Teladoc Health’s (TDOC) Overweight Rating Reiterated at Piper Sandler

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

A number of other brokerages have also recently commented on TDOC. Citigroup lowered their target price on Teladoc Health from $10.00 to $9.00 and set a “neutral” rating on the stock in a report on Friday, January 9th. Weiss Ratings restated a “sell (e+)” rating on shares of Teladoc Health in a research report on Monday, December 29th. Wells Fargo & Company dropped their price objective on Teladoc Health from $8.00 to $6.00 and set an “equal weight” rating for the company in a research report on Thursday. Barclays initiated coverage on shares of Teladoc Health in a research note on Tuesday, December 9th. They issued an “equal weight” rating and a $8.50 target price for the company. Finally, Zacks Research cut shares of Teladoc Health from a “strong-buy” rating to a “hold” rating in a research note on Monday, November 10th. Three investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $8.58.

Teladoc Health Price Performance

Shares of TDOC traded up $0.66 during mid-day trading on Thursday, hitting $5.31. The company’s stock had a trading volume of 9,681,652 shares, compared to its average volume of 6,654,533. The company has a current ratio of 2.70, a quick ratio of 2.60 and a debt-to-equity ratio of 0.71. Teladoc Health has a 1-year low of $4.40 and a 1-year high of $10.02. The firm has a market capitalization of $941.48 million, a P/E ratio of -4.17 and a beta of 2.12. The firm has a 50-day simple moving average of $6.06 and a 200 day simple moving average of $7.22.

Teladoc Health (NYSE:TDOC) last issued its earnings results on Wednesday, February 25th. The health services provider reported ($0.14) earnings per share for the quarter, topping the consensus estimate of ($0.19) by $0.05. The company had revenue of $642.27 million for the quarter, compared to analyst estimates of $635.33 million. Teladoc Health had a negative net margin of 8.84% and a negative return on equity of 10.59%. The firm’s revenue for the quarter was up .3% compared to the same quarter last year. During the same period in the prior year, the business posted ($0.28) earnings per share. 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. Analysts predict that Teladoc Health will post -1.16 EPS for the current fiscal year.

Insider Transactions at Teladoc Health

In other news, insider Fernando M. Rodrigues sold 4,209 shares of the stock in a transaction on Wednesday, December 3rd. The stock was sold at an average price of $7.48, for a total value of $31,483.32. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Carlos Nueno sold 3,897 shares of Teladoc Health stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $7.49, for a total value of $29,188.53. Following the sale, the insider directly owned 27,175 shares of the company’s stock, valued at approximately $203,540.75. This trade represents a 12.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 33,288 shares of company stock valued at $251,684 in the last three months. Company insiders own 0.58% of the company’s stock.

Hedge Funds Weigh In On Teladoc Health

Several institutional investors have recently modified their holdings of TDOC. Virtu Financial LLC acquired a new stake in shares of Teladoc Health in the 4th quarter valued at approximately $854,000. Corient Private Wealth LLC increased its stake in Teladoc Health by 236.6% in the fourth quarter. Corient Private Wealth LLC now owns 37,692 shares of the health services provider’s stock valued at $264,000 after purchasing an additional 26,494 shares in the last quarter. Mackenzie Financial Corp raised its holdings in Teladoc Health by 38.6% in the fourth quarter. Mackenzie Financial Corp now owns 165,550 shares of the health services provider’s stock worth $1,157,000 after purchasing an additional 46,090 shares during the period. Empowered Funds LLC boosted its position in shares of Teladoc Health by 1.9% during the fourth quarter. Empowered Funds LLC now owns 742,305 shares of the health services provider’s stock worth $5,196,000 after purchasing an additional 14,029 shares in the last quarter. Finally, Voloridge Investment Management LLC boosted its position in shares of Teladoc Health by 42.8% during the fourth quarter. Voloridge Investment Management LLC now owns 997,427 shares of the health services provider’s stock worth $6,982,000 after purchasing an additional 299,086 shares in the last quarter. 76.82% of the stock is currently owned by institutional investors and hedge funds.

Teladoc Health News Summary

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

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.