
TOI Stock Forecast & Price Target
TOI Analyst Ratings
Bulls say
The Oncology Institute Inc. is positioned for revenue growth driven by strategic partnerships and an expanding oncology market, with anticipated margin improvements projected for 2026 and 2027 as operational efficiencies take effect. As the company transitions towards value-based care, incremental margin contributions are expected to enhance profitability, particularly through the growth of its dispensing and pharmacy services which leverage existing patient relationships. The removal of the DIR fee has further allowed for improved visibility on expenses, contributing to a rebound in margins by 2025, reinforcing the positive financial outlook for the company.
Bears say
The Oncology Institute Inc. is facing significant challenges that negatively impact its financial outlook, primarily due to contract losses in 2024 that adversely affected gross margins and anticipated continued pressure from new contract launches. The company's dispensary margins were notably impacted by the elimination of DIR fees, resulting in a $15 million headwind, while revenue growth in patient services remains subdued, likely trending flat or in low single digits compared to the industry growth rate of 11-14%. Additionally, the company is at risk of further financial strain from potential declines in coverage, increasing drug prices, and higher operational costs under risk-sharing arrangements, all of which could hinder its ability to achieve break-even EBITDA as projected.
This aggregate rating is based on analysts' research of The Oncology Institute and is not a guaranteed prediction by Public.com or investment advice.
TOI Analyst Forecast & Price Prediction
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