Talkspace: Time To Shine As Profitability Takes Off

Gary Alexander33.36K FollowersFollow5ShareSavePlay(9min)CommentsSummaryTalkspace remains a compelling small-cap value play amid tech sector volatility and macro uncertainty.TALK’s Q4 earnings beat fueled a 25% rally, with shares up over 50% in the past year and strong momentum expected to continue.Guidance for FY26 calls for $275–290M revenue (20–27% growth) and $30–35M adjusted EBITDA, with margin expansion driven by payor and enterprise focus.I reiterate a Buy rating, citing TALK’s low 2.6x EV/FY26 revenue multiple and ongoing operational leverage as catalysts for further upside. Boris_Zec/E+ via Getty Images Amid sharp market volatility this year, I continue to encourage investors to keep our heads down and focus on fundamentals over the fear that is gripping the markets. While the S&P 500 is still clinging near all-timeThis article was written byGary Alexander33.36K FollowersFollowWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha since 2017. He has been quoted in many web publications and his articles are syndicated to company pages in popular trading apps like Robinhood.Analyst’s Disclosure: I/we have a beneficial long position in the shares of TALK either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.