LifeMD, Inc. (LFMD) Q2 2026 Earnings Call Transcript
LifeMD NASDAQ: LFMD reported second-quarter revenue of $47.3 million, within its prior guidance range, while posting an adjusted EBITDA loss of approximately $3.5 million as elevated customer acquisition costs and a lower introductory price for branded GLP-1 care pressured profitability.
LifeMD, Inc. (LFMD) came out with a quarterly loss of $0.16 per share versus the Zacks Consensus Estimate of a loss of $0.2. This compares to a loss of $0.06 per share a year ago.
LifeMD, Inc. (LFMD) came out with a quarterly loss of $0.2 per share versus the Zacks Consensus Estimate of a loss of $0.14. This compares to earnings of $0.01 per share a year ago.
LifeMD is rated Buy, trading at a low 0.796x TTM sales, with upside if multiples revert. LFMD's strategic divestment of WorkSimpli refocused the business as a pure-play telehealth and pharmacy provider. The recent launch of the Wegovy pill will expand growth from its GLP-1 vertical.
LifeMD, Inc. (LFMD) Q4 2025 Earnings Call Transcript
LifeMD, Inc. (LFMD) came out with a quarterly loss of $0.04 per share versus the Zacks Consensus Estimate of a loss of $0.01. This compares to a loss of $0.02 per share a year ago.
LifeMD remains a deeply undervalued telehealth stock, now trading with significant pessimism priced in after a 55% decline. LFMD's business model faces risks from slowing growth, legal issues, competition, and a disappointing WorkSimpli sale, but the fundamental story remains intact. Preferred shares yield just under 10% and offer lower risk, but I favor the common stock for its substantial upside potential at current prices.
LifeMD is rated a buy with an FY 2026 target price of ~$6, implying over 85% upside from current levels. LFMD's shift to a pure-play telehealth model, divesting WorkSimpli, and integrating in-house pharmacy capabilities are expected to drive growth and margin expansion. Regulatory approval for 503-A compounding pharmacy and the Novo Nordisk Wegovy partnership are highlighted as key catalysts for profitability and differentiation.
LifeMD, Inc. ( LFMD ) Q3 2025 Earnings Call November 17, 2025 4:30 PM EST Company Participants Justin Schreiber - Chairman & CEO Marc Benathen - Chief Financial Officer Conference Call Participants David Larsen - BTIG, LLC, Research Division Steven Valiquette - Mizuho Securities USA LLC, Research Division Anderson Schock - B. Riley Securities, Inc., Research Division Sarah James - Cantor Fitzgerald & Co., Research Division Eduardo Martinez-Montes - H.C.
LifeMD, Inc. (LFMD) came out with a quarterly loss of $0.1 per share versus the Zacks Consensus Estimate of a loss of $0.06. This compares to a loss of $0.14 per share a year ago.
LifeMD shares nearly halved in price following a missed earnings report, with subscriber retention being a key issue. LifeMD stock trades at a significant discount to HIMS despite similar subscription models and industry tailwinds, so I believe a rerating is on the table. The service is inherently sticky, and subscribers are unlikely to switch. The industry is still young, and telehealth is gaining adoption.