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

Teladoc Health (NYSE:TDOC) issued an update on its FY 2026 earnings guidance on Friday. The company provided EPS guidance of -0.950–0.750 for the period, compared to the consensus EPS estimate of -0.810. The company issued revenue guidance of $2.4 billion, compared to the consensus revenue estimate of $2.4 billion. Teladoc Health also updated its Q4 2026 guidance to -0.230–0.030 EPS.

Analyst Upgrades and Downgrades

TDOC has been the topic of a number of research analyst reports. Needham & Company LLC reaffirmed a “hold” rating on shares of Teladoc Health in a report on Thursday. Weiss Ratings reiterated a “sell (d-)” rating on shares of Teladoc Health in a report on Wednesday, August 19th. Canaccord Genuity Group lowered their price target on Teladoc Health from $11.00 to $10.00 and set a “buy” rating on the stock in a research report on Thursday, July 30th. Stifel Nicolaus upped their price objective on Teladoc Health from $5.50 to $6.50 and gave the company a “hold” rating in a research note on Thursday. Finally, Bank of America raised their price objective on Teladoc Health from $9.00 to $10.50 and gave the company a “buy” rating in a research report on Tuesday, July 7th. Five equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Teladoc Health presently has an average rating of “Hold” and an average price target of $7.77.

Teladoc Health Stock Performance

Shares of TDOC opened at $8.52 on Friday. The firm has a market cap of $1.55 billion, a P/E ratio of -9.91 and a beta of 2.14. Teladoc Health has a 52 week low of $4.40 and a 52 week high of $9.89. The firm’s 50-day simple moving average is $6.23 and its 200 day simple moving average is $6.47.

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

Insiders Place Their Bets

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

Trending Headlines about Teladoc Health

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

Teladoc Health Company Profile

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.