Teads Holding (TEAD) Resumen de Acciones
Teads Holding Co., junto con sus filiales, explota una plataforma tecnológica que conecta a propietarios de medios y anunciantes con audiencias comprometidas para impulsar los resultados empresariales en Estados Unidos, Europa, Oriente Medio, África y Asia. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 3/6 |
| Crecimiento futuro | 0/6 |
| Rendimiento pasado | 0/6 |
| Salud financiera | 3/6 |
| Dividendos | 0/6 |
TEAD Community Fair Values
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Analyst Price Targets
Competidores de Teads Holding Co.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$1.01 |
| Máximo en las últimas 52 semanas | US$3.64 |
| Mínimo de 52 semanas | US$0.53 |
| Beta | 1.51 |
| Cambio en 1 mes | 56.98% |
| Variación en 3 meses | 41.62% |
| Cambio de 1 año | -68.29% |
| Variación en 3 años | -73.97% |
| Variación en 5 años | n/a |
| Variación desde la OPV | -94.95% |
Noticias y actualizaciones recientes
Actualización del análisis • May 10
TEAD: Expanded CTV Partnerships And Attention Metrics Will Support Long Term Upside
Analysts have nudged their price target on Teads Holding higher, reflecting small adjustments to fair value estimates, discount rates, revenue growth assumptions, profit margin expectations, and future P/E inputs. What's in the News Teads expanded its partnership with Lumen Research to introduce attention measurement across its CTV offering, giving the company exclusive access to Lumen’s CTV attention measurement for the HomeScreen placement across the US, EMEA, APAC, and LATAM (Key Developments).Actualización del análisis • Apr 22
TEAD: Connected TV Partnership Will Support Long Term Upside Potential
Analysts have made a small upward adjustment to the price target for Teads Holding, citing refined assumptions on fair value, discount rate, revenue growth, profit margin, and future P/E that slightly increase their estimated long term upside in dollar terms. What's in the News Teads Holding Co. plans to seek shareholder approval at the May 14, 2026 AGM for an amendment to its Thirteenth Amended and Restated Certificate of Incorporation that would allow a reverse stock split of common shares at a ratio between 1-for-5 and 1-for-25.Actualización del análisis • Apr 08
TEAD: Connected TV Expansion And Reverse Split Plan Will Support Upside Potential
Analysts have modestly trimmed their price targets on Teads Holding, reflecting slightly lower assumed future P/E multiples and a small adjustment to long term profit margin expectations, while key inputs like the discount rate and revenue growth remain essentially unchanged. What's in the News Teads Holding plans to seek shareholder approval at its May 14, 2026 AGM to amend its Thirteenth Amended and Restated Certificate of Incorporation to allow a reverse stock split in a range of 1-for-5 to 1-for-25, with the exact ratio and timing to be set later by the Board without a further shareholder vote (company filing).Actualización del análisis • Mar 24
TEAD: Connected TV Partnership With Google TV Will Support Upside Potential
Analysts have nudged their price target on Teads Holding slightly lower to reflect a modestly reduced future P/E assumption alongside a small adjustment to profit margin expectations, while keeping core growth inputs such as the discount rate and projected revenue growth broadly unchanged. What's in the News Teads Holding Co. has partnered with Google TV to expand its connected TV HomeScreen ad inventory, giving brands access to prominent placements on Google TV devices in major markets such as the US and UK (Key Developments).Recent updates
Actualización del análisis • May 10
TEAD: Expanded CTV Partnerships And Attention Metrics Will Support Long Term Upside
Analysts have nudged their price target on Teads Holding higher, reflecting small adjustments to fair value estimates, discount rates, revenue growth assumptions, profit margin expectations, and future P/E inputs. What's in the News Teads expanded its partnership with Lumen Research to introduce attention measurement across its CTV offering, giving the company exclusive access to Lumen’s CTV attention measurement for the HomeScreen placement across the US, EMEA, APAC, and LATAM (Key Developments).Actualización del análisis • Apr 22
TEAD: Connected TV Partnership Will Support Long Term Upside Potential
Analysts have made a small upward adjustment to the price target for Teads Holding, citing refined assumptions on fair value, discount rate, revenue growth, profit margin, and future P/E that slightly increase their estimated long term upside in dollar terms. What's in the News Teads Holding Co. plans to seek shareholder approval at the May 14, 2026 AGM for an amendment to its Thirteenth Amended and Restated Certificate of Incorporation that would allow a reverse stock split of common shares at a ratio between 1-for-5 and 1-for-25.Actualización del análisis • Apr 08
TEAD: Connected TV Expansion And Reverse Split Plan Will Support Upside Potential
Analysts have modestly trimmed their price targets on Teads Holding, reflecting slightly lower assumed future P/E multiples and a small adjustment to long term profit margin expectations, while key inputs like the discount rate and revenue growth remain essentially unchanged. What's in the News Teads Holding plans to seek shareholder approval at its May 14, 2026 AGM to amend its Thirteenth Amended and Restated Certificate of Incorporation to allow a reverse stock split in a range of 1-for-5 to 1-for-25, with the exact ratio and timing to be set later by the Board without a further shareholder vote (company filing).Actualización del análisis • Mar 24
TEAD: Connected TV Partnership With Google TV Will Support Upside Potential
Analysts have nudged their price target on Teads Holding slightly lower to reflect a modestly reduced future P/E assumption alongside a small adjustment to profit margin expectations, while keeping core growth inputs such as the discount rate and projected revenue growth broadly unchanged. What's in the News Teads Holding Co. has partnered with Google TV to expand its connected TV HomeScreen ad inventory, giving brands access to prominent placements on Google TV devices in major markets such as the US and UK (Key Developments).Actualización del análisis • Mar 10
TEAD: Connected TV Expansion Will Support Recovery Toward Nasdaq Listing Compliance
Analysts have nudged their price target on Teads Holding higher, citing slightly lower modeled revenue growth of 1.03% and a modestly trimmed profit margin of 8.53%, while also accepting a richer future P/E assumption of 1.25x as they refresh their fair value framework. What's in the News Teads has partnered with Google TV to expand its connected TV HomeScreen ad inventory, giving brands access to high attention placements that appear as the first visual impression on Google TV devices in major markets including the US and UK (Key Developments).Actualización del análisis • Feb 23
TEAD: Connected TV Partnership Will Support Recovery Toward Nasdaq Compliance
Analysts have adjusted their price targets for Teads Holding as they factor in updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. This has led to a revised $1.00 fair value estimate and a future P/E of roughly 1.20x.Actualización del análisis • Feb 09
TEAD: Connected TV Expansion Will Drive Recovery Toward Nasdaq Compliance
Analysts have moderately adjusted their price target on Teads Holding, reflecting small refinements to fair value, a discount rate of 12.33%, revenue growth of 4.39%, a profit margin of 10.42% and a future P/E of 1.01x, based on updated valuation work rather than any new Street research. What's in the News Teads Holding has partnered with Google TV to expand connected TV HomeScreen ad inventory, giving brands access to a prominent first visual impression on Google TV devices across major markets, including the US and UK (Key Developments).Artículo de análisis • Jan 30
Teads Holding (NASDAQ:TEAD) Has A Somewhat Strained Balance Sheet
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Actualización del análisis • Jan 25
TEAD: Integration Progress And Revenue Stabilization Will Drive Recovery Toward Compliance
Analysts have revised their fair value estimate for Teads Holding to US$1.00 per share, down from US$2.50 per share. They cite reduced price targets and ongoing integration challenges, which are affecting visibility into revenue trends.Actualización del análisis • Jan 11
TEAD: Outbrain Integration Progress Will Determine Recovery From Nasdaq Bid Price Pressure
Narrative Update on Teads Holding Analysts have trimmed their price target on Teads Holding to US$1.00 from US$2.50, citing Q3 results that came in below expectations and ongoing operational challenges from the Teads and Outbrain merger, which are clouding visibility on when revenue trends may stabilize. Analyst Commentary Recent Street research reflects a more cautious tone on Teads Holding after Q3 results and ongoing integration work with Outbrain, with price targets and ratings pulled back to more neutral stances.Artículo de análisis • Dec 30
What Is Teads Holding Co.'s (NASDAQ:TEAD) Share Price Doing?
While Teads Holding Co. ( NASDAQ:TEAD ) might not have the largest market cap around , it led the NASDAQGS gainers with...Actualización del análisis • Dec 26
TEAD: Outbrain Integration Challenges Will Shape Future Trading And Delisting Risk
Analysts have sharply reduced their price target on Teads Holding to $1.00 from $2.50, citing disappointing Q3 results, ongoing operational challenges from the Outbrain integration, and limited visibility into when revenue trends may stabilize. Analyst Commentary Analyst reactions to Teads Holding's latest update have been predominantly cautious, reflecting concerns about execution risk and the pace of integration with Outbrain.Actualización del análisis • Dec 11
TEAD: Outbrain Integration Improvements Will Drive Future Upside Despite Recent Downgrades
Analysts have sharply reduced their price target on Teads Holding to $1.00 from $2.50, citing weaker than expected Q3 results, ongoing operational challenges from the Outbrain integration, and limited visibility into when revenue trends might stabilize. Analyst Commentary Analyst sentiment around Teads Holding has tilted cautious following the Q3 miss and updated outlook, with most commentary highlighting execution risks around the Outbrain integration and limited near term visibility into growth and margins.Artículo de análisis • Dec 04
Is There An Opportunity With Teads Holding Co.'s (NASDAQ:TEAD) 22% Undervaluation?
Key Insights Teads Holding's estimated fair value is US$0.79 based on 2 Stage Free Cash Flow to Equity Teads Holding's...Actualización del análisis • Nov 27
TEAD: Integration Progress And Efficiency Gains Will Drive Future Upside Potential
Analysts have sharply reduced their price target for Teads Holding from $1.85 to $0.98, citing weaker revenue growth projections and ongoing integration challenges faced by the company. Analyst Commentary Following the recent reduction in Teads Holding’s price target, analysts have offered both optimistic and cautious perspectives on the company’s near-term trajectory.Actualización del análisis • Nov 12
TEAD: Near-Term Challenges Will Ease as Integration Progresses for Future Stability
Teads Holding's analyst price target was recently reduced from $2.50 to $1. Analysts cite ongoing operational challenges and weaker-than-expected financial results as the main drivers for the downward revision.Actualización del análisis • Aug 23
Launching 'Moments' Will Attract Premium Brands With Engaging Content Solutions
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.Actualización del análisis • Aug 08
Launching 'Moments' Will Attract Premium Brands With Engaging Content Solutions
Despite a substantial improvement in Net Profit Margin and a marked reduction in Future P/E, the consensus analyst price target for Teads Holding has been sharply revised downward from $5.23 to $3.62. What's in the News Teads announced the beta launch of Connected Ads, a new dual-ad creative solution for sequential storytelling and deeper engagement, available exclusively on its platform across major markets.Artículo de análisis • Jul 24
Further Upside For Teads Holding Co. (NASDAQ:TEAD) Shares Could Introduce Price Risks After 31% Bounce
Teads Holding Co. ( NASDAQ:TEAD ) shareholders are no doubt pleased to see that the share price has bounced 31% in the...Seeking Alpha • Jul 10
Teads: Bargain Valuation Even As Persistent Risks Remain
Summary The Outbrain acquisition of Teads was completed in February for $0.9 billion, with the combined entity now adopting the Teads brand name as Teads Holding Co. Adjusted EBITDA guidance for this year stands at $180 million, compared to the current TEAD market cap of $255 million. Adjusted EBITDA could reach $230 million next year once all the cost and revenue synergies have been realized. While the company has a large net debt position of $481 million, its maturity in 2030 and the solid FCF generation expected going forward help to mitigate this risk. Despite the risks I have identified, I find the current valuation of TEAD stock compelling enough to warrant a Buy rating. Read the full article on Seeking AlphaArtículo de análisis • Jul 03
Is Teads Holding (NASDAQ:TEAD) Using Too Much Debt?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Artículo de análisis • May 24
Slammed 28% Outbrain Inc. (NASDAQ:OB) Screens Well Here But There Might Be A Catch
Unfortunately for some shareholders, the Outbrain Inc. ( NASDAQ:OB ) share price has dived 28% in the last thirty days...Artículo de análisis • Mar 19
Positive Sentiment Still Eludes Outbrain Inc. (NASDAQ:OB) Following 41% Share Price Slump
Outbrain Inc. ( NASDAQ:OB ) shareholders that were waiting for something to happen have been dealt a blow with a 41...Seeking Alpha • Mar 18
Outbrain: Decent Potential Due To Diversification From Native Display Business
Summary I initiated coverage on Outbrain with a buy rating, projecting a 1-year price target of $4.5 per share, suggesting it is undervalued today. OB's acquisition of Teads is expected to drive strong growth and bottom-line catalysts, with $65-$75 million in annual synergies by FY 2026. Despite mixed fundamentals and revenue decline, OB's operating cash flow rebounded to a record $68.6 million in FY 2024, boosting liquidity. Risks include potential TAM size challenges in native advertising and increased debt load post-acquisition, which could pressure revenue and bottom-line performance. Read the full article on Seeking Alpha
Nuevo análisis • Feb 19
Teads Will Harness AI To Deliver Superior Advertising Results
Merging with Teads creates a major open Internet player, boosting revenue growth and profitability through strategic synergies and expanded offerings.Artículo de análisis • Dec 04
Outbrain Inc.'s (NASDAQ:OB) Shares Bounce 35% But Its Business Still Trails The Industry
Outbrain Inc. ( NASDAQ:OB ) shareholders would be excited to see that the share price has had a great month, posting a...Artículo de análisis • Mar 16
Outbrain's (NASDAQ:OB) Profits May Not Reveal Underlying Issues
The market shrugged off Outbrain Inc.'s ( NASDAQ:OB ) solid earnings report. We think that investors might be worried...Artículo de análisis • Mar 10
Is Outbrain (NASDAQ:OB) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Artículo de análisis • Dec 14
Investors Don't See Light At End Of Outbrain Inc.'s (NASDAQ:OB) Tunnel
With a price-to-sales (or "P/S") ratio of 0.2x Outbrain Inc. ( NASDAQ:OB ) may be sending bullish signals at the...Artículo de análisis • May 11
Earnings Update: Here's Why Analysts Just Lifted Their Outbrain Inc. (NASDAQ:OB) Price Target To US$6.60
Outbrain Inc. ( NASDAQ:OB ) investors will be delighted, with the company turning in some strong numbers with its...Rentabilidad de los accionistas
| TEAD | US Interactive Media and Services | Mercado US | |
|---|---|---|---|
| 7D | 9.4% | 0.6% | 2.6% |
| 1Y | -68.3% | 73.3% | 26.2% |
Rentabilidad vs. Industria: Los resultados de TEAD fueron inferiores a los de la industria US Interactive Media and Services, que obtuvo un rendimiento del 73.3% el año pasado.
Rentabilidad vs. Mercado: TEAD obtuvo unos resultados inferiores a los del mercado US, que fueron del 26.2% el año pasado.
Volatilidad de los precios
| TEAD volatility | |
|---|---|
| TEAD Average Weekly Movement | 16.3% |
| Interactive Media and Services Industry Average Movement | 8.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Precio estable de las acciones: El precio de las acciones de TEAD ha sido volátil durante los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de TEAD(16%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de US.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2006 | 1,700 | David Kostman | www.teads.com |
Teads Holding Co., junto con sus filiales, explota una plataforma tecnológica que conecta a propietarios de medios y anunciantes con audiencias comprometidas para impulsar los resultados empresariales en Estados Unidos, Europa, Oriente Medio, África y Asia. La empresa opera un mercado de dos caras, formando una plataforma publicitaria de extremo a extremo con relaciones directas entre propietarios de medios y anunciantes. También ofrece soluciones publicitarias para anunciantes, como una plataforma de rendimiento CPC y plataformas gestionadas y de autoservicio basadas en CPM, y soluciones de estudio creativo a medida que proporcionan creatividades basadas en datos y adaptadas a diversos entornos y canales.
Resumen de fundamentos de Teads Holding Co.
| Estadísticas fundamentales de TEAD | |
|---|---|
| Capitalización bursátil | US$102.81m |
| Beneficios(TTM) | -US$501.01m |
| Ingresos (TTM) | US$1.28b |
0.1x
Ratio precio-ventas (PS)-0.2x
Ratio precio-beneficio (PE)¿Está TEAD sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de TEAD | |
|---|---|
| Ingresos | US$1.28b |
| Coste de los ingresos | US$850.07m |
| Beneficio bruto | US$430.02m |
| Otros gastos | US$931.03m |
| Beneficios | -US$501.01m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | -5.17 |
| Margen bruto | 33.59% |
| Margen de beneficio neto | -39.14% |
| Ratio deuda/patrimonio | 1,240.4% |
¿Cómo se ha desempeñado TEAD a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/11 19:55 |
| Precio de las acciones al final del día | 2026/05/11 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Teads Holding Co. está cubierta por 5 analistas. 3 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Ygal Arounian | Citigroup Inc |
| Matthew Condon | Citizens JMP Securities, LLC |
| Shweta Khajuria | Evercore ISI |