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Lifemd, Inc. (LFMD)
NASDAQ:LFMD
US Market
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LifeMD (LFMD) Price & Analysis

748 Followers

LFMD Stock Chart & Stats

$3.71
$0.03(0.81%)
At close: 4:00 PM EDT
$3.71
$0.03(0.81%)

Bulls Say, Bears Say

Bulls Say
High Recurring Revenue MixAn 84% recurring-rebill mix builds durable, predictable revenue and higher customer lifetime value. That recurring base reduces reliance on constant new-customer spend, improves revenue visibility over the next 2–6 months, and supports margin stability as retention drives repeat economics.
High And Improving Gross Margins; Scalable PharmacyVery high consolidated gross margins (~88–89%) and a scaling in-house pharmacy (~90% pharmacy gross margin) provide structural unit-economics strength. High gross margins create meaningful operating leverage, making it easier to fund marketing or new initiatives while protecting profitability as revenue scales.
Strategic Partnerships And Insurance ReachMulti-year collaborations and deeper insurer/employer integrations materially expand addressable market and distribution. Access to ~175M covered lives and exclusive co-marketing deals create durable, lower-cost channels that diversify acquisition beyond paid media and support sustainable patient growth.
Bears Say
Negative Cash Flow And Limited Cash RunwayPersistent negative operating (-$9.5M TTM) and free cash flow (-$6.8M TTM), combined with quarter-end cash pressure (~$25.1M), raise near-term financing risk. Ongoing cash burn plus pharmacy working-capital needs could force dilutive financing or restrict strategic investments absent rapid improvement.
Ongoing Unprofitability And Revenue ContractionTTM net margin at -11.2% and shrinking revenue (-6.8% TTM) indicate profitability remains elusive despite strong gross margins. Structural profitability depends on sustaining revenue growth and continuing expense discipline; failure would impair ability to self-fund growth and increase reliance on external capital.
Execution And Timing Risk From Upfront Investments And Marketing DependenceKey initiatives (XYOSTED launch, pharmacy expansion, enterprise integrations) need upfront spend and carry timing risk. Coupled with continued reliance on paid media and earlier elevated CAC, execution delays or worse-than-expected acquisition economics could materially postpone expected accretion and strain cash flow.

LifeMD News

LFMD FAQ

What was Lifemd, Inc.’s price range in the past 12 months?
Lifemd, Inc. lowest stock price was $2.56 and its highest was $7.32 in the past 12 months.
    What is Lifemd, Inc.’s market cap?
    Lifemd, Inc.’s market cap is $174.49M.
      When is Lifemd, Inc.’s upcoming earnings report date?
      Lifemd, Inc.’s upcoming earnings report date is Nov 11, 2026 which is in 90 days.
        How were Lifemd, Inc.’s earnings last quarter?
        Lifemd, Inc. released its earnings results on Aug 05, 2026. The company reported -$0.16 earnings per share for the quarter, missing the consensus estimate of -$0.146 by -$0.014.
          Is Lifemd, Inc. overvalued?
          According to Wall Street analysts Lifemd, Inc.’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Lifemd, Inc. pay dividends?
            Lifemd, Inc. does not currently pay dividends.
            What is Lifemd, Inc.’s EPS estimate?
            Lifemd, Inc.’s EPS estimate is -0.15.
              How many shares outstanding does Lifemd, Inc. have?
              Lifemd, Inc. has 48,200,836 shares outstanding.
                What happened to Lifemd, Inc.’s price movement after its last earnings report?
                Lifemd, Inc. reported an EPS of -$0.16 in its last earnings report, missing expectations of -$0.146. Following the earnings report the stock price went down -7.609%.
                  Which hedge fund is a major shareholder of Lifemd, Inc.?
                  Currently, no hedge funds are holding shares in LFMD
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Lifemd, Inc.

                    LifeMD, Inc. operates as a leading digital health company, specializing in direct-to-consumer telemedicine across the United States. The firm links individuals with licensed medical professionals to address a diverse spectrum of health concerns, including concierge services, men's sexual health, dermatological conditions, and more. Under its umbrella, LifeMD manages several specialized virtual care platforms: ShapiroMD is a telehealth brand focused on hair restoration, delivering virtual consultations, prescription medications, patented over-the-counter formulations, an FDA-cleared medical device, and custom-compounded topical treatments for both male and female hair loss. RexMD serves as a men's telehealth brand, providing virtual medical treatment from licensed providers for a wide array of male-specific health needs. LifeMD Primary Care offers a personalized, subscription-based virtual primary care solution, addressing routine, urgent, and chronic health management requirements. This mobile-centric platform integrates remote consultations, medication management, diagnostic services, and imaging referrals. Cleared is a telehealth service dedicated to offering personalized therapies for allergic, asthmatic, and immunological conditions. Nava MD stands as a skincare and tele-dermatology brand catering specifically to women, facilitating virtual access to dermatologists and other specialists for medical treatment. Additionally, the company provides PDFSimpli, a cloud-based software-as-a-service (SaaS) platform that empowers users to create, edit, convert, sign, and share PDF documents online. LifeMD distributes its offerings directly to individuals, via its own e-commerce channels, and through collaborations with external partners. Originally established in 1994 as Conversion Labs, Inc., the company rebranded to LifeMD, Inc. in February 2021 and is headquartered in New York City.

                    LifeMD (LFMD) Earnings & Revenues

                    LFMD Company Deck

                    LFMD Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Neutral
                    The call presented a mix of strategic progress and near-term financial pressure. Positive operational signs include a high recurring revenue mix (84%), expanding gross margins (~89%), meaningful reductions in marketing and G&A, strong growth in women's health (134% QoQ), improving unit economics in RexMD, a scaling high-margin pharmacy (≈90% gross margin), expanding insurance reach (~175M covered lives), and partnerships such as XYOSTED and integrations with Lilly/NovoCare. Offsetting these positives were a Q2 adjusted EBITDA loss (~$3.5M), GAAP net loss ($7.9M), sequential revenue declines (~6%), pressured cash ($25.1M), elevated acquisition costs earlier in the quarter, and near-term investments and timing risks tied to new initiatives. Management expects a return to adjusted EBITDA profitability in Q3 and stronger results in Q4, but several initiatives require upfront investment and carry execution/timing risk.View all LFMD earnings summaries

                    LFMD Stock 12 Month Forecast

                    Average Price Target

                    $8.29
                    ▲(123.33% Upside)
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