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

Key Points

• Teladoc issued FY 2026 guidance for an adjusted EPS loss of $1.00–$0.75 and revenue of approximately $2.4 billion, below analysts’ $2.5 billion revenue consensus.
• Q3 2026 guidance calls for an adjusted EPS loss of $0.30–$0.20, while projected revenue of $569 million–$609 million trails the $629.1 million consensus estimate.
• Teladoc reported a Q2 adjusted loss of $0.21 per share, beating the expected $0.24 loss, but remains unprofitable with a negative 6.81% net margin; analysts collectively maintain a “Hold” rating with a $7.57 consensus price target.

Teladoc Health (NYSE:TDOC - Get Free Report) issued an update on its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of -1.000--0.750 for the period, compared to the consensus estimate of -0.810. The company issued revenue guidance of $2.4 billion-$2.4 billion, compared to the consensus revenue estimate of $2.5 billion. Teladoc Health also updated its Q3 2026 guidance to -0.300--0.200 EPS.

Analyst Upgrades and Downgrades

TDOC has been the subject of a number of research reports. Bank of America increased their price target on shares of Teladoc Health from $9.00 to $10.50 and gave the company a "buy" rating in a report on Tuesday, July 7th. Citigroup boosted their price objective on shares of Teladoc Health from $6.00 to $7.00 and gave the stock a "neutral" rating in a report on Tuesday, May 5th. Canaccord Genuity Group increased their target price on shares of Teladoc Health from $10.00 to $11.00 and gave the company a "buy" rating in a research note on Tuesday, July 21st. Finally, Weiss Ratings upgraded Teladoc Health from a "sell (e+)" rating to a "sell (d-)" rating in a research note on Friday, May 22nd. Five research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Teladoc Health presently has a consensus rating of "Hold" and a consensus price target of $7.57.

Teladoc Health Price Performance

NYSE TDOC traded down $0.15 on Wednesday, reaching $9.21. The company's stock had a trading volume of 7,337,377 shares, compared to its average volume of 5,388,957. Teladoc Health has a 52 week low of $4.40 and a 52 week high of $9.89. The company has a current ratio of 2.80, a quick ratio of 2.72 and a debt-to-equity ratio of 0.75. The firm has a market cap of $1.66 billion, a PE ratio of -9.50 and a beta of 2.10. The business has a 50-day moving average price of $8.16 and a 200 day moving average price of $6.54.

Teladoc Health (NYSE:TDOC - Get Free Report) last announced its quarterly earnings results on Wednesday, July 29th. The health services provider reported ($0.21) EPS for the quarter, topping analysts' consensus estimates of ($0.24) by $0.03. Teladoc Health had a negative net margin of 6.81% and a negative return on equity of 11.45%. Teladoc Health has set its Q3 2026 guidance at -0.300--0.200 EPS and its FY 2026 guidance at -1.000--0.750 EPS. Sell-side analysts expect that Teladoc Health will post -0.92 EPS for the current year.

Insider Buying and Selling

In related news, insider Fernando M. Rodrigues sold 5,677 shares of the stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $7.63, for a total transaction of $43,315.51. Following the completion of the sale, the insider owned 9,572 shares in the company, valued at $73,034.36. This trade represents a 37.23% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Adam C. Vandervoort sold 7,906 shares of Teladoc Health stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $7.63, for a total transaction of $60,322.78. Following the transaction, the insider directly owned 110,261 shares of the company's stock, valued at $841,291.43. This represents a 6.69% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 39,195 shares of company stock worth $299,058 in the last quarter. Corporate insiders own 0.70% of the company's stock.

Teladoc Health News Summary

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

• Positive Sentiment: Teladoc reported a second-quarter loss of $0.21 per share, better than analysts’ expected loss of $0.24. The earnings beat may support confidence in the company’s cost controls and near-term execution. Teladoc Health Reports Second Quarter 2026 Results
• Positive Sentiment: A valuation analysis argued that TDOC remains undervalued after its severe five-year decline, with discounted-cash-flow and market-multiple estimates indicating potential upside. This could attract value-oriented investors, although it is not a formal company forecast. Teladoc Health Stock Still Looks Undervalued
• Neutral Sentiment: Teladoc’s second-quarter results and accompanying materials provide investors with additional detail on operating metrics and management’s outlook. The earnings release itself did not eliminate concerns about the company’s longer-term path to profitability. Teladoc Health Earnings Slide Deck
• Negative Sentiment: Third-quarter guidance was below Wall Street expectations. Teladoc forecast an adjusted loss of $0.20–$0.30 per share versus a consensus loss of $0.17, while revenue guidance of $569 million–$609 million trailed the $629.1 million consensus estimate.
• Negative Sentiment: Full-year 2026 revenue guidance of approximately $2.4 billion was below the $2.5 billion analyst estimate. The company also remains unprofitable, reporting a negative 6.81% net margin and negative 11.45% return on equity.
• Negative Sentiment: A law firm issued a shareholder-investigation solicitation concerning possible fiduciary-duty issues involving Teladoc insiders. While unproven and promotional in nature, such announcements can add headline and litigation risk.

Institutional Investors Weigh In On Teladoc Health

Large investors have recently bought and sold shares of the business. IFP Advisors Inc increased its holdings in Teladoc Health by 412.1% during the 3rd quarter. IFP Advisors Inc now owns 3,989 shares of the health services provider's stock valued at $31,000 after purchasing an additional 3,210 shares in the last quarter. PNC Financial Services Group Inc. increased its stake in shares of Teladoc Health by 177.7% in the fourth quarter. PNC Financial Services Group Inc. now owns 4,391 shares of the health services provider's stock valued at $31,000 after buying an additional 2,810 shares in the last quarter. Van ECK Associates Corp raised its holdings in shares of Teladoc Health by 101.4% in the fourth quarter. Van ECK Associates Corp now owns 9,150 shares of the health services provider's stock valued at $64,000 after buying an additional 4,607 shares during the last quarter. Johnson Financial Group Inc. lifted its position in Teladoc Health by 41,045.8% during the 3rd quarter. Johnson Financial Group Inc. now owns 9,875 shares of the health services provider's stock worth $76,000 after buying an additional 9,851 shares in the last quarter. Finally, Envestnet Asset Management Inc. bought a new stake in Teladoc Health during the 2nd quarter worth about $89,000. 76.82% of the stock is currently owned by institutional investors.

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.

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