Core Points - LifeMD, Inc. has rescheduled its third quarter 2025 earnings release and conference call to November 17, 2025, due to identified corrections in revenue recognition [1][2] - The cumulative impact of these corrections is approximately $4.6 million, representing about 1.4% of cumulative revenue reported for the twelve months ended December 31, 2024, and six months ended June 30, 2025 [2] - The adjustments will not materially affect reported revenue results compared to guidance for the relevant reporting periods and will not impact the company's cash flow or cash position [2] Earnings Release Details - The earnings press release is expected to be issued around 4:05 p.m. Eastern time on November 17, 2025, followed by a conference call at 4:30 p.m. Eastern time [3] - Conference call details include a toll-free dial-in number (800-245-3047), an international dial-in number (203-518-9765), and a conference ID (LIFEMD) [3] Company Overview - LifeMD is a leading provider of virtual primary care, offering telemedicine, laboratory and pharmacy services, and specialized treatment across over 200 conditions [4] - The company utilizes a vertically integrated digital care platform, a 50-state affiliated medical group, and a state-of-the-art compounding pharmacy to enhance access to high-quality and affordable care [4]

Transaction Values WorkSimpli at $65 Million Enterprise Value; Supports LifeMD’s Strategic Focus on Scaling its Virtual Care and Pharmacy BusinessesNEW YORK, Nov. 04, 2025 (GLOBE NEWSWIRE) -- LifeMD, Inc. (Nasdaq: LFMD), a leading provider of virtual healthcare services and pharmacy, today announced the sale of its majority ownership interest in WorkSimpli Software LLC (“WorkSimpli”) in a transaction valuing WorkSimpli at an enterprise value of approximately $65 million. The buyer group was led by WorkSimpl ...

Core Insights - Virtual healthcare platforms are transforming patient access to care, with Hims & Hers Health, Inc. (HIMS) and LifeMD, Inc. (LFMD) at the forefront of this digital transition [1][2] - HIMS focuses on consumer accessibility while LFMD emphasizes vertical integration and continuity of care [2] Stock Performance & Valuation - Over the past three months, HIMS has decreased by 16.9%, outperforming LFMD, which has seen a decline of 42% [3] - In the last year, HIMS has increased by 111.4%, while LFMD has risen by 43.4% [3] - HIMS has a forward price-to-sales (P/S) ratio of 4.04X, above its three-year median of 2.50X, whereas LFMD's ratio is 1.04X, below its median of 1.08X [5] Factors Driving Hims & Hers Stock - HIMS is expanding its clinical reach in high-demand areas such as men's health and menopause, enhancing engagement and diversifying revenue streams [7] - The integration of AI into HIMS's operations aims to standardize care and improve efficiency, which is expected to enhance customer retention [8] - HIMS is pursuing geographical diversification through acquisitions and international expansion, supported by a $870 million convertible note issuance [9] Factors Driving LifeMD Stock - LFMD is focusing on high-growth healthcare categories, particularly weight management and men's health, which are key drivers for its stock [10] - The establishment of an in-house pharmacy in Pennsylvania enhances LFMD's operational efficiency and supports margin expansion [11] - LFMD's B2B telehealth partnerships and its WorkSimpli SaaS subsidiary provide additional revenue streams and mitigate healthcare cyclicality [12][14] Earnings Projections - The Zacks Consensus Estimate for HIMS's 2025 earnings per share (EPS) indicates a 118.5% improvement from 2024 [15] - Conversely, LFMD's 2025 loss per share is projected to improve by 71.7% from 2024 [17] Price Targets - The average price target for HIMS is $48.67, suggesting a slight decline of 0.2% from the last close [19] - For LFMD, the average price target is $13.14, indicating a potential increase of 108.6% from the last close [20] Investment Recommendation - HIMS is viewed as a more stable investment opportunity due to its strong profitability and user engagement, generating substantial free cash flow [23] - LFMD, while rapidly growing, faces execution risks that may pressure margins and profitability, making HIMS a more compelling choice for investors seeking lower risk [24]

Core Viewpoint - LifeMD, Inc. is under investigation for potential claims related to a federal securities class action, with a deadline for investors to seek lead plaintiff status set for October 27, 2025 [1] Group 1 - Faruqi & Faruqi, LLP, a prominent national securities law firm, is leading the investigation into LifeMD, Inc. [1] - The investigation is focused on potential claims against LifeMD, indicating possible legal challenges for the company [1] - The firm has multiple offices across the United States, including locations in New York, Pennsylvania, California, and Georgia [1]

Core Viewpoint - The Gross Law Firm has issued a notice to shareholders of LifeMD, Inc. regarding a class action lawsuit alleging that the company made materially false and misleading statements about its competitive position and financial guidance during a specified period [1][2]. Summary by Relevant Sections Allegations - The complaint claims that LifeMD's management overstated the company's competitive position and was reckless in raising its 2025 guidance without properly accounting for increased customer acquisition costs in its RexMD segment and related to obesity treatment drugs [1]. Class Period - The class period for the allegations is from May 7, 2025, to August 5, 2025, during which shareholders are encouraged to register for potential lead plaintiff appointment [1][2]. Next Steps for Shareholders - Shareholders who purchased shares during the specified timeframe are advised to register for the class action, which includes enrollment in a portfolio monitoring software for status updates throughout the case lifecycle [2]. Law Firm's Mission - The Gross Law Firm aims to protect investors' rights and ensure companies adhere to responsible business practices, seeking recovery for investors who suffered losses due to misleading statements or omissions by companies [3].

Core Viewpoint - A class action lawsuit has been filed against LifeMD, Inc. for allegedly making materially false and misleading statements regarding its competitive position and financial guidance, leading to investor losses during the specified Class Period [3][7]. Allegation Details - The lawsuit claims that LifeMD's defendants overstated the company's competitive position and were reckless in raising the 2025 guidance without properly accounting for rising customer acquisition costs in its RexMD segment and related to obesity treatment drugs [3]. - It is alleged that the defendants' statements about LifeMD's business operations and prospects were materially false and misleading, lacking a reasonable basis [3]. Next Steps - Investors who purchased LifeMD shares between May 7, 2025, and August 5, 2025, and suffered losses are encouraged to contact the law firm for more information and to discuss their legal rights [4][7]. - The deadline for investors to apply to be appointed as lead plaintiff in the lawsuit is October 27, 2025 [7].

Core Viewpoint - A federal securities fraud class action lawsuit has been filed against LifeMD, alleging misleading representations regarding its financial health and growth prospects, following a significant stock price decline after its earnings report in August 2025 [1][4]. Summary by Sections Lawsuit Details - The lawsuit, titled Johnston v. LifeMD, Inc., focuses on the period from May 7, 2025, to August 5, 2025, claiming that LifeMD made false statements, particularly during its first-quarter results announcement on May 6, 2025, when it raised its full-year revenue and adjusted EBITDA guidance [2][4]. - The complaint asserts that LifeMD's optimistic outlook regarding its competitive position in virtual obesity care and performance from its RexMD brand was misleading, as it did not disclose significant operational challenges [2][3]. Financial Performance and Stock Impact - LifeMD's issues included rising customer acquisition costs in its RexMD segment and a higher-than-expected refund rate in its weight management business, which were not disclosed to investors [3]. - The situation escalated on August 5, 2025, when LifeMD reported second-quarter results that missed revenue and earnings per share estimates, leading to a reduction in its full-year guidance. The stock price subsequently dropped by over 44% the following day [4]. Investor Actions - The lawsuit provides an opportunity for investors who experienced substantial losses during the specified period to seek recovery [5]. - Hagens Berman, the law firm investigating these claims, is looking into whether LifeMD was aware of but failed to disclose key operational issues [6].

Core Viewpoint - A class action lawsuit has been filed against LifeMD, Inc. for allegedly overstating its competitive position and providing unrealistic financial guidance for 2025, leading to significant investor losses when the truth was revealed [3]. Group 1: Lawsuit Details - The lawsuit is initiated by Berger Montague on behalf of investors who acquired LifeMD shares between May 7, 2025, and August 5, 2025 [1][2]. - Investors have until October 27, 2025, to seek appointment as lead plaintiff representatives [2]. - The complaint alleges that LifeMD did not disclose rising customer acquisition costs associated with its RexMD platform and its promotion of obesity medications like Wegovy and Zepbound [3]. Group 2: Company Background - LifeMD, headquartered in New York, provides virtual medical services and prescription delivery [2]. - The firm has been accused of making materially false and misleading statements throughout the class period, lacking a reasonable basis for its claims [3].

Core Viewpoint - A class action securities lawsuit has been filed against LifeMD, Inc. for alleged securities fraud affecting investors between May 7, 2025, and August 5, 2025 [1][2]. Group 1: Allegations and Claims - The lawsuit claims that defendants materially overstated LifeMD's competitive position [2]. - It is alleged that the defendants were reckless in raising LifeMD's 2025 guidance without properly accounting for rising customer acquisition costs in the RexMD segment and related to obesity treatment drugs [2]. - The statements made by the defendants regarding LifeMD's business, operations, and prospects are claimed to be materially false and misleading [2]. Group 2: Legal Process and Participation - Investors who suffered losses during the specified timeframe have until October 27, 2025, to request to be appointed as lead plaintiff [3]. - Class members may be entitled to compensation without any out-of-pocket costs or fees [3]. Group 3: Firm Background - Levi & Korsinsky has a history of securing hundreds of millions of dollars for shareholders and is recognized as one of the top securities litigation firms in the United States [4].

Core Viewpoint - A class action lawsuit has been filed against LifeMD, Inc. for allegedly making materially false and misleading statements regarding its competitive position and financial guidance during the Class Period from May 7, 2025, to August 5, 2025 [3][7]. Allegation Details - The lawsuit claims that LifeMD's defendants overstated the company's competitive position [3]. - It is alleged that the defendants were reckless in raising LifeMD's 2025 guidance without properly accounting for rising customer acquisition costs in the RexMD segment and related to obesity treatment drugs [3]. - As a result, the statements made about LifeMD's business, operations, and prospects were materially false and misleading [3]. Next Steps - Investors who purchased LifeMD shares and suffered losses are encouraged to contact the law firm for more information and to discuss their rights [4][7]. - The deadline for investors to apply to be appointed as lead plaintiff in the lawsuit is October 27, 2025 [7]. About the Law Firm - Bragar Eagel & Squire, P.C. is a nationally recognized law firm that represents individual and institutional investors in complex litigation [5]. - The firm has offices in New York, California, and South Carolina and handles cases in state and federal courts across the country [5].