OptimizeRx Bets on AI and Workflow Integration: Will This Pay Off?

OptimizeRx OPRX is making a bold shift toward AI-driven, workflow-integrated solutions, signaling a strategic evolution that could redefine its role in digital pharma communications. On its first-quarter 2025 earnings call, the company reported year-over-year revenue growth of 11% to $21.9 million and a positive adjusted EBITDA of $1.5 million, marking a sharp turnaround from the year-ago loss.

At the heart of this momentum is OPRX’s investment in its DAAP (Dynamic Audience Activation Platform) and micro-targeting capabilities, which enable precise patient and prescriber engagement. The company is pairing this with a push into subscription-based data services, with over 5% of projected 2025 revenues already locked into recurring contracts. These moves not only support revenue predictability but also carry higher margins due to limited revenue sharing and proprietary data ownership.

OPRX is also streamlining costs, having cut OpEx by $5 million in 2024 and maintaining a lean structure in 2025. With 80% of this year’s revenues already under contract, the company raised full-year revenue guidance to $101-$106 million, with adjusted EBITDA of $13-$15 million. Its goal is to become a Rule of 40 company — a benchmark for balancing growth and profitability.

Yet, risks remain. Gross margin dipped slightly due to a greater mix of lower-margin managed services, and its net revenue retention could face pressure as comps normalize post-Medicx acquisition. Still, the company is confident in upselling and expansion, pointing to an ROI of 10:1 and 25% script lift on live programs.

As the pharma industry shifts to more data-rich, cost-efficient digital strategies, OptimizeRx is positioning itself as a platform, not just a media vendor. The payoff hinges on scaling its subscription model and sustaining its pipeline conversion, both of which are trending in the right direction.

Peers Workflow Integration

Doximity DOCS continues to scale its AI investments and workflow integration strategy with strong traction. In the fourth quarter of fiscal 2025, its AI tools, including DocsGPT, saw usage grow over five times on a year-over-year basis. These tools help physicians automate chart reviews, analyze long patient records, and extract clinical summaries, easing documentation burdens.

The company also showcased new document-upload and analysis features at its annual Physician Tech Summit, underscoring its focus on practical clinical use cases. Over 620,000 unique prescribers used Doximity's workflow tools during the quarter. Simultaneously, OPRX is expanding its pharma-facing AI orchestration capabilities, allowing clients to dynamically creating messaging to physicians. With increasing client adoption of Doximity’s portal, AI is now enhancing campaign optimization and real-time ROI tracking. Management sees AI as a core driver of operating leverage and long-term margin efficiency.

HealthStream HSTM is embedding workflow intelligence across its suite of SaaS-based workforce platforms, most notably in CredentialStream and hStream interoperability layer. Although AI was not explicitly mentioned, platform integration is driving the automation of time-intensive tasks, such as credentialing, scheduling and competency assessment.

A major five-year, $14-million enterprise deal signed in the first quarter reflects rising demand for bundled, interoperable solutions. The company reported growth of 25% in CredentialStream and 19% in ShiftWizard, citing workflow optimization and implementation scalability as near-term focus areas. Executives emphasized "time to revenue" improvements for hospital clients and expect continued growth as clients adopt broader workflow-based efficiencies.

OPRX’s Price Performance, Valuation and Estimates

Shares of OptimizeRx have surged 173.3% year to date compared with the industry’s growth of 17.8%.

OPRX’s forward 12-month P/S of 2.22X is lower than the industry’s average of 8.86X, and also lower than its five-year median of 3.59X. However, it carries a Value Score of F.

The Zacks Consensus Estimate for OPRX’s 2025 earnings per share suggests a 63.6% improvement from the 2024 level.

OptimizeRx stock currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

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This article originally published on Zacks Investment Research (zacks.com).

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