
TOI Stock Forecast & Price Target
TOI Analyst Ratings
Bulls say
The Oncology Institute Inc. has demonstrated strong annual growth rates of 24%, 28%, and 21% from 2022 to 2024, reflecting the expansion of clinics under management from 67 to 86. The partnership with Helios is expected to enhance margins significantly in 2026 and 2027, with anticipated margins returning to the 12%-15% range as contracts mature. Additionally, the overall oncology market's substantial spending exceeding $200 billion, with a projected growth rate of over 10% CAGR, positions the company favorably for continued revenue growth, particularly in high-demand regions such as Nevada and Florida.
Bears say
The Oncology Institute Inc. (TOI) is currently facing significant financial challenges, as evidenced by a notable decline in revenue contributions from key partnerships, particularly with HUM, which has dropped below 10%. Additionally, the company has experienced a substantial hit to gross margins due to contract losses in 2024, compounded by dispensary margins suffering from the elimination of DIR fees, amounting to a $15 million negative impact. Furthermore, TOI's revenue growth trend significantly lags behind the industry average in oncology, indicating potential stagnation, while cash levels are alarmingly close to covenant thresholds, raising concerns about the company’s financial stability moving forward.
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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