LifeMD's Q4 performance exceeded expectations, and the full-year guidance drove the stock price up by 11.5%

LootboxPhobia · 2026-03-09T21:55:16+00:00

LifeMD announced its Q4 earnings, and although revenue fell short of expectations, the per-share loss was better than anticipated. The stock rose 11.5% due to strong full-year outlook and growth in the weight management business. The company expects revenue to grow in 2026, with the weight management segment performing well, and shareholders are optimistic about the future.

LootboxPhobia

2026-03-09 21:55:16

Abstract generation in progress

New York - LifeMD, Inc. (NASDAQ:LFMD) reported fourth-quarter earnings that exceeded profit expectations, despite revenue falling short of estimates. However, after-hours stock rose 11.5% on Monday, driven by investor focus on the company’s full-year outlook and growth in its weight management business.

The virtual primary care provider reported a fourth-quarter loss of $0.04 per share, better than analysts’ expected loss of $0.07 per share. Revenue was $46.9 million, below the expected $49.1 million, but up 4% from the same period last year. Adjusted EBITDA surged 348% from $1.1 million in Q4 2024 to $4.8 million.

Following the earnings release, the stock rose mainly due to the company’s 2026 full-year guidance and strong momentum in its weight management business. LifeMD expects first-quarter revenue between $48 million and $49 million, below the market estimate of $50.6 million. For the full year 2026, the company projects revenue between $220 million and $230 million, with a midpoint of $225 million, slightly above analysts’ estimate of $222.6 million.

Chairman and CEO Justin Schreiber stated, “LifeMD delivered strong performance across all business lines in the fourth quarter and is entering the next phase of growth. Our weight management business achieved record patient registrations in the first quarter at highly attractive customer acquisition costs.”

The company successfully launched oral Wegovy after the year-end, with over 80% of new weight management patients starting on the branded therapy. By the end of the quarter, active telehealth subscription users increased 16% year-over-year to approximately 323,000.

For the full year 2025, revenue grew 25% to $194.1 million, with adjusted EBITDA increasing 309% to $15.3 million. Fourth-quarter gross margin expanded to 87%, up from 81% in the same period last year.

LifeMD held $36.8 million in cash at the end of 2025, with no debt. The company expects its benefits infrastructure to cover approximately 220 million Americans in the second quarter.

This article was translated with the assistance of artificial intelligence. For more information, please see our Terms of Use.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.