Teladoc Health (NYSE:TDOC) Updates Q1 2026 Earnings Guidance

Teladoc Health (NYSE:TDOC) updated its first quarter 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of -0.450–0.350 for the period, compared to the consensus earnings per share estimate of -0.280. The company issued revenue guidance of $598.0 million-$620.0 million, compared to the consensus revenue estimate of $632.9 million. Teladoc Health also updated its FY 2026 guidance to -1.100–0.700 EPS.

Teladoc Health Price Performance

TDOC traded down $0.22 on Friday, reaching $5.14. 3,546,114 shares of the company’s stock were exchanged, compared to its average volume of 6,875,931. The stock has a market cap of $911.31 million, a PE ratio of -4.52 and a beta of 2.12. Teladoc Health has a twelve month low of $4.40 and a twelve month high of $9.94. The stock’s fifty day moving average price is $6.03 and its 200-day moving average price is $7.21. The company has a debt-to-equity ratio of 0.71, a current ratio of 2.70 and a quick ratio of 2.60.

Teladoc Health (NYSE:TDOC) last released its quarterly earnings data on Wednesday, February 25th. The health services provider reported ($0.14) EPS for the quarter, beating analysts’ consensus estimates of ($0.19) by $0.05. The company had revenue of $642.27 million during the quarter, compared to the consensus estimate of $635.33 million. Teladoc Health had a negative net margin of 7.92% and a negative return on equity of 9.09%. Teladoc Health’s quarterly revenue was up .3% on a year-over-year basis. During the same quarter in the prior year, the firm earned ($0.28) EPS. 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. Sell-side analysts expect that Teladoc Health will post -1.16 EPS for the current year.

Wall Street Analysts Forecast Growth

Several analysts have issued reports on TDOC shares. Wells Fargo & Company dropped their target price on Teladoc Health from $8.00 to $6.00 and set an “equal weight” rating for the company in a report on Thursday. Stifel Nicolaus lowered their price target on shares of Teladoc Health from $8.00 to $6.00 and set a “hold” rating on the stock in a research report on Thursday. Piper Sandler restated an “overweight” rating and set a $9.00 price objective (down from $12.00) on shares of Teladoc Health in a research report on Thursday. Zacks Research downgraded shares of Teladoc Health from a “strong-buy” rating to a “hold” rating in a research note on Monday, November 10th. Finally, Barclays assumed coverage on shares of Teladoc Health in a research note on Tuesday, December 9th. They issued an “equal weight” rating and a $8.50 price target for the company. Four investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Teladoc Health currently has an average rating of “Hold” and a consensus price target of $7.80.

Insider Transactions at Teladoc Health

In other news, insider Carlos Nueno sold 3,897 shares of Teladoc Health stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $7.49, for a total transaction of $29,188.53. Following the completion of the sale, the insider directly owned 27,175 shares of the company’s stock, valued at approximately $203,540.75. The trade was a 12.54% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Adam C. Vandervoort sold 5,720 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 $42,842.80. Following the completion of the transaction, the insider directly owned 80,732 shares in the company, valued at $604,682.68. This trade represents a 6.62% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 33,288 shares of company stock valued at $251,684. 0.58% of the stock is owned by insiders.

Key Headlines Impacting Teladoc Health

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

• Positive Sentiment: Q4 beat and narrower loss — Teladoc posted $642.3M in revenue and a narrower-than-expected GAAP loss, topping consensus on both revenue and EPS, which helped the rally after the print. Read More.
• Positive Sentiment: Segment strengths & cost actions — Management highlighted international growth and Integrated Care momentum that offset weakness at BetterHelp, and cited lower costs as a contributor to the improved bottom line. Read More.
• Neutral Sentiment: Strategy & 2026 revenue outlook — Teladoc reiterated a FY 2026 revenue target roughly in the $2.47B–$2.59B range and emphasized AI, insurance partnerships and international expansion as strategic priorities; these are longer‑term positives but less certain near term. Read More.
• Negative Sentiment: Cautious Q1/FY guidance — Management set Q1 EPS well below analyst expectations and gave a wide FY EPS range worse than consensus; Q1 revenue guidance also came in below street estimates, which tempers the positive beat. Read More.
• Negative Sentiment: Analysts trim targets — Multiple firms cut price targets (BMO, Cowen, Stifel, Wells Fargo and others) even as a few maintained buy/overweight stances; the wave of downward PT revisions signals continued skepticism about near‑term profitability and growth. Read More.
• Negative Sentiment: BetterHelp softness remains a headwind — Management acknowledged pressure at its mental-health business, which weighed on overall revenue trends and is part of the reason some forecasters pulled back estimates. Read More.

Institutional Trading of Teladoc Health

A number of hedge funds have recently added to or reduced their stakes in TDOC. IFP Advisors Inc lifted its holdings in shares of Teladoc Health by 412.1% during the third quarter. IFP Advisors Inc now owns 3,989 shares of the health services provider’s stock worth $31,000 after purchasing an additional 3,210 shares during the period. PNC Financial Services Group Inc. boosted its holdings in shares of Teladoc Health by 177.7% in the fourth quarter. PNC Financial Services Group Inc. now owns 4,391 shares of the health services provider’s stock valued at $31,000 after acquiring an additional 2,810 shares in the last quarter. Van ECK Associates Corp boosted its holdings in shares of Teladoc Health by 101.4% in the fourth quarter. Van ECK Associates Corp now owns 9,150 shares of the health services provider’s stock valued at $64,000 after acquiring an additional 4,607 shares in the last quarter. Johnson Financial Group Inc. increased its stake in shares of Teladoc Health by 41,045.8% during the third quarter. Johnson Financial Group Inc. now owns 9,875 shares of the health services provider’s stock worth $76,000 after acquiring an additional 9,851 shares during the period. Finally, Cibc World Markets Corp purchased a new position in Teladoc Health during the fourth quarter worth about $82,000. 76.82% of the stock is owned by institutional investors and hedge funds.

About Teladoc Health

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.