Key insights
- Mizuho upgraded LifeMD to Outperform with an $8 price target, citing a strong outlook for its weight-loss program driven by oral GLP-1 drugs. Increased revenue estimates for 2026 and 2027 reflect higher patient volume. The upgrade suggests positive sentiment towards LifeMD's growth potential in the virtual care space, particularly within weight management. This could signal broader investor interest in telehealth companies focused on GLP-1 related treatments.
Investing.com - Mizuho upgraded LifeMD Inc (NASDAQ:LFMD) to Outperform from Neutral and raised its price target to $8.00 from $6.00, citing a better-than-expected 2026 outlook.
The investment thesis for LifeMD is largely driven by the company’s weight-loss management program, with oral GLP-1 drugs serving as the anchor to drive patient growth in 2026 and beyond, Mizuho said. The firm views LifeMD as a portfolio play on brand GLP-1 drugs from both Eli Lilly and Novo Nordisk, as the company has access contracts with both manufacturers. The company’s impressive 85.72% gross profit margin and 25% revenue growth over the last twelve months demonstrate strong operational leverage in its virtual care model.
Mizuho raised its 2026 revenue estimate for LifeMD to $225 million from $197 million. The firm also increased its 2027 revenue estimate to $266 million from $214 million, primarily to reflect greater expected patient volume for branded oral GLP-1 drugs for weight loss.
LifeMD continues to expand into new therapeutic areas for virtual care. The company’s weight-loss management program remains the primary driver of its business model.
The upgrade reflects faster expected growth for the company’s virtual care platform. Mizuho raised its price target based on the revised revenue projections and improved growth outlook. According to InvestingPro analysis, LifeMD appears undervalued at current levels, with analysts forecasting the company will turn profitable this year. For deeper insights, investors can access LifeMD’s comprehensive Pro Research Report, available for this and 1,400+ other US equities.
In other recent news, LifeMD Inc. reported its fourth-quarter results, showing a loss of $0.04 per share, which was better than the analyst consensus of a $0.07 loss. The company’s revenue for the same period was $46.9 million, a 4% increase from the prior year, although it fell short of the $49.1 million estimate. For the full year 2025, LifeMD’s revenue reached $194.1 million, marking a 25% year-over-year growth, with a net income of $11.2 million. Adjusted EBITDA for the fourth quarter surged 348% to $4.8 million from $1.1 million in the previous year.
Additionally, Freedom Capital Markets raised its price target for LifeMD to $10.00 from $8.00, maintaining a Buy rating, following an increase in medium-term revenue and adjusted EBITDA forecasts. H.C. Wainwright also raised its price target to $10 from $9, maintaining a Buy rating, highlighting the company’s financial results as a key factor. Cantor Fitzgerald reiterated an Overweight rating with a $15.00 price target, noting the ongoing momentum across LifeMD’s healthcare offerings. These developments reflect LifeMD’s strategic positioning and growth in the telehealth sector.
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