Skip to main content

Teladoc stock forecast 2025: Is it time to buy TDOC?


 TDOC's performance exceeded expectations. Why did the performance decline after the announcement?

 Teladoc (TDOC) reported quarterly earnings of US$0.13 per share, which exceeded the consensus estimate of a loss of US$0.57 per share. In the same period last year, it had a loss of US$0.4 per share.

 The earnings of this financial report far exceeded expectations.  In the last quarter, people expected this telemedicine service company to lose 0.25 US dollars per share, but the actual loss per share was 0.27 US dollars, which was not as good as expected at the time.

 In the past four quarters, TDOC exceeded expectations twice.

 The management stated that the company's current momentum in various channels and regions should not be underestimated in the conference call. It has raised its annual revenue guidance to 20 million U.S. dollars, which is expected to be between 1.97 billion and 2.02 billion U.S. dollars.  

 In the first quarter, the company's clinician network provided US$3.2 million in visits, an increase of 50% over the previous quarter.

 The management continues to value the significant advantages of non-communicable diseases and special projects. For example, the number of visits for members with special projects is about 40% higher than that of ordinary members, which is very encouraging.  

 The number of Livongo chronic care series members has increased by 66% over the previous year, and 62,000 new chronic care members were added this quarter.  

 As the company's products gradually penetrate into the population, the share of chronic disease diagnosis and treatment will continue to expand.

 Therefore, in the first quarter, the revenue of the company's top ten chronic disease care customers all experienced year-on-year growth.  

 Currently, more than 15% of chronic disease care members have participated in more than one program, compared with less than 5% a year ago.  In the United States, more than 40% of adults suffer from more than one chronic disease. This market potential is huge.

 However, TDOC's stock price has fallen by 40% since reaching a record high on February 8.  why?

 The first is to deliver on performance, and the market lowers its expectations for growth.  In 2021, the market generally expects that the growth rate of paying members will slow down, and TDOC will encounter difficulties in expanding new users.  

 You know, for such an emerging digital company that has benefited from the epidemic, new customers mean growth momentum. 

 Once this indicator drops, a valuation discount is inevitable.  This means that the company must be committed to increasing the customer unit price, allowing existing members to get involved in more business categories, to offset the impact of the decline in growth.  In this regard, the market needs to wait and see and verify.

 Similarly, TDOC has to increase marketing investment and technology investment to acquire new customers, which is why the market expects the company's EBITDA data in the second half of 2021 will be weak.

 In general, the track on which TDOC is located is of high quality and is a company with long-term potential.  The company is an important stock of ARKK and has always been at the forefront of the market. 

 The female stock god even said last month that the total market value of this industry will reach "30 trillion dollars" in the next 10 years.

 But in the short term, risks must be considered.  It is still necessary to closely observe the recovery of people's social activities after the epidemic and the efficiency of the company's business expansion.

Labels:

Comments

Post a Comment

Popular posts from this blog

Will China's economy recover as the epidemic is under control?

During the Chinese Spring Festival, novel coronavirus broke out in Wuhan, and the Chinese stock market was hit hard. Subsequently, the Chinese government quickly took strict measures to block Wuhan, a city with a population of tens of thousands of people, to prevent the further spread of the epidemic, and to take corresponding epidemic prevention measures in other cities.  When the worst of the epidemic had already occurred, the Chinese stock market quickly rebounded. As the number of infections continues to decline, China's Shanghai Composite Index is expected to rise further. Sars Period Looking back on similar events in the past, the SARS epidemic in 2003, the stock market also made a short-term decline, and then the SARS epidemic was brought under control, the stock market immediately went up for a long time. According to past historical data, the impact of the novel coronavirus epidemic on the stock market may be short-lived. China Fund Capital Flow Howeve...
Post a Comment
Read more

How to judge the diffusive horn pattern ?

As an investment trader, you must understand the use of chart technology analysis to determine the position of market transactions. Now let's talk about a common pattern in chart technical analysis, which is the diffuse speaker pattern. Diffusion horn patterns are different from trend patterns and horizontal patterns.  Diffusion horn patterns are more difficult to judge than trend patterns and horizontal patterns, and often cause losses to investment traders. So, how do investment traders judge the spreading horn pattern and make favorable investment transactions? S&P500 Index The price trend of the diffusive horn pattern.  When the price rises over some time, then the price falls, and falls below the recent low, then rises, and rises through the last high. It keeps expanding in two directions. If we connect the high point and the low point with straight lines, respectively, we can show a horn shape, so it is called a diffuse horn shape.  Because of this, some i...
Post a Comment
Read more

Coinbase stock forecast 2025: it's first quarterly report

  After the trading hours on May 13 (this Thursday), Coinbase Global (COIN) will release its first quarterly report.  Take this opportunity to give us a glimpse of the prospects of the first share of cryptocurrency exchanges.  Actually, on April 6, before Coinbase went public, it had already released a forecast for the first quarter of this year. The core data are as follows:  Revenue in the first quarter was approximately US$1.8 billion, a year-on-year increase of 842%; before the net profit was between US$730 million and US$800 million, the median was US$765 million, a year-on-year increase of nearly 23 times!  Assets on the platform are 223 billion US dollars, accounting for 11.3% of the market share of encrypted assets; 56 million verified users, and 6.1 million monthly transaction users (MTU).  It is worth noting that Coinbase's net profit margin reached a terrifying 42.5% in the first quarter, and the business model of “casino” is really profitable! ...
Post a Comment
Read more