
TOI Stock Forecast & Price Target
TOI Analyst Ratings
Bulls say
The Oncology Institute Inc. reported a remarkable 41.6% year-over-year revenue growth in the fourth quarter, exceeding estimates by 1.5%. Anticipated margin improvements in 2026 and 2027, driven by partnerships and contract maturation, suggest a potential return to margins of 12% to 15%. Additionally, the company has successfully added significant capitated revenue, projecting long-term growth opportunities, particularly in new markets and a gradual shift to value-based care, which bodes well for sustained earnings growth.
Bears say
The Oncology Institute's financial outlook appears negative due to a significant year-over-year decline of 71.4% in revenue from Clinical Trials & Other segments, which has materially affected overall financial performance. Adjusted EBITDA of $0.1 million, falling short of estimates, reflects a troubling gross margin of just 0.1%, largely driven by contract losses that are anticipated to continue impacting margins into 2026 and 2027. Additionally, a $15 million headwind from eliminated DIR fees negatively affected dispensary margins, compounded by a growth trend in the oncology industry that the company expects to be well below the general market range of 11-14%.
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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