Brokerages Set Talkspace, Inc. (NASDAQ:TALK) Target Price at $4.88

Shares of Talkspace, Inc. (NASDAQ:TALK) have been assigned a consensus recommendation of “Moderate Buy” from the seven analysts that are covering the firm, MarketBeat.com reports. Three investment analysts have rated the stock with a hold rating and four have issued a buy rating on the company. The average 12-month target price among analysts that have issued ratings on the stock in the last year is $5.1250.

A number of brokerages recently commented on TALK. Canaccord Genuity Group set a $6.00 price objective on shares of Talkspace in a research note on Tuesday, December 30th. UBS Group reaffirmed a “buy” rating on shares of Talkspace in a research note on Tuesday, December 30th. Wall Street Zen raised shares of Talkspace from a “hold” rating to a “buy” rating in a research note on Saturday, January 10th. Weiss Ratings reiterated a “hold (c-)” rating on shares of Talkspace in a report on Monday, December 29th. Finally, Needham & Company LLC boosted their target price on shares of Talkspace from $5.00 to $6.00 and gave the company a “buy” rating in a report on Thursday.

Key Stories Impacting Talkspace

Here are the key news stories impacting Talkspace this week:

• Positive Sentiment: Q4 results beat consensus — Talkspace reported $0.03 EPS vs. consensus $0.02 and revenue of $63.0M vs. $61.9M, showing underlying top- and bottom-line beats that drove positive market reaction. Talkspace Announces Fourth Quarter and Full-Year 2025 Results
• Positive Sentiment: Shares jumped in immediate trading after the quarter — media coverage notes a surge following the profit and revenue beat, signaling strong investor reception to the results. Talkspace Shares Surge After 4Q Profit, Revenue Beat Expectations
• Positive Sentiment: Analyst upgrade/price-target lift — Needham raised its price target from $5.00 to $6.00 and kept a buy rating, providing third‑party validation and upside potential that supports the rally. Benzinga: Needham price target raise
• Positive Sentiment: Company is pushing AI-driven offerings alongside 2026 targets — Talkspace outlined plans to advance AI-driven mental-health solutions and set 2026 revenue targets of $275M–$290M, framing growth drivers beyond core subscription revenue. Talkspace targets $275M-$290M revenue in 2026 while advancing AI-driven mental health solutions
• Neutral Sentiment: FY‑2026 revenue guidance roughly in line with Street — the $275M–$290M range centers near the consensus (~$281.5M), so guidance is neither clearly conservative nor aggressive; EPS guidance was not meaningfully updated. Talkspace slide deck / press materials
• Neutral Sentiment: Full earnings call/transcripts available — management discussion (customer metrics, AI roadmap, margin outlook) is posted for investors who want detail; call color can influence sentiment over coming days. Earnings call transcript
• Negative Sentiment: Profitability and valuation still modest/high — net margin was low (~1.98%) and the stock trades at a high PE (~166x reported), leaving the share price sensitive to execution and margin improvement; any slowdown in growth or AI adoption could pressure valuation. Zacks: TALK Tops Q4 Earnings Estimates

Talkspace Trading Up 3.3%

TALK stock opened at $4.99 on Wednesday. Talkspace has a twelve month low of $2.22 and a twelve month high of $5.18. The stock has a market cap of $826.64 million, a P/E ratio of 99.82 and a beta of 1.20. The company’s 50 day moving average is $3.86 and its two-hundred day moving average is $3.21.

Talkspace (NASDAQ:TALK) last posted its quarterly earnings data on Thursday, February 19th. The company reported $0.03 EPS for the quarter, beating analysts’ consensus estimates of $0.02 by $0.01. Talkspace had a net margin of 3.40% and a return on equity of 6.97%. The company had revenue of $63.00 million for the quarter, compared to analyst estimates of $61.91 million. On average, equities research analysts predict that Talkspace will post 0.08 earnings per share for the current year.

Institutional Trading of Talkspace

Several institutional investors have recently made changes to their positions in TALK. Bailard Inc. acquired a new stake in shares of Talkspace in the second quarter valued at about $240,000. American Century Companies Inc. raised its position in shares of Talkspace by 4.7% in the 2nd quarter. American Century Companies Inc. now owns 6,750,434 shares of the company’s stock valued at $18,766,000 after purchasing an additional 300,476 shares in the last quarter. SG Americas Securities LLC boosted its stake in Talkspace by 206.4% during the 2nd quarter. SG Americas Securities LLC now owns 159,811 shares of the company’s stock valued at $444,000 after acquiring an additional 107,657 shares during the last quarter. Oppenheimer Asset Management Inc. bought a new position in shares of Talkspace during the second quarter worth about $83,000. Finally, First Eagle Investment Management LLC lifted its holdings in Talkspace by 41.5% during the 2nd quarter. First Eagle Investment Management LLC now owns 1,601,130 shares of the company’s stock worth $4,451,000 after buying an additional 469,280 shares during the last quarter. 57.37% of the stock is owned by hedge funds and other institutional investors.

Talkspace Company Profile

Talkspace, Inc (NASDAQ:TALK) is a digital mental health company that provides online therapy and psychiatry services through a secure, cloud-based platform. Headquartered in New York City, Talkspace enables individuals and couples to connect with licensed therapists and psychiatrists via text messaging, live audio, and video sessions. The company’s platform is accessible through web and mobile applications, allowing clients to seek professional support anytime and from any location with an internet connection.

The company’s core offerings include therapy plans that range from unlimited text-based messaging with a dedicated therapist to scheduled live video sessions.