Oncology Institute Forecasts Q4 Revenue $139.8M, EPS –$0.09; 2026 Revenue Raised

TOITOI

The Oncology Institute expects Q4 2025 revenue of $139.78 million and EPS of –$0.09, following full-year 2025 revenue forecast of $500.58 million with EPS of –$0.59. Analysts have raised 2026 revenue estimates to $636.17 million while improving EPS estimates to –$0.30 per share.

1. Q4 2025 Estimates

The Oncology Institute is projected to report Q4 2025 revenue of $139.78 million and a loss per share of –$0.09, reflecting the company’s ongoing top‐line growth trajectory despite negative earnings.

2. Estimate Revisions

Full-year 2025 revenue estimates remain at $500.58 million with EPS at –$0.59, while 2026 revenue forecasts rose from $618.40 million to $636.17 million and EPS projections improved from –$0.31 to –$0.30 over the past 90 days.

3. Q3 2025 Results and Stock Reaction

In the quarter ended September 30, 2025, revenue of $136.56 million topped estimates by 11.36% even as EPS of –$0.14 missed by 23.89%, triggering a 28.9% one-day surge in the company’s share price.

4. Analyst Targets and Ratings

Analysts’ one-year price targets average $6.50 (range $5.00–$8.00), implying 150% upside from current levels, while GF value estimates at $2.16 suggest a 16.9% downside; the consensus brokerage rating stands at 1.8 (Outperform).

Sources

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