LTH Life Time Group Holdings Inc

$LTH $PLNT i’ve NEVER seen a stock trade more FLAT than this piece of shit. that actual god damn fucking shit. i’ve fucking had it.

$LTH holy fucken shit you gotta be fucking kidding me. $PLNT is UP 16% in the last week all whole piece of shit LTH SITS FLAT 🤡 💩💩💩💩💩💩💩

$LTH earnings is coming. Revenue and eps should beat or be inline. The real story coming is what they say on the call and what they do after. Buyback - they haven’t really made a dent in it. 73/500m. Is it a backstop for large holders to exit or is it actionable when the stock is up 50% ytd. MIORA update - how many coins outfitted for the personalized medical clinics in ‘27? Expected revenue? >10 clubs would be a win. Mass rollout would add 5-10b in market cap. Avg revenue/member: we want to see this north of 1k for the quarter. Membership is one piece. We want to see the member mix work paying out showing members spending more at the clubs on extras. Overall remain bullish. Won’t sell till well after $SPY inclusion.

$LTH i. just. won’t. fucking. go. up. meanwhile ALL stocks drop and run right back up higher than before. except. this. stupid. piece. of. shit.

$LTH member spend goes brrrrrrrrr! >$1K per membership for the quarter… >$4K annualized and they continue to raise prices!! With more increases and in club spending this should hit $5K annualized next year without MIORA… if MIORA is rolled out widely we could see $8-10k annualized

$LTH we see annual revenue/member clearing $15K by 2030. (Our model doesn’t include mental health or cosmetic medications)

$LTH reported earnings before the open: adjusted EPS of $0.51 vs. $0.41 estimated, a beat of 25.9%. I used Stock Meadow to review the results.

$LTH Can Life Time's raised $958–962M EBITDA outlook make up for a 43% drop in Q3 free cash flow? 🏢 Life Time, which runs 196 athletic country clubs in the U.S. and Canada and was worth about $9.64B at $43.14 at 16:00 ET on October 28, 2026, grew Q3 revenue 14.2% to $893.5M and adjusted EBITDA 16.5% to $256.3M 📉 Q3 free cash flow fell about 43% to $35.7M from $62.5M a year earlier because capital spending rose 29.8% to $288.7M, mostly to build new clubs 🏦 The case for holders is that net debt leverage fell to 1.3 times from 1.6 times, liquidity is $919.1M with nothing drawn on the revolver, and cash tax guidance dropped to $82–83M from $103–105M, so the build is not straining the balance sheet 📅 Next: Life Time management discusses the third quarter results on its earnings call at 10:00 a.m. ET this morning, October 29, 2026 Source: PR Newswire release, Oct 29

$LTH Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.51 up 24.39% YoY • Reported revenue of $893.52M up 14.17% YoY • Life Time raised full-year 2026 total revenue guidance to $3.38B from $3.35B, adjusted net income to $408M from $394M, and Adjusted EBITDA to $958M from $940M.

$LTH is estimated to report earnings tomorrow before the open. I’m bullish heading into the report: LTH has beaten EPS estimates in 6 of its last 8 reports, according to Stock Meadow.

Barclays initiated coverage of Life Time Group Holdings with an Overweight rating and a $51 price target, implying more than 21% upside from its previous close. Analyst Brandt Montour highlighted the company’s affluent membership base, whose household incomes are nearly twice the national median, providing resilience against consumer spending pressures affecting lower-end leisure operators. Barclays sees Life Time benefiting from two structural trends: growing demand for health and wellness and the sustained purchasing power of higher-income households. Its price target is based on 11.5x estimated 2027 enterprise value-to-EBITDA, in line with premium leisure peers. The firm considers the stock’s pullback from its summer highs an attractive entry point ahead of the company’s Q3 earnings report on October 29. Additional strengths include limited exposure to significant AI-related risks and unusually strong earnings visibility. $LTH