Teladoc Health, Inc. (TDOC)
NYSEHealth CareMedical - Healthcare Information ServicesSnapshot 2026-11-05
$9.41-2.99%
Close 2026-11-05 · 1-day change
NYSEHealth CareMedical - Healthcare Information ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · TDOC
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.
In the BetterHelp segment, insurance revenue exceeded our expectations, and we are making encouraging progress expanding provider capacity and scaling access to covered services.
Stated in 2 of 3 supplied quarters. Management reported: “1 Integrated Care segment revenue increased 2% to $398.5 million in Third Quarter 2026 while BetterHelp segment revenue decreased 13% to $206.6 million, reflecting continued actions to prioritize Insurance Covered Services and the continuing decline in users paying directly out of pocket.” “Given strong consumer preference for insurance, we accelerated the nationwide insurance rollout ahead of plan, and we are taking focused actions to further support the scaling of insurance.”
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=13498).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“In the BetterHelp segment, insurance revenue exceeded our expectations, and we are making encouraging progress expanding provider capacity and scaling access to covered services.”
“Given strong consumer preference for insurance, we accelerated the nationwide insurance rollout ahead of plan, and we are taking focused actions to further support the scaling of insurance.”
“Within the Integrated Care segment, we continue to advance our innovation agenda, including the implementation of Teladoc One with our early launch partners, while also expanding our capabilities th…
Stated in 2 of 3 supplied quarters. Management reported: “1 Integrated Care segment revenue increased 2% to $398.5 million in Third Quarter 2026 while BetterHelp segment revenue decreased 13% to $206.6 million, reflecting continued actions to prioritize Insurance Covered Services and the continuing decline in users paying directly out of pocket.”
““Within the Integrated Care segment, we continue to advance our innovation agenda, including the implementation of Teladoc One with our early launch partners, while also expanding our capabilities th…”
““We delivered solid Integrated Care segment performance, with revenue growth and adjusted EBITDA margin above the midpoint of our guidance ranges and continued to advance new innovations designed to…”
“Within the Integrated Care segment, we continue to advance our innovation agenda, including the implementation of Teladoc One with our early launch partners, while also expanding our capabilities th…
Stated in 2 of 3 supplied quarters. Management reported: ““We remain focused on disciplined execution across our strategic priorities, including key investments in product innovation, technology, and our clinical model.” ““Within the Integrated Care segment, we continue to advance our innovation agenda, including the implementation of Teladoc One with our early launch partners, while also expanding our capabilities through initiatives such as hybrid care and AI-enabled solutions.”
““Within the Integrated Care segment, we continue to advance our innovation agenda, including the implementation of Teladoc One with our early launch partners, while also expanding our capabilities th…”
““We remain focused on disciplined execution across our strategic priorities, including key investments in product innovation, technology, and our clinical model.”
While there is more work ahead, we remain focused on disciplined execution against our strategic priorities.
Stated in 2 of 3 supplied quarters. Management reported: “Highlights • Second Quarter 2026 revenue of $606.9 million, down 4% year-over-year • Second Quarter 2026 net loss of $38.9 million, or $0.21 per share • Second Quarter 2026 adjusted EBITDA of $65.7 million, down 5% year-over-year • Integrated Care segment revenue of $394.3 million, up 1% year-over-year, and adjusted EBITDA margin of 16.5% • BetterHelp segment revenue of $212.6 million, down 12% year-over-year, and adjusted EBITDA margin of 0.2% “We continue to make progress on the priorities we believe are most important to the long-term success of Teladoc Health.” “While there is more work ahead, we remain focused on disciplined execution against our strategic priorities.”
“While there is more work ahead, we remain focused on disciplined execution against our strategic priorities.”
“Highlights • Second Quarter 2026 revenue of $606.9 million, down 4% year-over-year • Second Quarter 2026 net loss of $38.9 million, or $0.21 per share • Second Quarter 2026 adjusted EBITDA of $65.7 m…”
Deliver consolidated revenue within the full year 2026 guidance range of $2,362 to $2,447 million.
Over the trailing year it converted -0.61x 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, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
13 material management or governance events in the past 24 months, led by executive changes. Historically, Health Care names rated neutral grew net income 46% of the time over the next year (vs 44% for the rest of the cohort, n=13229).
Not investment advice. As of 2026-11-05.