Menu
Live
Market Overview
Live indices, gainers & losers
Market Pulse
AI-curated live updates
Market Movers
Top gainers & losers by cap
Market Signals
Value, momentum & analyst signals
Smart Money
Insider & congress trades
Hedge Funds
What 63 elite funds bought & sold
52-Week Highs
Stocks breaking out to new highs
52-Week Lows
Beaten-down stocks near support
High Beta
Stocks that move more than the market
Earnings Calendar
Upcoming earnings dates
Daily
Research
Invest
LIVE
The Oncology Institute, Inc.
TOI
NASDAQ·Healthcare·Medical - Care Facilities·Mkt cap $550.9M
$5.28
▼ -4.17%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$2.32 - $5.82
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 125.8% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Vertically integrated care delivery model reducing fragmentation and improving patient outcomes
- In-house infusion and dispensary capabilities enabling operational control and margin optimization
- Established network of 67 clinic locations providing geographic scale and market penetration
- Clinical trial management expertise creating additional revenue streams and patient access
- Specialized stem cell transplant and transfusion programs offering differentiated services
Bear Case
1 risk
- Low volatility (beta 0.4).
Growth
Moderate growth ahead
Aging U.S. population driving increased cancer incidence and oncology service demand
Value
Deep value opportunity - significant discount to Healthcare Facilities peers
Momentum
Hot
+76.6% over 3m
Quality
Thin
Excellent business quality
Dividend
None
No dividend
Smart-money signal
Who's buying TOI right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: May 12, 2026
MAY 7, 2026
Reported EPS of -$0.02 vs -$0.07 consensus (+71.4% surprise). Revenue of $147.4M vs $142.1M expected (+3.8%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+71.4%
Next: May 12, 2026
Revenue trend · last 8Q
—
—
+17%
+10%
+22%
+37%
+42%
+41%
Q2 24
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
$98.6M
$99.9M
$100.3M
$104.4M
$119.8M
$136.6M
$142.0M
$147.4M
Margins · last 8Q
Gross
—
Operating
—
Profit
-1.7%
Wall Street consensus
3 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: Needham · Jun 17, 2026