Update shared on23 Aug 2025
Fair value Decreased 17%Teads Holding's consensus price target was lowered from $3.62 to $3.02 as analysts reset expectations following Q2 earnings and guidance misses, while longer-term outlooks remain stable.
Analyst Commentary
- Q2 earnings results missed expectations, prompting downward revisions.
- Company issued guidance below consensus estimates.
- Analysts are resetting expectations due to underwhelming near-term performance.
- Fiscal 2025 EBITDA outlook is being reiterated, reflecting some stability in longer-term projections.
- Overall sentiment remains Neutral as analysts await improved performance or greater visibility.
What's in the News
- Teads' price target was lowered to $2.50 from $4.25 by B. Riley, maintaining a Neutral rating after a Q2 earnings miss and guidance below consensus (B. Riley, 2025-08-08).
- From April 1 to June 30, 2025, Teads repurchased no shares under its buyback program, completing the previously announced repurchase of 5,139,463 shares (10.11% of shares outstanding) for $23.47 million since December 2022 (Key Developments, 2025-08-08).
- Teads launched the beta of Connected Ads, a proprietary branding solution offering sequential ad placements within publisher content to increase engagement and measurable outcomes, with initial rollout across publishers in the US, UK, Germany, France, Italy, and Japan (Key Developments, 2025-07-31).
- Outbrain Inc. changed its corporate name to Teads Holding Co. and amended its bylaws accordingly; stockholder approval was not required as the changes were board-approved (Key Developments, 2025-06-09).
- Effective June 10, 2025, Outbrain Inc. changed its Nasdaq ticker symbol from OB to TEAD, aligning with the corporate rebranding to Teads Holding Co. (Key Developments, 2025-06-09).
Valuation Changes
Summary of Valuation Changes for Teads Holding
- The Consensus Analyst Price Target has significantly fallen from $3.62 to $3.02.
- The Consensus Revenue Growth forecasts for Teads Holding has significantly fallen from 13.9% per annum to 12.2% per annum.
- The Future P/E for Teads Holding has significantly fallen from 3.41x to 2.99x.
Disclaimer
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