Talkspace (TALK) Hisse Özeti
Talkspace, Inc. iştirakleriyle birlikte, hastaları Amerika Birleşik Devletleri'ndeki lisanslı ruh sağlığı sağlayıcılarıyla buluşturan sanal bir davranışsal sağlık hizmeti şirketi olarak faaliyet göstermektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 2/6 |
| Gelecekteki Büyüme | 4/6 |
| Geçmiş Performans | 5/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 0/6 |
Ödüller
Risk Analizi
Risk kontrollerimizden TALK için herhangi bir risk tespit edilmedi.
TALK Community Fair Values
Create NarrativeSee what 41 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
US$3.71
FV
39.6% aşırı değerlenmiş içsel indirim16.62%
Revenue growth p.a.
15
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
Talkspace, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$5.18 |
| 52 Haftanın En Yüksek Seviyesi | US$5.20 |
| 52 Haftanın En Düşük Seviyesi | US$2.22 |
| Beta | 1.07 |
| 1 Aylık Değişim | 0.39% |
| 3 Aylık Değişim | 33.51% |
| 1 Yıllık Değişim | 70.39% |
| 3 Yıllık Değişim | 502.33% |
| 5 Yıllık Değişim | -47.57% |
| Halka arzdan bu yana değişim | -48.71% |
Son Haberler & Güncellemeler
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Recent updates
Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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 AlphaAnaliz Makalesi • 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...
Yeni Analiz • 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.Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Hissedar Getirileri
| TALK | US Healthcare | US Pazar | |
|---|---|---|---|
| 7D | -0.2% | -1.4% | 3.2% |
| 1Y | 70.4% | -3.9% | 31.0% |
Getiri vs. Endüstri: TALK geçen yıl % -3.9 oranında getiri sağlayan US Healthcare sektörünü aştı.
Getiri vs Piyasa: TALK geçen yıl % 31 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| TALK volatility | |
|---|---|
| TALK Average Weekly Movement | 7.7% |
| Healthcare Industry Average Movement | 7.3% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
İstikrarlı Hisse Senedi Fiyatı: TALK son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: TALK 'nin haftalık oynaklığı ( 8% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2012 | 598 | Jon Cohen | www.talkspace.com |
Talkspace, Inc. iştirakleriyle birlikte, hastaları Amerika Birleşik Devletleri'ndeki lisanslı ruh sağlığı sağlayıcılarıyla buluşturan sanal bir davranışsal sağlık hizmeti şirketi olarak faaliyet göstermektedir. Şirket, mesajlaşma, ses ve video kanalları aracılığıyla sunulan bire bir terapi için çevrimiçi bir platform işleterek depresyon, anksiyete, travma ve diğer insani zorluk alanları gibi çeşitli zihinsel sağlık koşullarını tedavi etmek için psikoterapi ve psikiyatri hizmetleri sunmaktadır. Sağlık sigortası planlarına ve çalışan yardım programlarına, doğrudan kurumsal müşterilere ve bireysel abonelere hizmet vermektedir.
Talkspace, Inc. Temel Bilgiler Özeti
| TALK temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$867.12m |
| Kazançlar(TTM) | US$7.79m |
| Gelir(TTM) | US$228.87m |
111.1x
F/K Oranı3.8x
P/S OranıTALK aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| TALK gelir tablosu (TTM) | |
|---|---|
| Gelir | US$228.87m |
| Gelir Maliyeti | US$137.73m |
| Brüt Kâr | US$91.14m |
| Diğer Giderler | US$83.35m |
| Kazançlar | US$7.79m |
Son Raporlanan Kazançlar
Dec 31, 2025
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 0.047 |
| Brüt Marj | 39.82% |
| Net Kâr Marjı | 3.41% |
| Borç/Özkaynak Oranı | 0% |
TALK uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/07 19:57 |
| Gün Sonu Hisse Fiyatı | 2026/05/07 00:00 |
| Kazançlar | 2025/12/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Talkspace, Inc. 13 Bu analistlerden 7, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Vikram Kesavabhotla | Baird |
| Peter Warendorf | Barclays |
| Richard Close | Canaccord Genuity |