Update shared on30 Jul 2025
Fair value Decreased 18%Teads Holding's fair value estimate has been reduced as a result of sharply lower profit margins and a much higher future P/E multiple, prompting a decrease in the consensus analyst price target from $6.39 to $5.23.
What's in the News
- Outbrain Inc. changed its name to Teads Holding Co., effective June 6.
- The company amended and restated its Certificate of Incorporation and Bylaws to implement the name change; board-approved, no shareholder vote required.
- Outbrain Inc. will change its Nasdaq stock ticker to TEAD from OB, effective June 10.
- The company completed the repurchase of 5,139,463 shares (10.11%) for $23.47 million under the buyback plan announced December 2022; no shares repurchased in Q1 2025.
Valuation Changes
Summary of Valuation Changes for Teads Holding
- The Consensus Analyst Price Target has significantly fallen from $6.39 to $5.23.
- The Future P/E for Teads Holding has significantly risen from 5.79x to 18.85x.
- The Net Profit Margin for Teads Holding has significantly fallen from 9.74% to 2.44%.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.