
TOI Stock Forecast & Price Target
TOI Analyst Ratings
Bulls say
The Oncology Institute Inc. (TOI) is positioned for positive financial growth due to its strategic partnership with Helios, which is anticipated to enhance margins significantly in 2026 and 2027 as contracts mature, aligning with a target margin range of 12%-15%. The company is expected to benefit from the expansion of the fee-for-service (FFS) segment, coupled with growth in new markets, while integrating its dispensary and pharmacy services within its clinics to create a higher-margin revenue stream. Additionally, the elimination of the DIR fee has improved cost visibility and is projected to enable margin recovery in 2025, further solidifying TOI's favorable profitability outlook.
Bears say
The Oncology Institute faces significant pressure on its gross margins following contract losses in 2024, which may adversely affect the company's financial health as new contracts slowly ramp up. Additionally, the expected declines in coverage and pressures from payer partners could further strain revenues, with growth rates anticipated to lag behind the overall industry average. Dispensary margins have already been negatively impacted by the elimination of DIR fees, representing a $15 million setback, while the company's historical EBITDA losses raise concerns about its ability to achieve financial stability in the near term.
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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