Teads Holding (TEAD) Stock Overview
Operates a technology platform that connects media owners and advertisers with engaged audiences to drive business outcomes in the United States, Europe, the Middle East, Africa, and Asia. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 0/6 |
| Past Performance | 0/6 |
| Financial Health | 3/6 |
| Dividends | 0/6 |
TEAD Community Fair Values
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Analyst Price Targets
Media opportunity
CE
Fair Value from
US$7.4345.6% undervalued intrinsic discount
Is this the AI replacing marketing professionals?
Key Takeaways EVA Live (Nasdaq:GOAI) has launched NeuroServer , a purpose-built AI system trained specifically for digital advertising rather than built on off-the-shelf AI models. Its custom neural architecture is designed for multi-objective optimisation across real campaign KPIs, and was trained using reinforcement learning in an agency environment, positioning it very differently from typical AI-powered ad-tech tools.
Read full narrativeTeads Holding Co. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$0.93 |
| 52 Week High | US$3.64 |
| 52 Week Low | US$0.53 |
| Beta | 1.51 |
| 1 Month Change | 32.10% |
| 3 Month Change | 58.57% |
| 1 Year Change | -72.22% |
| 3 Year Change | -74.37% |
| 5 Year Change | n/a |
| Change since IPO | -95.35% |
Recent News & Updates
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.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).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).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).Recent updates
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.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).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).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).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.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).Teads Holding (NASDAQ:TEAD) Has A Somewhat Strained Balance Sheet
Jan 30
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.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.What Is Teads Holding Co.'s (NASDAQ:TEAD) Share Price Doing?
Dec 30TEAD: 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.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.Is There An Opportunity With Teads Holding Co.'s (NASDAQ:TEAD) 22% Undervaluation?
Dec 04TEAD: 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.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.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.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.Further Upside For Teads Holding Co. (NASDAQ:TEAD) Shares Could Introduce Price Risks After 31% Bounce
Jul 24Teads: Bargain Valuation Even As Persistent Risks Remain
Jul 10Is Teads Holding (NASDAQ:TEAD) Using Too Much Debt?
Jul 03Slammed 28% Outbrain Inc. (NASDAQ:OB) Screens Well Here But There Might Be A Catch
May 24Positive Sentiment Still Eludes Outbrain Inc. (NASDAQ:OB) Following 41% Share Price Slump
Mar 19Outbrain: Decent Potential Due To Diversification From Native Display Business
Mar 18
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.Outbrain Inc.'s (NASDAQ:OB) Shares Bounce 35% But Its Business Still Trails The Industry
Dec 04Outbrain's (NASDAQ:OB) Profits May Not Reveal Underlying Issues
Mar 16Is Outbrain (NASDAQ:OB) Using Too Much Debt?
Mar 10Investors Don't See Light At End Of Outbrain Inc.'s (NASDAQ:OB) Tunnel
Dec 14Earnings Update: Here's Why Analysts Just Lifted Their Outbrain Inc. (NASDAQ:OB) Price Target To US$6.60
May 11Shareholder Returns
| TEAD | US Interactive Media and Services | US Market | |
|---|---|---|---|
| 7D | 0.3% | 4.0% | 0.6% |
| 1Y | -72.2% | 75.2% | 28.4% |
Return vs Industry: TEAD underperformed the US Interactive Media and Services industry which returned 75.2% over the past year.
Return vs Market: TEAD underperformed the US Market which returned 28.4% over the past year.
Price Volatility
| TEAD volatility | |
|---|---|
| TEAD Average Weekly Movement | 12.4% |
| Interactive Media and Services Industry Average Movement | 8.1% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: TEAD's share price has been volatile over the past 3 months compared to the US market.
Volatility Over Time: TEAD's weekly volatility (12%) has been stable over the past year, but is still higher than 75% of US stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2006 | 1,700 | David Kostman | www.teads.com |
Teads Holding Co., together with its subsidiaries, operates a technology platform that connects media owners and advertisers with engaged audiences to drive business outcomes in the United States, Europe, the Middle East, Africa, and Asia. The company operates a two-sided marketplace, forming an end-to-end advertising platform with direct media owner and advertiser relationships. It also provides advertising solutions for advertisers, including a CPC performance platform and CPM-based managed and self-service platforms, and bespoke creative studio solutions that provide data-driven creative tailored to various environments and channels.
Teads Holding Co. Fundamentals Summary
| TEAD fundamental statistics | |
|---|---|
| Market cap | US$88.57m |
| Earnings (TTM) | -US$517.07m |
| Revenue (TTM) | US$1.30b |
0.1x
P/S Ratio-0.2x
P/E RatioIs TEAD overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| TEAD income statement (TTM) | |
|---|---|
| Revenue | US$1.30b |
| Cost of Revenue | US$871.41m |
| Gross Profit | US$429.05m |
| Other Expenses | US$946.12m |
| Earnings | -US$517.07m |
Last Reported Earnings
Dec 31, 2025
Next Earnings Date
May 07, 2026
| Earnings per share (EPS) | -5.39 |
| Gross Margin | 32.99% |
| Net Profit Margin | -39.76% |
| Debt/Equity Ratio | 652.5% |
How did TEAD perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/05 21:54 |
| End of Day Share Price | 2026/05/05 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Teads Holding Co. is covered by 5 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Ygal Arounian | Citigroup Inc |
| Matthew Condon | Citizens JMP Securities, LLC |
| Shweta Khajuria | Evercore ISI |