Life Time Positioned for Revenue Growth, Potential Valuation Re-Rating, UBS Says

MT Newswires Live03-12

Life Time (LTH) is positioned to drive revenue growth and a potential valuation re-rating through better unit economics, higher-value memberships and a solid pipeline of new openings, UBS Securities said in a note Thursday.

Life Time has a pipeline of about 80 to 100 clubs at various stages of development, UBS noted.

The company is targeting fewer members per location but higher utilization and overall revenue, supported by price increases during club pre-sales and adjustments to legacy membership pricing.

The firm also highlighted a shift toward family memberships, which tend to have lower churn than individual members and can support higher revenue per membership.

Pricing actions and higher in-club spending are expected to support more than 5% same-store growth in 2026, UBS said, while noting opportunities to expand in-center revenue through food, beverage and spa service offerings.

UBS reiterated a buy rating on Life Time with a $43 price target.

Price: 26.10, Change: -0.54, Percent Change: -2.03

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2618583271?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-03-12 23:17","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2618583271","market":"us","top_or_hot":-1,"title":"Life Time Positioned for Revenue Growth, Potential Valuation Re-Rating, UBS Says","media":"MT Newswires Live","content":"<html><body><p> <a href=\"https://laohu8.com/S/LTH\">Life Time</a> (LTH) is positioned to drive revenue growth and a potential valuation re-rating through better unit economics, higher-value memberships and a solid pipeline of new openings, UBS Securities said in a note Thursday.</p><p>Life Time has a pipeline of about 80 to 100 clubs at various stages of development, UBS noted.</p><p>The company is targeting fewer members per location but higher utilization and overall revenue, supported by price increases during club pre-sales and adjustments to legacy membership pricing.</p><p>The firm also highlighted a shift toward family memberships, which tend to have lower churn than individual members and can support higher revenue per membership.</p><p>Pricing actions and higher in-club spending are expected to support more than 5% same-store growth in 2026, UBS said, while noting opportunities to expand in-center revenue through food, beverage and spa service offerings.</p><p>UBS reiterated a buy rating on Life Time with a $43 price target.</p><p>Price: 26.10, Change: -0.54, Percent Change: -2.03</p></body></html>","source":"mtnewswires_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Life Time Positioned for Revenue Growth, Potential Valuation Re-Rating, UBS Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLife Time Positioned for Revenue Growth, Potential Valuation Re-Rating, UBS Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2026-03-12 23:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> <a href=\"https://laohu8.com/S/LTH\">Life Time</a> (LTH) is positioned to drive revenue growth and a potential valuation re-rating through better unit economics, higher-value memberships and a solid pipeline of new openings, UBS Securities said in a note Thursday.</p><p>Life Time has a pipeline of about 80 to 100 clubs at various stages of development, UBS noted.</p><p>The company is targeting fewer members per location but higher utilization and overall revenue, supported by price increases during club pre-sales and adjustments to legacy membership pricing.</p><p>The firm also highlighted a shift toward family memberships, which tend to have lower churn than individual members and can support higher revenue per membership.</p><p>Pricing actions and higher in-club spending are expected to support more than 5% same-store growth in 2026, UBS said, while noting opportunities to expand in-center revenue through food, beverage and spa service offerings.</p><p>UBS reiterated a buy rating on Life Time with a $43 price target.</p><p>Price: 26.10, Change: -0.54, Percent Change: -2.03</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LTH","symbol_name":"Life Time Group Holdings, Inc.","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2618583271","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2618583271","pubTimestamp":1773328639,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"summary":"Life Time  is positioned to drive revenue growth and a potential valuation re-rating through better unit economics, higher-value memberships and a solid pipeline of new openings, UBS Securities said in a note Thursday.Life Time has a pipeline of about 80 to 100 clubs at various stages of development, UBS noted.The company is targeting fewer members per location but higher utilization and overall revenue, supported by price increases during club pre-sales and adjustments to legacy membership pricing.The firm also highlighted a shift toward family memberships, which tend to have lower churn than individual members and can support higher revenue per membership.Pricing actions and higher in-club spending are expected to support more than 5% same-store growth in 2026, UBS said, while noting opportunities to expand in-center revenue through food, beverage and spa service offerings.UBS reiterated a buy rating on Life Time with a $43 price target.Price: 26.10, Change: -0.54, Percent Change: -2","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LTH":"Life Time Group Holdings, Inc.","BK4216":"消闲设施"},"translate_title":"瑞银表示，Life Time有望实现收入增长和潜在估值重新评级","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LTH":1},"content_text":"Life Time (LTH) is positioned to drive revenue growth and a potential valuation re-rating through better unit economics, higher-value memberships and a solid pipeline of new openings, UBS Securities said in a note Thursday.Life Time has a pipeline of about 80 to 100 clubs at various stages of development, UBS noted.The company is targeting fewer members per location but higher utilization and overall revenue, supported by price increases during club pre-sales and adjustments to legacy membership pricing.The firm also highlighted a shift toward family memberships, which tend to have lower churn than individual members and can support higher revenue per membership.Pricing actions and higher in-club spending are expected to support more than 5% same-store growth in 2026, UBS said, while noting opportunities to expand in-center revenue through food, beverage and spa service offerings.UBS reiterated a buy rating on Life Time with a $43 price target.Price: 26.10, Change: -0.54, Percent Change: -2.03","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2618583271","isCrawlerRequest":true}