The Oncology Institute Inc./$TOI

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About The Oncology Institute Inc.

The Oncology Institute Inc offers oncology services committed to improving cancer prevention, diagnosis, treatment, research, and education. The company provides services including infusion centres. In-house dispensary, Outpatient blood transfusion, Outpatient stem cell transplant, financial counseling, clinical trials, comprehensive lab testing, and end-of-life counseling. The business operates in three operating segments dispensary, patients services and clinical trials and others. Key revenue is earned from providing patient services. Majority of revenue is from patients services.

Ticker

$TOI
Primary listing

Industry

Health Care Providers and Services

Employees

825

TOI Metrics

BasicAdvanced
$331M
-
-$0.70
0.06
-

Bulls say / Bears say

The Oncology Institute reported a 10.3% year-over-year increase in Q1 2025 revenue to $104.4 million, a 44.1% surge in gross profit, and an improvement in adjusted EBITDA losses to $(5.1) million from $(10.9) million, reflecting enhanced operational leverage and margin expansion.
TOI secured multiple new capitated contract wins in Q1 2025, adding over 100,000 covered lives across Florida, California, and Nevada, and further expanded its Medicaid patient base by becoming the exclusive provider for 80,000 SilverSummit Healthplan members in Nevada, strengthening its high-margin managed care portfolio.
Inclusion in the Russell 2000® and Russell 3000® Indexes effective June 27, 2025 is expected to drive passive inflows from funds tracking these benchmarks, enhancing TOI’s market visibility among institutional investors and boosting trading liquidity.
Despite revenue growth, TOI remained unprofitable in Q1 2025 with a net loss of $19.6 million and adjusted EBITDA of $(5.1) million, and full-year 2025 guidance projects further negative EBITDA between $8 million and $17 million, delaying a clear path to profitability.
TOI’s $16.5 million private placement in March 2025 issuing common stock and warrants at $2.2084 per unit underscores ongoing reliance on dilutive equity financing, posing potential dilution risk for existing shareholders.
The company’s reliance on large payor agreements, such as the exclusive Medicaid contract covering over 80,000 SilverSummit Healthplan members, introduces concentration risk whereby non-renewal or renegotiation could materially impact TOI’s revenue base.
Data summarised monthly by Lightyear AI. Last updated on 20 Jul 2025.
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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