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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.

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