Piper Sandler Reiterates “Overweight” Rating for Teladoc Health (NYSE:TDOC)

Teladoc Health (NYSE:TDOC)‘s stock had its “overweight” rating reaffirmed by equities research analysts at Piper Sandler in a note issued to investors on Thursday,Benzinga reports. They currently have a $9.00 target price on the health services provider’s stock, down from their prior target price of $12.00. Piper Sandler’s target price suggests a potential upside of 71.33% from the stock’s current price.

A number of other equities research analysts also recently weighed in on the company. Zacks Research downgraded Teladoc Health from a “strong-buy” rating to a “hold” rating in a report on Monday, November 10th. Stifel Nicolaus lowered their price target on shares of Teladoc Health from $8.00 to $6.00 and set a “hold” rating on the stock in a research report on Thursday. Bank of America cut their price objective on shares of Teladoc Health from $9.00 to $8.00 and set a “neutral” rating for the company in a report on Tuesday, November 25th. Citigroup decreased their target price on shares of Teladoc Health from $10.00 to $9.00 and set a “neutral” rating on the stock in a research report on Friday, January 9th. Finally, Evercore dropped their price target on shares of 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. Four research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company has an average rating of “Hold” and a consensus target price of $7.80.

Teladoc Health Trading Down 1.8%

Shares of TDOC stock opened at $5.25 on Thursday. Teladoc Health has a 12-month low of $4.40 and a 12-month high of $9.94. The company has a market capitalization of $932.25 million, a PE ratio of -4.61 and a beta of 2.12. The firm has a 50 day moving average price of $5.99 and a two-hundred day moving average price of $7.20. The company has a quick ratio of 2.60, a current ratio of 2.70 and a debt-to-equity ratio of 0.71.

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

Insiders Place Their Bets

In other news, insider Carlos Nueno sold 3,897 shares of Teladoc Health stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $7.49, for a total value of $29,188.53. Following the transaction, the insider owned 27,175 shares in the company, valued at approximately $203,540.75. This trade represents a 12.54% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 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 value of $130,762.94. Following the transaction, the chief executive officer directly owned 201,036 shares of the company’s stock, valued at $1,533,904.68. This trade represents a 7.86% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 33,288 shares of company stock worth $251,684. 0.58% of the stock is owned by company insiders.

Institutional Investors Weigh In On Teladoc Health

Hedge funds and other institutional investors have recently made changes to their positions in the stock. IFP Advisors Inc grew its stake in shares of Teladoc Health by 412.1% during the third quarter. IFP Advisors Inc now owns 3,989 shares of the health services provider’s stock worth $31,000 after buying an additional 3,210 shares during the last quarter. PNC Financial Services Group Inc. lifted its stake in shares of Teladoc Health by 177.7% in the 4th quarter. PNC Financial Services Group Inc. now owns 4,391 shares of the health services provider’s stock valued at $31,000 after acquiring an additional 2,810 shares during the last quarter. Aster Capital Management DIFC Ltd boosted 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 valued at $37,000 after acquiring an additional 2,425 shares in the last quarter. International Assets Investment Management LLC acquired a new stake in shares of Teladoc Health during the 4th quarter valued at $45,000. Finally, Bayforest Capital Ltd bought a new stake in Teladoc Health during the 3rd quarter worth $58,000. 76.82% of the stock is owned by institutional investors.

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

Teladoc Health Company Profile

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.