Update shared on07 Aug 2025
Fair value Decreased 8.04%Analysts have lowered their price target for LifeMD to $13.25, reflecting ongoing regulatory and partnership risks in the GLP-1 market that offset strong platform growth and market share gains.
Analyst Commentary
- Bullish analysts are optimistic due to LifeMD’s successful scaling of its national, tech-enabled virtual care platform, which covers multiple high-demand healthcare verticals including primary care, weight management, and behavioral health.
- Strong early traction and efficient growth in core service areas are driving confidence in LifeMD’s ability to capture additional market share and improve profitability.
- Analysts note that LifeMD’s broad healthcare platform differentiates it from competitors, supporting higher growth potential and justifying higher price targets.
- Competitive dynamics in the GLP-1 (weight loss medication) market create some regulatory and partnership uncertainties, especially given partnership conditions from pharmaceutical companies like Eli Lilly.
- Bearish analysts highlight risks around ongoing use of compounded GLP-1s, regulatory scrutiny, and the possibility of lost partnerships or revenue streams if large pharmaceutical partners enforce tighter controls on their virtual care collaborators.
What's in the News
- LifeMD issued third-quarter 2025 guidance, expecting total revenue of $61–$63 million and telehealth revenue of $48–$50 million.
- The company lowered full-year 2025 revenue guidance to $250–$255 million (was $268–$275 million) and telehealth revenue to $195–$200 million (was $208–$213 million).
- Health-E Commerce expanded its telehealth partnership with LifeMD, providing FSA/HSA users discounted, no-visit access to prescription sleep treatments and related services.
- LifeMD launched a $299 limited-time bundle for new self-pay Wegovy (semaglutide) patients, including medication and virtual care, leveraging a collaboration with Novo Nordisk and NovoCare Pharmacy.
Valuation Changes
Summary of Valuation Changes for LifeMD
- The Consensus Analyst Price Target has fallen from $14.00 to $13.25.
- The Consensus Revenue Growth forecasts for LifeMD has significantly fallen from 19.6% per annum to 15.1% per annum.
- The Future P/E for LifeMD has significantly risen from 26.60x to 31.16x.
Disclaimer
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