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LifeMD (LFMD)
NASDAQ:LFMD
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LifeMD (LFMD) AI Stock Analysis

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LFMD

LifeMD

(NASDAQ:LFMD)

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Neutral 47 (OpenAI - 4o)
Rating:47Neutral
Price Target:
$4.50
▲(17.19% Upside)
LifeMD's overall score is driven by financial instability and bearish technical indicators. While the earnings call highlighted growth potential and strategic partnerships, the company's high leverage and negative profitability weigh heavily on its outlook.
Positive Factors
Revenue Growth
Consistent revenue growth in telehealth indicates strong market demand and effective business model execution, supporting long-term expansion.
Strategic Partnerships
Partnerships with major pharmaceutical companies enhance product offerings and competitive positioning, driving sustainable growth.
Cash Flow Health
Strong cash flow growth indicates robust financial health, enabling reinvestment in growth initiatives and improving financial stability.
Negative Factors
High Debt Levels
Excessive leverage can strain financial flexibility and increase risk, potentially impacting long-term operational stability.
Profitability Challenges
Ongoing profitability issues highlight challenges in cost management and achieving sustainable margins, affecting long-term viability.
Weight Management Competition
Competitive pressures in key segments can hinder market share growth and profitability, impacting strategic objectives.

LifeMD (LFMD) vs. SPDR S&P 500 ETF (SPY)

LifeMD Business Overview & Revenue Model

Company DescriptionLifeMD (LFMD) is a telehealth company focused on providing patients with convenient access to a range of healthcare services, including telemedicine consultations, prescription medications, and wellness products. The company operates in the digital health sector, leveraging technology to connect patients with licensed medical professionals for various health needs, such as chronic disease management, weight loss, and dermatological treatments. LifeMD's core offerings include virtual consultations, subscription-based treatment plans, and a comprehensive online pharmacy service that allows patients to receive medications directly to their homes.
How the Company Makes MoneyLifeMD generates revenue through several key streams, primarily by charging for telehealth consultations and subscription services. Patients can pay for one-time virtual visits or opt for monthly subscription plans that provide ongoing access to healthcare professionals and personalized treatment plans. Additionally, the company earns money from the sale of prescription medications through its online pharmacy, which allows for direct shipping to patients. Significant partnerships with pharmaceutical companies and health-related brands also contribute to LifeMD's earnings, as they often collaborate on marketing initiatives and product offerings, enhancing the company's service portfolio and revenue potential.

LifeMD Earnings Call Summary

Earnings Call Date:Nov 17, 2025
(Q3-2025)
|
% Change Since: |
Next Earnings Date:Mar 16, 2026
Earnings Call Sentiment Neutral
The call highlighted significant strategic advancements and growth potential, particularly in telehealth and partnerships with major pharmaceutical companies. However, challenges in the weight management category and a decline in gross margin were notable concerns.
Q3-2025 Updates
Positive Updates
Telehealth Revenue Growth
Telehealth revenue increased by 18% year-over-year to $47.3 million with telehealth adjusted EBITDA growing 30%.
RexMD Subscriber Growth
RexMD business added approximately 10,000 net new subscribers, signaling a return to growth.
Regulatory Approval for Pharmacy
LifeMD secured regulatory approval for its nonsterile 503-A compounding pharmacy, which will expand the ability to produce personalized medications at scale.
Partnerships with Pharmaceutical Companies
Collaborations with Novo Nordisk and Eli Lilly to offer branded weight management therapies at reduced prices.
Strong Balance Sheet
LifeMD reported the strongest balance sheet and liquidity position in the company's history, with $23.8 million in cash and no debt.
Negative Updates
Weight Management Challenges
Intense competition from low-cost compounded GLP-1 makers affected the weight management category, causing near-term pressure.
Gross Margin Decline
Gross margin for the third quarter declined by 290 basis points to 88% due to revenue mix.
Revenue Revision Impact
A revision related to system migrations resulted in an approximate $4.6 million impact in over-recognition of revenue attributable for the total period.
Company Guidance
During the LifeMD third-quarter earnings call, the company provided guidance for strong growth in 2026, driven by several strategic initiatives. The company reported a year-over-year increase in telehealth revenue by 18% and a 30% rise in adjusted EBITDA. For the fourth quarter, LifeMD anticipates revenue of $45-$46 million and adjusted EBITDA of $3-$4 million. The full year 2025 guidance includes revenue between $192-$193 million and adjusted EBITDA of $13.5-$14.5 million, representing a 24% and 254% increase, respectively, over 2024. Key growth areas highlighted include the expansion of women's and behavioral health offerings, the launch of the LifeMD+ membership, and the development of a more integrated platform and marketplace. The company expects these initiatives, along with strategic partnerships with Novo Nordisk and Eli Lilly for weight management treatments, to significantly enhance patient engagement and retention, ultimately positioning LifeMD for robust growth in the coming year.

LifeMD Financial Statement Overview

Summary
LifeMD shows potential with revenue growth and strong gross profit margins. However, high debt levels, negative net profit margins, and financial instability due to significant leverage are concerning.
Income Statement
45
Neutral
LifeMD shows a positive revenue growth trend with a 3.01% increase in TTM, indicating potential market expansion. However, the company struggles with profitability, as evidenced by a negative net profit margin of -2.25% and a low EBIT margin of 1.11%. The gross profit margin is strong at 91.64%, suggesting efficient cost management, but the net losses highlight ongoing challenges in achieving sustainable profitability.
Balance Sheet
30
Negative
The balance sheet reveals a high debt-to-equity ratio of 4.96, indicating significant leverage and potential financial risk. The return on equity is positive at 2.60%, showing some return on shareholder investment, but the low equity ratio suggests a weak capital structure. Overall, the balance sheet reflects financial instability and high reliance on debt financing.
Cash Flow
55
Neutral
LifeMD's cash flow statement shows a positive free cash flow growth rate of 27.97%, indicating improved cash generation capabilities. The operating cash flow to net income ratio of 0.23 suggests moderate cash flow efficiency. However, the free cash flow to net income ratio of 1.29 indicates that free cash flow exceeds net income, which is a positive sign of cash flow health despite net losses.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue252.34M212.45M152.55M119.03M92.88M37.29M
Gross Profit219.43M188.39M133.65M100.37M74.88M28.43M
EBITDA10.55M-6.65M-7.89M-38.60M-53.95M-57.48M
Net Income-4.60M-18.88M-20.60M-45.54M-60.90M-58.65M
Balance Sheet
Total Assets65.98M72.46M58.48M25.67M49.92M13.40M
Cash, Cash Equivalents and Short-Term Investments23.79M35.00M33.15M3.96M41.33M9.18M
Total Debt6.53M25.10M18.93M4.13M1.85M1.06M
Total Liabilities62.62M76.51M52.91M32.97M24.10M14.22M
Stockholders Equity1.31M-5.49M3.51M-6.83M26.85M1.35M
Cash Flow
Free Cash Flow16.98M5.98M86.95K-35.83M-36.49M-12.53M
Operating Cash Flow13.13M17.51M8.82M-22.94M-33.09M-12.13M
Investing Cash Flow-12.88M-11.54M-8.73M-13.91M-3.40M-798.14K
Financing Cash Flow-14.05M-4.12M29.10M-528.20K68.64M21.00M

LifeMD Technical Analysis

Technical Analysis Sentiment
Negative
Last Price3.84
Price Trends
50DMA
5.76
Negative
100DMA
6.96
Negative
200DMA
7.68
Negative
Market Momentum
MACD
-0.60
Positive
RSI
24.16
Positive
STOCH
29.32
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For LFMD, the sentiment is Negative. The current price of 3.84 is below the 20-day moving average (MA) of 4.78, below the 50-day MA of 5.76, and below the 200-day MA of 7.68, indicating a bearish trend. The MACD of -0.60 indicates Positive momentum. The RSI at 24.16 is Positive, neither overbought nor oversold. The STOCH value of 29.32 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for LFMD.

LifeMD Risk Analysis

LifeMD disclosed 45 risk factors in its most recent earnings report. LifeMD reported the most risks in the "Legal & Regulatory" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

LifeMD Peers Comparison

Overall Rating
UnderperformOutperform
Sector (51)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
51
Neutral
$7.86B-0.30-43.30%2.27%22.53%-2.21%
47
Neutral
$184.84M30.71%73.43%
43
Neutral
$37.20M-19.25%14.47%
37
Underperform
$38.38M-3.73-2.17%77.71%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
LFMD
LifeMD
3.84
-2.75
-41.73%
PETS
Petmed Express
1.77
-2.86
-61.77%
YI
111
3.63
-4.67
-56.27%

LifeMD Corporate Events

LifeMD, Inc. Reports Strong Q3 2025 Results
Nov 18, 2025

LifeMD, Inc. is a prominent provider of virtual primary care services, offering telemedicine and pharmacy solutions across a wide range of health conditions. The company is known for its vertically integrated digital care platform and extensive reach across the United States.

LifeMD Delays Quarterly Report Filing
Nov 13, 2025

LifeMD Inc. has announced a delay in filing its Form 10-Q (Quarter Report) for the financial period ending September 30, 2025. The delay is primarily due to the need for additional time to finalize adjustments correcting errors related to the over-recognition of revenue, amounting to approximately $4.6 million. These adjustments will not affect the company’s cash flow or cash position. The company expects to file the report within five calendar days following the original due date. While no significant changes in financial results are anticipated, LifeMD is evaluating the potential impact on its internal control over financial reporting. The notification was signed by Marc Benathen, the Chief Financial Officer, as the company continues its compliance efforts.

The most recent analyst rating on (LFMD) stock is a Hold with a $5.00 price target. To see the full list of analyst forecasts on LifeMD stock, see the LFMD Stock Forecast page.

Financial DisclosuresRegulatory Filings and Compliance
LifeMD Reschedules Q3 Earnings Call Amid Revenue Adjustments
Neutral
Nov 5, 2025

On November 5, 2025, LifeMD announced the rescheduling of its third quarter 2025 earnings release and conference call to November 17, 2025, due to corrections identified in revenue recognition related to past data system migrations. The adjustments, impacting approximately $4.6 million or 1.4% of cumulative revenue, will not materially affect reported revenue results or the company’s cash flow and position. This decision reflects LifeMD’s commitment to accurate financial reporting and transparency, ensuring stakeholders are informed of the necessary adjustments without significant operational impact.

The most recent analyst rating on (LFMD) stock is a Buy with a $14.00 price target. To see the full list of analyst forecasts on LifeMD stock, see the LFMD Stock Forecast page.

Business Operations and StrategyM&A Transactions
LifeMD Divests WorkSimpli Stake to Focus on Healthcare
Positive
Nov 4, 2025

On November 4, 2025, LifeMD, Inc. completed the sale of its majority interest in WorkSimpli Software LLC, valuing the company at approximately $65 million. This strategic divestiture allows LifeMD to focus on expanding its virtual care and pharmacy services, reinforcing its position as a pure-play healthcare company. The transaction, which involved a cash payment of $22 million at closing and potential additional earnings based on performance targets, is expected to strengthen LifeMD’s balance sheet and accelerate growth in its core business areas. The move is seen as a pivotal step in LifeMD’s transformation, enabling the company to concentrate on its primary healthcare offerings and expand into new clinical verticals.

The most recent analyst rating on (LFMD) stock is a Buy with a $14.00 price target. To see the full list of analyst forecasts on LifeMD stock, see the LFMD Stock Forecast page.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Nov 19, 2025