Teladoc Health, Inc. (TDOC)
NYSEHealth CareMedical - Healthcare Information ServicesSnapshot 2026-11-04
$9.70+9.11%
Close 2026-11-04 · 1-day change
NYSEHealth CareMedical - Healthcare Information ServicesSnapshot 2026-11-04
QuarterlyIQ Insights · TDOC
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance recently climbed back into the top half of its industry — confirming the recovery.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -47.3% |
| Our one-year growth estimate | diamond | -4.2% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 43.2 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 8 industry peers · Company calendar date is not available
TDOC — President transition
Dated 2026-09-25
Chief Legal Officer — Adam C. Vandervoort: The Chief Legal Officer is resigning with a named internal successor (Jonathan Dorfman) and a transition plan, indicating an orderly succession rather than a sudden loss of leadership.
Why it matters: Free cash flow was $85.4 million through nine months. The full-year range calls for $135 million to $165 million.
Watch forQ4 free cash flow is at least $49.6 million, bringing full-year free cash flow to $135 million or more.
Also watch forQ4 free cash flow is below $49.6 million, leaving full-year free cash flow below $135 million.
Why it matters: Teladoc One is part of the company's plan to return to growth. More use would show that the launch is gaining traction.
Supportive ifThe company names new Teladoc One clients or reports a wider rollout beyond its early launch partners.
Worry ifThe company reports delays or says the Teladoc One rollout has not grown beyond its early launch partners.
Why it matters: BetterHelp revenue fell 13% in Q3. A deeper drop would extend pressure from lower cash-pay use.
Worry ifQ4 BetterHelp revenue falls more than 31.5% year over year, below the guided range.
Less concerning ifQ4 BetterHelp revenue falls 18.5% or less year over year, at or above the guided range.
Why it matters: Integrated Care has grown while total company revenue fell. Faster growth would show wider gains in this segment.
Supportive ifA later quarter reports Integrated Care revenue growth above 2% year over year. It also reports a margin above 18.8%.
Worry ifA later quarter reports Integrated Care revenue growth at or below 0%, or a margin below 16%.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$231 on $10,000 · ±2.3% | How much price usually moves either way. |
| Bad day | $482 loss on $10,000 · 4.8% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,454 loss on $10,000 · 44.5% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.