Teladoc Health’s (TDOC) “Overweight” Rating Reiterated at Piper Sandler

Piper Sandler restated their overweight rating on shares of Teladoc Health (NYSE:TDOC) in a research report released on Thursday,Benzinga reports. They currently have a $9.00 target price on the health services provider’s stock, down from their previous target price of $12.00.

Other analysts have also recently issued research reports about the company. Citigroup cut their price objective on Teladoc Health from $10.00 to $9.00 and set a “neutral” rating on the stock in a research note on Friday, January 9th. Weiss Ratings reissued a “sell (e+)” rating on shares of Teladoc Health in a research note on Monday, December 29th. Evercore dropped their price objective on Teladoc Health from $9.00 to $8.00 and set an “in-line” rating on the stock in a research note on Thursday, October 30th. Stifel Nicolaus cut their price objective on Teladoc Health from $8.00 to $6.00 and set a “hold” rating for the company in a research report on Thursday. Finally, Bank of America lowered their price objective on shares of Teladoc Health from $9.00 to $8.00 and set a “neutral” rating on the stock in a research report on Tuesday, November 25th. Four equities 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.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $7.80.

Teladoc Health Stock Down 1.8%

Shares of NYSE TDOC opened at $5.25 on Thursday. Teladoc Health has a 1 year low of $4.40 and a 1 year high of $9.94. The firm has a market cap of $932.25 million, a price-to-earnings ratio of -4.61 and a beta of 2.12. 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 stock’s 50-day simple moving average is $5.99 and its 200-day simple moving average is $7.20.

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

Insider Transactions at Teladoc Health

In other news, insider Adam C. Vandervoort sold 5,720 shares of the firm’s stock in a transaction on Tuesday, December 2nd. The shares were 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 approximately $604,682.68. This trade represents a 6.62% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Fernando M. Rodrigues sold 4,209 shares of the firm’s stock in a transaction that occurred on Wednesday, December 3rd. The shares were sold at an average price of $7.48, for a total value of $31,483.32. The SEC filing for this sale provides additional information. Insiders have sold 33,288 shares of company stock valued at $251,684 in the last quarter. Corporate insiders own 0.58% of the company’s stock.

Institutional Trading of Teladoc Health

A number of institutional investors and hedge funds have recently modified their holdings of the company. Allianz Asset Management GmbH grew its stake in Teladoc Health by 189.2% in the 3rd quarter. Allianz Asset Management GmbH now owns 1,619,391 shares of the health services provider’s stock valued at $12,518,000 after buying an additional 1,059,458 shares during the last quarter. Y Intercept Hong Kong Ltd acquired a new stake in shares of Teladoc Health in the second quarter valued at about $2,722,000. Jupiter Asset Management Ltd. acquired a new position in shares of Teladoc Health during the 3rd quarter worth about $7,576,000. Banco Bilbao Vizcaya Argentaria S.A. boosted its stake in Teladoc Health by 23.1% during the 2nd 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 purchasing an additional 39,956 shares during the period. Finally, Empowered Funds LLC acquired a new stake in Teladoc Health in the 2nd quarter valued at approximately $5,040,000. 76.82% of the stock is currently owned by institutional investors and hedge funds.

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

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.