Teads Holding (TEAD) Aandelenoverzicht
Teads Holding Co. exploiteert samen met haar dochterondernemingen een technologieplatform dat media-eigenaren en adverteerders verbindt met een betrokken publiek om bedrijfsresultaten te stimuleren in de Verenigde Staten, Europa, het Midden-Oosten, Afrika en Azië. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 3/6 |
| Toekomstige groei | 0/6 |
| Prestaties in het verleden | 0/6 |
| Financiële gezondheid | 3/6 |
| Dividenden | 0/6 |
TEAD Community Fair Values
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Analyst Price Targets
Teads Holding Co. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$1.01 |
| 52 Week Hoogtepunt | US$3.64 |
| 52 Week Laag | US$0.53 |
| Bèta | 1.51 |
| 1 maand verandering | 56.98% |
| 3 maanden verandering | 41.62% |
| 1 Jaar Verandering | -68.29% |
| 3 jaar verandering | -73.97% |
| 5 jaar verandering | n/a |
| Verandering sinds IPO | -94.95% |
Recent nieuws en updates
Analyse-update • 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).Analyse-update • 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.Analyse-update • 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).Analyse-update • 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
Analyse-update • 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).Analyse-update • 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.Analyse-update • 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).Analyse-update • 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).Analyse-update • 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).Analyse-update • 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.Analyse-update • 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).Analyse-artikel • 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...Analyse-update • 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.Analyse-update • 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.Analyse-artikel • 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...Analyse-update • 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.Analyse-update • 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.Analyse-artikel • 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...Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-artikel • 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 AlphaAnalyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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
Nieuwe analyse • 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.Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Rendement voor aandeelhouders
| TEAD | US Interactive Media and Services | US Markt | |
|---|---|---|---|
| 7D | 9.4% | 0.6% | 2.6% |
| 1Y | -68.3% | 73.3% | 26.2% |
Rendement versus industrie: TEAD presteerde slechter dan de US Interactive Media and Services -sector, die het afgelopen jaar een rendement van 73.3 % opleverde.
Rendement versus markt: TEAD presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 26.2 % opleverde.
Prijsvolatiliteit
| 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% |
Stabiele aandelenkoers: De aandelenkoers van TEAD is de afgelopen 3 maanden volatiel geweest in vergelijking met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 16% ) van TEAD is het afgelopen jaar stabiel geweest, maar is nog steeds hoger dan 75% van de aandelen US.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2006 | 1,700 | David Kostman | www.teads.com |
Teads Holding Co. exploiteert samen met haar dochterondernemingen een technologieplatform dat media-eigenaren en adverteerders verbindt met een betrokken publiek om bedrijfsresultaten te stimuleren in de Verenigde Staten, Europa, het Midden-Oosten, Afrika en Azië. Het bedrijf exploiteert een tweezijdige marktplaats, die een end-to-end reclameplatform vormt met directe relaties tussen media-eigenaren en adverteerders. Het bedrijf biedt ook advertentieoplossingen voor adverteerders, waaronder een CPC-prestatieplatform en CPM-gebaseerde beheerde en zelfbedieningsplatforms, en op maat gemaakte creatieve studio-oplossingen die datagestuurde creativiteit bieden die is afgestemd op verschillende omgevingen en kanalen.
Teads Holding Co. Samenvatting
| TEAD fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$102.81m |
| Inkomsten(TTM) | -US$501.01m |
| Inkomsten(TTM) | US$1.28b |
0.1x
P/S-verhouding-0.2x
Koers/WinstverhoudingIs TEAD overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| TEAD resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$1.28b |
| Kosten van inkomsten | US$850.07m |
| Brutowinst | US$430.02m |
| Overige uitgaven | US$931.03m |
| Inkomsten | -US$501.01m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | -5.17 |
| Brutomarge | 33.59% |
| Nettowinstmarge | -39.14% |
| Schuld/Eigen Vermogen Verhouding | 1,240.4% |
Hoe presteerde TEAD op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/11 06:24 |
| Aandelenkoers aan het einde van de dag | 2026/05/11 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Teads Holding Co. wordt gevolgd door 5 analisten. 3 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Ygal Arounian | Citigroup Inc |
| Matthew Condon | Citizens JMP Securities, LLC |
| Shweta Khajuria | Evercore ISI |