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On Wednesday, BTIG analysts maintained a Buy rating and a $12.00 price target on LifeMD Inc (NASDAQ:LFMD), following the company’s impressive first-quarter results for 2025. LifeMD reported total revenue of $65.7 million, marking a 49% increase year-over-year and surpassing both BTIG and consensus estimates of $63.4 million and $62.5 million, respectively. According to InvestingPro data, the company has maintained strong momentum with a 56.77% year-to-date return and an impressive gross profit margin of 88.67%. The company’s adjusted EBITDA for the quarter also exceeded expectations, coming in at approximately $8.7 million, against the BTIG and consensus forecasts of $6.8 million and $5.5 million.
The analysts noted that the significant revenue beat was largely due to the healthcare product revenue, with an estimated half of that stemming from obesity health-related products. Additionally, the performance of the WorkSimpli business was highlighted, as it generated over $3 million in EBITDA for the quarter, implying over $1 million in EBITDA per month.
In response to the strong quarterly performance, LifeMD’s management has revised the company’s full-year 2025 guidance upwards. Revenue projections have been increased from the range of $265-$275 million to $268-$275 million, and the EBITDA forecast has been adjusted from $30-$32 million to $31-$33 million.
BTIG analysts expressed confidence in the continued robust demand for both compounded and branded GLP-1s in 2025. They also mentioned LifeMD’s ability to accept insurance for members, which they believe could expand access to higher-cost branded GLP-1s from partners such as Novo Nordisk (CSE:NOVOb) (NYSE:NVO, Not Rated) and Eli Lilly and Company (NYSE:LLY, Not Rated). The analysts concluded with a positive outlook on LifeMD’s long-term vision, citing that solving obesity could potentially prevent other more severe health conditions. With a market capitalization of $340.4 million and consistent revenue growth of 39.27% over the last twelve months, InvestingPro subscribers can access 12 additional exclusive tips and a comprehensive Pro Research Report for deeper analysis of LFMD’s growth potential.
In other recent news, LifeMD reported impressive financial results for Q1 2025, exceeding market expectations. The company’s revenue reached $65.7 million, surpassing the forecast of $62.37 million, and marked a 49% increase year-over-year. LifeMD achieved a positive earnings per share (EPS) of $0.01, which was significantly above the anticipated -$0.0583. These results highlight the company’s strong operational execution and strategic expansion into new healthcare areas, such as women’s health and behavioral health. Additionally, LifeMD provided an optimistic outlook for 2025, with revenue guidance set between $268 million and $275 million. The company plans to further expand its telehealth services, which saw a 70% growth year-over-year. Analysts from firms like BTIG and KeyBanc have shown interest in the company’s strategic collaborations with pharmaceutical giants like Lilly and NovoCare, which are expected to enhance LifeMD’s weight management offerings. LifeMD’s strategic initiatives and financial performance indicate a robust trajectory for the remainder of the year.
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