BMO Capital Markets Has Lowered Expectations for Teladoc Health (NYSE:TDOC) Stock Price

Teladoc Health (NYSE:TDOC) had its price target reduced by equities researchers at BMO Capital Markets from $8.00 to $5.00 in a research note issued on Thursday,Benzinga reports. The brokerage currently has a “market perform” rating on the health services provider’s stock. BMO Capital Markets’ target price indicates a potential downside of 4.82% from the stock’s previous close.

Several other research firms also recently issued reports on TDOC. Stifel Nicolaus dropped their price target on Teladoc Health from $8.00 to $6.00 and set a “hold” rating on the stock in a research note on Thursday. Bank of America raised Teladoc Health from a “neutral” rating to a “buy” rating and set a $7.00 price objective for the company in a research report on Thursday. Zacks Research lowered Teladoc Health from a “strong-buy” rating to a “hold” rating in a research report on Monday, November 10th. Wells Fargo & Company cut their target price on Teladoc Health from $8.00 to $6.00 and set an “equal weight” rating on the stock in a research note on Thursday. Finally, Barclays started coverage on Teladoc Health in a research report on Tuesday, December 9th. They set an “equal weight” rating and a $8.50 price target for the company. Four research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Teladoc Health currently has a consensus rating of “Hold” and a consensus target price of $7.80.

Teladoc Health Stock Performance

Shares of TDOC stock opened at $5.25 on Thursday. 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 company has a market capitalization of $932.25 million, a P/E ratio of -4.61 and a beta of 2.12. The company’s 50 day moving average price is $5.99 and its two-hundred day moving average price is $7.20. Teladoc Health has a 52 week low of $4.40 and a 52 week high of $9.94.

Teladoc Health (NYSE:TDOC) last released its quarterly earnings results on Wednesday, February 25th. The health services provider reported ($0.14) earnings per share for the quarter, beating the consensus estimate of ($0.19) by $0.05. Teladoc Health had a negative net margin of 7.92% and a negative return on equity of 9.09%. The company had revenue of $642.27 million during the quarter, compared to analysts’ expectations of $635.33 million. During the same quarter in the prior year, the company earned ($0.28) earnings per share. The business’s quarterly revenue was up .3% compared to the same quarter last year. 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. On average, analysts expect that Teladoc Health will post -1.16 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, insider Fernando M. Rodrigues sold 4,209 shares of the firm’s stock in a transaction on Wednesday, December 3rd. The shares were sold at an average price of $7.48, for a total value of $31,483.32. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, CEO Charles Divita III sold 17,138 shares of the business’s stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $7.63, for a total transaction of $130,762.94. Following the transaction, the chief executive officer owned 201,036 shares in the company, valued at approximately $1,533,904.68. The trade was a 7.86% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 33,288 shares of company stock worth $251,684. 0.58% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Teladoc Health

Several hedge funds have recently bought and sold shares of the company. PNC Financial Services Group Inc. increased its position in Teladoc Health by 177.7% during the fourth quarter. PNC Financial Services Group Inc. now owns 4,391 shares of the health services provider’s stock worth $31,000 after buying an additional 2,810 shares during the last quarter. IFP Advisors Inc boosted its stake in shares of Teladoc Health by 412.1% during the 3rd quarter. IFP Advisors Inc now owns 3,989 shares of the health services provider’s stock worth $31,000 after acquiring an additional 3,210 shares during the period. Aster Capital Management DIFC Ltd increased its holdings in shares of Teladoc Health by 101.1% during the 3rd quarter. Aster Capital Management DIFC Ltd now owns 4,823 shares of the health services provider’s stock worth $37,000 after acquiring an additional 2,425 shares during the last quarter. International Assets Investment Management LLC bought a new stake in Teladoc Health in the 4th quarter valued at $45,000. Finally, Bayforest Capital Ltd bought a new stake in Teladoc Health in the 3rd quarter valued at $58,000. 76.82% of the stock is currently owned by institutional investors and hedge funds.

More Teladoc Health News

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

• Positive Sentiment: Q4 beat and narrower loss — Teladoc posted Q4 revenue of $642.3M (above Street) and a GAAP loss of $0.14/sh that was better than expected; management highlighted international and Integrated Care strength that helped offset weakness at BetterHelp. Teladoc Tops Q4 Earnings
• Positive Sentiment: Medium‑term revenue guidance and strategic initiatives — Management projected 2026 revenue of $2.47B–$2.59B and emphasized AI, insurance partnerships and international expansion as growth levers. That gives investors a multi‑year growth narrative beyond the quarter. 2026 Revenue Projection
• Positive Sentiment: Some analyst support remains — Bank of America upgraded TDOC to Buy (PT $7) and a few firms (Canaccord, Piper Sandler) kept positive/overweight stances despite trimming targets, signaling conviction among some analysts that upside exists from current levels. Analyst Reviews
• Neutral Sentiment: Earnings call details and metrics — Management’s earnings call and transcript provide context on segment trends (Integrated Care up, BetterHelp down) and KPI performance; useful for assessing sustainability of the beat. Earnings Call Highlights
• Negative Sentiment: Near‑term guidance and outlook caution — Q1 revenue guide (~$609M) and FY EPS guidance were conservative and Q1 revenue guidance came in below some estimates, creating uncertainty over short‑term growth and profitability. Q4 & Guidance Release
• Negative Sentiment: Multiple price‑target cuts — Several firms trimmed targets (examples: BMO to $5.00, Leerink to $5.50, Cowen/Wells Fargo/Stifel to $6.00 ranges), and some moved to market‑perform/hold — this fresh downdraft from sell‑side revisions pressures sentiment despite the beat. Analyst Target Moves

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.