Lifemd Inc (LFMD) Stock Price, Quote & News

Company Profile

LifeMD, Inc. operates as a direct-to-patient telehealth company, engages in the provision of patients access to virtual medical care and pharmacy services in the United States. It offers telehealth platform comprising Rex MD, a men's telehealth platform that provides virtual diagnosis, treatment, and prescription medications for men's health conditions, including erectile dysfunction, premature ejaculation, hair loss, insomnia, weight loss, and performance anxiety; and ShapiroMD that provides vi...

Industry: Health Information Services

Sector: Healthcare

Phone: 866 351 5907

Website: lifemd.com

Address:

236 Fifth Avenue, Suite 400, New York, United States

Tuttinho Aug. 3 at 5:50 PM

$LFMD Your arithmetic is right, and I don't think you're missing anything on the revenue line. I think you're modeling one side of it. Lower ARPU is the point of the transition, not a symptom of it. Insurance patients pay less per month by construction — you're billing the payer, not the patient. Management quantified the other side on the Q1 call: CAC down as much as 50% on insurance patients, and better retention on those cohorts. So the question isn't revenue per subscriber, it's contribution per subscriber over their life. The tell is the EBITDA guide, not the revenue guide: Q1: $50.2M rev / -$4.5M adj EBITDA Q2: $47-50M rev / -$2M to +$1M adj EBITDA Revenue guided down ~$1.7M at the midpoint, EBITDA guided up ~ $ 4M. That doesn't happen in a demand-driven decline. Your $4.7-6.7M of "monetization loss" is roughly matched by cost coming out of the base — which is exactly the variable you set aside.

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ParkerTradesX Jul. 31 at 10:40 PM

$LFMD Q2 guidance raises some interesting questions. A simple way to view the business is: Subscribers × ARPU = Revenue Looking at the data, compounded GLP-1 monetization appears to have peaked in Q1 2025. Since then, revenue and implied monthly ARPU have moved lower quarter over quarter. But there is one important detail: subscriber growth has continued every quarter. Using management’s Q2 midpoint: Revenue: $48.5M Subscribers: 365K Implied monthly ARPU: $44.29 That would mean roughly a 9% ARPU decline from Q1, the largest drop in the period analyzed. If subscribers grow 7.4%, the implied ARPU decline becomes even larger. At Q1 ARPU levels, revenue could be closer to $53M-$55M depending on subscriber growth. The big question: is guidance conservative, is the mix shift accelerating, or is there another factor missing from the model?

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jaysu55 Jul. 30 at 2:28 PM

$LFMD have owned this since conversion labs, it has had some solid runs but they seem to be so cyclical now. At these levels though, I am adding because last time they shot up to 12 and I think we have potential to do that again but need good things here to happen. Wish they would get some momentum already

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thejman1 Jul. 28 at 6:11 PM

$LFMD chuck royce is keeping this stock alive lol. while they bleed created shares to employees.

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thejman1 Jul. 27 at 4:09 PM

$LFMD I wonder how earnings are going to be based on the trend 😆.

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szeebs Jul. 25 at 9:47 PM

$LFMD buying here

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ClarissaLove Jul. 23 at 5:04 PM

$LFMD Is this even a peptide play ? They’re gonna lose money on that too

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MomoFomoTrader Jul. 23 at 5:00 PM

$LFMD $LICN 👀

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MomoFomoTrader Jul. 23 at 4:55 PM

$LFMD 🔥

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Alex1965 Jul. 23 at 12:52 PM

$LFMD I prefer to believe the CEO but that's just me. "But what matters most is not just the quarter, it's what this quarter says about the platform we're building. As I outlined in our shareholder letter, I think about LifeMD in very simple terms: quality care, quality products, quality revenue. When we deliver high-quality care, patients trust us. When we oﬀer products and services that genuinely improve their lives, they come back. And when patients engage across more of the platform and stay with us longer, the revenue becomes more durable, higher quality and ultimately more profitable." Someone with money is fishing for cheap shares, won't be the first time. Buying !!!

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Market Cap	169.27M
Revenue (ttm)	194.06M
Net Income (ttm)	14.35M
EPS (ttm)	N/A
PE Ratio	0.00
Forward PE	N/A
Profit Margin	7.39%
Debt to Equity Ratio	0.00

Volume	296,516
Avg Vol	897,954
Day's Range	N/A - N/A
Shares Out	48.36M
Stochastic %K	45%
Beta	1.99
Analysts	Strong Sell
Price Target	$9.88