Q3 Results Spark Debate: Recent discussions on X about Teladoc Health have centered on their Q3 earnings, which reported a 2.2% year-over-year revenue decline. Many users expressed concern over the company's shrinking top line and lack of clear growth catalysts. Some, however, pointed to steady results in certain segments as a sign of stability.
Valuation Questions Linger: Another hot topic on X is the stock's valuation after a recent 23% drop in share price over the past month. Posts reflect a divide, with some seeing potential for a rebound due to long-term trends in telehealth, while others remain skeptical about profitability. The conversation is fueled by analyst downgrades and mixed guidance for the full year.
AI and Strategic Moves: A few discussions highlighted Teladoc's focus on AI and acquisitions like Catapult Health as potential game-changers for virtual care. Enthusiasm exists around these innovations, though doubts persist about execution and near-term impact. This mix of hope and caution keeps the dialogue dynamic.
Note: This discussion summary was generated from an AI condensation of post data.
Teladoc Health Insider Trading Activity
Teladoc Health insiders have traded $TDOC stock on the open market 13 times in the past 6 months. Of those trades, 0 have been purchases and 13 have been sales.
Here’s a breakdown of recent trading of $TDOC stock by insiders over the last 6 months:
- MALA MURTHY (CHIEF FINANCIAL OFFICER) has made 0 purchases and 2 sales selling 26,702 shares for an estimated $192,489.
- CHARLES III DIVITA (CHIEF EXECUTIVE OFFICER) sold 16,787 shares for an estimated $127,435
- FERNANDO M. RODRIGUES (President of BetterHelp) has made 0 purchases and 4 sales selling 13,064 shares for an estimated $94,584.
- ADAM C VANDERVOORT (CHIEF LEGAL OFFICER, SECRETARY) has made 0 purchases and 2 sales selling 11,675 shares for an estimated $84,344.
- KELLY BLISS (President, U.S. Group Health) has made 0 purchases and 2 sales selling 9,353 shares for an estimated $67,569.
- CARLOS NUENO (President, International) has made 0 purchases and 2 sales selling 7,956 shares for an estimated $57,476.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Teladoc Health Hedge Fund Activity
We have seen 168 institutional investors add shares of Teladoc Health stock to their portfolio, and 211 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WELLINGTON MANAGEMENT GROUP LLP removed 3,039,663 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $23,496,594
- POINT72 ASSET MANAGEMENT, L.P. removed 2,076,412 shares (-26.5%) from their portfolio in Q3 2025, for an estimated $16,050,664
- MORGAN STANLEY added 1,644,549 shares (+84.1%) to their portfolio in Q3 2025, for an estimated $12,712,363
- WOODLINE PARTNERS LP added 1,560,442 shares (+inf%) to their portfolio in Q2 2025, for an estimated $13,591,449
- CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. removed 1,510,823 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $11,678,661
- TWO SIGMA ADVISERS, LP removed 1,400,394 shares (-49.3%) from their portfolio in Q3 2025, for an estimated $10,825,045
- DIMENSIONAL FUND ADVISORS LP added 1,325,106 shares (+23.8%) to their portfolio in Q3 2025, for an estimated $10,243,069
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Teladoc Health Price Targets
Multiple analysts have issued price targets for $TDOC recently. We have seen 6 analysts offer price targets for $TDOC in the last 6 months, with a median target of $8.5.
Here are some recent targets:
- Sean Dodge from BMO Capital set a target price of $8.0 on 11/13/2025
- Elizabeth Anderson from Evercore ISI Group set a target price of $8.0 on 10/30/2025
- Daniel Grosslight from Citigroup set a target price of $10.5 on 10/21/2025
- Steven Valiquette from Mizuho set a target price of $10.0 on 07/25/2025
- Allen Lutz from B of A Securities set a target price of $7.0 on 05/28/2025
- Jailendra Singh from Truist Securities set a target price of $9.0 on 05/27/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
