Talkspace Förvaltning
Förvaltning kriterier kontrolleras 3/4
Talkspace VD är Jon Cohen, utsedd i Nov 2022, har en mandatperiod på 3.58 år. totala årliga ersättningen är $ 2.93M, bestående av 20.5% lön 79.5% bonusar, inklusive företagsaktier och optioner. äger direkt 0.88% av företagets aktier, värda $ 7.69M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 3.7 år respektive 5 år.
Viktig information
Jon Cohen
Verkställande direktör
US$2.9m
Total ersättning
| VD-lön i procent | 20.47% |
| Anställning som VD | 3.6yrs |
| Ägande av VD | 0.9% |
| Ledningens genomsnittliga anställningstid | 3.7yrs |
| Styrelsens genomsnittliga mandatperiod | 5yrs |
Senaste uppdateringar av ledningen
Recent updates
Uppdatering av berättelse • Jun 05
TALK: UHS Cash Deal And Neutral Ratings Will Shape Balanced Outlook
Narrative Update: Talkspace (TALK) The analyst price target for Talkspace has been reset to $5.25, aligning with the agreed $5.25 per share acquisition price from Universal Health Services, as analysts broadly shift ratings to neutral following the deal announcement and limited expectations for competing bids. Analyst Commentary Following the acquisition announcement, bearish analysts have largely shifted to neutral stances, with rating cuts and price targets now anchored around the agreed US$5.25 per share deal value.Uppdatering av berättelse • May 22
TALK: UHS Cash Offer And Limited Upside Will Guide Deal Focus
Analysts have aligned Talkspace's price target at $5.25, matching the agreed acquisition price from Universal Health Services. This reflects a shift toward neutral ratings as they see limited likelihood of competing bids or upside beyond the deal terms.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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 AlphaAnalysartikel • 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...
Ny berättelse • 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 AlphaAnalysartikel • 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 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 AlphaAnalysartikel • 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 AlphaAnalysartikel • 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...Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| 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$80m |
Ersättning vs marknad: Jon s total kompensation ($USD 2.93M ) är ungefär genomsnittet för företag av liknande storlek på US marknaden ($USD 3.69M ).
Ersättning vs inkomst: Ersättningen för Jon har ökat med mer än 20 % medan företagets intäkter har minskat med mer än 20 % det senaste året.
VD OCH KONCERNCHEF
Jon Cohen (71 yo)
3.6yrs
Anställning
US$2,931,733
Kompensation
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...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO & Director | 3.6yrs | US$2.93m | 0.88% $ 7.7m | |
| Chief Financial Officer | 2.1yrs | US$1.28m | 0.16% $ 1.4m | |
| Chief Technology Officer | 12.2yrs | US$873.92k | 0.050% $ 439.5k | |
| Executive VP of Government Relations | 15.3yrs | US$882.49k | 0.48% $ 4.2m | |
| Chief Marketing Officer | 3.7yrs | US$645.73k | 0.092% $ 805.5k | |
| Chief of Compliance & Privacy and Chief Information Security Officer | 2.4yrs | inga uppgifter | inga uppgifter | |
| Director of Communications | no data | inga uppgifter | inga uppgifter | |
| Chief People Officer | 4.4yrs | inga uppgifter | inga uppgifter | |
| Chief Growth Officer of Payor | 4.8yrs | inga uppgifter | inga uppgifter | |
| Chief Network Officer | 4.4yrs | inga uppgifter | inga uppgifter | |
| Chief Business Officer | 3.4yrs | inga uppgifter | inga uppgifter | |
| Chief Medical Officer | 2.7yrs | inga uppgifter | inga uppgifter |
3.7yrs
Genomsnittlig anställningstid
52.5yo
Genomsnittlig ålder
Erfaren ledning: TALK s ledningsgrupp anses vara erfaren ( 3.7 års genomsnittlig anställningstid).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO & Director | 3.8yrs | US$2.93m | 0.88% $ 7.7m | |
| Independent Director | 8.8yrs | US$277.62k | 0.21% $ 1.8m | |
| Chairman | 5yrs | US$220.94k | 2.58% $ 22.5m | |
| Independent Director | 3.8yrs | US$190.94k | 0.11% $ 960.0k | |
| Independent Director | 5yrs | US$190.94k | 0.18% $ 1.6m | |
| Independent Director | 2.5yrs | US$180.94k | 0.055% $ 483.8k | |
| Independent Director | 5yrs | US$210.94k | 0.12% $ 1.1m | |
| Independent Director | 2.5yrs | US$190.94k | 0.046% $ 403.5k | |
| Independent Director | 5yrs | US$190.94k | 0.20% $ 1.8m |
5.0yrs
Genomsnittlig anställningstid
62yo
Genomsnittlig ålder
Erfaren styrelse: TALK s styrelse anses vara erfaren ( 5 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/06/09 09:26 |
| Aktiekurs vid dagens slut | 2026/06/09 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
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.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* 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. 6 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Vikram Kesavabhotla | Baird |
| Peter Warendorf | Barclays |
| Richard Close | Canaccord Genuity |