Teladoc Health (NYSE:TDOC) shares are up on Thursday following the company’s latest earnings report, which highlighted a mix of revenue changes across its segments.
The stock is moving higher as the broader market is experiencing a mixed day, with the Nasdaq down 1.57% and the S&P 500 down 0.87%, indicating that the positive movement in Teladoc may be driven by company-specific factors rather than overall market trends.
Performance Highlights
Teladoc Health reported a quarterly loss of 14 cents per share, compared to the consensus loss of 18 cents.
Sales jumped slightly to $642.27 million, beating the consensus of $635.24 million.
Access fees revenue decreased by 4% to $521.6 million, while other revenue saw a significant increase of 24% to $120.7 million.
In the U.S., revenue fell 3% to $517.3 million, while international revenue rose 19% to $125.0 million. The Integrated Care segment reported a revenue increase of 5% to $409.1 million, while the BetterHelp segment experienced a 7% decline in revenue to $233.2 million.
Adjusted EBITDA increased 12% to $83.8 million.
Management Commentary
“We closed 2025 with a solid finish, delivering consolidated revenue and adjusted EBITDA above the midpoint of our guidance ranges for the fourth quarter. I’m encouraged by the progress we made last year against each of our strategic priorities, as we strengthened our product portfolio, advanced innovation across Integrated Care and BetterHelp, and positioned the company to build on this momentum in 2026,” said Chuck Divita, CEO of Teladoc Health.
2026 Guidance
Teladoc Health expects the first quarter 2026 loss to be between 35-45 cents compared to the consensus loss of 25 cents, with sales of $598-$620 million versus the consensus of $633.75 million.
The telehealth company sees a fiscal 2026 loss of 70 cents to $1.10, with sales of $2.47 billion to $2.59 billion, compared to the consensus of 76 cents and $2.55 billion, respectively.
The broader market is experiencing mixed performance, with the Technology sector down 1.57% today. This backdrop suggests that while Teladoc is gaining, the overall market sentiment is less favorable, indicating that the stock’s rise may be more reflective of its individual performance rather than a sector-wide trend.
Technical Analysis
The stock is currently trading 5.2% below its 20-day simple moving average (SMA) and 12.4% below its 100-day SMA, indicating some short-term weakness. Over the past 12 months, shares have decreased significantly and are currently positioned closer to their 52-week lows than highs.
The RSI is at 50.00, which is considered neutral territory, suggesting that the stock is neither overbought nor oversold at this time. Meanwhile, MACD is at -0.05, below its signal line at 0.10, indicating bearish pressure on the stock.
The combination of neutral RSI and bearish MACD suggests mixed momentum.
- Key Resistance: $6.00
- Key Support: $5.00
Analyst Consensus & Recent Actions: The stock carries a Hold rating with an average price target of $9.26. Recent analyst moves include:
- Evercore ISI Group: In-Line (Lowers Target to $5.00) (Feb. 26)
- Wells Fargo: Equal-Weight (Lowers Target to $6.00) (Feb. 26)
- Stifel: Hold (Lowers Target to $6.00) (Feb. 26)
TDOC Price Action: Teladoc Health shares were up 13.44% at $5.28 at the time of publication on Thursday, according to Benzinga Pro data.
Photo: Shutterstock
