$LFMD

LifeMD, Inc.

LifeMD is a direct-to-patient healthcare company that provides virtual medical care, pharmacy services and, where appropriate, prescription and over-the-counter treatments. Its vertically integrated platform connects patients with affiliated providers, diagnostics, prescription fulfillment and ongoing care. LifeMD serves patients seeking primary and specialty care, including weight management, women’s health and behavioral health. Its consumer brands are LifeMD, Rex MD, a men’s telehealth platform, and ShapiroMD, a hair-loss treatment brand. The company offers virtual primary care primarily through subscriptions and provides care through cash-pay and insurance models. It also earns fees from business-to-business telehealth partnerships. Services include virtual consultations, treatment, medication management and pharmacy fulfillment. LifeMD operates a wholly owned commercial pharmacy in Lancaster, Pennsylvania, and an affiliated provider network covering all 50 states. The company is headquartered in New York, New York.

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Mizuho cuts LifeMD stock price target on revenue miss, GLP-1 delays

Mizuho reduced its price target for LifeMD (LFMD) to $6.00 from $7.00, citing Q3 revenue of $45M, missing estimates of $49M. The company lowered its 2026 revenue run rate to $200M from $250M. LFMD stock is down 30% to $1.66. Mizuho maintains an Outperform rating, expecting positive EBITDA by 2027-2028.

LFMD sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 11 news stories mentioning LFMD (LifeMD, Inc.). Coverage has skewed bearish: 0 bullish, 2 neutral, and 9 bearish.

Recent LFMD coverage spans earnings, financial news and market movers.

What's driving LFMD

AlphAI scores every news story that mentions LFMD with an AI model for sentiment and relevance, and aggregates insider trades from LifeMD, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $LFMD

Score

LifeMD Nov 2026 slides: platform scale grows amid revenue reset

LifeMD (LFMD) presented its investor deck, highlighting revenue growth from $11M in 2019 to an expected $190M in 2026. Q3 revenue missed expectations at $44.6M, and the stock fell 17.59%. The company emphasized its telehealth platform's scale, AI integration, and nationwide pharmacy infrastructure, serving 350,000 active patients. LifeMD reset 2026 guidance to $188M-$191M revenue and negative EBITDA, citing delayed GLP-1 fulfillment and reduced marketing.

Why is LifeMD stock sliding today?

LifeMD (LFMD) stock fell 9.4% after reporting Q3 2026 revenue of $44.6M, missing estimates of $48.9M. The company cut its full-year revenue outlook to $188M-$191M and widened its EBITDA loss forecast. Additionally, an accounting investigation and securities inquiry weighed on sentiment.

$LFMDMedEarnings

LifeMD Reports Third Quarter 2026 Results

LifeMD, Inc. (LFMD) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 LifeMD Reports Third Quarter 2026 Results ● Third quarter 2026 revenue of $44.6 million; adjusted EBITDA loss of approximately $0.4 million, within the Company’s guidance range of negative $1 million to positive $2 million. ● Adjusted EBITDA improved approximately $3

LifeMD (LFMD) Secures AT&T Partnership. Can Free Memberships Produce Paying Patients?

LifeMD (LFMD) partnered with AT&T to offer free virtual-health memberships to 29 million eligible customers in 11 states, with a nationwide expansion planned for 2027. The $19 monthly fee is waived, but services like visits and prescriptions remain payable. LifeMD aims to convert access into recurring demand for paid care, potentially reducing acquisition costs and benefiting from repeat consultations. The phased rollout allows for measuring enrollment and utilization before expansion.

$LFMDMedAI 9/10

LifeMD (LFMD) Q2 2026 Earnings Call Transcript

LifeMD (LFMD) reported Q2 2026 revenue of $47.3M, within guidance ($47M-$50M) but down 4% YoY, and an adjusted EBITDA loss of about $3.5M. Full-year revenue guidance was cut to $205.5M-$212.5M and adjusted EBITDA to negative $6M to breakeven. Active subscribers were 356,000. Cash was $25.1M.

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