Stock Ratings / Consumer Discretionary / OPRX / insiders

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OptimizeRx Corporation (OPRX) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$9.37 +0.75% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $9.41

OptimizeRx Corporation (OPRX) earns a Roarable Rating of B- (Buy) with 70/100 RQD Confidence. High-quality cash engine (67% profit margin, 7% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

📊 Historical Track Record: Scores of 70/100 (B-) historically ranked in the Top 15% of excess returns over the next 90 days (+6.6% avg 90D alpha vs SPY • 68.1% hit rate) →

ROARABLE B- • BUY Cap $176.5M

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $9.41 (+0.38%)🧬 Cannibal Buyback (-2.08% YoY Shares)⚙️ Cash Engine: 14/20 (B-) • 17% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 70/100 (B-) historically ranked in the Top 15% of excess returns over the next 90 days (+6.6% avg 90D alpha vs SPY • 68.1% hit rate).

Audit Bucket Track Record →

RQD QUANT TACHOMETERBUY • B-

3-of-3 JEV AI Jury Bullish

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw C · Rk B+

Each axis scored 0–20

12M PRICE TARGET CONE+5.4% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for OPRX)Realized 20D OHLCV Swing Band: ±10.7%

Deterministic 5-Pillar Attribution (70/100 Composite)

🔍 WHY OPRX SCORES 70/100 (B-) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Macro Regime Fit+18/20 pts (26% of score)

FRED Regime × Technicals: 29% of 52W Range • RSI-14 at 63.6 (BULLISH MOMENTUM)

▲ #2 Bullish Driver: Insider Conviction & Share Dilution+15/20 pts (21% of score)

SEC Form 4 / 13F Thermometer: 75% Net Buy • Cannibal Buyback (-2.08% YoY Shares)

▼ #1 Drag / Risk Factor: Whale & Options Positioning9/20 pts (-11 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-11 pts vs max)

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade C+$8.28+2.7% Next Q

Q2 (-2Q)

Grade C+$8.50+7.6% Next Q

Q3 (-1Q)

Grade B-$9.15+2.4% Next Q

Current

Grade B-$9.37+6.6% Hist 90D α

Trajectory: C+ (62) → B- (70)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the OPRX Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 70/100 (B-) score, OPRX faces multiple-compression risk if 34.4x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.08% YoY Shares) — any gross margin slip below 64.8% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($8.20) or 200D SMA ($7.30) invalidates the momentum regime and cuts Target Base ($9.88) toward Bear Floor ($7.68).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $OPRX• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “OPRX Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”

YES 70%NO 30%Trade / Inspect Odds →

SEC FORM 4 × 13F HEDGE FUNDS × CONGRESSIONAL STOCK ACT

OPRX Smart-Money Thermometer: HEAVY INSIDER & 13F ACCUMULATION

Explore All 13F & Congress Whales →

▲ Disclosed Buys: 0 ($0)▼ Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (OPRX)

No recent open-market Form 4 cluster sales or emergency dumps flagged on OPRX. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (OPRX Tape Review)

✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
✓Forensic Red-Light accounting & dilution traps to review on your watchlist
✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?

Join Founding VIP Waitlist (No Card Required) →$100K Arena

OPRX // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +50.40%▲ ASCENDING CHANNEL

2026-10-30O $9.25H $9.37L $9.00C $9.37VOL 136.3K

RES: $9.86SUP: $8.33SMA50: $8.20SMA200: $7.30

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

OPRX Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 OPRX Butterfly Map → + Track OPRX →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

26.5%/yr Implied 5Y Growth

vs. +18.8% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on OPRX today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for OPRX. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for OPRX today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (OPRX)

Consumer Discretionary Rank #187 of 1011 ⚔️ UXIN vs OPRX Full Matrix →

1. Head-to-Head Consumer Discretionary Peer Comparison (OPRX vs. UXIN, DHX, CNDT, ALIT)

Industry: Business Services (90 Tracked Issuers)

Across 1011 tracked Consumer Discretionary securities in the Roarable RQD universe, OptimizeRx Corporation (OPRX) ranks #187 by composite RQD confidence (70/100, grade B-) and #708 by equity capitalization ($176.5M). Within this direct 5-issuer industry benchmark cohort, OPRX leads on earnings valuation at 34.4x trailing P/E, while OPRX leads on capital efficiency and profitability with 7.3% ROIC and 67.3% gross margin. OPRX currently leads its immediate peer cohort in composite quantitative strength at 70/100 (B-).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
OPRX ACTIVE OptimizeRx Corporation	B-	70/100	34.4x	67.3%	7.3%	+0.75%	$176.5M	Benchmark Subject
UXIN Uxin Limited ADS	D-	38/100	—	6.7%	-35.0%	-1.00%	$206.8M	/uxin-vs-oprx →
DHX DHI Group Inc.	D+	52/100	—	84.7%	-7.4%	-0.21%	$210.2M	/dhx-vs-oprx →
CNDT Conduent Incorporated	E	29/100	—	18.1%	-24.8%	-1.90%	$241.1M	/cndt-vs-oprx →
ALIT Alight Inc. (Class A)	D-	36/100	—	33.8%	-35.0%	+1.44%	$247.0M	/alit-vs-oprx →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001448431

In its most recent audited fiscal period (FY2025, filed 2025-12-31), OptimizeRx Corporation (OPRX) reported GAAP revenue of $109.4M (+18.8% vs. FY2024 revenue of $92.1M , and +53.0% cumulative change since FY2023) , GAAP net income of $5.1M, operating cash flow of $18.7M, and free cash flow of $18.7M (+290.6% YoY). On the balance sheet, OPRX closed FY2025 with $176.9M in total assets against $21.4M in total debt (Altman Z-Score: 2.68, Piotroski F-Score: 9/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$109.4M	$5.1M	$18.7M	$18.7M	$176.9M	$21.4M
FY2024 (FY)	2024-12-31	$92.1M	-$20.1M	$4.9M	$4.8M	$171.2M	$30.8M
FY2023 (FY)	2023-12-31	$71.5M	-$17.6M	-$7.2M	-$7.2M	—	—

3. OPRX Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is OPRX stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-01, OptimizeRx Corporation (NASDAQ: OPRX) is rated B- (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 70/100 at a spot price of $9.37 (+0.75% 1D, market cap $176.5M). Pillar breakdown: Fundamental Cash Engine 14/20, Institutional 13F & Options Flow 9/20, Executive Insider Alignment 14/20, FRED Macro Regime Fit 18/20, and SEC Balance-Sheet Forensics 15/20. Across 1011 tracked Consumer Discretionary issuers, OPRX ranks #187 in composite RQD confidence.

How does OPRX compare to UXIN and DHX in the Consumer Discretionary sector?

Within the Consumer Discretionary sector (Business Services), OPRX carries a Roarable B- (70/100 RQD), trailing P/E of 34.4x, gross margin of 67.3%, and ROIC of 7.3%. By comparison, UXIN (Uxin Limited ADS) holds a D- grade (38/100 RQD, P/E N/A, ROIC -35.0%, cap $206.8M) and DHX (DHI Group Inc.) posts a D+ grade (52/100 RQD, P/E N/A, ROIC -7.4%, cap $210.2M). Among the 5-stock peer group, OPRX leads on earnings multiple (34.4x) while OPRX leads on capital efficiency (7.3% ROIC).

What are the biggest fundamental strengths and SEC risk factors for OPRX?

Per OPRX's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001448431), OptimizeRx Corporation generated $109.4M in revenue (+18.8% YoY), $5.1M in net income, and $18.7M in free cash flow against $176.9M in total assets and $21.4M in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is OPRX trading relative to its 50-day, 200-day, and 52-week technical levels?

OPRX last traded at $9.37 (+0.75% on volume of 100,522 shares), positioning the stock +14.27% above its 50-day simple moving average ($8.20) and +28.36% above its 200-day simple moving average ($7.30). Across its 52-week range of $4.54 to $21.09, OPRX sits at the 29.2% percentile with a 14-day RSI of 63.6 (BULLISH MOMENTUM) and an implied next-earnings move of ±10.7% ($8.37 to $10.37).

OPRX Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Are OPRX insiders and hedge funds buying or selling?

Roarable's SEC Form 4 and 13F Whale Thermometer currently classifies OPRX leadership and institutional positioning as: HEAVY INSIDER & 13F ACCUMULATION.

Direct Sub-Reports: OPRX RQD Cockpit OPRX 12M Forecast OPRX Earnings & Move OPRX Dividends & DRIP OPRX Insiders & 13F OPRX Whale Options OPRX Profit Sankey OPRX News & Why