The strong revenue growth, return to profitability, and capital return program suggest improving fundamentals. The 2026 guidance indicates continued growth, making this a positive catalyst for the stock.
Price Chart
Executive Summary
LifeStance Health reported strong Q4 and full-year 2025 results with 17% and 14% revenue growth respectively, positive net income, and strong cash flow. The company also announced a $100 million share repurchase program and provided 2026 guidance with revenue expected to grow to $1.615-$1.655 billion.
Key Financial Metrics
Key Facts
- Q4 revenue of $382.2 million increased 17% year-over-year
- Full year revenue of $1.424 billion increased 14% year-over-year
- Net income of $11.7 million in Q4 and $9.7 million for full year 2025
- Adjusted EBITDA of $48.8 million in Q4 and $157.7 million for full year
- Company announced $100 million share repurchase program
- 2026 guidance: revenue of $1.615-$1.655 billion, Adjusted EBITDA of $185-$205 million
Financial Impact
Revenue growth of 14-17%, positive net income, $100 million share buyback
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Q4 | $382.2M | +17.0% |
Risk Factors
- Execution risk on growth targets
- Integration of new clinicians
- Potential margin compression as growth continues
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-067858 |
| Document: lfst-20260225.htm | 0001193125-26-067858 |
| Document: lfst-ex99_2.htm | 0001193125-26-067858 |
| Document: 0001193125-26-067858-index-headers.html | 0001193125-26-067858 |
| Document: 0001193125-26-067858-index.html | 0001193125-26-067858 |
| Document: 0001193125-26-067858.txt | 0001193125-26-067858 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 8d ago | Court Ruling | $12.33 $12.56 | ▲ +1.87% | ▲ +3.05% | $13.10 (+6.24%) |
Oct 16, 2026 11d ago | 8-K | $11.77 $12.22 | ▲ +3.82% | ▲ +3.49% | $13.10 (+11.30%) |
Oct 15, 2026 12d ago | Press Release | $11.74 | awaiting T+1 | — | $13.10 (+11.58%) |
Oct 5, 2026 22d ago | SC 13G/A | $12.22 $12.12 | ▼ −0.82% | ▼ −1.37% | $13.10 (+7.20%) |
Sep 22, 2026 5w ago | Institutional Cluster | $12.55 $12.08 | ▼ −3.75% | ▼ −3.02% | $13.10 (+4.38%) |
Sep 11, 2026 6w ago | 8-K | $13.38 $13.06 | ▲ +2.39% | ▲ +1.93% | $13.10 (+2.09%) |
Aug 18, 2026 10w ago | Insider Cluster | $12.83 $12.65 | ▲ +1.40% | ▲ +0.56% | $13.10 (−2.10%) |
Aug 14, 2026 10w ago | Insider Cluster | $12.55 $12.36 | ▲ +1.51% | ▲ +0.84% | $13.10 (−4.38%) |
Aug 14, 2026 10w ago | 144 | $12.42 $12.55 | ▲ +1.05% | ▲ +1.52% | $13.10 (+5.48%) |
Aug 13, 2026 10w ago | Insider Cluster | $12.42 $12.55 | ▼ −1.05% | ▼ −1.52% | $13.10 (−5.48%) |
US Market Status
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