LIFEMD INC.

LifeMD reported Q2 revenue of $47.3 million versus analysts’ expectations of $49.15 million and an adjusted EBITDA loss of about $3.5 million. The company cut its 2026 guidance to $205.5–212.5 million in revenue and adjusted EBITDA of between −$6 million and breakeven. The stock fell sharply intraday and in after-hours trading as investors reacted to the revenue miss, the EBITDA shortfall and the lowered guidance. Gross margin and recurring revenue improved, while LifeMD is emphasizing multi-month subscriptions and investments in partnerships such as XYOSTED. » Plus sur de.investing.com

LifeMD reported Q1 2026 revenue of $50.2 million and EPS of -$0.20, both better than expected, and the stock rose in after-hours trading. The company emphasizes a vertically integrated platform of telemedicine, pharmacy and diagnostics with planned AI rollout in Q2 2026, intended to support diagnoses and workflows for more than 200 conditions. LifeMD had 365,000 active patients, rising gross margins (88%) and improved marketing efficiency, and is targeting 2026 revenue of $220–230 million and adjusted EBITDA of $12–17 million. Short-term risks remain from increased net losses and stagnant revenue growth; successful AI integration, expansion of insurance networks and pharma partnerships are critical to profitability. » Plus sur de.investing.com

LifeMD is making Foundayo (orforglipron) from Eli Lilly available as an option for eligible patients in its weight-management program; the FDA approved the once-daily oral drug on April 1, 2026. Prescriptions are filled and shipped via LillyDirect, with a cash-pay entry price of $149/month, potentially reduced to $25/month for commercially insured patients; Medicare coverage is expected in July 2026. LifeMD says it is seeing strong operational momentum (revenue +25% to $194 million) but remains unprofitable with a market capitalization of $163 million, though analysts expect a return to profitability this year. » Plus sur de.investing.com