LifeMD (NASDAQ:LFMD) Releases Quarterly Earnings Results, Beats Expectations By $0.42 EPS

LifeMD (NASDAQ:LFMD) announced its quarterly earnings results on Monday. The company reported $0.41 earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.01) by $0.42, FiscalAI reports. The company had revenue of $46.87 million for 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 Stock Performance

Shares of LFMD opened at $3.12 on Tuesday. LifeMD has a fifty-two week low of $2.56 and a fifty-two week high of $15.84. The firm’s 50-day simple moving average is $3.29 and its two-hundred day simple moving average is $4.58. The stock has a market cap of $150.20 million, a PE ratio of -18.35 and a beta of 1.92.

Institutional Trading of LifeMD

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

Analyst Ratings Changes

Several analysts have commented on LFMD shares. Lake Street Capital cut their price objective on LifeMD from $14.00 to $8.00 and set a “buy” rating on the stock in a research report on Tuesday, November 18th. Wall Street Zen lowered LifeMD from a “hold” rating to a “sell” rating in a research report on Saturday, November 22nd. Zacks Research upgraded LifeMD from a “strong sell” rating to a “hold” rating in a research note on Friday, December 19th. BTIG Research dropped their price target on LifeMD from $18.00 to $10.00 and set a “buy” rating on the stock in a research report on Tuesday, November 18th. Finally, HC Wainwright reduced their price target on LifeMD from $13.00 to $9.00 and set a “buy” rating on the stock in a research note on Wednesday, November 19th. Six investment analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $9.25.

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.