Teladoc Health (NYSE:TDOC) Trading Up 14.6% After Better-Than-Expected Earnings

Teladoc Health, Inc. (NYSE:TDOC)’s share price rose 14.6% during trading on Thursday following a stronger than expected earnings report. The company traded as high as $5.41 and last traded at $5.3290. Approximately 4,661,812 shares traded hands during mid-day trading, a decline of 27% from the average daily volume of 6,429,081 shares. The stock had previously closed at $4.65.

The health services provider reported ($0.14) EPS for the quarter, beating the consensus estimate of ($0.19) by $0.05. The company had revenue of $642.27 million for the quarter, compared to the consensus estimate of $635.33 million. Teladoc Health had a negative return on equity of 9.09% and a negative net margin of 7.92%.The firm’s revenue for the quarter was up .3% on a year-over-year basis. During the same quarter in the prior year, the business earned ($0.28) earnings per share. Teladoc Health has set its Q1 2026 guidance at -0.450–0.350 EPS and its FY 2026 guidance at -1.100–0.700 EPS.

Trending Headlines about Teladoc Health

Here are the key news stories impacting Teladoc Health this week:

• Positive Sentiment: Q4 beat and narrower loss: Teladoc reported revenue of $642.3M (above estimates) and GAAP loss per share of $0.14 (better than consensus), driven by international growth and strength in Integrated Care; investors view the improved bottom line as a near-term positive. Teladoc Tops Q4 Earnings Estimates on International Growth & Lower Costs
• Positive Sentiment: Selective analyst support: Some firms are staying constructive (Bank of America upgraded to Buy, Piper Sandler reaffirmed Overweight, Canaccord remains a Buy despite lowering its PT), which bolsters demand from buyers who focus on recovery potential. Demystifying Teladoc Health: Insights From 8 Analyst Reviews
• Neutral Sentiment: Midterm growth roadmap: Management projects FY2026 revenue of roughly $2.47B–$2.59B and emphasized investments in AI, insurance relationships and international expansion — initiatives that support longer-term upside but will take time to materialize. Teladoc projects $2.47B–$2.59B revenue in 2026
• Negative Sentiment: Cautious forward guidance: Q1 2026 revenue guidance ($598M–$620M) and EPS guidance (-$0.45 to -$0.35) came in below Wall Street expectations, and FY EPS guidance (-$1.10 to -$0.70) is wider/weaker than consensus — a key reason for mixed investor reactions despite the quarter’s beat. Teladoc Health Reports Fourth Quarter and Full Year 2025 Results
• Negative Sentiment: Analyst price-target cuts: Several firms trimmed price targets (BMO, TD Cowen, Stifel, Wells Fargo, Leerink) and moved to Market Perform/Hold ratings in response to the softer outlook, adding selling pressure for investors focused on nearer-term valuation and earnings visibility. Analyst price-target updates

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on TDOC shares. Leerink Partners reduced their target price on shares of Teladoc Health from $8.50 to $5.50 and set a “market perform” rating for the company in a research report on Thursday. TD Cowen dropped their price objective on shares of Teladoc Health from $8.00 to $6.00 and set a “hold” rating for the company in a research note on Thursday. Piper Sandler restated an “overweight” rating and set a $9.00 target price (down from $12.00) on shares of Teladoc Health in a research report on Thursday. Stifel Nicolaus lowered their target price on shares of Teladoc Health from $8.00 to $6.00 and set a “hold” rating on the stock in a report on Thursday. Finally, Canaccord Genuity Group dropped their price target on shares of Teladoc Health from $12.00 to $10.00 and set a “buy” rating for the company in a research report on Thursday. Four equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Teladoc Health has an average rating of “Hold” and an average target price of $7.80.

Insiders Place Their Bets

In related news, CEO Charles Divita III sold 17,138 shares of the company’s stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $7.63, for a total transaction of $130,762.94. Following the completion of the transaction, the chief executive officer directly owned 201,036 shares in the company, valued at $1,533,904.68. This represents a 7.86% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Adam C. Vandervoort sold 5,720 shares of the stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $7.49, for a total transaction of $42,842.80. Following the completion of the transaction, the insider directly owned 80,732 shares of the company’s stock, valued at approximately $604,682.68. The trade was a 6.62% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 33,288 shares of company stock worth $251,684 in the last ninety days. Insiders own 0.58% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the stock. PNC Financial Services Group Inc. lifted its stake in shares of Teladoc Health by 177.7% in the 4th quarter. PNC Financial Services Group Inc. now owns 4,391 shares of the health services provider’s stock valued at $31,000 after acquiring an additional 2,810 shares during the last quarter. IFP Advisors Inc increased its holdings in Teladoc Health by 412.1% in the 3rd quarter. IFP Advisors Inc now owns 3,989 shares of the health services provider’s stock worth $31,000 after purchasing an additional 3,210 shares in the last quarter. Aster Capital Management DIFC Ltd raised its position in Teladoc Health by 101.1% in the third quarter. Aster Capital Management DIFC Ltd now owns 4,823 shares of the health services provider’s stock valued at $37,000 after purchasing an additional 2,425 shares during the last quarter. International Assets Investment Management LLC acquired a new stake in shares of Teladoc Health during the fourth quarter valued at about $45,000. Finally, Bayforest Capital Ltd bought a new stake in shares of Teladoc Health during the third quarter worth about $58,000. 76.82% of the stock is currently owned by institutional investors and hedge funds.

Teladoc Health Stock Performance

The company has a fifty day moving average price of $6.03 and a two-hundred day moving average price of $7.21. The company has a debt-to-equity ratio of 0.71, a current ratio of 2.70 and a quick ratio of 2.60. The company has a market capitalization of $949.46 million, a P/E ratio of -4.69 and a beta of 2.12.

About Teladoc Health

Teladoc Health, Inc is a leading global provider of virtual healthcare services, offering on-demand medical consultations via phone, video, and mobile app platforms. The company connects patients with licensed physicians and specialists for non-emergency medical issues, mental health support, dermatology, and chronic condition management. By leveraging digital technologies and data analytics, Teladoc aims to enhance accessibility, reduce healthcare costs, and improve patient outcomes through personalized care plans and remote monitoring.

Teladoc’s service portfolio includes general medical visits, behavioral health sessions, expert medical services for complex cases, and wellness programs designed to support chronic disease management such as diabetes, hypertension, and heart disease.