Talkspace, Inc.

NasdaqCM:TALK Aktierapport

Börsvärde: US$867.1m

Talkspace Framtida tillväxt

Future kriterier kontrolleras 4/6

Talkspace förväntas öka vinsten och intäkterna med 34.5% och 17% per år respektive medan EPS förväntas växa med 33.8% per år.

Viktig information

34.5%

Tillväxttakt i vinsten

33.82%

Tillväxttakt för EPS

Healthcare vinsttillväxt17.8%
Intäkternas tillväxttakt17.0%
Framtida avkastning på eget kapitaln/a
Bevakning av analytiker

Good

Senast uppdaterad24 Apr 2026

Senaste uppdateringarna om framtida tillväxt

Analysartikel 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...

Recent updates

Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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 Alpha
Analysartikel 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...
User avatar
Ny analys 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.
Analysartikel 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 Alpha
Analysartikel 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...
Analysartikel 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 Alpha
Seeking 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 Alpha
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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 Alpha
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...

Prognoser för vinst- och omsättningstillväxt

NasdaqCM:TALK - Analytikernas framtida uppskattningar och tidigare finansiella data (USD Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
12/31/20284075163703
12/31/20273443440506
12/31/20262832122327
12/31/20252298-29N/A
9/30/20252154-27N/A
6/30/2025203319N/A
3/31/20251943714N/A
12/31/20241881611N/A
9/30/2024181-126N/A
6/30/2024173-8-3-1N/A
3/31/2024162-12-6-6N/A
12/31/2023150-19-16-16N/A
9/30/2023138-36-29-29N/A
6/30/2023129-50-42-42N/A
3/31/2023123-68-60-60N/A
12/31/2022120-80-61-61N/A
9/30/2022118-82-72-71N/A
6/30/2022116-63-81-81N/A
3/31/2022117-70-77-77N/A
12/31/2021114-63-66-66N/A
9/30/2021110-53-51-50N/A
6/30/2021105-57-27-25N/A
3/31/202192-27-13-11N/A
12/31/202076-22-16-15N/A
9/30/202062-20-13-13N/A
12/31/201938-29-21-21N/A
12/31/201829-20N/A-17N/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: TALK s prognostiserade vinsttillväxt ( 34.5% per år) är över sparkvoten ( 3.5% ).

Resultat vs marknad: TALK s intäkter ( 34.5% per år) förväntas växa snabbare än marknaden för US ( 16.6% per år).

Höga tillväxtresultat: TALK s intäkter förväntas växa avsevärt under de kommande 3 åren.

Intäkt vs marknad: TALK s intäkter ( 17% per år) förväntas växa snabbare än US marknaden ( 11.5% per år).

Hög tillväxtintäkter: TALK s intäkter ( 17% per år) förväntas växa långsammare än 20% per år.


Tillväxtprognoser för vinst per aktie


Framtida avkastning på eget kapital

Framtida ROE: Otillräcklig data för att avgöra om TALK s avkastning på eget kapital förväntas bli hög om tre år


Upptäck tillväxtföretag

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/07 02:13
Aktiekurs vid dagens slut2026/05/07 00:00
Intäkter2025/12/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Talkspace, Inc. bevakas av 13 analytiker. 7 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Vikram KesavabhotlaBaird
Peter WarendorfBarclays
Richard CloseCanaccord Genuity