← Simulations Plus overview

Simulations Plus vs Teladoc: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Simulations Plus Inc (SLP)

Q3 2026
▲3▼1

Altaris buyout at $18.50 cash anchors SLP; old accounting probe resurfaces

  • Altaris to buy SLP for $375M all-cash Altaris agreed to acquire Simulations Plus for about $375 million, or $18.50 a share in cash — a 26% premium to the 60-day average price. The board unanimously approved it, with closing expected in late 2026. This sets a firm floor under the stock and is the main reason it trades near the deal price.

    The buyout is the single biggest force setting SLP's price now.

  • Agentic AI layer built with NVIDIA BioNeMo Simulations Plus is building an AI 'agent' layer for its Composer platform using NVIDIA's BioNeMo toolkit, expanding a May 2026 partnership. It aims to speed up drug-modeling workflows while keeping scientific results traceable. This supports the company's long-term technology story, though the pending buyout now matters more for the share price.

    It shows the technology value underpinning the company being acquired.

  • Q3 swing to profit on no impairment charge Simulations Plus reported Q3 net income of $3.58 million versus a $67.32 million loss a year earlier, which had included a $77.22 million write-down. Revenue rose 7% to $21.89 million, but adjusted earnings fell to $0.30 a share from $0.45. Profitability improved, yet the core business still shows pressure.

    It gives the latest financial health picture behind the buyout.

  • Investor investigation revives old accounting worries Johnson Fistel is investigating Simulations Plus over a 2025 revenue guidance cut, a large net loss, and the dismissal of auditor Grant Thornton, which flagged unresolved segment-reporting and internal-control issues. These are old disclosures, but the probe keeps the accounting overhang in view and is a real counterweight to the buyout news.

    It is the main risk factor that could complicate or delay the deal.

July 2026
▲3▼1

Altaris buyout at $18.50 cash anchors SLP; old accounting probe resurfaces

  • Altaris to buy SLP for $375M all-cash Altaris agreed to acquire Simulations Plus for about $375 million, or $18.50 a share in cash — a 26% premium to the 60-day average price. The board unanimously approved it, with closing expected in late 2026. This sets a firm floor under the stock and is the main reason it trades near the deal price.

    The buyout is the single biggest force setting SLP's price now.

  • Agentic AI layer built with NVIDIA BioNeMo Simulations Plus is building an AI 'agent' layer for its Composer platform using NVIDIA's BioNeMo toolkit, expanding a May 2026 partnership. It aims to speed up drug-modeling workflows while keeping scientific results traceable. This supports the company's long-term technology story, though the pending buyout now matters more for the share price.

    It shows the technology value underpinning the company being acquired.

  • Q3 swing to profit on no impairment charge Simulations Plus reported Q3 net income of $3.58 million versus a $67.32 million loss a year earlier, which had included a $77.22 million write-down. Revenue rose 7% to $21.89 million, but adjusted earnings fell to $0.30 a share from $0.45. Profitability improved, yet the core business still shows pressure.

    It gives the latest financial health picture behind the buyout.

  • Investor investigation revives old accounting worries Johnson Fistel is investigating Simulations Plus over a 2025 revenue guidance cut, a large net loss, and the dismissal of auditor Grant Thornton, which flagged unresolved segment-reporting and internal-control issues. These are old disclosures, but the probe keeps the accounting overhang in view and is a real counterweight to the buyout news.

    It is the main risk factor that could complicate or delay the deal.

Latest
▲3▼1

Altaris buyout at $18.50 cash anchors SLP; old accounting probe resurfaces

  • Altaris to buy SLP for $375M all-cash Altaris agreed to acquire Simulations Plus for about $375 million, or $18.50 a share in cash — a 26% premium to the 60-day average price. The board unanimously approved it, with closing expected in late 2026. This sets a firm floor under the stock and is the main reason it trades near the deal price.

    The buyout is the single biggest force setting SLP's price now.

  • Agentic AI layer built with NVIDIA BioNeMo Simulations Plus is building an AI 'agent' layer for its Composer platform using NVIDIA's BioNeMo toolkit, expanding a May 2026 partnership. It aims to speed up drug-modeling workflows while keeping scientific results traceable. This supports the company's long-term technology story, though the pending buyout now matters more for the share price.

    It shows the technology value underpinning the company being acquired.

  • Q3 swing to profit on no impairment charge Simulations Plus reported Q3 net income of $3.58 million versus a $67.32 million loss a year earlier, which had included a $77.22 million write-down. Revenue rose 7% to $21.89 million, but adjusted earnings fell to $0.30 a share from $0.45. Profitability improved, yet the core business still shows pressure.

    It gives the latest financial health picture behind the buyout.

  • Investor investigation revives old accounting worries Johnson Fistel is investigating Simulations Plus over a 2025 revenue guidance cut, a large net loss, and the dismissal of auditor Grant Thornton, which flagged unresolved segment-reporting and internal-control issues. These are old disclosures, but the probe keeps the accounting overhang in view and is a real counterweight to the buyout news.

    It is the main risk factor that could complicate or delay the deal.

Teladoc Inc (TDOC)

Q3 2026
▼3

Teladoc Cuts Guidance as BetterHelp Collapses; Iran Tensions Add Pressure

  • Teladoc slashes full-year revenue guidance on Q2 miss Teladoc reported Q2 revenue of $606.9 million, missing estimates, and lowered full-year revenue guidance to $2.362–$2.447 billion. The stock plunged as much as 29% because the cut signals weaker future sales and profits than investors expected.

    This is the single biggest new event directly hitting TDOC's price and future outlook.

  • BetterHelp segment collapses, dragging down overall results BetterHelp revenue fell 12% to $212.6 million and its adjusted EBITDA plunged 96% to just $0.47 million. This sharp deterioration in a key business line raises serious doubts about Teladoc's growth story and profitability.

    It explains the specific business weakness behind the guidance cut and why investors are so negative.

  • Iran conflict drives bond yields up, pressuring growth stocks Trump's vow to strike Iran pushed oil and bond yields higher, causing a risk-off rotation. Teladoc fell 4% as rising yields make future earnings less valuable today, hitting high-multiple growth stocks like TDOC especially hard.

    This macro event adds external pressure on TDOC's valuation, compounding its company-specific troubles.

July 2026
▼3

Teladoc Cuts Guidance as BetterHelp Collapses; Iran Tensions Add Pressure

  • Teladoc slashes full-year revenue guidance on Q2 miss Teladoc reported Q2 revenue of $606.9 million, missing estimates, and lowered full-year revenue guidance to $2.362–$2.447 billion. The stock plunged as much as 29% because the cut signals weaker future sales and profits than investors expected.

    This is the single biggest new event directly hitting TDOC's price and future outlook.

  • BetterHelp segment collapses, dragging down overall results BetterHelp revenue fell 12% to $212.6 million and its adjusted EBITDA plunged 96% to just $0.47 million. This sharp deterioration in a key business line raises serious doubts about Teladoc's growth story and profitability.

    It explains the specific business weakness behind the guidance cut and why investors are so negative.

  • Iran conflict drives bond yields up, pressuring growth stocks Trump's vow to strike Iran pushed oil and bond yields higher, causing a risk-off rotation. Teladoc fell 4% as rising yields make future earnings less valuable today, hitting high-multiple growth stocks like TDOC especially hard.

    This macro event adds external pressure on TDOC's valuation, compounding its company-specific troubles.

Latest
▼3

Teladoc Cuts Guidance as BetterHelp Collapses; Iran Tensions Add Pressure

  • Teladoc slashes full-year revenue guidance on Q2 miss Teladoc reported Q2 revenue of $606.9 million, missing estimates, and lowered full-year revenue guidance to $2.362–$2.447 billion. The stock plunged as much as 29% because the cut signals weaker future sales and profits than investors expected.

    This is the single biggest new event directly hitting TDOC's price and future outlook.

  • BetterHelp segment collapses, dragging down overall results BetterHelp revenue fell 12% to $212.6 million and its adjusted EBITDA plunged 96% to just $0.47 million. This sharp deterioration in a key business line raises serious doubts about Teladoc's growth story and profitability.

    It explains the specific business weakness behind the guidance cut and why investors are so negative.

  • Iran conflict drives bond yields up, pressuring growth stocks Trump's vow to strike Iran pushed oil and bond yields higher, causing a risk-off rotation. Teladoc fell 4% as rising yields make future earnings less valuable today, hitting high-multiple growth stocks like TDOC especially hard.

    This macro event adds external pressure on TDOC's valuation, compounding its company-specific troubles.

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