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TDTDOC

Teladoc Health, Inc.

$TDOC·$1.1B·Medical - Healthcare Information Services·Healthcare
$6.50+5.5%YTD-12.0%1Y-15.3%
Price updated 13h ago·X counts updated 1d ago
TDTDOC
$TDOCTeladoc Health, Inc.
$6.50+5.52%49 posts1.1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $TDOC on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

49X posts · last 7 days
Aug 31Sep 13
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $TDOC's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 55% of tracked names.

Mixed sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-07

Teladoc named Michael Grasher CFO (30+ yrs insurance/finance, 12+ yrs CFO, former equity analyst) and replaced half the board. Bullish chart posts in Discord await confirmation. Long-term COVID-era holders are calling it a $237 to $6 lesson in what not to do; open-market insider buys are being demanded.

Read what X is saying about $TDOC

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $TDOC — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-09-15

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Teladoc at $6.50 with new CFO and half board replaced — the turnaround signals are real, insider buys aren't.

Teladoc Health is the largest US telehealth provider — a company that spent 2022-2026 collapsing from ~$237 post-COVID peak to sub-$7 as growth stalled and BetterHelp margins compressed. The stock is up 5.5% today on governance-reset signals, but the operating tape is still working through the reset.

  • The economics have deteriorated: revenue fell 4% year-over-year last quarter to $607M with a 74% gross margin but a -7% operating margin, because integrated care revenue has plateaued and BetterHelp continues to face customer acquisition-cost pressure — but the 19% FCF yield reflects real cash generation.
  • The reset is genuine: new CFO Michael Grasher (30+ years insurance/finance) and half the board replaced is a real governance signal, but the community is right to demand open-market insider buys — officers Charles DiVita and Fernando Rodrigues both sold small amounts around $6, which is not the pattern of a confidence signal.

Oct 28 Q3 earnings and any explicit integrated-care-growth-plus-BetterHelp-inflection disclosure are the fulcrum — sequential integrated-care revenue growth combined with a firm 2027 EBITDA framing is the run-restart; another revenue-decline quarter or continued BetterHelp weakness extends the drawdown.

Agrees with X sentimentAgree with the mixed X framing — the new CFO and half-board-replacement is a real governance reset, but the long-term COVID-era holders demanding open-market insider buys have a point — DiVita and Rodrigues both sold at ~$6 rather than buying at the same level, which is not the pattern of a confidence signal.

What to watch: Oct 28 Q3 earnings — sequential integrated-care revenue growth plus firm 2027 EBITDA framing is the run-restart; another revenue-decline quarter or BetterHelp weakness extends the drawdown.

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

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

Virtual care platform connecting patients with physicians for acute visits, chronic disease management, and behavioral health services.

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

AI-driven prior-authorisation automation and clinical decision tools are cutting administrative waste. Tempus/Merck AI genomics partnership signals pharma co-investment validating the platform-data model. Sector up 18% T12M on durable AI workflow-digitisation thesis.

What this means for $TDOC

Partial — Virtual care platform benefits from chronic care management digitisation; margins remain under pressure as consumer and employer telehealth demand normalises from COVID peaks.

Industry benchmark

10-name peer basket
+17.5%YTD
+15.8%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$-0.28$-0.26-7.7%
Next earningsWed, Oct 28·consensus EPS $-0.22

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 17 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.4B$2.4B – $2.4B-$0.86-$0.98 – -$0.7717
FY27$2.4B$2.2B – $2.6B-$0.62-$0.99 – -$0.4117
FY28$2.4B$2.3B – $2.5B-$0.53-$1.06 – $0.3212
FY29$2.4B$2.3B – $2.6B-$0.25-$0.27 – -$0.2410
FY30$2.5B$2.4B – $2.7B$0.07$0.07 – $0.076

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.0.9×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.38%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.-13.5%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.-2.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 180.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.9% 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.β2.135-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

SellSep 11Divita Charles IiiCEO17.8K sh$109KSellSep 3Fernando M. RodriguesPresident9.8K sh$64KSellSep 2Catapano Joseph RonaldChief Accounting Officer274 sh$2KSellSep 2Divita Charles IiiCEO18.3K sh$115KSellSep 2Adam C VandervoortCHIEF LEGAL OFFICER, SECRETARY7.6K sh$48KSellSep 2Fernando M. RodriguesPresident5.4K sh$34KSellSep 2Kelly BlissPresident7.4K sh$46KSellSep 2Carlos NuenoPresident6.2K sh$39KSellJul 6Kelly BlissPresident2.5K sh$24KSellJul 2Catapano Joseph RonaldChief Accounting Officer653 sh$6K
1–10 of 15
+ 22 other (13 exempts · 9 awards) 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

3New insider — initial holdingsSep 13
AI summary

Teladoc Health, Inc. (TDOC) filed Form 3 reporting Michael F. Grasher as new Chief Financial Officer as of August 31, 2026. The filing discloses no non-derivative or derivative securities held by Grasher at the time of the report. This is a routine officer-onboarding disclosure following Grasher's appointment as CFO. A new CFO is a notable leadership event for Teladoc given the company's ongoing restructuring, though this filing carries no direct financial impact.

8-KOfficer or director changeAug 318-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
8-KOfficer or director changeAug 138-K — Item 5.02: Officer or director change
AI summary

Teladoc Health (TDOC) disclosed that long-serving board member David B. Snow, Jr. notified the company on August 10, 2026 of his intention to retire from the board effective September 30, 2026. Snow has been a director since 2014 — a 12-year tenure that spans Teladoc's entire NYSE listing period — and is departing for personal reasons with no disagreement on company matters. His exit removes a significant institutional memory voice from the board at a period when Teladoc continues navigating post-Livongo integration challenges. No successor director has been named in this filing.

3New insider — initial holdingsAug 43
AI summary

Anquillare Mark V (Last) (First) (Middle) C/O TELADOC HEALTH, INC., 155 E 44TH ST, SUITE 1700 (Street) NEW YORK NEW YORK 10017 (City) (State) (Zip) UNITED STATES (Country) 2. Date of Event Requiring Statement (Month/Day/Year) 08/03/2026 3. Issuer Name and Ticker or Trading Symbol Teladoc Health, Inc. [ TDOC ] 3a. Foreign Trading Symbol 5. If Amendment, Date of Original Filed (Month/Day/Year) 4. Relationship of Reporting Person(s) to Issuer (Check all applicable) X Director 10% Owner Officer (give title below) Other (specify below) 6. Individual or Joint/Group Filing (Check Applicable Line) X Form filed by One Reporting Person Form filed by More than One Reporting Person Table I - Non-Derivative Securities Beneficially Owned 1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5) Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities) 1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5) Date Exercisable Expiration Date Title Amount or Number of Shares Explanation of Responses: Remarks: Exhibit 24 -- Power of Attorney No securities are beneficially owned. /s/ Adam C. Vandervoort, Attorney-in-Fact 08/04/2026 ** Signature of Reporting Person Date Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. * If the form is filed by more than one reporting person, see Instruction 5 (b)(v). ** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a). Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure. Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number. * Form 3: SEC 1473 (03-26) filed an initial statement of beneficial ownership (Form 3) as a Director of TDOC, with an event date of 1473. This is a routine insider-ownership disclosure with no indication of open-market purchases or activist intent.

8-KOfficer or director changeAug 38-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

TDOC filed an 8-K (Item 5.02) reporting a director or officer change. not to u is involved in the change. The role noted: Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory . This is primarily an administrative disclosure; materiality depends on the seniority of the role and whether it reflects a strategic shift.

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
+ 12 other (4 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

Teladoc: Integrated Care And Free Cash Flow Could Bring It Back To Lifeseekingalpha.com·3d agoWhy Teladoc (TDOC) Outpaced the Stock Market Todayzacks.com·4d agoDow, Nasdaq Down Triple Digits as Brent Crude Tops July Peakschaeffersresearch.com·6d ago2 Beaten-Down Stocks to Avoid Right Nowfool.com·7d agoHere's Why Teladoc's Integrated Care Business Deserves More Attentionzacks.com·8d ago

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