OptimizeRx on Track to Achieve Profitability with Strong Revenue Growth and Margin Expansion

OptimizeRx (NASDAQ:OPRX) is expected to turn a profit in 2025 due to strong revenue growth and reduced operating expenses, driving margin expansion. The company's stock is likely to rise as profitability is achieved.

OptimizeRx (NASDAQ: OPRX) is set to release its Q2 2025 results on August 7, 2025, with a call to be held at 4:30 pm ET. The company will host the call, and interested parties can join using the conference ID 10200608 or via the call me link [https://callme.viavid.com/?$Y2FsbG1lPXRydWUmcGFzc2NvZGU9JmluZm89Y29tcGFueSZyPXRydWUmYj0xNg==](https://callme.viavid.com/?$Y2FsbG1lPXRydWUmcGFzc2NvZGU9JmluZm89Y29tcGFueSZyPXRydWUmYj0xNg==). A press release will be issued beforehand, providing detailed financial information and updates on the company’s strategic initiatives.

In its first-quarter 2025 earnings call, OptimizeRx reported year-over-year revenue growth of 11% to $21.9 million and a positive adjusted EBITDA of $1.5 million, marking a significant turnaround from the year-ago loss. The company’s investment in its DAAP (Dynamic Audience Activation Platform) and micro-targeting capabilities, along with a push into subscription-based data services, has been key drivers of this growth [1].

OPRX has also streamlined its costs, cutting 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 has 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 [1].

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

Peers such as Doximity and HealthStream are also investing heavily in AI and workflow integration. Doximity, for instance, saw its AI tools, including DocsGPT, usage grow over five times year-over-year in the fourth quarter of fiscal 2025. HealthStream is embedding workflow intelligence across its suite of SaaS-based workforce platforms, with a major five-year, $14-million enterprise deal signed in the first quarter [1].

Shares of OptimizeRx have surged 173.3% year to date compared with the industry’s growth of 17.8%. The company’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) [1].

Investors will be closely watching OptimizeRx’s Q2 2025 results to gauge the company’s performance and future prospects. The call will provide insights into its operational efficiency, revenue growth, and strategic initiatives, helping investors make informed decisions.

References:
[1] https://www.nasdaq.com/articles/optimizerx-bets-ai-and-workflow-integration-will-pay