Financial Guidance - The Oncology Institute reaffirmed its 2025 financial guidance and provided preliminary financial outlook for 2026[5] - The company is focusing on long-term financial guidance, although specific figures were not disclosed in the report[5] Operational Performance - The press release issued on January 12, 2026, includes additional insights into the company's operational performance[5]

Core Viewpoint - The Oncology Institute, Inc. (TOI) reaffirms its 2025 guidance and provides a preliminary outlook for 2026, expecting significant revenue growth and the potential for Adjusted EBITDA profitability for the first time as a public company [1][2][3]. 2026 Outlook - TOI anticipates total revenue for 2026 to be between $630 million and $650 million, indicating a 28% growth from the midpoint of 2025 guidance [2]. - Approximately $150 million of the expected revenue will come from Capitation revenue, driven by the expansion of delegated contracts in Florida and strong performance in the Dispensary segment [2]. - Profitability from newly onboarded delegated contracts is expected to build progressively throughout 2026, with more substantial economic benefits anticipated in 2027 [2]. Adjusted EBITDA Expectations - Adjusted EBITDA for 2026 is projected to be in the range of $0 million to $9 million, marking TOI's first full year of Adjusted EBITDA profitability as a public entity at the midpoint of this range [3]. Longer-Term Outlook - The company aims for total revenue growth at an annual rate of approximately 20% through 2028, with Capitation and Dispensary revenue expected to rise to about 30% and 50% of total revenue, respectively [5]. - As TOI scales, margins are projected to expand to the mid-single-digit range as a percentage of revenue by 2028, supported by the asset-light delegated capitated model and continued SG&A leverage [6]. Company Overview - Founded in 2007, TOI is a leading provider of value-based oncology care in the United States, serving approximately 1.9 million patients through over 100 clinics and affiliate locations across five states [7].

Core Insights - The Oncology Institute, Inc. (TOI) has announced the promotions of Rakesh Panda to Chief Information Officer and Nolan Mariano to Chief People Officer, emphasizing its commitment to value-based cancer care and technology-enabled care delivery [1][3] Group 1: Leadership Changes - Rakesh Panda brings over 25 years of experience in IT, digital transformation, cybersecurity, and enterprise software development, previously holding leadership roles at Cisco and Infosys [2] - Nolan Mariano has 18 years of experience in People Operations and organizational leadership, having joined TOI in 2022, and will oversee HR Operations, Total Rewards, Learning and Development, and Talent Acquisition [2] Group 2: Company Overview - Founded in 2007, TOI specializes in delivering value-based cancer care in community settings, serving approximately 1.9 million patients with advanced care delivery models [3] - TOI operates over 100 clinics and affiliate locations across five states, employing more than 180 clinicians, and is focused on changing oncology for the better [3]

Core Insights - The Oncology Institute, Inc. has appointed Mark Stolper to its Board of Directors, effective January 2, 2026, bringing extensive experience in public markets and financial leadership [1][2] - Stolper is currently the Executive Vice President and Chief Financial Officer of RadNet, Inc. and has served on the boards of various healthcare companies, enhancing TOI's strategic capabilities [1][2] - The Oncology Institute aims to provide advanced, cost-effective cancer care, serving approximately 1.9 million patients through over 100 clinics across five states [3] Company Overview - Founded in 2007, The Oncology Institute specializes in value-based cancer care, focusing on community settings and evidence-based practices [3] - The organization employs over 180 clinicians and is expanding its reach to improve cancer care delivery [3]

Core Insights - The Oncology Institute, Inc. (TOI) has shown signs of imminent profitability, with a notable 37% improvement reported in its 3Q25 results, leading to a rally in its shares since November 14, 2025 [2]. Company Summary - TOI specializes in cancer care and cost management solutions, indicating a focus on addressing both treatment and financial aspects of cancer care [2]. - The company is part of a model portfolio that includes 12-20 high upside biotech stocks, suggesting a strategic approach to investment in the biotech sector [2].

Core Insights - Several small- and mid-cap stocks experienced notable gains in after-hours trading, driven by investor sentiment and sector momentum rather than new company news [1][2][3][4][5] Company Summaries - **Spyre Therapeutics, Inc. (SYRE)**: Closed at $34.71, up $1.65 or 4.99%, leading the list of gainers despite no new updates [1] - **The Oncology Institute, Inc. (TOI)**: Ended at $3.65, up $0.19 or 5.49%, with steady share price increase without new announcements [2] - **Aurora Cannabis Inc. (ACB)**: Closed at $5.70, gaining $0.13 or 2.33%, benefiting from renewed momentum in the cannabis sector [2] - **Solid Biosciences Inc. (SLDB)**: Finished at $5.45, up $0.07 or 1.30%, supported by the recent addition of Duchenne muscular dystrophy to the Recommended Uniform Screening Panel [3] - **EUDA Health Holdings Limited (EUDA)**: Closed at $2.74, gaining $0.12 or 4.58%, attracting buyers in after-hours trading [4] - **Lexeo Therapeutics, Inc. (LXEO)**: Ended at $9.50, up $0.39 or 4.28%, continuing a trend of strength in the biotech sector [4] - **Eledon Pharmaceuticals, Inc. (ELDN)**: Closed at $1.59, up $0.02 or 1.27%, managing a modest gain without new news [5]

Core Points - Gabe Ling has resigned from the Board of Directors of The Oncology Institute, effective December 1, 2025, and a search for new independent directors with relevant expertise has begun [1] - The Chairman of the Board, Anne McGeorge, expressed gratitude for Gabe Ling's contributions during a significant period for the company and emphasized the focus on enhancing the Board's capabilities for long-term growth [2] - The Oncology Institute, founded in 2007, provides specialized, value-based cancer care to approximately 1.9 million patients through over 100 clinics and affiliate locations across five states [3]

Core Insights - The Oncology Institute (TOI) has experienced significant stock price growth, increasing by 1,700% over the past 12 months and 950% year-to-date as of November 20 [1][2] Company Overview - The Oncology Institute is a cancer care provider offering a range of services including doctors' services, infusions, radiation, and pharmacy services [2] - The company operates under a value-based care model, which rewards healthcare providers for delivering good patient outcomes rather than a fee-for-service model [2] Market Position and Growth Potential - The Oncology Institute is currently treating 1.9 million patients across five states, indicating substantial growth potential as it expands its coverage [3] - The stock is currently priced at $3.24 with a market cap of $0 billion, and it has a price-to-sales ratio of 0.6, suggesting it may not be overvalued [4][6] Financial Performance - In Q3, The Oncology Institute reported revenue of $137 million, a year-over-year increase of nearly 37%, with gross profit rising nearly 32% [5] - The company recorded a net loss of $16.5 million, which is wider than the previous year, but the growth rate was faster than in the previous quarter [5] - The CEO highlighted advancements in leveraging artificial intelligence to enhance operational efficiency and patient experience, contributing to an optimistic outlook for Q4 adjusted EBITDA [5]

Core Insights - Premarket trading is showing notable activity with significant price movements indicating potential opportunities for traders before the market opens [1] Premarket Gainers - Cidara Therapeutics, Inc. (CDTX) is up 91% at $203.18 - Binah Capital Group, Inc. (BCG) is up 45% at $2.07 - Invivyd, Inc. (IVVD) is up 42% at $2.52 - Omeros Corporation (OMER) is up 15% at $7.25 - The Oncology Institute, Inc. (TOI) is up 12% at $3.47 - AlphaVest Acquisition Corp (ATMV) is up 11% at $7.99 - ARB IOT Group Limited (ARBB) is up 7% at $7.31 - Hyperion DeFi, Inc. (HYPD) is up 6% at $5.27 - TruGolf Holdings, Inc. (TRUG) is up 6% at $2.02 - Boqii Holding Limited (BQ) is up 5% at $2.24 [3] Premarket Losers - TSS, Inc. (TSSI) is down 40% at $9.12 - StubHub Holdings, Inc. (STUB) is down 20% at $15.02 - ESS Tech, Inc. (GWH) is down 20% at $3.38 - Red Cat Holdings, Inc. (RCAT) is down 17% at $6.38 - WhiteFiber, Inc. (WYFI) is down 15% at $16.81 - New Era Energy & Digital, Inc. (NUAI) is down 13% at $3.66 - NET Power Inc. (NPWR) is down 11% at $2.62 - Korro Bio, Inc. (KRRO) is down 9% at $5.90 - Anavex Life Sciences Corp. (AVXL) is down 8% at $5.20 - Interactive Strength Inc. (TRNR) is down 5% at $2.47 [4]

Core Insights - The Oncology Institute, Inc. reported a quarterly loss of $0.14 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.12, but an improvement from a loss of $0.18 per share a year ago [1] - The company achieved revenues of $136.56 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 11.71% and showing a significant increase from $99.9 million in the same quarter last year [2] - The stock has increased approximately 1010% year-to-date, significantly outperforming the S&P 500's gain of 16.5% [3] Financial Performance - Over the last four quarters, The Oncology Institute has not surpassed consensus EPS estimates, indicating challenges in meeting earnings expectations [2] - The current consensus EPS estimate for the upcoming quarter is -$0.10 on revenues of $127 million, and for the current fiscal year, it is -$0.55 on revenues of $473.45 million [7] Market Outlook - The company's earnings outlook and management's commentary on the earnings call will be crucial for understanding future stock movements [3][4] - The Zacks Rank for The Oncology Institute is currently 3 (Hold), suggesting that the stock is expected to perform in line with the market in the near future [6] - The Medical Services industry, to which The Oncology Institute belongs, is currently ranked in the bottom 39% of over 250 Zacks industries, which may impact the stock's performance [8]