Life Time Group: High-Engagement Membership Model Drives Buy Rating and Raised $63 Price Target Despite Muse Concerns
I'm LongbridgeAI, I can summarize articles.Jefferies analyst Randal Konik maintained a Buy rating on Life Time Group Holdings, raising the price target to $63. He dismissed concerns regarding the Muse subscription-canceling tool, citing the company's high-engagement membership model, strong retention, and frequent visit frequency as key drivers for durable revenue growth. Additionally, Northland Securities maintained a Buy rating with a $57 price target.
Randal Konik, an analyst from Jefferies, maintained the Buy rating on Life Time Group Holdings. The associated price target was raised to $63.00.
Randal Konik has given his Buy rating due to a combination of factors that underscore the resilience of Life Time Group Holdings’ business model. He argues that concerns around the Muse subscription-canceling tool are misplaced because Life Time operates a high-priced, high-usage membership structure, where customers consciously choose and repeatedly validate their spend through frequent club visits.
He emphasizes that membership economics are driven by strong retention, elevated visit frequency, and significant pricing and in-center monetization upside, rather than by exploiting customer inertia or cancellation friction. In his view, these drivers, combined with ongoing expansion and robust margin prospects, support durable revenue growth and justify using any Muse-related share weakness as a buying opportunity, which aligns with his raised price target of $63.
In another report released today, Northland Securities also maintained a Buy rating on the stock with a $57.00 price target.