Talkspace Gestione
Criteri Gestione verificati 3/4
Talkspace Il CEO è Jon Cohen, nominato in Nov2022, e ha un mandato di 3.5 anni. la retribuzione annua totale è $ 2.93M, composta da 20.5% di stipendio e 79.5% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.88% delle azioni della società, per un valore di $ 7.68M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.6 anni e 4.9 anni.
Informazioni chiave
Jon Cohen
Amministratore delegato
US$2.9m
Compenso totale
| Percentuale dello stipendio del CEO | 20.47% |
| Mandato del CEO | 3.5yrs |
| Proprietà del CEO | 0.9% |
| Durata media del management | 3.6yrs |
| Durata media del Consiglio di amministrazione | 4.9yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • May 04
TALK: Acquisition Premium And 2026 Outlook Will Drive Future Upside
The analyst price target for Talkspace has been reduced from $6.50 to $6.15, as analysts increasingly base their valuation on the proposed $5.25 per share acquisition by Universal Health Services and see limited potential for a competing bid. Analyst Commentary Analysts are largely framing Talkspace through the lens of the proposed US$5.25 per share acquisition by Universal Health Services, with many shifting from growth oriented ratings to more neutral stances now that a deal price is on the table.
Aggiornamento della narrazione • Apr 19
TALK: Acquisition Agreement At US$5.25 Per Share Will Drive Repricing
The analyst fair value estimate for Talkspace has increased to $9.00 from $6.00. This change reflects updated assumptions on growth, margins, and future P/E multiples following recent analyst reactions to the announced $5.25 per share acquisition by Universal Health Services.
Aggiornamento della narrazione • Apr 05
TALK: UHS Cash Offer And Deal Closure Will Shape Future Outlook
Analysts have reset their Talkspace price targets to $5.25, aligning with Universal Health Services' agreed $5.25 per share acquisition price and reflecting expectations that the deal will close as announced, without a competitive bidding process. Analyst Commentary Street research around Talkspace has shifted quickly from growth focused to deal focused after Universal Health Services agreed to acquire the company for $5.25 per share.Aggiornamento della narrazione • Mar 21
TALK: Pending UHS Cash Deal Will Define Virtual Behavioral Health Outlook
Narrative Update The analyst price target for Talkspace has moved slightly lower from $5.50 to $5.25 per share as analysts align their views with Universal Health Services' agreed acquisition price and generally see limited likelihood of a higher competing bid. Analyst Commentary Street research around Talkspace has shifted quickly following the agreed acquisition by Universal Health Services for $5.25 per share.Aggiornamento della narrazione • Mar 07
TALK: Virtual Behavioral Health Momentum Will Drive Robust 2026 Outlook
The analyst price target for Talkspace has moved from $3.50 to $5.50. Analysts cite a strong Q4 report, higher estimates, robust 2026 outlooks, and ongoing payor and virtual behavioral health momentum as key drivers behind the change.Aggiornamento della narrazione • Feb 21
TALK: Payor Momentum And 2026 Outlook Will Drive Future Upside
The analyst price target for Talkspace moves meaningfully higher, with fair value rising from $4.80 to $6.50 as analysts point to stronger than expected revenue and EBITDA, payor driven growth momentum, and a 2026 outlook they view as robust. Analyst Commentary Recent Street research on Talkspace clusters around a more constructive view on growth, profitability, and valuation, with most commentary citing the same core drivers: payor momentum, stronger than expected Q4 results, and a 2026 outlook that comes in ahead of prior expectations.Seeking Alpha • Jan 14
Talkspace: Moving Towards Increasing Profitability
Summary Talkspace, Inc. (TALK) delivered 25% year-over-year revenue growth in its most recent quarter, highlighting strong momentum in telehealth. Management also did a good job managing expenses that rose much more slowly than revenues. Talkspace is projected to grow increasingly profitable in the coming years and the company is integrating AI into its offerings. An updated analysis around Talkspace follows in the paragraphs below. Read the full article on Seeking AlphaArticolo di analisi • Jan 07
Market Participants Recognise Talkspace, Inc.'s (NASDAQ:TALK) Revenues Pushing Shares 25% Higher
Talkspace, Inc. ( NASDAQ:TALK ) shares have continued their recent momentum with a 25% gain in the last month alone...
Nuova narrazione • Apr 26
Medicare And TRICARE Expansion Will Unlock Future Potential
Transition to a Payor-focused model and expansions of networks like Medicare and TRICARE promise revenue growth and improved profitability through a stable customer base.Articolo di analisi • Mar 11
Talkspace, Inc.'s (NASDAQ:TALK) 30% Cheaper Price Remains In Tune With Revenues
Talkspace, Inc. ( NASDAQ:TALK ) shares have had a horrible month, losing 30% after a relatively good period beforehand...Seeking Alpha • Feb 20
Talkspace: Missed Earnings Hurt Shares, 'Ifs, Buts, And Maybes' Hurt Business Model
Summary Telehealth stocks have disappointed, but mental healthcare, particularly Talkspace, Inc., has shown promise, with a shift to a payor model and AI integration. Talkspace's 2024 revenues grew 25% to $188M, but gross profit margins declined due to a revenue mix shift toward payor. Ultimately, a revenue miss disappointed the market. Despite challenges, Talkspace achieved its first net profitable quarter and aims for 2025 revenues of $220M-$235M with a focus on retention and implementing AI. TALK stock is rated “Hold” due to uncertainties in market adoption, especially among Medicare and military users, despite signs of undervaluation. Read the full article on Seeking AlphaArticolo di analisi • Nov 28
Talkspace, Inc.'s (NASDAQ:TALK) P/S Is Still On The Mark Following 29% Share Price Bounce
Despite an already strong run, Talkspace, Inc. ( NASDAQ:TALK ) shares have been powering on, with a gain of 29% in the...Articolo di analisi • Nov 01
Talkspace, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Shareholders of Talkspace, Inc. ( NASDAQ:TALK ) will be pleased this week, given that the stock price is up 13% to...Seeking Alpha • Oct 31
Talkspace: Jumpstarting Momentum As Payor Programs Expand
Summary Shares of Talkspace surged nearly 20% after reporting very strong Q3 results. The company continues to progress in its rollout of Medicare across the U.S., while a new partnership with TRICARE (the military health services program) is another growth catalyst for 2025. Amid double-digit revenue growth, the company also managed to reduce opex by -10% y/y, vaulting the company to positive adjusted EBITDA. Despite a sharp rally since midsummer, TALK stock remains very reasonably valued at <2x next year's revenue. Read the full article on Seeking AlphaSeeking Alpha • Oct 10
Talkspace: Payor Penetration Driving Key Growth
Summary Talkspace's significant revenue growth and nearing profitability signal a potential valuation rerate, offering meaningful upside with proper execution. Key growth drivers include strategic payor partnerships, expanding Medicare availability, and marketing efforts focused on insurance benefits awareness. Despite competition and commoditization risks, Talkspace's revenue growth and payor focus position it well for future upside performance. With a market cap of $354.9M and no debt, Talkspace's cheap valuation and growth potential make it an attractive investment opportunity. Read the full article on Seeking AlphaArticolo di analisi • Oct 04
Revenues Tell The Story For Talkspace, Inc. (NASDAQ:TALK) As Its Stock Soars 25%
Talkspace, Inc. ( NASDAQ:TALK ) shareholders would be excited to see that the share price has had a great month...Articolo di analisi • Aug 30
We're Not Worried About Talkspace's (NASDAQ:TALK) Cash Burn
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Articolo di analisi • Aug 09
US$3.50: That's What Analysts Think Talkspace, Inc. (NASDAQ:TALK) Is Worth After Its Latest Results
It's been a sad week for Talkspace, Inc. ( NASDAQ:TALK ), who've watched their investment drop 12% to US$1.65 in the...Articolo di analisi • Jun 13
Investors Interested In Talkspace, Inc.'s (NASDAQ:TALK) Revenues
When close to half the companies in the Healthcare industry in the United States have price-to-sales ratios (or "P/S...Articolo di analisi • Mar 26
Talkspace (NASDAQ:TALK) Is In A Strong Position To Grow Its Business
We can readily understand why investors are attracted to unprofitable companies. Indeed, Talkspace ( NASDAQ:TALK...Articolo di analisi • Feb 27
Talkspace, Inc. (NASDAQ:TALK) Looks Just Right With A 29% Price Jump
Despite an already strong run, Talkspace, Inc. ( NASDAQ:TALK ) shares have been powering on, with a gain of 29% in the...Seeking Alpha • Jan 19
Talkspace: Opportunities In Online Mental Health And AI, But Faces Competition
Summary Talkspace's stock is trading at a discount relative to the healthcare sector, making it an attractive investment opportunity. The company's virtual mental health solutions have gained traction, particularly in the B2B segment, leading to significant revenue growth. While this is still a loss-making company, Talkspace is making progress and has the potential to break even through the optimization of its platform. However, competition remains strong and it is important to obtain a management update before investing. This is more of a Hold currently. Read the full article on Seeking AlphaArticolo di analisi • Dec 19
Market Participants Recognise Talkspace, Inc.'s (NASDAQ:TALK) Revenues Pushing Shares 27% Higher
Talkspace, Inc. ( NASDAQ:TALK ) shareholders would be excited to see that the share price has had a great month...Articolo di analisi • Oct 27
Are Investors Undervaluing Talkspace, Inc. (NASDAQ:TALK) By 49%?
Key Insights Talkspace's estimated fair value is US$3.37 based on 2 Stage Free Cash Flow to Equity Talkspace is...Articolo di analisi • Jul 13
Here's Why We're Not Too Worried About Talkspace's (NASDAQ:TALK) Cash Burn Situation
There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...Articolo di analisi • Mar 13
Here's Why We're Watching Talkspace's (NASDAQ:TALK) Cash Burn Situation
There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$1m |
| Dec 31 2025 | US$3m | US$600k | US$8m |
| Sep 30 2025 | n/a | n/a | US$4m |
| Jun 30 2025 | n/a | n/a | US$3m |
| Mar 31 2025 | n/a | n/a | US$3m |
| Dec 31 2024 | US$2m | US$600k | US$1m |
| Sep 30 2024 | n/a | n/a | -US$1m |
| Jun 30 2024 | n/a | n/a | -US$8m |
| Mar 31 2024 | n/a | n/a | -US$12m |
| Dec 31 2023 | US$1m | US$600k | -US$19m |
| Sep 30 2023 | n/a | n/a | -US$36m |
| Jun 30 2023 | n/a | n/a | -US$50m |
| Mar 31 2023 | n/a | n/a | -US$68m |
| Dec 31 2022 | US$4m | US$86k | -US$80m |
Compensazione vs Mercato: La retribuzione totale di Jon ($USD 2.93M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 3.79M ).
Compensazione vs guadagni: La retribuzione di Jon è aumentata di oltre il 20%, mentre gli utili aziendali sono diminuiti di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Jon Cohen (70 yo)
3.5yrs
Mandato
US$2,931,733
Compensazione
Dr. Jon R. Cohen, M.D., has been Chief Executive Officer of Talkspace, Inc. since November 2022 and has been its Director since September 15, 2022. Dr. Cohen had been the Senior Vice President of OPKO Heal...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 3.5yrs | US$2.93m | 0.88% $ 7.7m | |
| Chief Financial Officer | 2yrs | US$1.28m | 0.16% $ 1.4m | |
| Chief Technology Officer | 12.1yrs | US$873.92k | 0.050% $ 438.7k | |
| Executive VP of Government Relations | 15.2yrs | US$882.49k | 0.48% $ 4.2m | |
| Chief Marketing Officer | 3.6yrs | US$645.73k | 0.092% $ 803.9k | |
| Chief of Compliance & Privacy and Chief Information Security Officer | 2.3yrs | Nessun dato | Nessun dato | |
| Director of Communications | no data | Nessun dato | Nessun dato | |
| Chief People Officer | 4.3yrs | Nessun dato | Nessun dato | |
| Chief Growth Officer of Payor | 4.8yrs | Nessun dato | Nessun dato | |
| Chief Network Officer | 4.3yrs | Nessun dato | Nessun dato | |
| Chief Business Officer | 3.3yrs | Nessun dato | Nessun dato | |
| Chief Medical Officer | 2.6yrs | Nessun dato | Nessun dato |
3.6yrs
Durata media
51.5yo
Età media
Gestione esperta: Il team dirigenziale di TALK è considerato esperto (durata media dell'incarico 3.6 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 3.7yrs | US$2.93m | 0.88% $ 7.7m | |
| Independent Director | 8.8yrs | US$277.62k | 0.21% $ 1.8m | |
| Chairman | 4.9yrs | US$220.94k | 2.57% $ 22.4m | |
| Independent Director | 3.7yrs | US$190.94k | 0.11% $ 958.2k | |
| Independent Director | 4.9yrs | US$190.94k | 0.18% $ 1.6m | |
| Independent Director | 2.4yrs | US$180.94k | 0.055% $ 482.9k | |
| Independent Director | 4.9yrs | US$210.94k | 0.12% $ 1.1m | |
| Independent Director | 2.4yrs | US$190.94k | 0.046% $ 402.7k | |
| Independent Director | 4.9yrs | US$190.94k | 0.20% $ 1.8m |
4.9yrs
Durata media
61yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di TALK sono considerati esperti (durata media dell'incarico 4.9 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/20 15:33 |
| Prezzo dell'azione a fine giornata | 2026/05/20 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Talkspace, Inc. è coperta da 13 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Vikram Kesavabhotla | Baird |
| Peter Warendorf | Barclays |
| Richard Close | Canaccord Genuity |