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

Teladoc Health (NYSE:TDOC) updated its fourth quarter 2026 earnings guidance on Friday. The company provided earnings per share guidance of -0.230–0.030 for the period, compared to the consensus earnings per share 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.

Teladoc Health Trading Down 2.4%

Shares of NYSE TDOC opened at $8.52 on Friday. The firm has a market cap of $1.55 billion, a PE ratio of -9.91 and a beta of 2.14. Teladoc Health has a 1-year low of $4.40 and a 1-year high of $9.89. The company has a fifty day moving average price of $6.23 and a 200 day moving average price of $6.47.

Teladoc Health (NYSE:TDOC) last released its quarterly earnings results on Wednesday, October 28th. The health services provider reported ($0.15) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.22) by $0.07. The firm had revenue of $605.10 million for the quarter, compared to the consensus estimate of $588.14 million. Teladoc Health had a negative return on equity of 11.52% and a negative net margin of 6.27%. The company’s revenue for the quarter was down 3.4% on a year-over-year basis. During the same quarter last year, the business posted ($0.28) EPS. Equities research analysts forecast that Teladoc Health will post -0.88 EPS for the current year.

Wall Street Analyst Weigh In

A number of research firms have weighed in on TDOC. Canaccord Genuity Group reduced their price target on Teladoc Health from $11.00 to $10.00 and set a “buy” rating for the company in a research report on Thursday, July 30th. Bank of America lifted their price objective on shares of Teladoc Health from $9.00 to $10.50 and gave the company a “buy” rating in a report on Tuesday, July 7th. Stifel Nicolaus boosted their price objective on shares of Teladoc Health from $5.50 to $6.50 and gave the stock a “hold” rating in a research report on Thursday. JPMorgan Chase & Co. lifted their price target on shares of Teladoc Health from $8.00 to $10.00 and gave the company a “neutral” rating in a research note on Friday. Finally, Citigroup cut their price target 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. 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. Based on data from MarketBeat, Teladoc Health presently has a consensus rating of “Hold” and a consensus target price of $7.77.

Insider Buying and Selling

In other Teladoc Health news, CEO Charles III sold 17,805 shares of the firm’s stock in a transaction that occurred on Friday, September 11th. The stock was sold at an average price of $6.10, for a total value of $108,610.50. Following the completion of the transaction, the chief executive officer directly owned 465,535 shares in the company, valued at $2,839,763.50. This trade represents a 3.68% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Company insiders own 0.70% of the company’s stock.

Teladoc Health News Summary

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

About Teladoc Health

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.