
TOI Stock Forecast & Price Target
TOI Analyst Ratings
Bulls say
The Oncology Institute Inc. (TOI) is expecting significant margin improvements in 2026 and 2027 due to its partnership with Helios, which will enhance operational efficiencies and contribute to overall profitability. The company has demonstrated strong year-over-year growth rates of 24%, 28%, and 21% for the years 2022, 2023, and 2024 as it expanded its clinic management from 67 to 86 locations, indicating effective scaling and market penetration. Additionally, the growing oncology market, projected at over $200 billion with a CAGR exceeding 10%, coupled with TOI's robust expansion in high-value markets like Nevada and Florida, positions the company for sustained revenue growth and margin enhancement in the future.
Bears say
The Oncology Institute Inc. is experiencing significant challenges, with HUM's contribution to revenue plummeting from 20% to less than 10%, indicating a loss of a substantial revenue stream. Additionally, contract losses in 2024 have adversely affected gross margins, and the elimination of DIR fees resulted in a $15 million headwind for dispensary margins, raising concerns about profitability. Furthermore, despite an industry trend growth of 11-14%, TOI's anticipated revenue growth is stagnating, projected to remain flat or in low single digits, compounding the negative outlook for the company's financial performance.
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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