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

Key Points

• Teladoc issued FY 2026 guidance for an EPS loss of $0.75–$0.95 and revenue of approximately $2.4 billion, broadly in line with analyst expectations. Q4 EPS guidance calls for a loss of $0.03–$0.23.
• The company’s latest quarter exceeded expectations, with revenue of $605.1 million and an EPS loss of $0.15 versus forecasts of $588.1 million and a $0.22 loss. However, revenue declined 3.4% year over year and Teladoc remains unprofitable.
• Analyst sentiment remains cautious, with the stock carrying a consensus “Hold” rating and an average price target of $7.54; price targets range from $6.50 to $10.50.

Teladoc Health (NYSE:TDOC - Get Free Report) updated its FY 2026 earnings guidance on Friday. The company provided EPS guidance of -0.950--0.750 for the period, compared to the consensus 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.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on TDOC shares. Citigroup reduced their price target on shares of Teladoc Health from $11.00 to $7.50 and set a "neutral" rating on the stock in a research note on Monday, August 3rd. Canaccord Genuity Group dropped their target price on shares of Teladoc Health from $11.00 to $10.00 and set a "buy" rating for the company in a report on Thursday, July 30th. Bank of America upped their price target on Teladoc Health from $9.00 to $10.50 and gave the stock a "buy" rating in a research note on Tuesday, July 7th. Stifel Nicolaus raised their target price on Teladoc Health from $5.50 to $6.50 and gave the company a "hold" rating in a report on Thursday. Finally, Needham & Company LLC reaffirmed a "hold" rating on shares of Teladoc Health in a research report on Thursday. Five research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of "Hold" and a consensus target price of $7.54.

Teladoc Health Price Performance

NYSE:TDOC opened at $8.88 on Friday. The firm has a market capitalization of $1.61 billion, a PE ratio of -10.32 and a beta of 2.14. The business's fifty day moving average price is $6.19 and its 200 day moving average price is $6.47. Teladoc Health has a 12 month low of $4.40 and a 12 month high of $9.89.

Teladoc Health (NYSE:TDOC - Get Free Report) last announced its quarterly earnings results on Wednesday, October 28th. The health services provider reported ($0.15) earnings per share (EPS) for the quarter, beating 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 firm had revenue of $605.10 million during the quarter, compared to the consensus estimate of $588.14 million. During the same period in the prior year, the company posted ($0.28) earnings per share. The firm's quarterly revenue was down 3.4% compared to the same quarter last year. As a group, equities analysts anticipate that Teladoc Health will post -0.92 EPS for the current year.

Insider Buying and Selling

In other news, CEO Charles III sold 17,805 shares of the firm'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 transaction of $108,610.50. Following the transaction, the chief executive officer directly owned 465,535 shares in the company, valued at approximately $2,839,763.50. This trade represents a 3.68% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. 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.

Trending Headlines about Teladoc Health

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.

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.

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