Teladoc Health (NYSE:TDOC) Announces Q4 2026 Earnings Guidance

Key Points

• Teladoc lowered or widened its near-term outlook: Q4 2026 EPS guidance is a loss of $0.23 to $0.03 per share, versus the $0.09 consensus loss, while revenue guidance of $569 million to $615 million has a midpoint below the $601.7 million consensus estimate. Full-year EPS guidance is a loss of $0.95 to $0.75.
• Teladoc’s latest quarterly results beat expectations, with revenue of $605.1 million and a $0.15-per-share loss, but revenue declined 3.4% year over year and the company remains unprofitable.
• Analyst sentiment remains cautious: the stock has a consensus “Hold” rating and a $7.54 target price, despite some firms maintaining or initiating Buy ratings. Shares opened at $8.88, while the CEO sold shares to cover tax withholding obligations.

Teladoc Health (NYSE:TDOC - Get Free Report) updated its fourth quarter 2026 earnings guidance on Friday morning. The company provided EPS guidance of -0.230--0.030 for the period, compared to the consensus estimate of -0.090. The company issued revenue guidance of $569.0 million-$615.0 million, compared to the consensus revenue estimate of $601.7 million. Teladoc Health also updated its FY 2026 guidance to -0.950--0.750 EPS.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on TDOC. Canaccord Genuity Group reduced their price objective on shares of Teladoc Health from $11.00 to $10.00 and set a "buy" rating on the stock in a report on Thursday, July 30th. Weiss Ratings restated a "sell (d-)" rating on shares of Teladoc Health in a research report on Wednesday, August 19th. Bank of America raised their price objective on shares of Teladoc Health from $9.00 to $10.50 and gave the stock a "buy" rating in a research report on Tuesday, July 7th. Needham & Company LLC reiterated a "hold" rating on shares of Teladoc Health in a research note on Thursday. Finally, Citigroup dropped their target price on Teladoc Health from $11.00 to $7.50 and set a "neutral" rating on the stock in a report on Monday, August 3rd. Five research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat.com, Teladoc Health presently has a consensus rating of "Hold" and a consensus target price of $7.54.

Teladoc Health Stock Performance

Shares of NYSE:TDOC opened at $8.88 on Friday. The business's fifty day moving average price is $6.19 and its two-hundred day moving average price is $6.47. The stock has a market cap of $1.61 billion, a PE ratio of -10.40 and a beta of 2.14. Teladoc Health has a one year low of $4.40 and a one year high of $9.89.

Teladoc Health (NYSE:TDOC - Get Free Report) last released its quarterly earnings results on Wednesday, October 28th. The health services provider reported ($0.15) earnings per share for the quarter, topping analysts' consensus estimates of ($0.22) by $0.07. Teladoc Health had a negative return on equity of 11.52% and a negative net margin of 6.27%. The company had revenue of $605.10 million during the quarter, compared to analysts' expectations of $588.14 million. During the same period in the previous year, the firm 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 research analysts predict that Teladoc Health will post -0.92 earnings per share for the current fiscal year.

Insider Activity at Teladoc Health

In other news, CEO Charles III sold 17,805 shares of the business's stock in a transaction that occurred on Friday, September 11th. The shares were sold at an average price of $6.10, for a total value of $108,610.50. Following the completion of the transaction, the chief executive officer owned 465,535 shares of the company's stock, valued at $2,839,763.50. The trade was a 3.68% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 0.70% of the stock is currently owned by company insiders.

Key Teladoc Health News

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

• Positive Sentiment: Teladoc reported third-quarter revenue of $605.1 million, ahead of the approximately $588 million consensus estimate, while its $0.15 per-share loss was narrower than the expected $0.22 loss. Revenue still declined about 3% year over year, but the results exceeded expectations. Teladoc Health Reports Third Quarter 2026 Results
• Positive Sentiment: Adjusted EBITDA reached approximately $79 million, near the high end of management’s prior outlook, and cash-flow improvement made the quarterly loss appear higher quality to investors. Teladoc Health Stock Rebounds on Q3 Results as Cash Flow Improves
• Positive Sentiment: BetterHelp generated $32 million of insurance revenue in the quarter. Management also highlighted a target insurance-related run rate of at least $200 million, supporting hopes that the mental-health business can diversify beyond direct consumer payments. Teladoc: 3 Key Takeaways for Long-Term Investors
• Positive Sentiment: The company plans to repurchase convertible notes, which could reduce debt-related obligations and signal confidence in its balance-sheet position. Teladoc Targets BetterHelp Insurance Run Rate and Plans Note Repurchase
• Neutral Sentiment: Unusually heavy call-option activity and the stock’s move above its 200-day moving average likely amplified the rally, but these are trading signals rather than changes to the company’s fundamentals.
• Negative Sentiment: Fourth-quarter revenue guidance of $569 million to $615 million has a midpoint below the $601.7 million consensus estimate. Full-year 2026 EPS guidance of a $0.75 to $0.95 loss also brackets the consensus estimate of a $0.81 loss, underscoring that Teladoc remains unprofitable and growth remains pressured.
• Negative Sentiment: Analyst support remains cautious: Stifel raised its price target to $6.50 but maintained a “hold” rating, implying substantial downside from the recent trading level.

About Teladoc Health

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.

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