
TOI Stock Forecast & Price Target
TOI Analyst Ratings
Bulls say
The Oncology Institute Inc is projected to experience significant financial growth as its partnership with Helios is expected to enhance margins in 2026 and 2027, alongside a steady increase in the number of clinics from 67 to 86 from 2022 to 2024. With the U.S. oncology market valued at over $200 billion and anticipated to grow at a compound annual growth rate (CAGR) of over 10%, the company is well-positioned to benefit from trends favoring oncology services and patient care. Continued expansion in key states like Nevada and Florida, coupled with robust revenue growth in the dispensary segment and a focus on fee-for-service transitioning to value-based care, further supports a positive outlook for the company's financial performance.
Bears say
The Oncology Institute Inc. has experienced a significant decline in revenue contributions from key partnerships, with HUM's share of revenue dropping from 20% to less than 10%. The company's gross margins were adversely affected by contract losses in 2024 and subsequent launches that may increase pressure on profitability as they scale. Additionally, TOI is facing challenges such as declining dispensary margins due to the elimination of DIR fees and a revenue growth trend that lags behind the industry average, leading to a complex financial outlook with potential cash covenant concerns.
This aggregate rating is based on analysts' research of The Oncology Institute and is not a guaranteed prediction by Public.com or investment advice.
TOI Analyst Forecast & Price Prediction
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