NYSE:TDOCHealthcare Services
Teladoc Health (TDOC) Is Down 13.9% After Medicare Tightens Telehealth Coverage - What's Changed
In late January 2026, Medicare confirmed it would sharply scale back coverage of telehealth services to mainly rural areas and specific mental health uses, raising fresh questions about demand for Teladoc Health’s virtual care offerings.
While Teladoc’s revenue base is still largely tied to commercial health plans rather than Medicare, the policy shift amplifies existing concerns about its BetterHelp user declines, competition and path to profitability.
We’ll now examine how the Medicare...