Teladoc Health (NYSE:TDOC) Releases Q4 2026 Earnings Guidance

Teladoc Health (NYSE:TDOC) updated its fourth quarter 2026 earnings guidance on Friday. The company provided earnings per share (EPS) guidance of -0.230–0.030 for the period, compared to the consensus estimate of -0.090. The company issued revenue guidance of $569.0 million-$615.0 million, compared to the consensus revenue estimate of $601.7 million. Teladoc Health also updated its FY 2026 guidance to -0.950–0.750 EPS.

Wall Street Analyst Weigh In

A number of analysts have issued reports on the company. Canaccord Genuity Group reduced their price objective on Teladoc Health from $11.00 to $10.00 and set a “buy” rating on the stock in a research note on Thursday, July 30th. Citigroup cut their price objective on shares of Teladoc Health from $11.00 to $7.50 and set a “neutral” rating on the stock in a research report on Monday, August 3rd. Stifel Nicolaus increased their price target on Teladoc Health from $5.50 to $6.50 and gave the stock a “hold” rating in a research report on Thursday. Needham & Company LLC reaffirmed a “hold” rating on shares of Teladoc Health in a report on Thursday. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Teladoc Health in a research note on Wednesday, August 19th. Five investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $7.77.

Teladoc Health Price Performance

Teladoc Health stock opened at $8.52 on Friday. Teladoc Health has a fifty-two week low of $4.40 and a fifty-two week high of $9.89. The firm has a market capitalization of $1.55 billion, a price-to-earnings ratio of -9.91 and a beta of 2.14. The company’s 50 day simple moving average is $6.23 and its 200 day simple moving average is $6.47.

Teladoc Health (NYSE:TDOC) last announced its quarterly earnings results on Wednesday, October 28th. The health services provider reported ($0.15) EPS for the quarter, beating analysts’ consensus estimates of ($0.22) by $0.07. The firm had revenue of $605.10 million for the quarter, compared to analyst estimates of $588.14 million. Teladoc Health had a negative return on equity of 11.52% and a negative net margin of 6.27%. The business’s revenue for the quarter was down 3.4% on a year-over-year basis. During the same period last year, the firm posted ($0.28) earnings per share. As a group, analysts predict that Teladoc Health will post -0.89 EPS for the current fiscal year.

Insider Activity

In related news, CEO Charles III sold 17,805 shares of the business’s stock in a transaction on Friday, September 11th. The stock was sold at an average price of $6.10, for a total transaction of $108,610.50. Following the completion of the transaction, the chief executive officer directly owned 465,535 shares of the company’s stock, valued at $2,839,763.50. The trade was a 3.68% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 0.70% of the stock is owned by corporate insiders.

Key Stories Impacting Teladoc Health

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

• Positive Sentiment: Q3 results beat expectations. Teladoc reported a loss of $0.15 per share versus the $0.23 consensus loss, while revenue of approximately $605 million exceeded estimates by about 3.3%. Adjusted EBITDA reached roughly $79 million, near the high end of guidance. Teladoc Q3 loss and revenue results
• Positive Sentiment: Cash flow and loss quality improved. Investors responded favorably to stronger free cash flow and adjusted EBITDA, suggesting that Teladoc is making progress on cost control even as revenue declined about 3% year over year. Teladoc stock rebounds as cash flow improves
• Positive Sentiment: BetterHelp’s insurance strategy is gaining traction. BetterHelp generated $32 million in insurance revenue during Q3, and management expects the insurance-related business to reach an annualized run rate of at least $200 million. Teladoc also plans to repurchase convertible notes, potentially reducing financial obligations. Teladoc BetterHelp insurance and convertible notes plans
• Positive Sentiment: Deutsche Bank raised its price target to $11 from $10 and maintained a Buy rating, reinforcing the bullish reaction to the earnings report. Deutsche Bank Teladoc price target update
• Neutral Sentiment: Unusually heavy call-option activity and the stock’s move above its 200-day moving average may amplify momentum, but these are trading signals rather than fundamental improvements.
• Negative Sentiment: Forward guidance remains mixed. Full-year revenue guidance of $2.4 billion matched consensus, but the FY 2026 EPS range of negative $0.95 to negative $0.75 brackets consensus at negative $0.81. Q4 revenue guidance also has a midpoint below analyst expectations, while the EPS range is wider and includes results below consensus.
• Negative Sentiment: Stifel raised its price target to $6.50 but retained a Hold rating, and Needham reaffirmed Hold. These targets remain well below recent trading levels, highlighting valuation and execution concerns. Stifel Teladoc rating

Teladoc Health Company Profile

Teladoc Health, Inc provides virtual healthcare services and technology designed to connect patients with medical professionals remotely. Through its digital platforms, the company supports a range of healthcare needs, including general medical consultations, mental health services, specialty care, and ongoing management of chronic conditions.

Its offerings include telehealth visits with physicians and other licensed providers, behavioral health services through BetterHelp, and chronic care programs that use digital tools and clinical support to help people manage conditions such as diabetes and hypertension.