The Oncology Institute, Inc.

The Oncology Institute, Inc.

TOIยทNASDAQ

$4.23

-7.8%
HealthcareMedical - Care Facilities

The Oncology Institute, Inc., an oncology company, provides medical oncology services in the United States. Its services include physician services, in-house infusion and dispensary, clinical trial services, radiation, outpatient stem cell transplants and transfusions programs, and patient support. The company also offers and manages clinical trial services, such as managing clinical trials, palliative care programs, and stem cell transplants services. It serves adult and senior cancer patients. The company operates 67 clinic locations. The Oncology Institute, Inc. was founded in 2007 and is based in Cerritos, California.

At a Glance

Live Snapshot
Market Cap$422.93M
EPS-0.5400
P/E Ratio-7.83
Earnings Date08/12/2026
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The Oncology Institute, Inc. Street Expectations Map

TOI ยท NASDAQ

Wall Street analysts project that TOI stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 7.00, with estimates ranging from a low of 5.00 to a high of 10.00.

Lowest Target
5.00
18.20%
Consensus Target
7.00
65.48%
Highest Target
10.00
136.41%

The consensus 1-year price target stands at 7.00, with estimates ranging from a low of 5.00 to a high of 10.00.

Analyst Consensus Analysis

Upside Potential

+65.5%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

71.4% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.

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The Oncology Institute, Inc. Forward Estimates of Revenue

TOI ยท NASDAQ
Latest Revenue
502.73M
FY 2025
Avg Estimate
618.41M
FY 2026
Estimate Range
590.91M - 645.90M
Analyst Spread

Forward Growth Analysis

Projected Growth+23.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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The Oncology Institute, Inc. Forward Estimates of Net Income

TOI ยท NASDAQ
Latest Net Income
-60.61M
FY 2025
Avg Estimate
-23.88M
FY 2026
Estimate Range
-24.91M - -22.85M
Analyst Spread

Forward Growth Analysis

Projected Growth+60.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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The Oncology Institute, Inc. Forward Estimates of EPS

TOI ยท NASDAQ
Latest EPS
-0.54
FY 2025
Avg Estimate
$-0.32
FY 2026
Estimate Range
$-0.33 - $-0.30
Analyst Spread

Forward Growth Analysis

Projected Growth+41.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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The Oncology Institute, Inc. Forward Estimates of EBIT

TOI ยท NASDAQ
Latest EBIT
-36.08M
FY 2025
Avg Estimate
-114.31M
FY 2026
Estimate Range
-119.39M - -109.23M
Analyst Spread

Forward Growth Analysis

Projected Growth-216.8%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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The Oncology Institute, Inc. Forward Estimates of EBITDA

TOI ยท NASDAQ
Latest EBITDA
-29.14M
FY 2025
Avg Estimate
-103.80M
FY 2026
Estimate Range
-108.42M - -99.19M
Analyst Spread

Forward Growth Analysis

Projected Growth-256.2%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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The Oncology Institute, Inc. Forward Estimates of SG&A Expense

TOI ยท NASDAQ
Latest SG&A Expense
105.57M
FY 2025
Avg Estimate
27.63M
FY 2026
Estimate Range
26.41M - 28.86M
Analyst Spread

Forward Growth Analysis

Projected Growth-73.8%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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The Oncology Institute, Inc. Insider Positioning

TOI ยท NASDAQ

During the last 12 months, insiders have purchased $2.28M and sold $3.63M worth of TOI shares, resulting in $1.35M of net selling activity.

3 Months

Bought

714.9K

2.28M

Sold

95.7K

335.13K

Net Activity

+1.9M

+$1.94M

3-6 Months

Bought

0

0.00

Sold

13.6K

51.17K

Net Activity

-51K

-$51K

6-9 Months

Bought

0

0.00

Sold

2.2K

8.64K

Net Activity

-9K

-$9K

9-12 Months

Bought

0

0.00

Sold

1.5M

3.24M

Net Activity

-3.2M

-$3.24M

Top Buyers

1
CJ

Chernett Jorey

10 Percent Owner

714.9K sharesโ€ข11 transactions

$2.28M

Top Sellers

1
MGIL

M33 Growth I L.P.

Director, 10 Percent Owner:

758.2K sharesโ€ข2 transactions

$2.34M

2
BRA

Barasch Richard A

Director

679.2K sharesโ€ข1 transactions

$814K

3
KM

Kaushal Mohit

Director

95.7K sharesโ€ข2 transactions

$335K

4
HB

Hively Brad

Director

33.6K sharesโ€ข2 transactions

$132K

5
PML

Pacala Mark L

Director

2.2K sharesโ€ข1 transactions

$9K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Slightly bearish with $1.35M net selling. Selling modestly exceeds buying, which could be routine diversification rather than concern.

Buy/Sell Ratio

0.63:1

Moderately negative ratio. Selling is roughly double the buying, which may be routine or signal caution.

Recent Trend (3 Months)

$1.94M

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

High Selling

5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.