TDOC icon

Teladoc Health

9.10 USD
-0.35
3.70%
Updated Dec 30, 11:25 AM EST
1 day
-3.70%
5 days
-3.19%
1 month
-20.87%
3 months
-0.87%
6 months
-2.36%
Year to date
-58.50%
1 year
-58.50%
5 years
-89.07%
10 years
-68.07%
 

About: Teladoc Health is a virtual health provider with a telehealth platform delivering on-demand healthcare via mobile devices, the internet, video, and phone. It also offers remote patient monitoring programs for chronic care management. It operates in Teladoc two segments Health Integrated Care and BetterHelp segments. The majority of its revenue generated from access fees on a subscription basis (per member, per month). The balance comes from visit fees and equipment rental and sales to hospital systems. Since inception, Teladoc has partnered with employers, health plans, and health systems to offer network access to their members; it has also started to market directly to consumers while expanding its service portfolio.

Employees: 5,600

0
Funds holding %
of 6,812 funds
0
Analysts bullish %
of 7 analysts

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

100% more funds holding in top 10

Funds holding in top 10: 1 [Q2] → 2 (+1) [Q3]

26% more call options, than puts

Call options by funds: $60.8M | Put options by funds: $48.2M

9.43% less ownership

Funds ownership: 83.31% [Q2] → 73.87% (-9.43%) [Q3]

11% less funds holding

Funds holding: 398 [Q2] → 355 (-43) [Q3]

16% less capital invested

Capital invested by funds: $1.38B [Q2] → $1.16B (-$221M) [Q3]

35% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 126

42% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 102

Research analyst outlook

7 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$8
12%
downside
Avg. target
$11.14
22%
upside
High target
$14
54%
upside

7 analyst ratings

positive
57%
neutral
43%
negative
0%
Piper Sandler
Jessica Tassan
24% 1-year accuracy
5 / 21 met price target
43%upside
$13
Overweight
Reiterated
4 Dec 2024
Goldman Sachs
David Roman
46% 1-year accuracy
6 / 13 met price target
54%upside
$14
Buy
Initiated
15 Nov 2024
Deutsche Bank
George Hill
60% 1-year accuracy
6 / 10 met price target
32%upside
$12
Hold
Maintained
1 Nov 2024
Barclays
Steve Valiquette
75% 1-year accuracy
9 / 12 met price target
32%upside
$12
Overweight
Maintained
31 Oct 2024
TD Cowen
Charles Rhyee
22% 1-year accuracy
2 / 9 met price target
12%downside
$8
Hold
Maintained
31 Oct 2024

Financial journalist opinion

Based on 6 articles about TDOC published over the past 30 days

Negative
CNBC
6 days ago
Digital health companies got pummeled by Wall Street in 2024 as industry adapts to post-Covid slowdown
It's been nearly five years since the coronavirus broke out in the U.S., but digital health companies are still reeling from the aftermath. According to a CNBC analysis of 39 public digital health companies, around two-thirds have lost value this year, while the Nasdaq is up 32%.
Digital health companies got pummeled by Wall Street in 2024 as industry adapts to post-Covid slowdown
Negative
The Motley Fool
2 weeks ago
Is Teladoc Health Stock a Buy?
Teladoc Health (TDOC 2.16%) hasn't been an easy stock for investors to hold -- its shares are down by a shocking 88% over the last three years. But few would deny that the company has a substantial amount of real value stemming from its extensive telehealth platform and massive base of subscribers.
Is Teladoc Health Stock a Buy?
Positive
The Motley Fool
2 weeks ago
Where Will Teladoc Health Be in 3 Years?
Like all companies, Teladoc Health (TDOC 2.16%) will need to evolve a lot over the next three years. The days of the telehealth operator's peak hype are now firmly in the past.
Where Will Teladoc Health Be in 3 Years?
Positive
MarketBeat
3 weeks ago
2 Telehealth Stocks That Could Gain from Trump's New FDA Pick
The Trump administration has nominated Dr. Marty Makary for the role of the United States Federal Drug Administration (FDA) commissioner. Dr. Makary is the Chief of Islet Transplant Surgery at Johns Hopkins University in Baltimore, Maryland, and also serves as the chief medical officer at Sesame, an online telehealth platform.
2 Telehealth Stocks That Could Gain from Trump's New FDA Pick
Positive
The Motley Fool
3 weeks ago
2 Beaten-Down "Pandemic Stocks" to Consider for Contrarian Investors
Many companies that performed well in the early pandemic years have since fallen off the radar or at least have seen their shares drop substantially during the past three years. Telemedicine Teladoc Health (TDOC 0.64%) and vaccine maker Novavax (NVAX -1.31%) belong in this group: Both have significantly lagged behind the market since 2021.
2 Beaten-Down "Pandemic Stocks" to Consider for Contrarian Investors
Neutral
Seeking Alpha
3 weeks ago
Teladoc Health, Inc. (TDOC) Piper Sandler 36th Annual Healthcare Conference (Transcript)
Teladoc Health, Inc. (NYSE:TDOC ) Piper Sandler 36th Annual Healthcare Conference December 3, 2024 12:30 PM ET Company Participants Chuck Divita - Chief Executive Officer Mala Murthy - Chief Financial Officer Conference Call Participants Jess Tassan - Piper Sandler Jess Tassan All right, my name is Jess Tassan, I cover healthcare services at Piper. I'm so excited to be here with the Teladoc team CEO, Chuck Divita in his first conference appearance, I think ever since taking the helm, and CFO, Mala Murthy.
Teladoc Health, Inc. (TDOC) Piper Sandler 36th Annual Healthcare Conference (Transcript)
Positive
Zacks Investment Research
1 month ago
Teladoc (TDOC) Up 27% Since Last Earnings Report: Can It Continue?
Teladoc (TDOC) reported earnings 30 days ago. What's next for the stock?
Teladoc (TDOC) Up 27% Since Last Earnings Report: Can It Continue?
Positive
Seeking Alpha
1 month ago
Teladoc: Why I'm Long This Inflection Stock
Teladoc Health, Inc. is currently undervalued, trading at 11x forward free cash flow, presenting a compelling investment opportunity despite its dire outlook. The company's strength lies in its scalable virtual healthcare services, with a focus on chronic condition management and international expansion. Stabilizing revenue growth rates to around 1% in 2025 is crucial for Teladoc's valuation and future prospects.
Teladoc: Why I'm Long This Inflection Stock
Positive
Zacks Investment Research
1 month ago
Teladoc Stock Rises 59.4% in Three Months: Is This Your Buy Signal?
TDOC's use of machine learning and AI continues to drive healthcare innovation.
Teladoc Stock Rises 59.4% in Three Months: Is This Your Buy Signal?
Positive
Seeking Alpha
1 month ago
Teladoc: Maybe This Goose Isn't Cooked Yet (Rating Upgrade)
Teladoc Health, Inc.'s telehealth model struggles with low utilization despite its potential, leading to consistent operating losses and a declining average revenue per member. New CEO Chuck Divita aims to revitalize Teladoc by enhancing value propositions, cutting costs, and potentially selling or restructuring the Better Help segment. Teladoc's survival hinges on cost-cutting, maintaining integrated care clients, and resolving Better Help's profitability issues, with a cautious outlook for 2025.
Teladoc: Maybe This Goose Isn't Cooked Yet (Rating Upgrade)
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