2月27日 - ** Telehealth 公司 Teladoc Health TDOC.N周三晚些时候公布 (link),由于其心理健康部门 BetterHelp 面临挑战,该公司亏损扩大,业绩预期令人失望。
** 股价在盘前交易中下跌13.38%,至9.51美元。
2025年对扭亏为盈很重要
** Leerink Partners("Market Perform",预测值:10 美元) 表示,财报中最大的担忧是预计 2025 年缺乏成本杠杆,并称这是 BetterHelp 在直接面向消费者市场面临的潜在挑战。
** Jefferies("持有",交易价:10美元) 表示,预计 2025 年百特惠仍将面临压力
** TD Cowen("持有",目标价:8美元)称对百得利的预期较低,认为该部门扭亏为盈的路径仍不明确
** 摩根大通(J.P.Morgan)("中性",)预计道明证券在投资者眼中仍将是一个执行故事,并称 2025 年对其扭亏为盈很重要
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