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Value Based Care Contracts Will Unlock Future Oncology Demand

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TOI
AN
AnalystConsensusTarget
AnalystConsensusTarget
Not Invested
Published 02 Jun 2025

Update shared on01 Aug 2025

Fair value Increased 7.69%
AnalystConsensusTarget's Fair Value
US$7.00
43.4% undervalued intrinsic discount
01 Aug
US$3.96
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1Y
709.8%
7D
9.4%

The upward revision in the fair value price target for Oncology Institute reflects modest improvements in both revenue growth and net profit margin forecasts, with the consensus analyst price target rising from $6.50 to $7.00.


What's in the News


  • The Oncology Institute announced it will be the exclusive oncology provider for over 80,000 Medicaid patients under the Silver Summit Health plan in Nevada, expanding access via three locations.
  • TOI has been added to multiple Russell indexes, including the 2000, 2500, 3000, and various growth and small cap benchmarks.
  • The company filed a $15 million at-the-market follow-on equity offering of common stock.
  • 2025 earnings guidance was reaffirmed, with expected revenue of $460 million to $480 million.
  • A TOI clinical trial presented at the ASCO Annual Meeting highlighted its High-Value Cancer Care model, demonstrating significant reductions in emergency department use, hospitalizations, acute care facility deaths, and total cost of care per patient.

Valuation Changes


Summary of Valuation Changes for Oncology Institute

  • The Consensus Analyst Price Target has risen from $6.50 to $7.00.
  • The Consensus Revenue Growth forecasts for Oncology Institute has risen slightly from 17.4% per annum to 18.3% per annum.
  • The Net Profit Margin for Oncology Institute has risen slightly from 4.58% to 4.73%.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.