OSI Systems (OSIS)

• Market cap: $3.16B
• 1 day: -3.17%
• 5 days: -0.29%
• 1 month: -2.96%
• 3 months: 8.86%
• 6 months: 29.80%
• Year to date: 13.67%
• 1 year: 34.85%
• 5 years: 169.28%
• 10 years: 149.06%
• Sector: Technology
• Industry: Electronic Components

About: OSI Systems Inc is a designer and manufacturer of electronic systems and components for businesses in the homeland security, healthcare, defense, and aerospace markets. The firm is organized in three business segments: Security, which derives maximum revenue, provides security and inspection systems; Healthcare, which provides patient monitoring, diagnostic, cardiology, ventilation systems and defibrillators; and Optoelectronics and Manufacturing, which provides specialized electronic components and manufacturing services for the Security and Healthcare segments and external original equipment manufacturers. Majority of the firm's revenue is generated in the United States, and the rest from Mexico, Europe, the Middle East, and Africa, and the Asia Pacific regions.

Employees: 6,681

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

492% more call options, than puts

Call options by funds: $47.6M | Put options by funds: $8.04M

103% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 29

33% more funds holding in top 10

Funds holding in top 10: 3 [Q3] → 4 (+1) [Q4]

22% more capital invested

Capital invested by funds: $2.48B [Q3] → $3.02B (+$541M) [Q4]

13% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 96

10% more funds holding

Funds holding: 271 [Q3] → 299 (+28) [Q4]

9.32% more ownership

Funds ownership: 98.8% [Q3] → 108.11% (+9.32%) [Q4]

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $210 12% upside
• Avg. target: $221 18% upside
• High target: $225 20% upside

4 analyst ratings

• positive: 3 75%
• neutral: 1 25%
• negative: 0 0%

Wells Fargo Matthew Akers 59% 1-year accuracy 46 / 78 met price target	12% upside $210	Overweight Maintained	8 Apr 2025
JP Morgan Seth Seifman 38% 1-year accuracy 13 / 34 met price target	20% upside $225	Neutral Initiated	21 Feb 2025
Roth MKM Jeff Martin 31% 1-year accuracy 4 / 13 met price target	19% upside $224	Buy Maintained	24 Jan 2025
Oppenheimer Christopher Glynn 15% 1-year accuracy 3 / 20 met price target	20% upside $225	Outperform Maintained	24 Jan 2025