Teladoc Health (NYSE:TDOC) Earns Overweight Rating from Piper Sandler

Teladoc Health (NYSE:TDOC)‘s stock had its “overweight” rating restated by research analysts at Piper Sandler in a report issued on Thursday,Benzinga reports. They presently have a $9.00 target price on the health services provider’s stock, down from their prior target price of $12.00. Piper Sandler’s price target indicates a potential upside of 69.65% from the company’s current price.

A number of other research analysts also recently weighed in on TDOC. Bank of America reduced their target price on Teladoc Health from $9.00 to $8.00 and set a “neutral” rating on the stock in a report on Tuesday, November 25th. Barclays began coverage on Teladoc Health in a research report on Tuesday, December 9th. They issued an “equal weight” rating and a $8.50 price objective on the stock. Wells Fargo & Company decreased their price objective on shares of Teladoc Health from $8.00 to $6.00 and set an “equal weight” rating for the company in a report on Thursday. BMO Capital Markets started coverage on shares of Teladoc Health in a research report on Thursday, November 13th. They issued a “market perform” rating and a $8.00 target price for the company. Finally, Zacks Research cut Teladoc Health from a “strong-buy” rating to a “hold” rating in a report on Monday, November 10th. Three research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $8.58.

Teladoc Health Price Performance

TDOC traded up $0.66 during trading on Thursday, reaching $5.31. The stock had a trading volume of 9,681,652 shares, compared to its average volume of 6,654,533. The business has a 50-day moving average of $6.06 and a 200-day moving average of $7.22. Teladoc Health has a one year low of $4.40 and a one year high of $10.02. The company has a debt-to-equity ratio of 0.71, a quick ratio of 2.60 and a current ratio of 2.70. The stock has a market cap of $941.48 million, a PE ratio of -4.17 and a beta of 2.12.

Teladoc Health (NYSE:TDOC) last released its earnings results on Wednesday, February 25th. The health services provider reported ($0.14) EPS for the quarter, beating the consensus estimate of ($0.19) by $0.05. Teladoc Health had a negative net margin of 8.84% and a negative return on equity of 10.59%. The company had revenue of $642.27 million for the quarter, compared to analyst estimates of $635.33 million. During the same quarter last year, the firm earned ($0.28) EPS. The firm’s quarterly revenue was up .3% compared to the same quarter last year. Teladoc Health has set its Q1 2026 guidance at -0.450–0.350 EPS and its FY 2026 guidance at -1.100–0.700 EPS. As a group, equities research analysts anticipate that Teladoc Health will post -1.16 EPS for the current fiscal year.

Insider Buying and Selling

In other Teladoc Health news, insider Fernando M. Rodrigues sold 4,209 shares of the business’s stock in a transaction that occurred on Wednesday, December 3rd. The shares were sold at an average price of $7.48, for a total transaction of $31,483.32. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Carlos Nueno sold 3,897 shares of the stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $7.49, for a total value of $29,188.53. Following the completion of the transaction, the insider directly owned 27,175 shares in the company, valued at $203,540.75. This trade represents a 12.54% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 33,288 shares of company stock worth $251,684 over the last 90 days. 0.58% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the company. Jupiter Asset Management Ltd. grew its holdings in shares of Teladoc Health by 293.9% during the fourth quarter. Jupiter Asset Management Ltd. now owns 3,860,076 shares of the health services provider’s stock worth $27,021,000 after buying an additional 2,880,008 shares during the last quarter. Dimensional Fund Advisors LP grew its stake in shares of Teladoc Health by 23.8% in the 3rd quarter. Dimensional Fund Advisors LP now owns 6,889,194 shares of the health services provider’s stock valued at $53,260,000 after purchasing an additional 1,325,106 shares during the last quarter. Trexquant Investment LP purchased a new position in shares of Teladoc Health in the 4th quarter valued at approximately $9,156,000. Monaco Asset Management SAM increased its holdings in shares of Teladoc Health by 159.2% in the fourth quarter. Monaco Asset Management SAM now owns 1,956,947 shares of the health services provider’s stock valued at $13,699,000 after purchasing an additional 1,201,947 shares during the period. Finally, Allianz Asset Management GmbH raised its stake in shares of Teladoc Health by 189.2% during the third quarter. Allianz Asset Management GmbH now owns 1,619,391 shares of the health services provider’s stock worth $12,518,000 after purchasing an additional 1,059,458 shares during the last quarter. Institutional investors and hedge funds own 76.82% of the company’s stock.

Key Stories Impacting Teladoc Health

Here are the key news stories impacting Teladoc Health this week:

• Positive Sentiment: Q4 EPS and revenue modestly beat estimates — Teladoc reported GAAP loss per share of ($0.14) versus consensus around ($0.19) and Q4 revenue of $642.3M above the Street view, showing better-than-expected quarter results that likely supported the stock lift. Teladoc Health Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Business-line progress: Integrated Care growth and strategic shifts at BetterHelp — Management highlighted growth in Integrated Care and ongoing strategic changes at BetterHelp that could improve margin mix over time if execution continues. Teladoc Health Inc (TDOC) Q4 2025 Earnings Call Highlights
• Neutral Sentiment: Revenue essentially flat year‑over‑year — Q4 revenue was roughly flat (+0.3% y/y), indicating stabilization but not meaningful top-line acceleration; investors may view this as mixed until sustained growth appears. Teladoc (NYSE:TDOC) Surprises With Q4 CY2025 Sales
• Negative Sentiment: Q1 2026 and FY 2026 guidance weaker than consensus — Teladoc guided Q1 EPS to ($0.45)–($0.35) (street ~($0.28)) and FY EPS to ($1.10)–($0.70) (street ~($0.87)). Q1 revenue guidance of $598M–$620M also missed estimates (~$633M). The softer outlook is the primary negative catalyst and explains why gains may be capped. Teladoc (NYSE:TDOC) Surprises With Q4 CY2025 Sales
• Negative Sentiment: Profitability remains challenged — Teladoc still reported negative net margin and negative ROE for the quarter, and GAAP loss remains; investors focused on path to sustainable profitability and whether cost actions will be sufficient. Teladoc Health Reports Fourth Quarter and Full Year 2025 Results

Teladoc Health Company Profile

Teladoc Health, Inc is a leading global provider of virtual healthcare services, offering on-demand medical consultations via phone, video, and mobile app platforms. The company connects patients with licensed physicians and specialists for non-emergency medical issues, mental health support, dermatology, and chronic condition management. By leveraging digital technologies and data analytics, Teladoc aims to enhance accessibility, reduce healthcare costs, and improve patient outcomes through personalized care plans and remote monitoring.

Teladoc’s service portfolio includes general medical visits, behavioral health sessions, expert medical services for complex cases, and wellness programs designed to support chronic disease management such as diabetes, hypertension, and heart disease.