Stifel Nicolaus Issues Pessimistic Forecast for Teladoc Health (NYSE:TDOC) Stock Price

Teladoc Health (NYSE:TDOC) had its price objective dropped by analysts at Stifel Nicolaus from $8.00 to $6.00 in a research report issued on Thursday,Benzinga reports. The firm presently has a “hold” rating on the health services provider’s stock. Stifel Nicolaus’ target price suggests a potential upside of 14.22% from the stock’s current price.

Several other brokerages have also weighed in on TDOC. Weiss Ratings reaffirmed a “sell (e+)” rating on shares of Teladoc Health in a research report on Monday, December 29th. BMO Capital Markets started coverage on Teladoc Health in a research note on Thursday, November 13th. They issued a “market perform” rating and a $8.00 price target for the company. Bank of America dropped their price objective on Teladoc Health from $9.00 to $8.00 and set a “neutral” rating on the stock in a report on Tuesday, November 25th. Evercore reduced their target price on shares of Teladoc Health from $9.00 to $8.00 and set an “in-line” rating for the company in a research note on Thursday, October 30th. Finally, Citigroup decreased their target price on shares of Teladoc Health from $10.00 to $9.00 and set a “neutral” rating for the company in a research report on Friday, January 9th. Four equities research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $7.80.

Teladoc Health Stock Down 1.8%

Teladoc Health stock opened at $5.25 on Thursday. Teladoc Health has a twelve month low of $4.40 and a twelve month high of $9.94. The company has a debt-to-equity ratio of 0.71, a quick ratio of 2.60 and a current ratio of 2.70. The firm has a market cap of $932.25 million, a PE ratio of -4.61 and a beta of 2.12. The firm’s 50 day moving average price is $5.99 and its two-hundred day moving average price is $7.20.

Teladoc Health (NYSE:TDOC) last posted its quarterly earnings results on Wednesday, February 25th. The health services provider reported ($0.14) EPS for the quarter, beating the consensus estimate of ($0.19) by $0.05. Teladoc Health had a negative net margin of 7.92% and a negative return on equity of 9.09%. The business had revenue of $642.27 million for the quarter, compared to analysts’ expectations of $635.33 million. During the same period in the previous year, the company posted ($0.28) EPS. Teladoc Health’s revenue was up .3% on a year-over-year basis. 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. On average, research analysts predict that Teladoc Health will post -1.16 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, insider Adam C. Vandervoort sold 5,720 shares of the business’s stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $7.49, for a total transaction of $42,842.80. Following the completion of the transaction, the insider 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. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Fernando M. Rodrigues sold 4,209 shares of the stock in a transaction that occurred on Wednesday, December 3rd. The shares were sold at an average price of $7.48, for a total value of $31,483.32. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 33,288 shares of company stock valued at $251,684. Company insiders own 0.58% of the company’s stock.

Hedge Funds Weigh In On Teladoc Health

Institutional investors and hedge funds have recently bought and sold shares of the stock. IFP Advisors Inc grew its position 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 during the last quarter. PNC Financial Services Group Inc. lifted its stake in shares of Teladoc Health by 177.7% in the fourth quarter. PNC Financial Services Group Inc. now owns 4,391 shares of the health services provider’s stock valued at $31,000 after buying an additional 2,810 shares during the period. Aster Capital Management DIFC Ltd lifted its stake in shares of 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 buying an additional 2,425 shares during the period. International Assets Investment Management LLC acquired a new stake in Teladoc Health during the fourth quarter worth about $45,000. Finally, Bayforest Capital Ltd bought a new position in Teladoc Health during the third quarter valued at about $58,000. Institutional investors own 76.82% of the company’s stock.

Key Teladoc Health News

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

• Positive Sentiment: Q4 beat and narrower loss — Teladoc posted Q4 revenue of $642.3M (above Street) and a GAAP loss of $0.14/sh that was better than expected; management highlighted international and Integrated Care strength that helped offset weakness at BetterHelp. Teladoc Tops Q4 Earnings
• Positive Sentiment: Medium‑term revenue guidance and strategic initiatives — Management projected 2026 revenue of $2.47B–$2.59B and emphasized AI, insurance partnerships and international expansion as growth levers. That gives investors a multi‑year growth narrative beyond the quarter. 2026 Revenue Projection
• Positive Sentiment: Some analyst support remains — Bank of America upgraded TDOC to Buy (PT $7) and a few firms (Canaccord, Piper Sandler) kept positive/overweight stances despite trimming targets, signaling conviction among some analysts that upside exists from current levels. Analyst Reviews
• Neutral Sentiment: Earnings call details and metrics — Management’s earnings call and transcript provide context on segment trends (Integrated Care up, BetterHelp down) and KPI performance; useful for assessing sustainability of the beat. Earnings Call Highlights
• Negative Sentiment: Near‑term guidance and outlook caution — Q1 revenue guide (~$609M) and FY EPS guidance were conservative and Q1 revenue guidance came in below some estimates, creating uncertainty over short‑term growth and profitability. Q4 & Guidance Release
• Negative Sentiment: Multiple price‑target cuts — Several firms trimmed targets (examples: BMO to $5.00, Leerink to $5.50, Cowen/Wells Fargo/Stifel to $6.00 ranges), and some moved to market‑perform/hold — this fresh downdraft from sell‑side revisions pressures sentiment despite the beat. Analyst Target Moves

Teladoc Health Company Profile

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.