LifeMD (LFMD) Stock Forecast & Price Target

LifeMD Inc has demonstrated robust growth with a 14% year-over-year increase in its active Telehealth subscriber base, reaching 310,818 by the end of Q3 2025, and reported a 17.4% year-over-year growth in Telehealth revenue, amounting to $47.3 million. The company has recaptured significant momentum in its RexMD business, contributing nearly 10,000 net new subscribers within the quarter, emphasizing strong performance in the weight management sector, which constitutes over 50% of total revenue. Continued investments in telehealth infrastructure and the introduction of competitively priced services, such as Novo's GLP-1 offerings, reflect LifeMD's commitment to capitalizing on the increasing demand for virtual healthcare solutions.

LifeMD Inc reported revenue of $60.2 million, which represents a 13% year-over-year increase, but fell short of consensus expectations of $62.6 million, leading to a negative outlook. The company's decision to cease aggressive marketing of compounded products has contributed to a slowdown in revenue growth, particularly within its Telehealth segment, which raises concerns about future patient acquisition and retention. Additionally, the reduced full-year 2025 revenue guidance and ongoing competitive pressures from lower-cost alternatives underscore significant risks to achieving profitability and sustaining growth in the telehealth market.