Teladoc Health, Inc.
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Range $6 – $11
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About the company
Teladoc Health, Inc. offers remote medical services to individuals both domestically in the United States and internationally. Their extensive range of solutions covers a wide array of health needs, from routine and acute conditions to complex and long-term illnesses such as diabetes, hypertension, chronic kidney disease, cancer, congestive heart failure, and various mental health issues.
- CEO
- Charles Divita
- IPO
- 2015
- Employees
- 5,124
- HQ
- New York, NY, US
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Similar companies
Peers in the same neighborhood.
- Market Cap
- $1.18B
- P/E
- -6.56
- Fwd P/E
- 92.71
- PEG
- -0.40
- P/S
- 0.47
- P/B
- 0.89
- EV/EBITDA
- -20.62
- Div Yield
- 0.00%
- Gross Margin
- 73.53%
- Op Margin
- -6.98%
- Net Margin
- -7.13%
- ROE
- -13.08%
- ROIC
- -7.08%
Latest fiscal year · YoY change
- Revenue
- $2.53B-1.5%
- Gross Profit
- $1.76B-3.3%
- Op Income
- $-262,955,000
- Net Income
- $-200,322,000+80.0%
- EPS
- $-1.14+80.6%
- OCF Growth
- +0.2%
- FCF Growth
- +0.9%
- 52W High
- $9.89
- 52W Low
- $4.40
- 50D MA
- $8.05
- 200D MA
- $6.76
- Beta
- 2.13
- RSI (14)
- 37
- Avg Volume
- 4.88M
Earnings call summaries
Pick a quarter — each call distilled into takeaways, results, and a bull vs bear read.
Teladoc’s quarter was solid at the consolidated and Integrated Care level, but BetterHelp’s faster-than-expected shift from cash pay to insurance forced a revenue reset and a sharper strategic pivot toward in-network care.· July 29, 2026
- Consolidated Q2 revenue was $607 million with adjusted EBITDA of $66 million, a 10.8% margin; net loss per share was $0.21 and free cash flow was $36 million.
- Integrated Care outperformed with $394 million of revenue, up 0.7% year over year, and adjusted EBITDA of $65 million, up 13.6%, with a 16.5% margin.
- BetterHelp revenue fell to $213 million, down 11.6% year over year, as cash pay declined faster than expected and insurance demand outpaced network capacity.
- Management cut 2026 consolidated revenue guidance to $2.36 billion-$2.45 billion and BetterHelp revenue guidance to $770 million-$830 million, while reaffirming full-year free cash flow of $130 million-$170 million.
- Teladoc launched Teladoc 1, a broader AI-enabled care model for cardiometabolic populations starting in January 2027, and raised full-year Integrated Care margin guidance.
- results":"Q2 consolidated revenue was $607 million, adjusted EBITDA was $66 million, and consolidated adjusted EBITDA margin was 10.8%. Net loss per share was $0.21, which included $0.49 of amortization of intangible assets and $0.05 of stock-based compensation. Free cash flow was $36 million, and cash and cash equivalents ended at $774 million. Integrated Care revenue was $394 million, up 0.7% year over year, with adjusted EBITDA of $65 million, up 13.6% year over year, and a 16.5% margin. BetterHelp revenue was $213 million, down 11.6% year over year, with adjusted EBITDA of $500 thousand and a 0.2% margin. For 2026, Teladoc guided to consolidated revenue of $2.36 billion to $2.45 billion, adjusted EBITDA of $271 million to $303 million, free cash flow of $130 million to $170 million, and net loss per share of $1 to $0.75. For Q3, it expects consolidated revenue of $569 million to $609 million and adjusted EBITDA of $62 million to $74 million. Integrated Care full-year revenue growth guidance is 0.8% to 2.4% and adjusted EBITDA margin guidance is 15.6% to 16.4%. BetterHelp full-year revenue is expected to decline 19.0% to 12.7% versus 2025, with insurance revenue of $90 million to $105 million and adjusted EBITDA margin of 3.0% to 4.6%. For Q3, BetterHelp revenue is expected to be down 24.2% to down 12.3%, with insurance revenue of $25 million to $31 million and adjusted EBITDA margin of 0.5% to 2.5%.","ceo":"Charles Divita said Teladoc is responding to meaningful changes in consumer access and care expectations by sharpening its strategic focus on innovation, resource allocation, and long-term value creation. He highlighted Teladoc 1 as the company’s most comprehensive offering yet, designed around the individual’s care journey and enabled by AI and a multidisciplinary care team, with broad availability beginning in January 2027. His tone was confident on Integrated Care and constructive on BetterHelp, but clear that the BetterHelp model transition requires deliberate action and a near-term reset.","cfo":"The call included no separate CFO speaker; Charles Divita covered the financial commentary. He cited $607 million of consolidated revenue, $66 million of adjusted EBITDA, $36 million of free cash flow, and $774 million of cash and cash equivalents. He also noted net debt to trailing adjusted EBITDA of 0.8x and 3.6x on gross debt basis, full-year stock-based compensation expected below $50 million, and maintained free cash flow guidance of $130 million to $170 million. On capital allocation and margins, he emphasized lower 2026 advertising spend, a BetterHelp EBITDA margin target of 3.0% to 4.6%, and Integrated Care margin guidance stepping up to 15.6% to 16.4%.","qanda":"Analysts focused heavily on the BetterHelp insurance rollout, asking about the supply gap versus demand, therapist capacity, reimbursement differences, profitability, and whether cash pay trends were stabilizing. Management said provider acquisition and retention, delegated credentialing, therapist onboarding, platform efficiency, and market-by-market capacity management are the main levers, and stressed that demand for insurance has grown faster than available capacity. Another major topic was why international BetterHelp is being deprioritized; management said it is a near-term resource allocation choice, not an exit, because U.S. insurance scaling is the highest-return use of finite resources right now. On Integrated Care, questions centered on selling season, chronic care adoption, and Teladoc 1, and management said client conversations are strategic, competitive conditions remain tough, and early client reaction to Teladoc 1 has been encouraging.","bull":"The positive case from this call is that Teladoc is showing solid execution in Integrated Care, where revenue and EBITDA both beat the midpoint of guidance and the business gained from international strength, chronic care enrollment, and disciplined costs. Management also sees strong demand for insurance in BetterHelp, a national footprint now in place, and a clear path to build a more durable in-network business over time.","bear":"The main risk is that BetterHelp’s cash pay business is weakening faster than expected, while insurance demand is rising faster than provider capacity, creating a near-term revenue headwind and forcing a 2026 revenue reset. Management also signaled reduced advertising, lower near-term emphasis outside the U.S., and acknowledged that the transition to a more insurance-heavy model will take time and depends on expanding network capacity and improving conversion efficiency."}]}
AI summary of the company's earnings call · Paraphrased · Not investment advice
- Free Float
- 99.4%
- Shares Outstanding
- 181.68M
- Float Shares
- 180.51M
of shares held by institutions
350 13F filers
Buy/sell ratio 0.50. Sells can include pre-scheduled 10b5-1 plan sales, not just discretionary selling.
Congressional trading
Senate and House stock disclosures for TDOC, newest first.
| Member | Type | Traded | |
|---|---|---|---|
| Ro KhannaHouse · CA17 | Sell | Jun 26, 23 | Filing → |
| Ro KhannaHouse · CA17 | Buy | Jan 11, 23 | Filing → |
| Ro KhannaHouse · CA17 | Sell | Apr 11, 22 | Filing → |
| Donald Sternoff Honorable BeyerHouse · VA08 | Sell | Nov 26, 21 | Filing → |
| Donald Sternoff BeyerHouse · VA08 | Sell | Aug 18, 21 | Filing → |
| Donald Sternoff BeyerHouse · VA08 | Sell | Jun 21, 21 | Filing → |
| Gilbert CisnerosHouse · CA31 | Buy | Nov 19, 20 | Filing → |
| Donald Sternoff BeyerHouse · VA08 | Buy | Nov 17, 20 | Filing → |
| Greg GianforteHouse · MT00 | Sell | Oct 13, 20 | Filing → |
| Donald Sternoff BeyerHouse · VA08 | Sell | Jul 14, 20 | Filing → |
| Donald Sternoff BeyerHouse · VA08 | Sell | May 4, 20 | Filing → |
| Donald Sternoff BeyerHouse · VA08 | Sell | May 8, 20 | Filing → |
| Donald Sternoff BeyerHouse · VA08 | Sell | Apr 27, 20 | Filing → |
| Donald Sternoff BeyerHouse · VA08 | Sell | Apr 27, 20 | Filing → |
Source: public STOCK Act disclosures. Filed weeks after the trade — a lagging signal, not a real-time one.
Top institutional holders
Largest 13F positions, with quarter-over-quarter change.
| Holder | Shares | Δ Quarter |
|---|---|---|
| Vanguard Group Inc | 21.48M | ▼ 427.24K |
| Blackrock, Inc. | 16.22M | ▲ 1.61M |
| Point72 Asset Management, L.P. | 8.24M | ▲ 518.43K |
| Renaissance Technologies LLC | 8.07M | ▼ 12.70K |
| Voss Capital, LLC | 8.05M | ▲ 3.85M |
| Vanguard Capital Management LLC | 7.96M | ▲ 97.86K |
| Dimensional Fund Advisors LP | 7.37M | ▲ 1.07M |
| State Street Corp | 4.96M | ▲ 602.63K |
| American Century Companies Inc | 4.89M | ▲ 1.44M |
| Allianz Asset Management Gmbh | 4.67M | ▼ 124.77K |
| Geode Capital Management, LLC | 4.65M | ▲ 473.35K |
| Goldman Sachs Group Inc | 3.82M | ▲ 1.12M |
Held by 280 ETFs
Biggest fund positions in TDOC by dollar value.
Recent insider transactions
Who's buying, who's selling, and how much.
| Date | Insider | Type | Shares |
|---|---|---|---|
| Aug 3, 26 | Anquillare Mark V | other | 37,425 |
| Aug 3, 26 | Anquillare Mark V | other | 0 |
| Jul 6, 26 | Bliss Kelly | sell | 2,500 |
| Jul 1, 26 | Catapano Joseph Ronald | other | 2,083 |
| Jul 2, 26 | Catapano Joseph Ronald | sell | 653 |
| Jul 1, 26 | Catapano Joseph Ronald | other | 2,083 |
| Jul 1, 26 | Bliss Kelly | sell | 2,500 |
| Jun 29, 26 | Bliss Kelly | sell | 2,500 |
| Jun 10, 26 | DIVITA CHARLES III | other | 39,160 |
| Jun 11, 26 | DIVITA CHARLES III | sell | 18,074 |
A “Sell” may be a pre-scheduled 10b5-1 plan sale rather than a discretionary decision — read insider selling with that in mind.
Our TDOC coverage
Recent articles, reports, and earnings notes.
Want a deeper read on TDOC?
Generate a full analyst-grade report — bull/bear case, price targets, valuation depth, and a complete financial breakdown.
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Teladoc Health, Inc. - TDOC
prnewswire.com · Aug 20
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims on Behalf of Investors of Teladoc Health, Inc. – TDOC
globenewswire.com · Aug 18
Did Teladoc Health, Inc. Insiders Breach their Fiduciary Duties to Shareholders?
prnewswire.com · Aug 17
California State Teachers Retirement System Acquires 104,160 Shares of Teladoc Health, Inc. $TDOC
defenseworld.net · Aug 14
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Teladoc Health, Inc. - TDOC
prnewswire.com · Aug 13
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Teladoc Health, Inc. - TDOC
globenewswire.com · Aug 11
Teladoc Health (TDOC) Securities Investigation Notice - Levi & Korsinsky
prnewswire.com · Aug 7
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Teladoc Health, Inc. - TDOC
gurufocus.com · Aug 7
Headlines from third-party outlets — TickerSpark isn't affiliated with these sources.