TDOC stock sentiment todayTeladoc Health Inc
Sentiment verdict
Gossip first, financials second — COLD at 85% confidence.
Last updated · cached analysis, refreshes periodically
TDOC
Teladoc Health IncA former pandemic darling struggling with massive impairment charges, decelerating growth, and a lack of a clear path to GAAP profitability.
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See exactly how analyst targets, gossip sentiment and momentum are weighted into this 6-month forecast.
Sign in to go Pro →Full model breakdown (analyst / gossip / momentum weights) is a Pro feature. Modelled for TDOC. Not financial advice.
Price · last 12 months
Gossip
The market narrative has shifted from 'future of healthcare' to 'value trap.' Investors are frustrated by the disastrous Livongo acquisition and the recent CEO transition, viewing the stock as a victim of its own over-expansion.
- ·Leadership uncertainty following Jason Gorevic's departure
- ·Saturation of the domestic virtual care market
- ·Heavy skepticism regarding the BetterHelp segment's customer acquisition costs
Financial
While revenue remains stable, the bottom line is plagued by multi-billion dollar goodwill impairments. Despite positive adjusted EBITDA, true net income remains elusive due to high stock-based compensation and integration costs.
- ·Negative Net Income (billions in losses recently due to impairments)
- ·Price-to-Sales ratio at historical lows (< 1x)
- ·Slowing revenue growth (low single digits)
Conviction
Whose money is actually in the stock — insider open-market trades and the patience of the institutional holder base.
Mixed conviction — no decisive signal from insiders or the holder base.
- ·Insiders sold a net $369K on the open market in the last 120 days.
Pro shows every named insider trade in the window (buyer, title, size, price, and whether it was a pre-scheduled 10b5-1 sale) plus the full holder register split into patient capital and fast money.
Unlock with Pro →Source: SEC EDGAR Form 4 + 13F holder register. Option exercises, grants, gifts and tax withholding are excluded — only open-market purchases and sales count. Not financial advice.
Risks
- ·Intense competition from big tech (Amazon/Apple) and insurance-native platforms
- ·High marketing spend required to sustain BetterHelp growth
- ·Potential for further asset write-downs
Peer temperature
How direct competitors stack up against TDOC right now.
- HOTAMZNAmazon (One Medical)
HOTTER — leveraging a massive Prime ecosystem and physical clinics to offer a more integrated hybrid care model than Teladoc's digital-only approach.
See full analysis → - NEUTRALDOCSDoximity
HOTTER — maintains much higher profit margins and a dominant 'LinkedIn for doctors' niche, though growth is also cooling.
See full analysis → - NEUTRALALHCAlignment Healthcare
NEUTRAL — focused on the high-value Medicare Advantage space with stronger top-line momentum, though similarly struggling with path-to-profitability concerns.
See full analysis →
- TDOC+46.7%
- AMZN-3.5%
- DOCS+15.6%
- ALHC-10.9%
Analyst price target
Consensus average of 15 analysts · median 7.50
Source: StockAnalysis.com · updated 2026-10-30
AI-generated analysis for informational purposes only. Not financial advice.