Teads Holding Co.

NasdaqGS:TEAD 株式レポート

時価総額:US$92.1m

Teads Holding 配当と自社株買い

配当金 基準チェック /06

Teads Holding配当金を支払った記録がありません。

主要情報

n/a

配当利回り

0.4%

バイバック利回り

総株主利回り0.4%
将来の配当利回り0%
配当成長n/a
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向n/a

最近の配当と自社株買いの更新

更新なし

Recent updates

ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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).
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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 Alpha
分析記事 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...
分析記事 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...
分析記事 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
User avatar
新しいナラティブ 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...

決済の安定と成長

配当データの取得

安定した配当: TEADの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。

増加する配当: TEADの配当金が増加しているかどうかを判断するにはデータが不十分です。


配当利回り対市場

Teads Holding 配当利回り対市場
TEAD 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (TEAD)n/a
市場下位25% (US)1.4%
市場トップ25% (US)4.3%
業界平均 (Interactive Media and Services)0.3%
アナリスト予想 (TEAD) (最長3年)0%

注目すべき配当: TEADは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。

高配当: TEADは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。


株主への利益配当

収益カバレッジ: TEADの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。


株主配当金

キャッシュフローカバレッジ: TEADが配当金を報告していないため、配当金の持続可能性を計算できません。


高配当企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/17 23:29
終値2026/05/15 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Teads Holding Co. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。5

アナリスト機関
Ygal ArounianCitigroup Inc
Matthew CondonCitizens JMP Securities, LLC
Shweta KhajuriaEvercore ISI