Talkspace（TALK）株式概要
Talkspace社は、その子会社とともに、患者を米国内の認可を受けたメンタルヘルス・プロバイダーと結びつけるバーチャル行動医療会社として運営している。 詳細
報酬
リスク分析
リスクチェックの結果、TALK 、リスクは検出されなかった。
TALK Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$3.71
FV
39.9% 割高 内在価値ディスカウント16.62%
Revenue growth p.a.
15
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3users have followed this narrative
Talkspace, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$5.19 |
| 52週高値 | US$5.20 |
| 52週安値 | US$2.22 |
| ベータ | 1.14 |
| 1ヶ月の変化 | 0.19% |
| 3ヶ月変化 | 25.97% |
| 1年変化 | 62.70% |
| 3年間の変化 | 516.98% |
| 5年間の変化 | -47.58% |
| IPOからの変化 | -48.61% |
最新ニュース
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.
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.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.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.
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.Recent updates
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.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.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.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.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.Talkspace: Moving Towards Increasing Profitability
Jan 14Market Participants Recognise Talkspace, Inc.'s (NASDAQ:TALK) Revenues Pushing Shares 25% Higher
Jan 07
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.Talkspace, Inc.'s (NASDAQ:TALK) 30% Cheaper Price Remains In Tune With Revenues
Mar 11Talkspace: Missed Earnings Hurt Shares, 'Ifs, Buts, And Maybes' Hurt Business Model
Feb 20Talkspace, Inc.'s (NASDAQ:TALK) P/S Is Still On The Mark Following 29% Share Price Bounce
Nov 28Talkspace, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Nov 01Talkspace: Jumpstarting Momentum As Payor Programs Expand
Oct 31Talkspace: Payor Penetration Driving Key Growth
Oct 10Revenues Tell The Story For Talkspace, Inc. (NASDAQ:TALK) As Its Stock Soars 25%
Oct 04We're Not Worried About Talkspace's (NASDAQ:TALK) Cash Burn
Aug 30US$3.50: That's What Analysts Think Talkspace, Inc. (NASDAQ:TALK) Is Worth After Its Latest Results
Aug 09Investors Interested In Talkspace, Inc.'s (NASDAQ:TALK) Revenues
Jun 13Talkspace (NASDAQ:TALK) Is In A Strong Position To Grow Its Business
Mar 26Talkspace, Inc. (NASDAQ:TALK) Looks Just Right With A 29% Price Jump
Feb 27Talkspace: Opportunities In Online Mental Health And AI, But Faces Competition
Jan 19Market Participants Recognise Talkspace, Inc.'s (NASDAQ:TALK) Revenues Pushing Shares 27% Higher
Dec 19Are Investors Undervaluing Talkspace, Inc. (NASDAQ:TALK) By 49%?
Oct 27Here's Why We're Not Too Worried About Talkspace's (NASDAQ:TALK) Cash Burn Situation
Jul 13Here's Why We're Watching Talkspace's (NASDAQ:TALK) Cash Burn Situation
Mar 13株主還元
| TALK | US Healthcare | US 市場 | |
|---|---|---|---|
| 7D | 0.2% | 3.5% | 0.8% |
| 1Y | 62.7% | -3.1% | 27.8% |
業界別リターン: TALK過去 1 年間で-3.1 % の収益を上げたUS Healthcare業界を上回りました。
リターン対市場: TALK過去 1 年間で27.8 % の収益を上げたUS市場を上回りました。
価格変動
| TALK volatility | |
|---|---|
| TALK Average Weekly Movement | 7.9% |
| Healthcare Industry Average Movement | 7.2% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: TALK 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: TALKの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2012 | 598 | Jon Cohen | www.talkspace.com |
は、その子会社とともに、米国で患者と認可を受けたメンタルヘルス・プロバイダーをつなぐバーチャル行動医療会社として事業を展開している。同社は、メッセージング、オーディオ、ビデオチャンネルを通じて配信される1対1のセラピーのためのオンラインプラットフォームを運営することにより、うつ病、不安、トラウマ、その他の人間的課題の分野のような様々な精神的健康状態を治療するための心理療法と精神医学サービスを提供している。同社は、健康保険プラン、従業員支援プログラム、企業直販顧客、個人加入者にサービスを提供している。前身はGroop Internet Platform Inc.で、2021年6月に社名をTalkspace, Inc.に変更した。同社は2012年に設立され、ニューヨーク州ニューヨークに本社を置いている。
Talkspace, Inc. 基礎のまとめ
| TALK 基礎統計学 | |
|---|---|
| 時価総額 | US$867.12m |
| 収益（TTM） | US$7.79m |
| 売上高(TTM) | US$228.87m |
111.3x
PER（株価収益率3.8x
P/SレシオTALK は割高か？
公正価値と評価分析を参照収益と収入
| TALK 損益計算書（TTM） | |
|---|---|
| 収益 | US$228.87m |
| 売上原価 | US$137.73m |
| 売上総利益 | US$91.14m |
| その他の費用 | US$83.35m |
| 収益 | US$7.79m |
直近の収益報告
Dec 31, 2025
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.047 |
| グロス・マージン | 39.82% |
| 純利益率 | 3.41% |
| 有利子負債／自己資本比率 | 0% |
TALK の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/03 07:47 |
| 終値 | 2026/05/01 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Talkspace, Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13
| アナリスト | 機関 |
|---|---|
| Vikram Kesavabhotla | Baird |
| Peter Warendorf | Barclays |
| Richard Close | Canaccord Genuity |