Talkspace (NASDAQ:TALK) Stock Price Expected to Rise, Needham & Company LLC Analyst Says

Talkspace (NASDAQ:TALK) had its target price raised by Needham & Company LLC from $5.00 to $6.00 in a research note issued to investors on Thursday,Benzinga reports. The brokerage currently has a “buy” rating on the stock. Needham & Company LLC’s price objective indicates a potential upside of 20.24% from the company’s previous close.

TALK has been the subject of several other research reports. KeyCorp raised their price objective on shares of Talkspace from $4.00 to $5.00 and gave the stock an “overweight” rating in a research note on Thursday, January 8th. Zacks Research upgraded Talkspace from a “strong sell” rating to a “hold” rating in a report on Friday, October 31st. Canaccord Genuity Group set a $6.00 price target on Talkspace in a research note on Tuesday, December 30th. Wall Street Zen raised Talkspace from a “hold” rating to a “buy” rating in a research report on Saturday, January 10th. Finally, UBS Group reiterated a “buy” rating on shares of Talkspace in a research note on Tuesday, December 30th. Four investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $5.13.

Talkspace Stock Up 3.3%

NASDAQ TALK opened at $4.99 on Thursday. Talkspace has a 52 week low of $2.22 and a 52 week high of $5.18. The firm has a market capitalization of $826.64 million, a price-to-earnings ratio of 99.82 and a beta of 1.20. The company has a fifty day moving average of $3.86 and a two-hundred day moving average of $3.21.

Talkspace (NASDAQ:TALK) last announced its earnings results on Thursday, February 19th. The company reported $0.03 earnings per share for the quarter, beating the consensus estimate of $0.02 by $0.01. Talkspace had a net margin of 3.40% and a return on equity of 6.97%. The business had revenue of $63.00 million for the quarter, compared to the consensus estimate of $61.91 million. Equities research analysts anticipate that Talkspace will post 0.08 EPS for the current year.

Institutional Investors Weigh In On Talkspace

Hedge funds have recently made changes to their positions in the company. AQR Capital Management LLC increased its stake in shares of Talkspace by 963.3% during the first quarter. AQR Capital Management LLC now owns 464,599 shares of the company’s stock valued at $1,189,000 after buying an additional 420,906 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its holdings in Talkspace by 2.8% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 142,143 shares of the company’s stock worth $364,000 after acquiring an additional 3,924 shares in the last quarter. Strs Ohio purchased a new position in Talkspace during the 1st quarter valued at about $58,000. International Assets Investment Management LLC bought a new stake in shares of Talkspace in the 2nd quarter valued at about $52,000. Finally, Oppenheimer Asset Management Inc. purchased a new stake in shares of Talkspace in the 2nd quarter worth approximately $83,000. 57.37% of the stock is currently owned by hedge funds and other institutional investors.

Talkspace News Roundup

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

About Talkspace

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.