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

Teladoc Health (NYSE:TDOC) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of -1.100–0.700 for the period, compared to the consensus EPS estimate of -0.870. The company issued revenue guidance of $2.5 billion-$2.6 billion, compared to the consensus revenue estimate of $2.5 billion. Teladoc Health also updated its Q1 2026 guidance to -0.450–0.350 EPS.

Analyst Ratings Changes

A number of brokerages have issued reports on TDOC. Barclays started coverage on shares of Teladoc Health in a report on Tuesday, December 9th. They issued an “equal weight” rating and a $8.50 target price for the company. Stifel Nicolaus cut their price target on Teladoc Health from $8.00 to $6.00 and set a “hold” rating for the company in a report on Thursday. Citigroup decreased their price objective on Teladoc Health from $10.00 to $9.00 and set a “neutral” rating on the stock in a research note on Friday, January 9th. Evercore dropped their price objective on Teladoc Health from $9.00 to $8.00 and set an “in-line” rating for the company in a research report on Thursday, October 30th. Finally, Piper Sandler restated an “overweight” rating and issued a $9.00 target price (down from $12.00) on shares of Teladoc Health in a report on Thursday. Three investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Teladoc Health has a consensus rating of “Hold” and a consensus target price of $8.58.

Teladoc Health Trading Up 9.1%

NYSE TDOC traded up $0.43 during trading hours on Thursday, hitting $5.08. 9,330,310 shares of the company’s stock were exchanged, compared to its average volume of 6,637,164. 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 firm has a market capitalization of $900.66 million, a P/E ratio of -3.97 and a beta of 2.12. The business’s 50 day moving average is $6.06 and its 200-day moving average is $7.22. Teladoc Health has a 12-month low of $4.40 and a 12-month high of $10.02.

Teladoc Health (NYSE:TDOC) last announced its quarterly earnings data 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. Teladoc Health had a negative net margin of 8.84% and a negative return on equity of 10.59%. The business had revenue of $642.27 million for the quarter, compared to analyst estimates of $635.33 million. During the same period in the prior year, the firm posted ($0.28) EPS. The company’s revenue was up .3% on a year-over-year basis. 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, analysts anticipate that Teladoc Health will post -1.16 EPS for the current fiscal year.

Insider Activity at Teladoc Health

In other Teladoc Health news, insider Carlos Nueno sold 3,897 shares of the business’s stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $7.49, for a total transaction of $29,188.53. Following the completion of the sale, the insider owned 27,175 shares of the company’s stock, valued at approximately $203,540.75. The trade was a 12.54% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Charles Divita III sold 17,138 shares of the company’s stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $7.63, for a total value of $130,762.94. Following the sale, the chief executive officer owned 201,036 shares of the company’s stock, valued at $1,533,904.68. This represents a 7.86% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 33,288 shares of company stock valued at $251,684 over the last quarter. 0.58% of the stock is currently owned by corporate insiders.

Key Teladoc Health News

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

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of TDOC. Entropy Technologies LP acquired a new stake in shares of Teladoc Health in the third quarter worth $133,000. Polymer Capital Management US LLC acquired a new stake in Teladoc Health in the 3rd quarter valued at $131,000. HighTower Advisors LLC increased its holdings in Teladoc Health by 19.2% in the 4th quarter. HighTower Advisors LLC now owns 18,647 shares of the health services provider’s stock valued at $131,000 after purchasing an additional 2,997 shares in the last quarter. Martingale Asset Management L P purchased a new position in Teladoc Health in the fourth quarter valued at about $116,000. Finally, Manhattan West Asset Management LLC acquired a new position in shares of Teladoc Health during the second quarter worth about $100,000. Hedge funds and other institutional investors own 76.82% of the company’s stock.

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.