TDOC Teladoc Health Inc

$TDOC this has been the biggest laggard of health care and biotech. I think this next earnings will be the best of the last two yrs. They got all the bad news out last quarter

$TDOC Grow Therapy, which is a direct competitor for BetterHelp by offering virtual therapy services, has raised $150 millions Series D back in March 2026, valuating the company at $3 billions while having around $1 billion revenue in 2025. If Grow Therapy, which is similar in size and services (covered by insurance), is given a valuation of $3 billions (3x the revenue), there are no real reasons or such risks to give Teladoc (BetterHelp + Integrated Care segment) a combined valuation of $1 Billion. This is only a temporary situation and I expect to see 15$ in 4-5 quarters, once the insurance transition and Teladoc One gain traction.

$TDOC like I said I believe the market cap is going to be in the 100s of billions. Teledoc One is going to change healthcare. These short sellers are on crack

$TDOC 10,000 shares, $PACB 31,238 shares. trading these two has been paying off for me, but now im ready for one or both to take off to the moon with the holiday season.

$TDOC this stock is down 95+% over last 5 years.. what metric is the board looking at for not firing the CEO? Maybe some lawsuits need to be filed against the BOD for their lack of fiduciary responsibility

WE PURCHASED $TDOC TODAY AT $6.24 WE PURCHASED 32,000 SHARES WITH AI WE BELEIVE HAS A LONG TERM RUNWAY FOR 25% ANNUAL GROWTH. $SPY $TSLA $NVDA $AMD

$TDOC I was in here for years… yesterday I sold all my shares. Was a difficult decision but I came to the realization teledoc is actually going to shit lol good luck boys it’ll prolly moon now 🚀

$$TDOC 🤡🐻🩳🐁 are on cocaine here. How is it possible talking the whole day shit? These 🤡 idiots name a company with 770m cash and 130-170 m free cashflow as worthless. 🤦 Stop taking cocaine damnd junkies.

$TDOC Sensor Tower data dropping big fundamental hints ahead of Q3 ER 🚨 • Q3 Traffic (July-Sept): Down only -8% to -12% YoY despite a massive -25% to -30% cut in paid ad spend. • Unit Economics: Organic search & insurance referrals are holding the active user floor, driving CAC way down. • Q3 EBITDA: BetterHelp margins hitting the 2.0%–2.5% upper boundary, tracking total Q3 EBITDA to top-end $70M–$75M. • Q4 Outlook: Seasonal health plan renewals & flu volume project Q4 EBITDA at $85M–$95M, pacing FY26 toward the top half of the $271M–$303M guidance range. Fundamental unit economics are structurally improving into year-end. ER beat setup is building. 📈🔥

$TDOC Divita is systematically rebuilding the leadership architecture for Teladoc’s next chapter. The recent slate of appointments speaks directly to operational execution: • Mark Anquillare (ex-Verisk COO) to the Board • Michael Grasher onboarded as CFO • Jonathan Dorfman promoted to CLO This isn't routine shuffling - it’s a deliberate pivot away from legacy consumer-marketing dependency toward enterprise B2B rigor, payer compliance, and cash-flow discipline. Cleaning up the C-suite and aligning executive incentives around B2B execution is precisely how turnarounds establish a fundamental floor ahead of an operational re-rating

$TDOC - sold all my shares, picked up some Leaps (just in case) and invested the difference into $PGY

$TDOC at $6.16 (~0.47x P/S, 13% FCF yield) reflects maximum market pessimism. Intrinsic fair value sits at $9.00–$11.50 across 3 key catalysts: 1️⃣ 2027 Debt Wall: Repurchasing 1.25% notes at $0.88–$0.90 captures a ~16% YTM (~5x cash yields) and removes the primary balance sheet overhang. 2️⃣ BetterHelp Margin Floor: Near-term margin compression (0.5%–2.5% EBITDA) reflects the insurance pivot (8k+ therapists, 150M lives). As billing matures, segment EBITDA rebounds to 8%–10%. 3️⃣ Capital Discipline: $130M–$170M in FCF gives CFO Grasher dry powder for accretive share buybacks under $7. With Voss Capital (~5%) watching, zero buy-side M&A is tolerated. Base case: 6.5x EV/EBITDA (~$9.50). Bull/Activist target: 8.0x (~$11.50). Downside is buffered by cash flow; upside triggers on execution.

$TDOC nice little PR today. Market has either has an idea on what's coming here, and ignoring it. Or institutions swallowing all. I reiterate my 500b market cap for this Company.

$TDOC - the stock is just itching for a big general stock market up day and it’s gonna pop double digits 

$TDOC Dimensional Fund Advisors LP just filed. They’ve now accumulated ~9MM shares or 5% While most are panickans, smart money are quietly increasing their holdings it seems

$TDOC Can we all stop hoping or looking for a disease outbrake/ pandemic to happen in order for this stock to go up? Teladoc positive stock performance should be the result of a change in company's fundamentals aka BetterHelp insurance transition and return to growth. CEO Chuck Divita must perform and show results, not us relying on an external event.

$TDOC $SPY that's actually starting a chain with all 50 states, it started in Texas, and that's where the new wallmart partnership is going to tear with teledoc one in January. Its a wallmart everywhere.

$TDOC — one development today is worth flagging. CMS announced $169.6M for 91 Colorado rural-health grantees, covering roughly 250 projects. Importantly for TDOC, the funding explicitly includes telemedicine, remote patient monitoring, regional telehealth networks, behavioral health, EHR modernization and shared technology. Separately, Texas is reportedly deploying $51M to 68 rural hospital districts, including chronic-disease programs targeting diabetes, cardiovascular disease, respiratory illness and obesity. Why it matters: this further validates the market we have been tracking — government money is now flowing into distributed care + chronic care + RPM + digital infrastructure, all areas where Teladoc/Integrated Care/Teladoc One could participate. My read: positive external catalyst, but not yet a TDOC catalyst. The really significant event would be seeing Teladoc win one of these state/provider deployments or become an enabling platform behind them.

$TDOC CEO will be fired soon.. it’s coming.. either this quarters performance is great or he has a package waiting for him

$TDOC CMS is moving toward exactly the type of model Teladoc One is built for. This is probably the most interesting development I've seen recently. CMS's new ACCESS model is designed to pay for technology-supported chronic care based on measurable outcomes rather than simply paying for individual services. It explicitly contemplates virtual care, AI-enabled technology, remote monitoring, connected devices and ongoing care outside the doctor's office. The program began in July 2026, runs for 10 years, and CMS announced just this week that it will expand in spring 2027 to additional chronic conditions.