Is Telehealth (and Teladoc Health) the New Healthcare?

Group 1: Industry Overview - Telehealth has become an integrated and essential part of the healthcare landscape, transforming delivery, access, and convenience [1] - The global telemedicine market size is projected to grow from USD 160.13 billion in 2025 to approximately USD 709.69 billion by 2034, with a CAGR of 17.99% from 2025 to 2034 [2] Group 2: Company Insights - Teladoc Health (NASDAQ: TDOC) is recognized as the largest telehealth company by revenue and global reach, with a new integration with TytoCare to enhance virtual primary and urgent care [3] - The consensus estimate for TDOC's 2025 revenues indicates a year-over-year decline, while the estimate for 2026 suggests a year-over-year increase [4] - On November 14, 2025, a Director at Teladoc Health purchased 10,000 shares of the company's stock, indicating insider confidence [4] Group 3: Stock Performance - After reaching a new 60+ day low on November 17, the stock closed strong, showing signs of a price reversal [5] - The Real Motion momentum indicator shows potential for the stock, with the 50-day moving average above the 200-day moving average [6] - The stock needs to hold recent lows and continue moving towards the 50 and 200-day moving averages, with a target around 8.15 [6]