Life Time Group Holdings, Inc. (LTH) - Stock Analysis

Last updated: Sep 12, 2026

Research Idea

Research content for general circulation. Not individualized advice. Methodology & Disclosures

Positive earnings momentum and bullish technicals: Q1 2026 revenue was $788.7M, management raised 2026 outlook, transcript showed revenue up 12.9%, comparable center revenue up 10.6%, EBITDA up 22%, and margin expansion; stock rose about 16% over 21 trading days and recently hit a 52-week high.

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Idea window: 6/24/2026 – 7/1/2026Sector: Consumer Cyclical

AI Analyst Overview

Last Price
$41.53
Market Cap
$9.28B
1D Return
+0.07%
YTD Return
+56.25%

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Valuation Metrics

P/E
22.1
P/B
2.8
P/S
2.9
EV/EBITDA
11.6
Div Yield
—

Fundamental Analysis

5.0

Key Financial Insights: • Profitable Operations • Negative Free Cash Flow • Weak Liquidity LTH is profitable and scaled but faces weak liquidity, negative free cash flow, elevated leverage, and increasingly expensive valuation.

Profitability
LiquidityRisk

Price Behavior

4.0

Key Price Behavior Insights: • Lower highs • Support test • Oversold momentum Support Level: $41.48–$41.50 Resistance Level: $42.47 LTH remains bearish over the last month; hold caution unless $41.48–$41.50 support holds and price reclaims $42.47 resistance.

Bearish
Oversold

Sentiment & News

6.0

Key News Insights: • Social expansion • Training rollout • Endurance strength • News View: These initiatives may strengthen Life Time's brand differentiation and recurring membership revenue. Life Time's expanded social, training, and endurance offerings could deepen member engagement and support growth, while analysts see notable upside despite target-price uncertainty.

MemberGrowth
LTH
AI

AI Summary

6.0
Neutral

LTH's strong demand and raised guidance support its lifestyle-platform growth story, but the investment case now hinges on proving that heavy new-club capex converts into sustained positive free cash flow rather than debt-dependent revenue growth; investors should watch cash conversion, leverage, and new-club ramp economics before treating the pullback as a buying opportunity.

GrowthOpportunity
CashFlowRisk
ClubExpansion
AI summary updated 2 days ago

Description

Life Time Group Holdings, Inc. operates membership-based health, fitness and wellness centers across the United States and Canada, designing, building and managing resort-style sports, fitness, family recreation and spa facilities in metropolitan and suburban locations. Its offerings combine on-site amenities—such as fitness areas, pools, courts, studios, childcare, spas and food services—with a digital platform that provides live-stream classes, remote personal training, nutrition and weight-management content and integration with third-party wellness services. The company also organizes athletic events and produces related media; as of December 31, 2021 it operated 151 centers (63 owned, 88 leased), and is headquartered in Chanhassen, Minnesota, having been founded in 1992.

Idea History

DateCloseTickerCompanySummaryStatusP/L
Jun 24Jul 1LTHLife Time Group Holdings, Inc.
Positive earnings momentum and bullish technicals: Q1 2026 revenue was $788.7M, management raised 2026 outlook, transcript showed revenue up 12.9%, comparable center revenue up 10.6%, EBITDA up 22%, and margin expansion; stock rose about 16% over 21 trading days and recently hit a 52-week high.
Closed+3.0%
Research content for educational purposes only. Not investment advice. All decisions are your responsibility.