FY2026 Earnings Forecast for Talkspace Issued By KeyCorp

Talkspace, Inc. (NASDAQ:TALK) – Analysts at KeyCorp dropped their FY2026 earnings per share (EPS) estimates for Talkspace in a research note issued to investors on Monday, March 9th. KeyCorp analyst S. Schoenhaus now expects that the company will earn $0.16 per share for the year, down from their prior forecast of $0.19. KeyCorp has a “Hold” rating on the stock. The consensus estimate for Talkspace’s current full-year earnings is $0.08 per share. KeyCorp also issued estimates for Talkspace’s FY2028 earnings at $0.34 EPS.

A number of other research analysts have also recently commented on TALK. William Blair cut Talkspace from a “strong-buy” rating to a “hold” rating in a report on Monday. Weiss Ratings reiterated a “hold (c-)” rating on shares of Talkspace in a research report on Monday, December 29th. Wall Street Zen cut shares of Talkspace from a “strong-buy” rating to a “buy” rating in a research report on Sunday. Canaccord Genuity Group lowered Talkspace from a “buy” rating to a “hold” rating in a research note on Monday. Finally, UBS Group reissued a “buy” rating on shares of Talkspace in a research report on Tuesday, December 30th. One research analyst has rated the stock with a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $5.56.

Talkspace Stock Performance

TALK opened at $5.17 on Wednesday. The firm’s fifty day moving average is $4.18 and its 200 day moving average is $3.43. The stock has a market cap of $856.44 million, a price-to-earnings ratio of 103.42 and a beta of 1.18. Talkspace has a fifty-two week low of $2.22 and a fifty-two week high of $5.19.

Talkspace (NASDAQ:TALK) last posted its quarterly earnings data on Thursday, February 19th. The company reported $0.03 earnings per share for the quarter, beating analysts’ consensus estimates of $0.02 by $0.01. Talkspace had a return on equity of 6.97% and a net margin of 3.40%.The firm had revenue of $63.00 million for the quarter, compared to analysts’ expectations of $61.91 million.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. AQR Capital Management LLC lifted its holdings in shares of Talkspace by 963.3% in the 1st 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. raised its position in Talkspace by 2.8% during the first 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 during the period. Strs Ohio purchased a new position in Talkspace in the 1st quarter valued at about $58,000. Geode Capital Management LLC lifted its position in shares of Talkspace by 0.8% in the second quarter. Geode Capital Management LLC now owns 3,172,179 shares of the company’s stock valued at $8,820,000 after acquiring an additional 25,508 shares in the last quarter. Finally, Bailard Inc. acquired a new stake in Talkspace during the 2nd quarter worth $240,000. 57.37% of the stock is currently owned by institutional investors and hedge funds.

More Talkspace News

Here are the key news stories impacting Talkspace this week:

• Positive Sentiment: UHS to buy Talkspace for about $835 million; shareholders would receive $5.25 in cash per share — this creates a clear takeover floor and delivers an immediate cash exit for holders. Why UHS is acquiring Talkspace for $835M
• Neutral Sentiment: Market and media coverage frames the deal as a strategic exit for Talkspace and notes limited upside beyond the cash offer; broader press pieces are describing the buyer (UHS) and local context. A King of Prussia company is buying Talkspace
• Negative Sentiment: Multiple sell‑side downgrades and rating cuts (KeyCorp, William Blair, Northland, Needham, Canaccord and others) reflect reduced upside after the deal and lower near‑term estimates; KeyCorp also trimmed FY2026 EPS forecasts (from $0.19 to $0.16) while modeling farther‑out upside to FY2028. Benzinga coverage TickerReport
• Negative Sentiment: Shareholder litigation/ investigation: law firm Kahn Swick & Foti has opened an investigation into whether the $5.25 price and sale process were adequate — this can prolong uncertainty, increase deal risk or pressure negotiations. Investor Alert — Kahn Swick & Foti investigation

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.