LifeMD Inc (LFMD) PT Lowered to $10 at BTIG

BTIG analyst Kyle Bauser lowered the price target on LifeMD Inc (NASDAQ: LFMD) to $10.00 (from $18.00) while maintaining a Buy rating.

The analyst comments "On Monday, 11/17/25 AMC, LFMD reported 3Q:25 results. Revenue of $60.2M +13% y/y missed BTIG / consensus / guidance of $62.6M / $62.1M / $61M-$63M and adjusted EBITDA of $5.1M +20% y/y came in below BTIG / consensus / guidance of $6.7M / $6.4M / $6M-$7M. LFMD highlighted pressure on weight management from competitors who are offering lower-cost and potentially lower-quality compounded GLP-1 products, that are under-pricing more established platforms like LFMD who more closely follow regulatory and quality protocols. Since LFMD is no longer aggressively marketing compounded products, at far lower prices, revenue growth has slowed. The number of tele-health subscribers increased +14% y/ y, Rex has returned to healthy growth and weight management is still more than 50%+ of the company's total revenue. We believe these headwinds, and revenue lumpiness are temporary and we expect growth to re-accelerate in 2026E."

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