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Oct 15, 2026 — GLP-1 Regulatory & Competitive Update
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The schedule

  • Thu15Oct

    Assessment of FDA stance on compounded GLP-1s and market share dynamics.

  • Wed3Feb

    Q3 results focusing on customer acquisition cost (CAC) stabilization and gross margins.

  • Wed5May

    Year-end results and forward guidance for FY27 profitability.

  • Wed4Aug

    First quarter results to validate FY27 operational targets.

Past

  • Wed5Aug

    Actual outcome: Bear · $3.46 at outcome

    LifeMD reported Q2 revenue of $47.3 million, which fell on the lower end of guidance and lagged estimates, alongside an adjusted EBITDA loss of $3.5 million. The stock declined as profitability was pressured by elevated customer acquisition costs and lower introductory pricing for its branded GLP-1 care, raising concerns about the margins of its weight management vertical.

    Q2 earnings evaluating profitability progress and GLP-1 vertical growth.

  • Wed6May

    Actual outcome: Bear · $4.26 at outcome

    LifeMD reported Q1 2026 results with a loss of $0.20 per share, which missed the Zacks consensus estimate of a $0.14 loss and marked a sharp decline from the $0.01 per share profit reported a year ago. Although revenue of $50.2 million exceeded guidance and gross margins improved to 88%, the persistent lack of bottom-line profitability and an adjusted EBITDA loss of $4.5 million overshadowed the top-line beat, driving the stock down 19.2%.

    LifeMD reported Q1 2026 results with a loss of $0.20 per share, which missed the Zacks consensus estimate of a $0.14 loss and marked a sharp decline from the $0.01 per share profit reported a year ago. Although revenue of $50.2 million exceeded guidance and gross margins improved to 88%, the persistent lack of bottom-line profitability and an adjusted EBITDA loss of $4.5 million overshadowed the top-line beat, driving the stock down 19.2%.

  • Mon9Mar

    Actual outcome: Bull · $3.93 at outcome

    LifeMD reported Q4 2025 results with revenue increasing 4% to $46.9 million and adjusted EBITDA surging 348% to $4.8 million, while EPS met expectations. The stock rallied significantly, driven by the strong profitability growth, the strategic divestment of WorkSimpli to become a pure-play telehealth provider, and optimism surrounding the launch of the Wegovy pill to expand its GLP-1 weight-loss vertical.

    LifeMD reported Q4 2025 results with revenue increasing 4% to $46.9 million and adjusted EBITDA surging 348% to $4.8 million, while EPS met expectations. The stock rallied significantly, driven by the strong profitability growth, the strategic divestment of WorkSimpli to become a pure-play telehealth provider, and optimism surrounding the launch of the Wegovy pill to expand its GLP-1 weight-loss vertical.