Talkspace, Inc. (TALK)
NASDAQHealth CareMedical - Care FacilitiesSnapshot 2026-11-04
$5.250.00%
Close 2026-08-18 · 1-day change
NASDAQHealth CareMedical - Care FacilitiesSnapshot 2026-11-04
Research Workspace
Put TALK beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
The reason to own it still holds.
View ThesisMiddle-of-the-pack management execution.
View ManagementExpectations look high — the market is pricing in about 230% growth a year, above the roughly 27% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 0% a day.
View RiskTalkspace is unprofitable, so its value rests on the Universal Health Services merger. The company has no earnings history to prove its growth trajectory. No valuation multiple exists to compare against sector peers. The merger faces a $175M to $200M Medicaid headwind. This cost threatens the economics of the deal. Our model puts the next-quarter miss probability near 30%. The thesis is on watch. This read is provisional.
Trailing returns as of 2026-08-18. TALK is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 8 analysts currently covering TALK (as of Aug 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare TALK with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| TALK Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 0 valuation methods, at three horizons. As of 2026-11-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Health Care Technology — fair value, gap to price, and forward P/E.
Compare the value case
Put TALK next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Complete merger with Universal Health Services
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-08-18. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
UHS’s projected Medicaid headwind may weaken merger economics, though the impact on Talkspace remains indirect.
