LifeMD, Inc. (LFMD)
NASDAQHealth CareMedical - Healthcare Information ServicesSnapshot 2026-11-05
$2.29-6.53%
Close 2026-11-05 · 1-day change
NASDAQHealth CareMedical - Healthcare Information ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · LFMD
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
|| ● | Expecting a return to positive adjusted EBITDA in the second half of 2026 and an expected fourth quarter exit revenue run rate of approximately $250 million and approximately $22 million of an…
Stated in 2 of 2 supplied quarters. Management reported: “|| ● | Expecting a return to positive adjusted EBITDA in the second half of 2026 and an expected fourth quarter exit revenue run rate of approximately $250 million and approximately $22 million of annualized adjusted EBITDA || ● | Revising full year 2026 guidance to revenue of $205.5 million to $212.5 million and adjusted EBITDA of negative $6.0 million to breakeven, including $2 million to $3 million of net launch costs for XYOSTED® in 2026.” “|| ● | Adjusted EBITDA in the range of negative $6.0 million to breakeven, compared with previous guidance of $12 million to $17 million.” Operating income was $-7.130 million in 2026-Q2.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated weak grew net income 29% of the time over the next year (vs 52% for the rest of the cohort, n=10118).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“|| ● | Expecting a return to positive adjusted EBITDA in the second half of 2026 and an expected fourth quarter exit revenue run rate of approximately $250 million and approximately $22 million of an…”
“● Adjusted EBITDA in the range of $12 million to $17 million.”
Priorities for the remainder of 2026 include scaling longer-duration weight management memberships, expanding Women’s Health and the XYOSTED® collaboration, increasing pharmacy attachment, and advanc…
Stated in 2 of 2 supplied quarters. Management reported: “Priorities for the remainder of 2026 include scaling longer-duration weight management memberships, expanding Women’s Health and the XYOSTED® collaboration, increasing pharmacy attachment, and advancing pharmaceutical, insurance, Medicare, employer, and enterprise relationships.” “|| ● | The Company’s fourth quarter 2026 guidance of $60 million to $64 million of revenue and $3 million to $6 million of adjusted EBITDA implies an annualized exit run rate of approximately $250 million of revenue and before estimated XYOSTED® launch costs, approximately $22 million of continuing adjusted EBITDA.” Revenue was $47.281 million in 2026-Q2.
“Priorities for the remainder of 2026 include scaling longer-duration weight management memberships, expanding Women’s Health and the XYOSTED® collaboration, increasing pharmacy attachment, and advanc…”
“Looking ahead, we are energized by the momentum across the business, with multiple strategic partnerships and new product launches in men’s and women’s health expected in the coming months, positioni…”
|| ● | Launched an exclusive telehealth co-marketing collaboration with Halozyme’s wholly-owned subsidiary, Antares Pharma, Inc., for XYOSTED®, the only FDA-approved, once-weekly subcutaneous testost…
Stated in 1 of 2 supplied quarters. Management reported: “|| ● | Launched an exclusive telehealth co-marketing collaboration with Halozyme’s wholly-owned subsidiary, Antares Pharma, Inc., for XYOSTED®, the only FDA-approved, once-weekly subcutaneous testosterone auto-injector, with additional strategic partnerships and enterprise relationships advancing toward execution in the second half of 2026.”
“|| ● | Launched an exclusive telehealth co-marketing collaboration with Halozyme’s wholly-owned subsidiary, Antares Pharma, Inc., for XYOSTED®, the only FDA-approved, once-weekly subcutaneous testost…”
Drive revenue growth to the revised 2026 guidance range of $205.5 million to $212.5 million, targeting an exit run rate of approximately $250 million in Q4.
Return to positive adjusted EBITDA in the second half of 2026, targeting a full year adjusted EBITDA range of negative $6 million to breakeven.
Over the trailing year it converted 0.71x of net income into operating cash flow. Historically, Health Care names rated neutral grew net income 52% of the time over the next year (vs 44% for the rest of the cohort, n=3371).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates (low R² over the window).
14 material management or governance events in the past 24 months, led by M&A activity. Historically, Health Care names rated neutral grew net income 46% of the time over the next year (vs 44% for the rest of the cohort, n=13229).
Not investment advice. As of 2026-11-05.