographic: New York and New Jersey
Concentration risk — Counterparty: Pfizer
Quality below floor (1.8 < 4.0)

Key Metrics

P/E (TTM)
P/E (Fwd)-4.8
Mkt Cap$1.1B
EV/EBITDA-10.8
Profit Mgn-36.6%
ROE-16.9%
Rev Growth-17.2%
Beta1.48
DividendNone
Rating analysts10

Quality Signals

Piotroski F3/9

Options Flow

P/C2.00bearish
IV100%elevated
Max Pain$1-33.3% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHGeographicNew York and New Jersey
    10-K Item 1: 'Our clinical and women's health testing services are concentrated in New York and New Jersey.'
  • HIGHcounterpartyPfizer
    10-K Item 1A: 'Our exclusive worldwide agreement with Pfizer is important to our business.'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

3 floor-breakers·1 ceiling hit

Revenue shrinking — -17.2% YoY. Growth thesis broken unless recovery story develops.static

Revenue Growth
0.0
Declining revenue: -17%
Low model confidence on this dimension (33%).

Unprofitable operations — net margin -36.6%. Quality floor flags this regardless of sector context.static

Roe
0.0
Roa
0.0
Gross Margin
0.0
Operating Margin
0.0
Net Margin
0.0
Fcf Quality
0.0
Moat
3.2
Piotroski F
3.3
Current Ratio
9.4
Cash-burning: FCF -6% of revenueNo competitive moatWeak Piotroski F-Score: 3/9Quality concerns

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Growth Rank
0.6
Quality Rank
1.2
Value Rank
8.4
GatesMomentum 4.0<4.5A.R:R 14.8 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 25d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Aggressive
RSI
65 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $1.35Resistance $1.61

Price Targets

$1
$4
A.Upside+148.0%
A.R:R14.8:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Quality below floor (1.8 < 4.0)
! Value-trap signals (2/5): High leverage (D/E 3.4), Material insider selling (10 sells, 0.20% of cap)
! momentum at 4.0 (below the engine's 4.5 threshold)

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-07-30 (25d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is OPK stock a buy right now?

Sell if holding. Engine safety override at $1.50: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 4.3/10 and A.R:R 14.8:1 is above the 1.5:1 BUY gate. Specifically: Elevated put/call ratio: 2.00; Below-average business quality; Negative price momentum. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $1.40. Score 4.3/10, moderate confidence.

What is the OPK stock price target?

Take-profit target: $3.72 (+148.0% upside). Prior stop was $1.40. Stop-loss: $1.40.

What are the risks of investing in OPK?

Concentration risk — Geographic: New York and New Jersey; Concentration risk — Counterparty: Pfizer; Quality below floor (1.8 < 4.0).

Is OPK overvalued or undervalued?

Opko Health, Inc. trades at a P/E of N/A (forward -4.8). TrendMatrix value score: 9.0/10. Verdict: Sell.

What do analysts say about OPK?

10 analysts cover OPK with a consensus score of 3.9/5. Average price target: $4.

What does Opko Health, Inc. do?OPKO Health, Inc. operates as a healthcare company, in the United States, Ireland, Chile, Spain, Israel, Mexico, and...

OPKO Health, Inc. operates as a healthcare company, in the United States, Ireland, Chile, Spain, Israel, Mexico, and internationally. The company operates in two segments, Pharmaceutical and Diagnostics. The Pharmaceutical segment develops MDX2001, a tetra-specific antibody targeting several types of solid tumors in Phase 1 clinical trials; MDX2003, a tetra-specific antibody targeting two antigens for hematological tumors in Phase 1 clinical trials; and MDX2004, a trispecific immune modulator to rebuild and sustain the patient's own immune system. This segment also engages in the development of Epstein Barr Virus vaccine; Rayaldee, a patented extended-release product for oral administration containing 30 mcg of a prohormone; OPK-88006 oral and injectable product to regulate blood glucose and reduce body weight; NGENLA, recombinant human growth hormone product developed for the long-term treatment of pediatric patients with growth hormone deficiency. The Diagnostics segment offers laboratory testing services, such as detection, diagnosis, evaluation, monitoring, and treatment of diseases, as well as esoteric testing, molecular diagnostics, anatomical pathology, genetics, women's health, and correctional healthcare under the BioReference brand; and 4Kscore test. OPKO Health, Inc. was founded in 2006 and is headquartered in Miami, Florida.

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