BMO Capital Markets Cuts Teladoc Health (NYSE:TDOC) Price Target to $5.00

Teladoc Health (NYSE:TDOC) had its target price trimmed by BMO Capital Markets from $8.00 to $5.00 in a research note issued to investors on Thursday morning,Benzinga reports. The brokerage currently has a market perform rating on the health services provider’s stock.

A number of other analysts have also issued reports on TDOC. Bank of America raised Teladoc Health from a “neutral” rating to a “buy” rating and set a $7.00 target price on the stock in a report on Thursday. TD Cowen dropped their target price 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. Barclays started coverage on shares of Teladoc Health in a research note on Tuesday, December 9th. They set an “equal weight” rating and a $8.50 target price for the company. Evercore decreased their price target on shares of Teladoc Health from $9.00 to $8.00 and set an “in-line” rating on the stock in a research report on Thursday, October 30th. Finally, Citigroup dropped their price objective on shares of Teladoc Health from $10.00 to $9.00 and set a “neutral” rating on the stock in a report on Friday, January 9th. Four 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. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $7.80.

Teladoc Health Price Performance

Shares of Teladoc Health stock opened at $5.25 on Thursday. The stock has a market capitalization of $932.25 million, a price-to-earnings ratio of -4.61 and a beta of 2.12. Teladoc Health has a 1-year low of $4.40 and a 1-year high of $9.94. 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 firm has a fifty day simple moving average of $5.99 and a 200-day simple moving average of $7.20.

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

Insider Buying and Selling

In other news, insider Adam C. Vandervoort sold 5,720 shares of the stock in a transaction 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 sale, the insider owned 80,732 shares in the company, valued at approximately $604,682.68. This represents a 6.62% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Carlos Nueno sold 3,897 shares of the stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $7.49, for a total transaction of $29,188.53. Following the completion of the sale, the insider owned 27,175 shares in the company, valued at $203,540.75. This represents a 12.54% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 33,288 shares of company stock valued at $251,684. 0.58% of the stock is owned by insiders.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the business. Allianz Asset Management GmbH increased its stake in shares of Teladoc Health by 189.2% during the 3rd quarter. Allianz Asset Management GmbH now owns 1,619,391 shares of the health services provider’s stock worth $12,518,000 after purchasing an additional 1,059,458 shares during the last quarter. Y Intercept Hong Kong Ltd purchased a new stake in Teladoc Health in the second quarter worth approximately $2,722,000. Jupiter Asset Management Ltd. purchased a new stake in shares of Teladoc Health in the 3rd quarter valued at $7,576,000. Banco Bilbao Vizcaya Argentaria S.A. boosted its position in Teladoc Health by 23.1% during the second quarter. Banco Bilbao Vizcaya Argentaria S.A. now owns 212,933 shares of the health services provider’s stock valued at $1,841,000 after buying an additional 39,956 shares during the period. Finally, Empowered Funds LLC purchased a new position in Teladoc Health in the 2nd quarter worth approximately $5,040,000. Institutional investors own 76.82% of the company’s stock.

Teladoc Health News Summary

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.