TALK Earnings

TALK reported its earnings on 2026-02-19, showcasing a revenue of 63.00M against an estimate of 63.10M, resulting in a -0.16% surprise. The EPS was 0.03, surpassing the expected 0.02 by 50%. The stock experienced a 22.9% price change on the earnings day and a 14.76% change over the next five days, reflecting market reactions to the results.

Following TALK's earnings announcement on 2026-02-19, the stock price moved by 22.9% on the day of the release. Over the subsequent five days, it saw a 14.76% change. Historically, TALK's stock price tends to shift by an average of -1.3% in the 10 days leading up to earnings and 2.76% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate TALK's annual revenue to reach 64.52M, while the EPS is projected at 0.02. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates revised downward by -0.01% over the past three months, indicating analyst expectation in the company's performance.

The correlation between TALK's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved revised downward by -0.01%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, TALK's stock price typically moves by -1.3% in the 10 days before its earnings and 2.76% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.02 and revenue of 64.52M.

The earnings call summary indicates strong revenue guidance and growth in key business segments like payer and psychiatry services, along with strategic AI and technology investments. Despite some uncertainties in the Q&A, such as potential Medicare Advantage cuts, the overall sentiment is positive due to the narrowed revenue guidance range and strategic integrations. The company's focus on organic growth and the Wisdo acquisition further supports a positive outlook, potentially leading to a 2% to 8% stock price increase over the next two weeks.