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

Teladoc Health (NYSE:TDOC) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of -1.100–0.700 for the period, compared to the consensus earnings per share 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.

Teladoc Health Trading Down 4.0%

Shares of Teladoc Health stock traded down $0.22 on Friday, reaching $5.14. 3,546,114 shares of the company were exchanged, compared to its average volume of 6,875,931. Teladoc Health has a fifty-two week low of $4.40 and a fifty-two week high of $9.94. The firm has a market capitalization of $911.31 million, a price-to-earnings ratio of -4.52 and a beta of 2.12. The company has a current ratio of 2.70, a quick ratio of 2.60 and a debt-to-equity ratio of 0.71. The stock has a fifty day moving average price of $6.03 and a 200-day moving average price of $7.21.

Teladoc Health (NYSE:TDOC) last posted its quarterly earnings data on Wednesday, February 25th. The health services provider reported ($0.14) EPS for the quarter, topping analysts’ consensus estimates 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 firm had revenue of $642.27 million during the quarter, compared to analyst estimates of $635.33 million. During the same quarter last year, the business 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. On average, analysts expect that Teladoc Health will post -1.16 EPS for the current year.

Analyst Upgrades and Downgrades

TDOC has been the subject of several research analyst reports. Citigroup reduced their price objective on Teladoc Health from $10.00 to $9.00 and set a “neutral” rating for the company in a research note on Friday, January 9th. Bank of America raised shares of Teladoc Health from a “neutral” rating to a “buy” rating and set a $7.00 price target for the company in a research report on Thursday. Leerink Partners decreased their price target on shares of Teladoc Health from $8.50 to $5.50 and set a “market perform” rating for the company in a report on Thursday. Canaccord Genuity Group dropped their price objective on shares of Teladoc Health from $12.00 to $10.00 and set a “buy” rating on the stock in a research note on Thursday. Finally, TD Cowen cut their target price on shares of Teladoc Health from $8.00 to $6.00 and set a “hold” rating for the company in a research report on Thursday. Four equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $7.80.

Insider Buying and Selling

In other Teladoc Health news, insider Adam C. Vandervoort sold 5,720 shares of the stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $7.49, for a total transaction of $42,842.80. Following the transaction, the insider owned 80,732 shares in the company, valued at $604,682.68. This trade represents a 6.62% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Fernando M. Rodrigues sold 4,209 shares of the business’s stock in a transaction on Wednesday, December 3rd. The stock was sold at an average price of $7.48, for a total transaction of $31,483.32. The disclosure for this sale is available in the SEC filing. Insiders sold 33,288 shares of company stock worth $251,684 over the last ninety days. Company insiders own 0.58% of the company’s stock.

Key Teladoc Health News

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

• Positive Sentiment: Q4 beat and narrower loss — Teladoc posted $642.3M in revenue and a narrower-than-expected GAAP loss, topping consensus on both revenue and EPS, which helped the rally after the print. Read More.
• Positive Sentiment: Segment strengths & cost actions — Management highlighted international growth and Integrated Care momentum that offset weakness at BetterHelp, and cited lower costs as a contributor to the improved bottom line. Read More.
• Neutral Sentiment: Strategy & 2026 revenue outlook — Teladoc reiterated a FY 2026 revenue target roughly in the $2.47B–$2.59B range and emphasized AI, insurance partnerships and international expansion as strategic priorities; these are longer‑term positives but less certain near term. Read More.
• Negative Sentiment: Cautious Q1/FY guidance — Management set Q1 EPS well below analyst expectations and gave a wide FY EPS range worse than consensus; Q1 revenue guidance also came in below street estimates, which tempers the positive beat. Read More.
• Negative Sentiment: Analysts trim targets — Multiple firms cut price targets (BMO, Cowen, Stifel, Wells Fargo and others) even as a few maintained buy/overweight stances; the wave of downward PT revisions signals continued skepticism about near‑term profitability and growth. Read More.
• Negative Sentiment: BetterHelp softness remains a headwind — Management acknowledged pressure at its mental-health business, which weighed on overall revenue trends and is part of the reason some forecasters pulled back estimates. Read More.

Institutional Trading of Teladoc Health

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in Teladoc Health by 2.8% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 193,714 shares of the health services provider’s stock worth $1,542,000 after buying an additional 5,235 shares during the period. NewEdge Advisors LLC increased its position in Teladoc Health by 1,278.7% during the first quarter. NewEdge Advisors LLC now owns 11,305 shares of the health services provider’s stock worth $90,000 after acquiring an additional 10,485 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in Teladoc Health by 5.7% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 447,992 shares of the health services provider’s stock valued at $3,566,000 after purchasing an additional 24,124 shares during the last quarter. Acadian Asset Management LLC acquired a new position in Teladoc Health during the 1st quarter valued at $615,000. Finally, Envestnet Asset Management Inc. bought a new stake in Teladoc Health in the 2nd quarter valued at $89,000. Institutional investors and hedge funds own 76.82% of the company’s stock.

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.