tiprankstipranks
Trending News
More News >
Viemed Healthcare Inc (VMD)
NASDAQ:VMD

Viemed Healthcare (VMD) AI Stock Analysis

Compare
165 Followers

Top Page

VMD

Viemed Healthcare

(NASDAQ:VMD)

Select Model
Select Model
Select Model
Outperform 72 (OpenAI - 4o)
Rating:72Outperform
Price Target:
$7.50
▲(9.01% Upside)
Viemed Healthcare's overall stock score reflects its strong financial health and positive earnings call sentiment, driven by robust revenue growth and strategic expansions. While technical indicators and valuation suggest moderate performance, the company's strategic initiatives and share repurchase program enhance its long-term growth prospects.

Viemed Healthcare (VMD) vs. SPDR S&P 500 ETF (SPY)

Viemed Healthcare Business Overview & Revenue Model

Company DescriptionViemed Healthcare (VMD) is a prominent provider of home healthcare services, specializing in the treatment of patients with chronic respiratory conditions. The company operates primarily in the home medical equipment sector, offering a range of products and services including respiratory therapy, equipment rental and sales, and patient monitoring solutions. Viemed is committed to improving patient outcomes through innovative healthcare solutions delivered in the comfort of patients' homes.
How the Company Makes MoneyViemed Healthcare generates revenue primarily through the provision of home healthcare services and the rental and sale of durable medical equipment (DME) to patients with chronic respiratory diseases. The company’s revenue model includes reimbursement from Medicare and private insurers for the services provided and equipment delivered. Key revenue streams consist of monthly rental fees for equipment, such as ventilators and CPAP machines, as well as reimbursement for in-home therapy services. Significant partnerships with healthcare payers and managed care organizations facilitate access to a larger patient base, thereby enhancing the company's earnings potential.

Viemed Healthcare Earnings Call Summary

Earnings Call Date:Nov 05, 2025
(Q3-2025)
|
% Change Since: |
Next Earnings Date:Mar 10, 2026
Earnings Call Sentiment Positive
The earnings call highlighted Viemed's strong revenue growth, successful integration of acquisitions, and expansion in sleep and maternal health segments. However, there were some concerns about gross margin pressures and narrowed revenue guidance. Overall, the positive developments in growth and expansion outweigh the negative aspects.
Q3-2025 Updates
Positive Updates
Record Revenue Growth
Viemed reported record revenue of $71.9 million for Q3 2025, representing a 24% year-over-year growth and 14% sequential growth.
Significant Sleep Segment Expansion
New sleep patient starts grew 96% year-over-year, with the resupply population increasing 51% year-over-year and 33% sequentially.
Successful Integration of Lehan's Medical Equipment
The acquisition of Lehan's Medical Equipment resulted in immediate accretive growth, contributing 6% to the company's revenue.
Expansion in Maternal Health
Viemed successfully integrated maternal health products from Lehan's, poised to be a significant growth driver in 2026.
Strong Free Cash Flow Generation
Trailing 12-month free cash flow reached $23.3 million, showing significant improvement and providing flexibility for investments.
Negative Updates
Narrowed Revenue Guidance
Full-year revenue guidance was revised to $271-273 million, down from an earlier range of $271-277 million.
Gross Margin Pressure
While SG&A improvements were noted, the diversification into lower-margin services like sleep and staffing has pressured gross margins.
Company Guidance
During the Viemed Healthcare Third Quarter 2025 earnings call, the company provided detailed guidance reflecting their strong performance and strategic initiatives. The quarter saw record revenue of $71.9 million, a 24% year-over-year increase and 14% sequential growth, driven by both organic growth and the acquisition of Lehan's Medical Equipment. Viemed's ventilation business continued to grow with double-digit year-over-year revenue growth, though it now represents less than half of the company's net revenue, indicating a successful diversification strategy. Sleep services experienced significant expansion with new patient starts up 96% year-over-year, and their resupply population growing by 51% year-over-year and 33% sequentially. Adjusted EBITDA for the quarter was $16.1 million, a 16% increase from the previous year, with a margin of 22.4%. The company also highlighted the integration of Lehan's Medical Equipment, which contributed to their expansion into maternal health services and the national rollout of new offerings anticipated to boost growth in 2026. Viemed maintained a strong financial position with $11.1 million in cash and a focus on strategic capital allocation, including completing a share repurchase program. Looking ahead, Viemed updated its full-year outlook, forecasting net revenue between $271 million and $273 million and adjusted EBITDA between $60 million and $62 million, reflecting their strategic focus on high-margin areas and operational efficiencies.

Viemed Healthcare Financial Statement Overview

Summary
Income Statement
75
Positive
Balance Sheet
80
Positive
Cash Flow
65
Positive
Breakdown
Income Statement
Total Revenue
Gross Profit
EBITDA
Net Income
Balance Sheet
Total Assets
Cash, Cash Equivalents and Short-Term Investments
Total Debt
Total Liabilities
Stockholders Equity
Cash Flow
Free Cash Flow
Operating Cash Flow
Investing Cash Flow
Financing Cash Flow

Viemed Healthcare Technical Analysis

Technical Analysis Sentiment
Positive
Last Price6.88
Price Trends
50DMA
6.74
Positive
100DMA
6.77
Positive
200DMA
6.84
Positive
Market Momentum
MACD
0.18
Negative
RSI
62.75
Neutral
STOCH
79.91
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For VMD, the sentiment is Positive. The current price of 6.88 is above the 20-day moving average (MA) of 6.87, above the 50-day MA of 6.74, and above the 200-day MA of 6.84, indicating a bullish trend. The MACD of 0.18 indicates Negative momentum. The RSI at 62.75 is Neutral, neither overbought nor oversold. The STOCH value of 79.91 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VMD.

Viemed Healthcare Peers Comparison

Overall Rating
UnderperformOutperform
Sector (―)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
76
Outperform
$646.62M38.198.80%9.28%21.00%
72
Outperform
$276.01M22.3210.53%18.90%29.22%
64
Neutral
$622.38M69.104.97%1.58%
45
Neutral
$270.48M-129.29%31.94%36.59%
43
Neutral
$184.88M-6.79-13.27%4.68%55.37%
43
Neutral
$71.08M-0.29-92.33%4.65%68.71%
* Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
VMD
Viemed Healthcare
7.38
-0.75
-9.23%
INGN
Inogen
6.82
-1.68
-19.76%
SENS
Senseonics Holdings
6.09
-2.03
-25.00%
TCMD
Tactile Systems Technology
29.58
12.38
71.98%
OM
Outset Medical
3.77
-11.53
-75.36%
BVS
Bioventus
7.76
-2.85
-26.86%

Viemed Healthcare Corporate Events

Private Placements and FinancingBusiness Operations and StrategyFinancial Disclosures
Viemed Healthcare Amends Credit Agreement with Lenders
Neutral
Nov 7, 2025

On November 7, 2025, Viemed Healthcare, Inc. announced a Third Amendment to its Credit Agreement, extending the expiration date of the Borrower’s delayed draw term loan commitment to November 29, 2026. This amendment, involving Regions Bank and other lenders, includes technical changes and is part of Viemed’s ongoing financial strategy. The company also released an Investor Deck Presentation for use in discussions with investors and analysts, highlighting its financial performance and growth strategy.

Stock Buyback
Viemed Healthcare Completes Share Repurchase Program
Positive
Sep 23, 2025

On September 23, 2025, Viemed Healthcare announced the completion of its share repurchase program, having repurchased 1,976,441 common shares for approximately $13.2 million. This move underscores Viemed’s confidence in its long-term prospects and commitment to enhancing shareholder value, supported by a strong balance sheet and increasing free cash flow.

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: Dec 09, 2025