Talkspace, Inc. (NASDAQ:TALK) Receives $4.88 Consensus Target Price from Analysts

Shares of Talkspace, Inc. (NASDAQ:TALK) have earned an average rating of “Moderate Buy” from the seven analysts that are covering the company, Marketbeat.com reports. Three analysts have rated the stock with a hold recommendation and four have issued a buy recommendation on the company. The average 12 month price objective among brokerages that have issued ratings on the stock in the last year is $5.1250.

Several research analysts have issued reports on the company. Canaccord Genuity Group set a $6.00 price target on Talkspace in a report on Tuesday, December 30th. UBS Group restated a “buy” rating on shares of Talkspace in a report on Tuesday, December 30th. Wall Street Zen raised Talkspace from a “hold” rating to a “buy” rating in a report on Saturday, January 10th. Weiss Ratings reiterated a “hold (c-)” rating on shares of Talkspace in a research report on Monday, December 29th. Finally, Zacks Research upgraded Talkspace from a “strong sell” rating to a “hold” rating in a report on Friday, October 31st.

Talkspace Stock Up 3.3%

NASDAQ:TALK opened at $4.99 on Wednesday. The business’s 50-day moving average price is $3.86 and its 200 day moving average price is $3.23. Talkspace has a 52-week low of $2.22 and a 52-week high of $5.18. The firm has a market cap of $826.64 million, a P/E ratio of 99.82 and a beta of 1.20.

Talkspace (NASDAQ:TALK) last posted its quarterly earnings data on Thursday, February 19th. The company reported $0.03 earnings per share for the quarter, beating the consensus estimate of $0.02 by $0.01. Talkspace had a net margin of 3.40% and a return on equity of 6.97%. The company had revenue of $63.00 million during the quarter, compared to analyst estimates of $61.91 million. Sell-side analysts expect that Talkspace will post 0.08 EPS for the current year.

Institutional Investors Weigh In On Talkspace

Hedge funds have recently made changes to their positions in the company. Bailard Inc. acquired a new position in Talkspace in the 2nd quarter valued at approximately $240,000. American Century Companies Inc. boosted its stake in shares of Talkspace by 4.7% during the 2nd quarter. American Century Companies Inc. now owns 6,750,434 shares of the company’s stock valued at $18,766,000 after buying an additional 300,476 shares during the period. SG Americas Securities LLC grew its holdings in shares of Talkspace by 206.4% during the 2nd quarter. SG Americas Securities LLC now owns 159,811 shares of the company’s stock valued at $444,000 after acquiring an additional 107,657 shares in the last quarter. First Eagle Investment Management LLC grew its holdings in shares of Talkspace by 41.5% during the 2nd quarter. First Eagle Investment Management LLC now owns 1,601,130 shares of the company’s stock valued at $4,451,000 after acquiring an additional 469,280 shares in the last quarter. Finally, Oppenheimer Asset Management Inc. acquired a new position in shares of Talkspace in the second quarter worth $83,000. Hedge funds and other institutional investors own 57.37% of the company’s stock.

Key Talkspace News

Here are the key news stories impacting Talkspace this week:

• Positive Sentiment: Q4 results beat consensus — Talkspace reported $0.03 EPS vs. consensus $0.02 and revenue of $63.0M vs. $61.9M, showing underlying top- and bottom-line beats that drove positive market reaction. Talkspace Announces Fourth Quarter and Full-Year 2025 Results
• Positive Sentiment: Shares jumped in immediate trading after the quarter — media coverage notes a surge following the profit and revenue beat, signaling strong investor reception to the results. Talkspace Shares Surge After 4Q Profit, Revenue Beat Expectations
• Positive Sentiment: Analyst upgrade/price-target lift — Needham raised its price target from $5.00 to $6.00 and kept a buy rating, providing third‑party validation and upside potential that supports the rally. Benzinga: Needham price target raise
• Positive Sentiment: Company is pushing AI-driven offerings alongside 2026 targets — Talkspace outlined plans to advance AI-driven mental-health solutions and set 2026 revenue targets of $275M–$290M, framing growth drivers beyond core subscription revenue. Talkspace targets $275M-$290M revenue in 2026 while advancing AI-driven mental health solutions
• Neutral Sentiment: FY‑2026 revenue guidance roughly in line with Street — the $275M–$290M range centers near the consensus (~$281.5M), so guidance is neither clearly conservative nor aggressive; EPS guidance was not meaningfully updated. Talkspace slide deck / press materials
• Neutral Sentiment: Full earnings call/transcripts available — management discussion (customer metrics, AI roadmap, margin outlook) is posted for investors who want detail; call color can influence sentiment over coming days. Earnings call transcript
• Negative Sentiment: Profitability and valuation still modest/high — net margin was low (~1.98%) and the stock trades at a high PE (~166x reported), leaving the share price sensitive to execution and margin improvement; any slowdown in growth or AI adoption could pressure valuation. Zacks: TALK Tops Q4 Earnings Estimates

About Talkspace

Talkspace, Inc (NASDAQ:TALK) is a digital mental health company that provides online therapy and psychiatry services through a secure, cloud-based platform. Headquartered in New York City, Talkspace enables individuals and couples to connect with licensed therapists and psychiatrists via text messaging, live audio, and video sessions. The company’s platform is accessible through web and mobile applications, allowing clients to seek professional support anytime and from any location with an internet connection.

The company’s core offerings include therapy plans that range from unlimited text-based messaging with a dedicated therapist to scheduled live video sessions.