Bullish Thesis on Life Time Group Holdings: Life Time Group Holdings, Inc. is positioned as a premium wellness destination with strong financial performance, including a 14% revenue growth in Q2 2025 and plans for continued expansion, suggesting potential for significant valuation upside.
Investment Considerations: While LTH shows promise, it is not among the top hedge fund stocks, and some analysts believe certain AI stocks may offer better risk/reward profiles, indicating a competitive investment landscape.
LTH
$25.94+Infinity%1D
Analyst Views on LTH
Wall Street analysts forecast LTH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LTH is 41.14 USD with a low forecast of 36.00 USD and a high forecast of 48.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Analyst Rating
Wall Street analysts forecast LTH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LTH is 41.14 USD with a low forecast of 36.00 USD and a high forecast of 48.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Buy
0 Hold
0 Sell
Strong Buy
Current: 25.800
Low
36.00
Averages
41.14
High
48.00
Current: 25.800
Low
36.00
Averages
41.14
High
48.00
Morgan Stanley
Stephen Grambling
Overweight
downgrade
$39 -> $37
2025-11-12
Reason
Morgan Stanley
Stephen Grambling
Price Target
$39 -> $37
2025-11-12
downgrade
Overweight
Reason
Morgan Stanley analyst Stephen Grambling lowered the firm's price target on Life Time Group (LTH) to $37 from $39 and keeps an Overweight rating on the shares. The firm raised its EPS estimates for Planet Fitness (PLNT) by 4% and lowered its Life Time estimates by 4% in 2026 to reflect Q3 earnings, the analyst noted in a leisure group update.
Morgan Stanley
Stephen Grambling
Equal Weight -> Overweight
upgrade
$34 -> $39
2025-10-27
Reason
Morgan Stanley
Stephen Grambling
Price Target
$34 -> $39
2025-10-27
upgrade
Equal Weight -> Overweight
Reason
Morgan Stanley analyst Stephen Grambling upgraded Life Time Group to Overweight from Equal Weight with a price target of $39, up from $34. The firm expects upside to consensus estimates due to accelerating new club growth. This should drive improving membership trends for Life Time with sustained pricing and in-center spend, the analyst tells investors in a research note. Morgan Stanley sees valuation upside for the shares as Life Time Group posts earnings beats.
UBS
Arpine Kocharyan
Buy
initiated
$48
2025-10-17
Reason
UBS
Arpine Kocharyan
Price Target
$48
2025-10-17
initiated
Buy
Reason
UBS analyst Arpine Kocharyan initiated coverage of Life Time Group with a Buy rating and $48 price target. The firm says structural shifts in consumer behavior are leading to a prioritization of health and wellness, especially among Gen Z. Around 82% of U.S. consumers now consider health and wellness a top priority, up from 50% in 2022, the analyst tells investors in a research note. In the fitness group, UBS prefers asset-light business models that are "scalable with durable growth outlooks." It likes companies that can capitalize on affordable fitness offerings or with a more premium holistic health club approach.
Craig-Hallum
Buy
initiated
$45
2025-05-23
Reason
Craig-Hallum
Price Target
$45
2025-05-23
initiated
Buy
Reason
Craig-Hallum assumed coverage of Life Time Group with a Buy rating and $45 price target. The firm has high conviction in the stock and would be taking advantage of the 12.5% pullback since Q1's strong beat-and-raise due in its view to an overreaction to commentary around new membership dynamics in April and May and flexibility on unit growth in 2026. Craig-Hallum sees the company as a prime beneficiary of long-term secular consumer trends around wellness and sees conservatism in his 2025 and 2026 numbers.
About LTH
Life Time Group Holdings, Inc. is a holding company. It is a lifestyle and leisure brand offering health, fitness and wellness experiences to a community of more than 1.5 million individual members. It designs, builds and operates its athletic country club destinations that are distinctive and large, multi-use sports and athletic, professional fitness, family recreation and spa centers in a resort-like environment. It offers fitness floors with equipment, spacious locker rooms, group fitness studios and spaces, indoor and outdoor pools and bistros, indoor and outdoor tennis courts, indoor and outdoor pickleball courts, basketball courts, LifeSpa, LifeCafe and its childcare and Kids Academy learning spaces. Its Life Time Digital features include live streaming fitness classes, remote goal-based personal training, nutrition and weight loss support, and curated health, fitness and wellness content. It has a portfolio of over 175 athletic country clubs across the United States and Canada.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
