• EN

    • -+ 0.00%
    -+ 0.00%
    -+ 0.00%

    Is Teladoc (TDOC) Losing Its Edge As BetterHelp Shrinks And Rivals Crowd Into Virtual Care?

    Simply Wall St·01/08/2026 13:27:38
    Listen to the news
    • In recent days, Teladoc Health has continued to face pressure as competition intensifies, BetterHelp loses paying members, and the company remains unprofitable despite cost-control efforts and AI investments.
    • This combination of weakening growth in a core mental health business, rising rivalry from large tech and insurance players, and cautious analyst sentiment has reinforced investor concerns about Teladoc’s longer-term business trajectory.
    • We’ll now examine how BetterHelp’s member losses and competitive pressures could reshape Teladoc Health’s existing investment narrative.

    AI is about to change healthcare. These 29 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.

    Teladoc Health Investment Narrative Recap

    To own Teladoc Health today, you really have to believe that virtual care can still support a sustainable, profitable business even as competition heats up and BetterHelp weakens. The latest news mainly reinforces the existing near term catalyst and biggest risk: Teladoc still needs to show a clear path toward profitability while managing member losses and pricing pressure in BetterHelp, which remains central to the overall story and to investor confidence.

    Among recent developments, BofA Securities analyst Allen Lutz keeping a hold rating and trimming the target price to US$7.50 underlines how cautious sentiment has become around Teladoc’s ability to turn its AI investments, cost controls, and BetterHelp transition into tangible financial progress. This aligns closely with the current catalyst, which is whether management can stabilize BetterHelp’s contribution while defending share against large tech and insurance backed rivals.

    Yet investors should be aware that rising competition in virtual mental health services could...

    Read the full narrative on Teladoc Health (it's free!)

    Teladoc Health's narrative projects $2.7 billion revenue and $235.6 million earnings by 2028. This requires 1.9% yearly revenue growth and a $443 million earnings increase from -$207.4 million today.

    Uncover how Teladoc Health's forecasts yield a $9.12 fair value, a 21% upside to its current price.

    Exploring Other Perspectives

    TDOC 1-Year Stock Price Chart
    TDOC 1-Year Stock Price Chart

    Five members of the Simply Wall St Community value Teladoc between US$9.13 and US$42.04, underscoring how far opinions can diverge. When you set those views against BetterHelp’s member losses and intense new competition, it becomes even more important to weigh several perspectives before deciding how Teladoc might fit into your portfolio.

    Explore 5 other fair value estimates on Teladoc Health - why the stock might be worth just $9.12!

    Build Your Own Teladoc Health Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    Curious About Other Options?

    Every day counts. These free picks are already gaining attention. See them before the crowd does:

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.