SCOTTSDALE, Ariz., Feb. 09, 2026 (GLOBE NEWSWIRE) -- LifeStance Health Group, Inc. (NASDAQ: LFST), one of the nation’s largest providers of outpatient mental health care, will issue its fourth quarter and full year 2025 earnings release before the market opens on Wednesday, February 25, 2026. LifeStance will host a live earnings conference call to discuss fourth quarter and full year results on February 25, 2026, at 8:30 a.m. Eastern Time. To participate in the call, please dial 1-800-715-9871, domestically ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are significant, with data centers consuming as much energy as small cities, leading to concerns about power grid capacity and rising electricity prices [2][3] Investment Opportunity - A specific company is highlighted as a critical player in the AI energy sector, owning essential energy infrastructure assets that are poised to benefit from the increasing energy demands of AI [3][7] - This company is not a chipmaker or cloud platform but is positioned as a "toll booth" operator in the AI energy boom, collecting fees from energy exports and benefiting from the onshoring trend driven by tariffs [5][6] Financial Position - The company is noted for being debt-free and holding a significant cash reserve, amounting to nearly one-third of its market capitalization, which positions it favorably compared to other energy firms burdened by debt [8][10] - It also has a substantial equity stake in another AI-related company, providing investors with indirect exposure to multiple growth opportunities without the associated premium costs [9] Market Trends - The article discusses the broader trends of AI, energy, tariffs, and onshoring, indicating that this company is strategically aligned with these developments [6][14] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, reinforcing the importance of investing in AI-related companies [12] Future Outlook - The potential for significant returns is emphasized, with projections suggesting a possible 100% return within 12 to 24 months for investors who act quickly [15][19] - The company is described as undervalued, trading at less than seven times earnings, which presents a compelling investment opportunity in the context of the AI and energy sectors [10][11]

Core Insights - The article discusses the potential of mid-cap stocks as attractive investment opportunities, particularly in the context of the "America First" agenda which aims to boost domestic manufacturing [2][3]. Industry Overview - The U.S. stock market is experiencing a shift with a growing interest in mid-cap stocks, which are expected to benefit from domestic revenue generation [2]. - Historically, mid-cap equities have outperformed both large-cap and small-cap stocks, although they have lagged behind large caps in the current year [3]. Hedge Fund Activity - Hedge funds are reportedly rotating out of large-cap stocks, with significant reductions in exposure to mega-cap stocks noted in Q3 2025 [4]. - Major hedge funds, such as Bridgewater Associates, have cut holdings in prominent stocks while increasing investments in mid-cap companies [4]. Methodology for Stock Selection - The article outlines a methodology for selecting high-growth mid-cap stocks, focusing on companies with market capitalizations between $2 billion and $10 billion and at least 30% revenue growth over five years [6]. Featured High-Growth Mid-Cap Stocks - **LifeStance Health Group, Inc. (NASDAQ:LFST)** - Market Capitalization: $2.82 billion - Revenue Growth (5Y): 36.75% - Analysts have raised price targets for LFST, indicating a positive outlook despite industry challenges [9][10][11][12]. - **Veracyte, Inc. (NASDAQ:VCYT)** - Market Capitalization: $3.29 billion - Revenue Growth (5Y): 34.46% - The company forecasts sales of $570 million to $582 million in 2026, exceeding consensus estimates [13][14][15]. - **Kinsale Capital Group, Inc. (NYSE:KNSL)** - Market Capitalization: $9.28 billion - Revenue Growth (5Y): 34.25% - Analysts have mixed views, with one firm initiating coverage with an Overweight rating while another lowered its price target due to anticipated near-term declines [16][17][18][19].

Core Viewpoint - U.S. stock futures are mostly lower, with Nasdaq 100 futures down approximately 0.1% [1] Group 1: Company Movements - SeaStar Medical Holding Corp (NASDAQ:ICU) shares fell 9.5% to $0.21 in pre-market trading following a 1-for-10 reverse split announcement [1] - Coincheck Group NV (NASDAQ:CNCK) decreased by 11% to $2.28 in pre-market trading [2] - Ascent Solar Technologies, Inc. (NASDAQ:ASTI) dropped 7.6% to $4.67 after a 30% increase on Tuesday [2] - Jet.AI Inc (NASDAQ:JTAI) fell 5.3% to $0.82 after a 28% decline on Tuesday, despite announcing a joint venture with Choo Choo Express for a 50-mw data center in Nevada [2] - Lifestance Health Group Inc (NASDAQ:LFST) declined 3.7% to $6.80 in pre-market trading [2] - Precision Drilling Corp (NYSE:PDS) fell 3.3% to $66.96 in pre-market trading [2] - Vasta Platform Ltd (NASDAQ:VSTA) decreased by 3.1% to $4.80 in pre-market trading [2]

Core Viewpoint - U.S. stock futures are mostly lower, with Nasdaq 100 futures down approximately 0.1% [1] Group 1: Company Movements - SeaStar Medical Holding Corp (NASDAQ:ICU) shares fell 9.5% to $0.21 in pre-market trading following a 1-for-10 reverse split announcement [1] - Coincheck Group NV (NASDAQ:CNCK) decreased by 11% to $2.28 in pre-market trading [2] - Ascent Solar Technologies, Inc. (NASDAQ:ASTI) dropped 7.6% to $4.67 after a 30% increase on Tuesday [2] - Jet.AI Inc (NASDAQ:JTAI) fell 5.3% to $0.82 after a 28% decline on Tuesday, despite announcing a joint venture for a 50-mw data center in Nevada [2] - Lifestance Health Group Inc (NASDAQ:LFST) declined 3.7% to $6.80 in pre-market trading [2] - Precision Drilling Corp (NYSE:PDS) fell 3.3% to $66.96 in pre-market trading [2] - Vasta Platform Ltd (NASDAQ:VSTA) decreased by 3.1% to $4.80 in pre-market trading [2]

Core Viewpoint - LifeStance Health Group (NASDAQ:LFST) is identified as a promising mid-cap healthcare stock with significant upside potential, particularly highlighted by a bullish rating from BTIG analyst David Larsen, who raised the price target from $9 to $10, indicating a potential upside of approximately 42% for investors [1]. Group 1: Analyst Insights - The analyst forecasts strong medical utilization trends in 2026, driven by a favorable labor market and increased demand for medical oncology, mental health services, and specialty medications, which could create additional market opportunities for LifeStance Health Group [2]. - The stock has a consensus 1-year average price target of $9, suggesting an upside potential of 27.7% from current levels, with all seven analysts covering the stock issuing Buy ratings [3]. Group 2: Company Overview - LifeStance Health Group operates as an outpatient health service provider, offering both in-person and telehealth services focused on individuals with mental health issues, including ketamine therapies, psychiatry, and other behavioral health services [4].

Core Viewpoint - LifeStance Health Group (LFST) has shown a significant price increase of 33.6% over the past four weeks, with a mean price target of $8.56 indicating a potential upside of 30.5% from its current price of $6.56 [1] Price Targets and Analyst Estimates - The mean estimate consists of nine short-term price targets with a standard deviation of $1.1, suggesting variability in analyst predictions. The lowest estimate is $6.50 (0.9% decline), while the highest is $10.00 (52.4% increase) [2] - A low standard deviation among price targets indicates strong agreement among analysts regarding the stock's price movement direction, which can serve as a starting point for further research [9] Earnings Estimates and Analyst Sentiment - There is increasing optimism among analysts about LFST's earnings prospects, as evidenced by a strong consensus in revising EPS estimates higher, which correlates with potential stock price increases [11] - Over the last 30 days, the Zacks Consensus Estimate for LFST's current year earnings has risen by 40%, with two estimates moving higher and no negative revisions [12] - LFST holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate factors, indicating strong potential for upside [13] Caution on Price Targets - While the consensus price target is a commonly referenced metric, relying solely on it for investment decisions may not be prudent due to historical inaccuracies in price predictions by analysts [3][7][10] - Analysts often set optimistic price targets influenced by business relationships, which can lead to inflated expectations [8]

Core Viewpoint - LifeStance Health Group (LFST) has shown a significant price increase of 27.1% over the past four weeks, with a mean price target of $8.63 indicating a potential upside of 33.4% from the current price of $6.47 [1] Price Targets and Analyst Estimates - The mean estimate consists of eight short-term price targets with a standard deviation of $1.16, where the lowest estimate is $6.50 (0.5% increase) and the highest is $10.00 (54.6% increase) [2] - A low standard deviation among price targets suggests a high degree of agreement among analysts regarding the stock's price movement [9] Earnings Estimates and Market Sentiment - Analysts have shown increasing optimism about LFST's earnings prospects, with a strong consensus in revising EPS estimates higher, which correlates with potential stock price increases [11] - The Zacks Consensus Estimate for the current year has risen by 20% over the past month, indicating positive sentiment as one estimate increased with no negative revisions [12] - LFST holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates [13] Caution on Price Targets - While price targets are often sought after, they can mislead investors, as empirical research indicates that they rarely predict actual stock price movements accurately [7] - Analysts may set overly optimistic price targets due to business incentives, which can inflate expectations [8] - Investors should approach price targets with skepticism and not rely solely on them for investment decisions [10]

Core Insights - LifeStance Health Group, Inc. (NASDAQ:LFST) experienced a significant stock recovery, rising by 29.94% to close at $6.25, driven by strong third-quarter earnings performance [1] Financial Performance - The company reported a net income of $1.077 million, a turnaround from a net loss of $5.9 million in the same quarter last year, indicating a positive shift in financial health [2] - Total revenues for the quarter increased by 16% to $363.8 million, up from $312.7 million year-on-year [2] - For the nine-month period, net loss decreased by 96% to $2 million from $50.3 million in the previous year, showcasing a substantial recovery [3] - Total revenues for the nine months reached $1.04 billion, reflecting a 12.6% increase from $925 million year-on-year [3] Future Outlook - The CEO of LifeStance highlighted that the quarter was record-breaking and indicated improved operating leverage, leading to an increase in full-year Adjusted EBITDA guidance [4] - The company maintained its revenue growth outlook for 2025, projecting revenues between $1.41 billion and $1.43 billion, and raised adjusted EBITDA expectations to a range of $146 million to $152 million [4] - For the fourth quarter, revenues are targeted between $368 million and $388 million, with adjusted EBITDA projected at $37 million to $43 million [5]

Core Insights - LifeStance Health reported Q3 CY2025 revenue of $363.8 million, exceeding analyst expectations of $355.6 million, reflecting a year-on-year growth of 16.3% [1][6] - The company achieved a GAAP profit of $0 per share, which was $0.01 above analysts' consensus estimates [1][6] - Adjusted EBITDA for the quarter was $40.21 million, surpassing analyst estimates of $35.15 million, with an 11.1% margin [6] Management Commentary - CEO David Bourdon attributed the strong performance to record organic visit growth, driven by increased clinician hiring and improved productivity [3] - The company implemented initiatives like the Cash Incentive Program and new technology platforms to enhance patient acquisition and clinician engagement [3] - The hybrid model of in-person and virtual care, along with a focus on commercial insurance, provided stability amid industry changes [3] Future Outlook - Management anticipates sustained growth supported by ongoing investments in technology and clinician expansion [4] - CFO Ryan McGroarty noted that productivity gains are expected to be maintained, with additional investments being accelerated to meet 2026 objectives [4] - New partnerships and technology-enabled operational improvements are seen as key drivers for future volume and margin expansion [4] Financial Guidance - Revenue guidance for Q4 CY2025 is set at $378 million, aligning closely with analyst expectations [6] - Full-year EBITDA guidance is projected at $149 million, above analyst estimates of $143.6 million [6] - The operating margin improved to 2%, up from 0% in the same quarter last year [6]