Talkspace, Inc. (TALK)
NASDAQHealth CareMedical - Care FacilitiesSnapshot 2026-09-04
NASDAQHealth CareMedical - Care FacilitiesSnapshot 2026-09-04
QuarterlyIQ Insights · TALK
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Successfully close and integrate the merger with Universal Health Services to create a comprehensive behavioral health ecosystem.
Stated as a priority in 3 disclosures from 2026-Q1 through 2026-Q3. The merger was announced in March 2026, approved by stockholders in May 2026, and completed by August 2026. This priority is fully delivered with the acquisition completed and integration underway.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated neutral grew net income 51% of the time over the next year (vs 41% for the rest of the cohort, n=13363).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Drive revenue growth to meet the full-year 2026 guidance range of $275 million to $290 million.
Stated as a priority in 4 quarters from 2025-Q3 through 2026-Q2. Revenue was stable at about $61.7 million in both 2026-Q1 and 2026-Q2, showing no growth in the first half of the year. The full-year guidance range remains $275 million to $290 million. The trajectory is stagnant so far relative to the revenue target.
“For 2026 Talkspace expects revenue to be in the range of $275 million to $290 million.”
“For 2026 Talkspace expects revenue to be in the range of $275 million to $290 million.”
“2026 revenue guidance reiterated at $275 million to $290 million.”
“2026 revenue guidance set at $275 million to $290 million.”
Focus on improving adjusted EBITDA to reach the 2026 guidance range of $30 million to $35 million.
Stated as a priority in 4 quarters from 2025-Q3 through 2026-Q2. Operating income improved from -$7.1 million in 2026-Q1 to -$2.1 million in 2026-Q2, indicating progress toward profitability. The adjusted EBITDA guidance remains $30 million to $35 million for 2026. The trajectory shows improvement but the target is not yet reached.
“For 2026 Talkspace expects adjusted EBITDA to be in the range of $30 million to $35 million.”
“For 2026 Talkspace expects adjusted EBITDA to be in the range of $30 million to $35 million.”
“2026 adjusted EBITDA guidance reiterated at $30 million to $35 million.”
“2026 adjusted EBITDA guidance set at $30 million to $35 million.”
Address and manage risks related to ongoing litigation and regulatory actions associated with the merger and company operations.
Over the trailing year it converted 1.21x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, Fed net liquidity, real (inflation-adjusted) rates (low R² over the window).
8 material management or governance events in the past 24 months, led by M&A activity. Historically, Health Care names rated neutral grew net income 53% of the time over the next year (vs 49% for the rest of the cohort, n=5275).
Not investment advice. As of 2026-09-04.