LifeMD (NASDAQ:LFMD) Issues Earnings Results

LifeMD (NASDAQ:LFMD) released its quarterly earnings results on Monday. The company reported ($0.04) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.01) by ($0.03), Zacks reports. The firm had revenue of $46.87 million during the quarter, compared to analysts’ expectations of $48.57 million.

Here are the key takeaways from LifeMD’s conference call:

• LifeMD reported strong Q4 and FY2025 results with revenue +25% to $194.1M, adjusted EBITDA $15.3M for the year, approximately 322,000 active subscribers, and $36.8M cash with no debt; 2026 guidance targets $220–230M revenue and $12–17M adjusted EBITDA with Q4 run‑rate goals above $250M revenue and $25M adjusted EBITDA.
• Weight‑management demand is a major growth driver — management reports ~700 new GLP‑1 signups per day in Q1, >80% of new patients choosing branded therapy, and the commercial launch of the oral Wegovy through a Novo collaboration with healthy per‑order margins (~$100).
• Pharmacy and compounding are being scaled as margin drivers — an affiliated pharmacy licensed in all 50 states is processing ~20,000 scripts/month with ~70% in‑house fulfillment, delivering an estimated 150–200 bps margin lift and enabling personalized 503A compounded medicines.
• Technology and AI are core strategic priorities — LifeMD plans an AI clinical decision‑support tool in H1 and has beta launched a 30‑state virtual cardiology product that integrates HIE and lab data, which management expects will improve clinician efficiency and operating leverage.
• Women’s health is a major new investment with early positive signals — acquisition of Optimal Human Health MD, high‑profile advisors, CPA reportedly down ~50% recently and initial on‑therapy retention >80%, but management says the vertical won’t be EBITDA‑positive in 2026 and is expected to be meaningfully accretive in 2027.

LifeMD Trading Up 23.1%

Shares of LifeMD stock traded up $0.72 on Tuesday, hitting $3.84. 3,294,575 shares of the company traded hands, compared to its average volume of 1,042,125. The company has a market cap of $184.95 million, a PE ratio of -22.80 and a beta of 1.92. The stock’s 50 day moving average price is $3.29 and its 200-day moving average price is $4.58. LifeMD has a 52 week low of $2.56 and a 52 week high of $15.84.

Analyst Ratings Changes

Several brokerages recently issued reports on LFMD. Wall Street Zen lowered shares of LifeMD from a “hold” rating to a “sell” rating in a research report on Saturday, November 22nd. Loop Capital set a $8.00 price target on shares of LifeMD in a report on Monday, November 24th. B. Riley Financial reduced their target price on LifeMD from $12.00 to $10.00 and set a “buy” rating on the stock in a report on Tuesday, November 18th. HC Wainwright dropped their price target on LifeMD from $13.00 to $9.00 and set a “buy” rating for the company in a research note on Wednesday, November 19th. Finally, BTIG Research restated a “buy” rating and set a $10.00 price target on shares of LifeMD in a report on Tuesday. Six equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, LifeMD presently has a consensus rating of “Moderate Buy” and a consensus price target of $9.25.

Institutional Investors Weigh In On LifeMD

Several hedge funds have recently made changes to their positions in LFMD. Caitong International Asset Management Co. Ltd purchased a new stake in LifeMD during the fourth quarter worth $36,000. Jain Global LLC purchased a new position in shares of LifeMD in the 4th quarter valued at $45,000. Quarry LP bought a new position in shares of LifeMD in the 3rd quarter worth $52,000. Tower Research Capital LLC TRC boosted its position in LifeMD by 110.4% during the second quarter. Tower Research Capital LLC TRC now owns 4,674 shares of the company’s stock valued at $64,000 after purchasing an additional 2,452 shares in the last quarter. Finally, Invesco Ltd. grew its stake in LifeMD by 18.8% in the fourth quarter. Invesco Ltd. now owns 24,464 shares of the company’s stock valued at $83,000 after purchasing an additional 3,870 shares during the last quarter. 35.52% of the stock is currently owned by hedge funds and other institutional investors.

LifeMD News Roundup

Here are the key news stories impacting LifeMD this week:

• Positive Sentiment: Company reported robust FY‑2025 performance — revenue +25% to $194.1M and adjusted EBITDA +309% to $15.3M; Q4 revenue rose 4% and adjusted EBITDA jumped 348%. Management highlighted record Q1 sign‑ups and a strong cash position ($36.8M, no debt). Read More.
• Positive Sentiment: BTIG Research reaffirmed a “Buy” rating and set a $10 price target (large upside vs current levels), which likely supported the intraday bid. Read More.
• Neutral Sentiment: LifeMD launched oral Wegovy and says >80% of new weight‑management patients are initiating branded therapy — a clear growth catalyst but one that requires ongoing scale and payer access to prove out long‑term returns. Read More.
• Neutral Sentiment: Earnings optics are mixed: GAAP continuing‑ops loss (‑$0.04/share) missed some specialized estimates, while total EPS benefited from discontinued‑operations gains and one‑time items (reported diluted EPS $0.41). Investors should read the call transcript for management color on recurring profitability. Read More.
• Negative Sentiment: Near‑term guidance shows a mixed picture: Q1 revenue guidance ($48–49M) is slightly below Street estimates and management expects an adjusted EBITDA loss of $4–5M in Q1 due to front‑loaded patient acquisition (but forecasts return to profitability in Q2 and FY‑2026 adjusted EBITDA of $12–17M). That front‑loaded spend introduces short‑term margin pressure and execution risk. Read More.
• Negative Sentiment: Company disclosures flag ongoing legal/class‑action matters and recent insider selling activity — both are potential overhangs if litigation outcomes or further insider dispositions increase. Read More.

LifeMD Company Profile

LifeMD (NASDAQ: LFMD) is a U.S.-based telehealth company that delivers on-demand, membership-based virtual healthcare services. Through its digital platform and mobile applications, LifeMD connects patients with board-certified healthcare providers for diagnosis, treatment and ongoing management of a range of acute and chronic conditions. The company’s core offering centers on personalized care plans supported by prescription fulfillment, lab testing and prescription delivery services.

LifeMD’s service portfolio spans several specialty areas, including men’s health, hormonal therapy, weight management and primary care.