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TDTDOC

Teladoc Health, Inc.

Hot onTrending downwardX chatter spiked vs its recent normPrice and volume picking up
$TDOC·$1.2B·Medical - Healthcare Information Services·Healthcare
$6.71+2.0%1Y-6.9%
Mentions · last 7 days
2026-07-25: 17 posts2026-07-26: 11 posts2026-07-27: 18 posts2026-07-28: 20 posts2026-07-29: 57 posts2026-07-30: 105 posts2026-07-31: 43 posts272
Price updated 5h ago·X counts updated 3h ago
TDTDOC
$TDOCTeladoc Health, Inc.
$6.71+1.98%272 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $TDOC, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Broken storySelling offAI verdict · as of 2026-07-31

Falling on heavy selling — points lower unless it turns around.

Teladoc just beat EPS but cut revenue guidance — BetterHelp demand shifts are hitting hard and the multi-year decline continues.

Teladoc Health is the telehealth pioneer that has spent multiple years in a proper multi-year drawdown as BetterHelp mental-health revenue softened and the core provider-services business lost operating leverage. Today's Q2 print reinforced the pattern.

  • The Q2 print was mixed: EPS of -$0.21 versus -$0.24 expected (a beat on EPS), but revenue missed and Q3 guidance was lowered — the specific 'beat EPS, miss revenue, lower guide' pattern that historically marks another leg down in a broken-story stock.
  • The fundamentals continue to erode: Q2 revenue of $607M versus Q1's $614M — sequential decline, and quarterly YoY numbers have been slightly negative for four straight quarters, so this is sustained deterioration rather than one soft quarter.
  • The BetterHelp segment is the specific driver: revenue-forecast cut driven by BetterHelp 'demand shifts' — the mental-health telemedicine subscription business that was once TDOC's growth engine has become the specific line item dragging the guide, with no clear catalyst to reverse it.

The stock's volume today ran at 5.8x average — a genuine capitulation-scale move on the guide cut. What extends any bull case is a strategic transaction (private-equity take-private or a health-system acquisition) given the depressed multiple; what confirms further downside is another sequential revenue decline or a formal FY27 guide cut before Nov 4.

What to watch: The Nov 4 Q3 print — specifically BetterHelp segment revenue and any commentary on strategic alternatives. A stabilization in BetterHelp or a formal strategic-transaction announcement could reprice the stock; another sequential revenue decline or a FY27 guide cut confirms the multi-year deterioration.

On the calendar: 2026-10-28 — Q3 2026 earnings

sentiment missing

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bearish sentiment⚠10 posts analyzed · as of 2026-07-31 · top-engagement diverged

Bearish post-print tape on Teladoc. Q2 revenue $606.9M (-4% YoY), $38.9M net loss, adj EBITDA -5% YoY, and the stock bombed ~20% AH back below $7.50. One bright spot is BetterHelp insurance-covered services up 923% YoY. Frustration at management's flat 'chore' tone on the call. Some contrarian buyers see overreaction.

Read the AI verdict + X sentiment for $TDOC

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

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. The company delivers numerous programs, including virtual primary and specialized medical care, management for chronic diseases, expert second opinion services, mental wellness support, and core platform and service offerings. They serve a diverse client base, including corporations, health insurance providers, hospitals and healthcare systems, financial service companies, and individual patients. The Teladoc, Livongo, and BetterHelp brands fall under their purview. Founded in 2002, the company, which operated as Teladoc, Inc. until its renaming in August 2018, is based in Purchase, New York.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Healthcare Information Services sits in its cycle right now — and what that implies for $TDOC.

Medical - Healthcare Information Services · Healthcare

No material change from last week — VEEV's 'agentic commercial' CRM framing converts AI from feature to platform pricing, while TEM's oncology AI platform and pharma data licensing confirm AI..

Industry benchmark

10-name peer basket
+32.4%YTD
+43.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-6.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-7.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-7.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
18.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-13.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
73.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 29, 2026$-0.21$-0.25+15.9%
Q1 2026Apr 29, 2026$-0.36$-0.34-5.5%
Q4 2025Feb 25, 2026$-0.14$-0.19+26.3%
Q3 2025Oct 29, 2025$-0.21$-0.26+19.2%
Next earningsWed, Oct 28·consensus EPS $-0.18

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$606.9M-4.0%102%-6.1%$-0.21$63.7M
Q1 FY26$613.8M-2.5%52.8%-7.9%$-0.36$7.9M
Q4 FY25$642.3M+0.3%69.3%-5.6%$-0.14$85.1M
Q3 FY25$626.4M-2.2%70.1%-8.3%$-0.28$67.9M

Forward consensus

5-year forecast · up to 18 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.5B$2.5B – $2.5B-$0.91-$1.05 – -$0.7918
FY27$2.5B$2.4B – $2.6B-$0.63-$0.97 – -$0.4818
FY28$2.5B$2.4B – $2.7B-$0.44-$0.88 – $0.2412
FY29$2.6B$2.5B – $2.7B-$0.18-$0.19 – -$0.1711
FY30$2.8B$2.8B – $2.9B$0.15$0.15 – $0.166

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.5.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.40%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-19.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-4.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 179.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today14.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.105-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 6Kelly BlissPresident2.5K sh$24KSellJul 2Catapano Joseph RonaldChief Accounting Officer653 sh$6KSellJul 1Kelly BlissPresident2.5K sh$23KSellJun 29Kelly BlissPresident2.5K sh$21KSellJun 11Divita Charles IiiCEO18.1K sh$125KSellJun 3Fernando M. RodriguesPresident9.6K sh$71KSellApr 2Catapano Joseph RonaldChief Accounting Officer675 sh$3KSellMar 11Divita Charles IiiCEO27.7K sh$152KSellMar 2Adam C VandervoortCHIEF LEGAL OFFICER, SECRETARY27.1K sh$139K
+ 20 other (11 awards · 9 exempts) in window

See when $TDOC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteMay 218-K — Item 5.07: Shareholder vote
3New insider — initial holdingsApr 13
8-KOfficer or director changeMar 308-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
3New insider — initial holdingsFeb 193
8-KOfficer or director changeFeb 188-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
8-KOfficer or director changeFeb 128-K — Item 5.02: Officer or director change
+ 15 other (4 13Gs · 3 earnings 8-Ks · 2 10-Qs · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Teladoc Health Investigation Notice: Levi & Korsinsky Notifies Investors of Pending Investigation Into Teladoc Health (TDOC)prnewswire.com·8h agoTeladoc Health Q2 Earnings Beat Estimates on Integrated Care Strengthzacks.com·2d agoTeladoc Stock Plummets on Revenue Miss, Lowered Outlookschaeffersresearch.com·2d agoWhy Teladoc Health Stock Is Dropping Thursday Following Soft Q3 Outlookbenzinga.com·2d agoTeladoc Health Q2 Earnings Call Highlightsmarketbeat.com·2d ago

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