Teads Holding Co.

NasdaqGS:TEAD 주식 리포트

시가총액: US$106.7m

Teads Holding 과거 순이익 실적

과거 기준 점검 0/6

Teads Holding 의 수입은 연평균 -85.8%의 비율로 감소해 온 반면, Interactive Media and Services 산업은 연평균 21.7%의 비율로 증가했습니다. 매출은 연평균 4.3%의 비율로 증가해 왔습니다.

핵심 정보

-85.83%

순이익 성장률

-77.62%

주당순이익(EPS) 성장률

Interactive Media and Services 산업 성장률6.15%
매출 성장률4.28%
자기자본이익률-996.86%
순이익률-39.14%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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
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새로운 내러티브 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...

매출 및 비용 세부 내역

Teads Holding가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NasdaqGS:TEAD 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 261,280-50141940
31 Dec 251,300-51740144
30 Sep 251,183-8931648
30 Jun 251,088-6325946
31 Mar 25959-5120242
31 Dec 24890-116737
30 Sep 24904416036
30 Jun 24909-315235
31 Mar 249211115436
31 Dec 239361015436
30 Sep 23946-216037
30 Jun 23945-716439
31 Mar 23970-2816339
31 Dec 22992-2516640
30 Sep 221,0242217042
30 Jun 221,046-2717242
31 Mar 221,042516440
31 Dec 211,0161116739
30 Sep 21971-1713935
30 Jun 219073812632
31 Mar 218181511630
31 Dec 20767211529
31 Dec 19687-2111926

양질의 수익: TEAD 은(는) 현재 수익성이 없습니다.

이익 마진 증가: TEAD는 현재 수익성이 없습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: TEAD은 수익성이 없으며 지난 5년 동안 손실이 연평균 85.8% 증가했습니다.

성장 가속화: 현재 수익성이 없어 지난 1년간 TEAD의 수익 성장률을 5년 평균과 비교할 수 없습니다.

수익 대 산업: TEAD은 수익성이 없어 지난 해 수익 성장률을 Interactive Media and Services 업계(-1.3%)와 비교하기 어렵습니다.


자기자본이익률

높은 ROE: TEAD는 현재 수익성이 없으므로 자본 수익률이 음수(-996.86%)입니다.


총자산이익률


투하자본수익률


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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/25 00:56
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

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분석가 소스

Teads Holding Co.는 5명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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