Teladoc Health, Inc. (TDOC)
NYSEHealth CareMedical - Healthcare Information ServicesSnapshot 2026-09-04
$6.28-2.94%
Close 2026-09-04 · 1-day change
NYSEHealth CareMedical - Healthcare Information ServicesSnapshot 2026-09-04
Broken: Primary pillar broken — Achieve revenue of about $2.56 billion in 2026: FY26 revenue guide $2.36B-$2.45B vs target $2.48B.
Teladoc aims to cut its net loss per share to about $0.9 in 2026. Revenue should reach around $2.56 billion in 2026. The company beat earnings estimates in recent quarters. It is managing costs and growing sales steadily.
Teladoc still loses money and may not reach profit targets. Revenue growth is slow, near 1%. The company faces tough competition and high costs. Losses could stay large or worsen.
The price is about 56% below our fair value near $22. Analysts expect only about 1% revenue growth. Our view is aligned with cautious growth and ongoing losses.
Breaks if: net loss per share worse than -$1.05 in FY26
Breaks if: Q2 2026 revenue below $597 million
revenue falls below $2.48 billion in FY26
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a turnaround play, as TDOC is currently loss-making but aims to improve its financial metrics. The current thesis state is cautious, with management focused on revenue guidance and reducing net losses.
The market appears to have priced in a low level of fragility, suggesting that expectations are somewhat justified. However, there is an expectations gap, indicating that the market may not fully account for the challenges TDOC faces compared to its peers.
Management is working to achieve its revenue guidance while also aiming to reduce net losses per share. Recent results show a mixed trajectory, with some progress in the Integrated Care segment but overall revenue declining.
The long-term thesis hinges on management's ability to meet revenue and loss reduction targets. Additionally, external factors like sector performance and economic conditions will play a significant role in TDOC's future.
The most important moves since the prior daily snapshot.
Yes, our read has strengthened. The latest earnings beat supports this improved outlook. There are no new threats impacting the thesis at this time.
as of 2026-09-04
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Over the next 1 to 3 years, TDOC's performance will depend on its execution of strategic priorities and broader market conditions. Not investment advice.