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
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.
Deliver consolidated revenue within the full year 2026 guidance range of $2,362 to $2,447 million.
Stated as a priority in 2 of last 2 quarters. Revenue declined 3% from $1,261 million in first half 2025 to $1,221 million in first half 2026. Management reiterated full year 2026 revenue guidance narrowing from $2,481-$2,576 million in Q1 to $2,362-$2,447 million in Q2. The trajectory shows a modest decline in revenue so far, consistent with management's updated guidance.
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.
“For the full year of 2026, we expect: Full Year 2026 Outlook Range Revenue $2,362 - $2,447 million”
“For the full year of 2026, we expect: Full Year 2026 Outlook Range Revenue $2,481 - $2,576 million”
Achieve a net loss per share in the range of ($1.00) to ($0.75) for the full year 2026.
Stated as a priority in 2 of last 2 quarters. Net loss per share improved from ($0.72) in first half 2025 to ($0.57) in first half 2026. Management narrowed full year 2026 net loss per share guidance to ($1.00) - ($0.75) in Q2 from ($1.05) - ($0.75) in Q1. The trajectory shows progress toward reducing net loss per share consistent with management's guidance.
“For the full year of 2026, we expect: Net loss per share ($1.00) - ($0.75)”
“For the full year of 2026, we expect: Net loss per share ($1.05) - ($0.75)”
Increase revenue and adjusted EBITDA margin in the Integrated Care segment for 2026.
Stated as a priority in 2 of last 2 quarters. Integrated Care segment revenue grew modestly by 1-2% year-over-year in Q1 and Q2 2026, reaching $394.3 million in Q2. Adjusted EBITDA margin improved from 14.7% in 2025-Q2 to 16.5% in 2026-Q2. Management is delivering growth and margin expansion in this segment consistent with stated priorities.
“Integrated Care segment revenue increased 1% to $394.3 million in Second Quarter 2026”
“Integrated Care segment revenue increased 2% to $395.4 million in First Quarter 2026”
Manage near-term challenges in BetterHelp segment and accelerate insurance revenue growth.
Stated as a priority in 2 of last 2 quarters. BetterHelp segment revenue declined 12% year-over-year to $212.6 million in Q2 2026, reflecting near-term challenges. However, insurance covered services revenue grew sharply from $2.1 million in 2025-Q2 to $21.8 million in 2026-Q2, showing progress in scaling insurance revenue. Management is actively addressing challenges and advancing insurance growth.
“We are addressing BetterHelp's near-term challenges with urgency and discipline”
“We continued to make meaningful progress scaling insurance acceptance in BetterHelp”
Focus on capital discipline and target free cash flow between $130 and $170 million for 2026.
Stated as a priority in 2 of last 2 quarters. Free cash flow declined from $45.5 million in first half 2025 to $9.4 million in first half 2026. Management maintains a full year 2026 free cash flow target of $130 to $170 million, indicating focus on capital discipline. The current trajectory shows limited progress toward this target so far.
“For the full year of 2026, we expect: Free Cash Flow $130 - $170 million”
“For the full year of 2026, we expect: Free Cash Flow $130 - $170 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, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
14 material management or governance events in the past 24 months, led by executive changes. 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.