LifeMD (LFMD) Stock Forecast & Price Target

LifeMD Inc. has demonstrated strong performance in its Telehealth segment, with an active subscriber base growing by 14% year-over-year, reaching 310,818 subscribers at the end of Q3 2025, indicating a robust demand for its services. The company's total revenue amounted to $60.2 million, reflecting a 12.7% year-over-year growth, driven primarily by a 17.4% increase in Telehealth revenue to $47.3 million, despite missing initial revenue projections. Additionally, the recent expansion of service offerings, such as the introduction of Novo’s GLP-1s at attractive pricing, alongside the continued growth in the RexMD business, underscores LifeMD's potential for sustained financial growth and market positioning within the evolving telehealth landscape.

LifeMD Inc. reported a revenue of $60.2 million for the period, reflecting a 13% year-over-year increase, yet this figure fell short of consensus expectations which ranged from $61 million to $62.6 million. The company's adjusted EBITDA of $5.1 million, despite a 20% year-over-year growth, also missed projections, contributing to concerns regarding its financial trajectory. Furthermore, the telehealth segment's revenue outlook has deteriorated, influenced by increased competition from lower-cost providers, leading to a reduced full-year 2025 revenue guidance of $192 million to $193 million.