OptimizeRx Corp (NASDAQ:OPRX) shares are tumbling on Friday as the company faces increased market volatility and uncertainty surrounding Most Favored Nation (MFN) pricing.
Earnings Exceed Expectations
The company recently reported fourth-quarter earnings of 51 cents, better than the consensus estimate of 23 cents.
Revenues jumped to $32.2 million, compared to the consensus of $31.1 million, with adjusted EBITDA of $12.0 million.
However, Lower 2026 Forecasts
OptimizeRx updated its fiscal year 2026 guidance, expecting revenue between $109 million and $114 million, down from prior guidance of $118 million-$124 million, while adjusted EBITDA is projected to fall between $21 million and $25 million.
This guidance comes amid a backdrop of cautious spending from customers, which may create near-term headwinds for the company.
OptimizeRx CEO Expects Uncertainty
“We are beginning to see increased market volatility, driven in part by uncertainty surrounding Most Favored Nation (MFN) pricing. In response, we believe some customers are taking a more measured approach to discretionary spending and contract duration. While this dynamic may create some near-term headwinds, …