LifeMD Shares Dive Following Q3 Earnings Report: Here's the Reason
Written by Emily J. Thompson, Senior Investment Analyst
Source: Benzinga
Updated: Nov 17 20250mins
Earnings Report Overview: LifeMD Inc. reported a third-quarter adjusted loss of seven cents per share, missing analyst expectations, with revenue of $60.17 million also falling short of the $62.06 million estimate.
Revenue Growth and Challenges: Despite a 13% year-over-year revenue increase, the company faces challenges in the weight management market due to competition from low-cost providers.
Outlook Adjustments: LifeMD revised its fourth-quarter revenue expectations to $45 million to $46 million, significantly lower than the $63.07 million analyst estimate, and reduced its fiscal 2025 revenue outlook to $192 million to $193 million.
Stock Performance: Following the earnings report, LifeMD's stock price dropped by 15.64% to $3.99 in extended trading.
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Analyst Views on LFMD
Wall Street analysts forecast LFMD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LFMD is 9.67 USD with a low forecast of 6.00 USD and a high forecast of 15.00 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.
7 Analyst Rating
6 Buy
1 Hold
0 Sell
Strong Buy
Current: 3.730
Low
6.00
Averages
9.67
High
15.00
Current: 3.730
Low
6.00
Averages
9.67
High
15.00
H.C. Wainwright
Yi Chen
Buy
downgrade
$13 -> $9
2025-11-19
Reason
H.C. Wainwright
Yi Chen
Price Target
$13 -> $9
2025-11-19
downgrade
Buy
Reason
H.C. Wainwright analyst Yi Chen lowered the firm's price target on LifeMD to $9 from $13 and keeps a Buy rating on the shares following a top- and bottom-line miss in Q3. LifeMD, which is now a pure-play telehealth and pharmacy platform after the company divested its majority ownership in WorkSimpli, updated its 2025 total revenue guidance and the firm adjusted its projections accordingly, the analyst noted.
KeyBanc
Scott Schoenhaus
Overweight
downgrade
$12 -> $8
2025-11-19
Reason
KeyBanc
Scott Schoenhaus
Price Target
$12 -> $8
2025-11-19
downgrade
Overweight
Reason
KeyBanc analyst Scott Schoenhaus lowered the firm's price target on LifeMD (LFMD) to $8 from $12 and keeps an Overweight rating on the shares. The firm notes LifeMD is being impacted by low-cost compounders despite the FDA outlawing the practice earlier this year. However, KeyBanc expects cash prices for brand-name GLP-1s to continue to come down as well as stricter enforcement against compounders in FY26, which should benefit LifeMD due to its partnerships with Eli Lilly (LLY) and Novo (NVO). The firm also expects the launch of oral Wegovy in early FY26 to drive higher weight management subscribers.
B. Riley
Buy
downgrade
$12 -> $10
2025-11-18
Reason
B. Riley
Price Target
$12 -> $10
2025-11-18
downgrade
Buy
Reason
B. Riley lowered the firm's price target on LifeMD to $10 from $12 and keeps a Buy rating on the shares. LifeMD reported a Q3 top- and bottom-line miss with lowered guidance for the telehealth business, largely due to increased competition from compounded GLP-1 providers, the analyst tells investors in a research note. LifeMD is well-positioned entering 2026 with multiple drivers of growth, including oral semaglutide launch expected in January, Medicare obesity coverage, 503(a) pharmacy expansion, and ramping women's health and behavioral health offerings.
Lake Street
Ryan Meyers
Buy
downgrade
$14 -> $8
2025-11-18
Reason
Lake Street
Ryan Meyers
Price Target
$14 -> $8
2025-11-18
downgrade
Buy
Reason
Lake Street analyst Ryan Meyers lowered the firm's price target on LifeMD to $8 from $14 and keeps a Buy rating on the shares. Q3 results reflect "operational progress," but a headwind from competitive pressures in the weight management business ultimately led to revised guidance for the standalone Telehealth business, the analyst tells investors. The firm is lowering its target based on revised estimates and a lower multiple.
See All Ratings
About LFMD
LifeMD, Inc. is a provider of virtual healthcare services and pharmacy services. The Company offers telemedicine, access to laboratory and pharmacy services, and specialized treatment across 200 conditions, including primary care, men’s and women’s health, mental health, and weight management. Its Telehealth platform is end-to-end virtual healthcare directly to consumers and through select enterprise partnerships. In addition, the Company is focused on developing its Rex MD product portfolio, which is primarily focused on asynchronous men’s healthcare, e-pharmacy solutions, and men’s hormonal health. The Company owns a vertically integrated, proprietary digital care platform, a 50-state affiliated medical group, a state-of-the-art affiliated compounding pharmacy, and a United States based patient care center.
About the author
Preview
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.
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