Update shared on 25 Nov 2025
Analysts have reiterated their fair value estimate for Life Time Group Holdings at $39.91, citing slight adjustments in discount rates and margin assumptions while expecting overall valuation stability in the near term.
What's in the News
- Life Time expands its CTR (Core. Tone. Reform.) program, a Pilates-inspired reformer workout, to 10 locations nationwide with 18 more planned by year-end and aims for over 60 by 2026 (Business Expansions).
- Life Time Group Holdings raises its 2025 earnings guidance and now expects revenue of $2,978 to $2,988 million and net income of $304 to $306 million (Corporate Guidance Raised).
- Construction begins on Life Time Living Paradise Valley, a luxury residential project adjacent to its new athletic country club in Phoenix. The project is scheduled to open in 2026 and will offer high-end wellness-focused living (Product-Related Announcements).
- Life Time opens its first downtown Boston club at the Prudential Center, expanding its urban presence and redefining the athletic country club experience for city dwellers (Business Expansions).
- Life Time announces a strategic partnership with Aion as the official weighted vest sponsor in clubs, enhancing training programs and member experiences (Strategic Alliances).
Valuation Changes
- Fair Value Estimate remains unchanged at $39.91 per share.
- Discount Rate has fallen modestly from 10.37% to 10.14%.
- Revenue Growth expectation has decreased slightly, moving from 10.62% to 10.40%.
- Net Profit Margin has risen modestly, up from 11.51% to 11.78%.
- Future P/E multiple has declined from 32.19x to 29.56x.
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