Talkspace, Inc.

NasdaqCM:TALK Aktierapport

Börsvärde: US$872.7m

Talkspace Tidigare resultatutveckling

Tidigare kriterier kontrolleras 1/6

Talkspace har ökat intäkterna med en genomsnittlig årlig takt på 49.6%, medan Healthcare -branschen såg intäkterna växer på 4% årligen. Intäkterna har varit växande med en genomsnittlig takt på 18.2% per år. Talkspace s avkastning på eget kapital är 1% och den har en nettomarginal på 0.5%.

Viktig information

49.60%

Tillväxttakt i vinsten

77.54%

Tillväxttakt för EPS

Healthcare Tillväxt i branschen8.50%
Intäkternas tillväxttakt18.22%
Avkastning på eget kapital1.03%
Nettomarginal0.49%
Senaste uppdateringen av resultatet31 Mar 2026

Senaste uppdateringar av tidigare prestationer

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 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 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 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...

Fördelning av intäkter och kostnader

Hur Talkspace tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.


Resultat- och intäktshistorik

NasdaqCM:TALK Intäkter, kostnader och resultat (USD Millions )
DatumIntäkterIntäkterG+A KostnaderFoU-kostnader
31 Mar 262381769
31 Dec 2522987610
30 Sep 252154739
30 Jun 2520337210
31 Mar 251943739
31 Dec 2418817210
30 Sep 24181-17412
30 Jun 24173-87514
31 Mar 24162-127316
31 Dec 23150-197417
30 Sep 23138-368218
30 Jun 23129-508921
31 Mar 23123-689922
31 Dec 22120-8010922
30 Sep 22118-8212021
30 Jun 22116-6312819
31 Mar 22117-7014018
31 Dec 21114-6313516
30 Sep 21110-5312214
30 Jun 21105-5710312
31 Mar 2192-277310
31 Dec 2076-225810
30 Sep 2062-204511
31 Dec 1938-293312
31 Dec 1829-20238

Kvalitetsintäkter: TALK har en hög nivå av icke-kontantintäkter.

Växande vinstmarginal: TALK s nuvarande netto vinstmarginaler (0.5%) är lägre än förra året (1.5%).


Fritt kassaflöde vs resultatanalys


Analys av tidigare vinsttillväxt

Resultatutveckling: TALK har blivit lönsamt under de senaste 5 åren och ökat intäkterna med 49.6% per år.

Accelererande tillväxt: TALK s har haft negativ intäktstillväxt under det senaste året, så det kan inte jämföras med dess 5-åriga genomsnitt.

Resultat vs industri: TALK hade negativ intäktstillväxt ( -60.1% ) under det senaste året, vilket gör det svårt att jämföra med branschens genomsnitt Healthcare ( 17% ).


Avkastning på eget kapital

Hög ROE: TALK s avkastning på eget kapital ( 1% ) anses vara låg.


Avkastning på tillgångar


Avkastning på sysselsatt kapital


Upptäck starka bolag som tidigare presterat bra

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/06/09 09:26
Aktiekurs vid dagens slut2026/06/09 00:00
Intäkter2026/03/31
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. 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.

AnalytikerInstitution
Vikram KesavabhotlaBaird
Peter WarendorfBarclays
Richard CloseCanaccord Genuity