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Teads Holding Co.

TEADยทNASDAQ

$1.24

+3.8%
TechnologySoftware - Application

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 internationally. 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. In addition, the company offers budgets spanning video, display, native, and performance advertising services and technology solutions that enable media owners to deeply engage their audiences, increasing the total revenue opportunity media owners can realize. Teads Holding Co. was formerly known as Outbrain Inc. and changed its name to Teads Holding Co. in June 2025. Teads Holding Co. was incorporated in 2006 and is headquartered in New York, New York.

At a Glance

Live Snapshot
Market Cap$120.27M
EPS-5.6900
P/E Ratio-0.22
Earnings Date08/06/2026
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Teads Holding Co. Street Expectations Map

TEAD ยท NASDAQ

Wall Street analysts project that TEAD stock may decline over the coming 12 months. The consensus 1-year price target stands at 1.00, with estimates ranging from a low of 1.00 to a high of 1.00.

Lowest Target
1.00
-19.35%
Consensus Target
1.00
-19.35%
Highest Target
1.00
-19.35%

The consensus 1-year price target stands at 1.00, with estimates ranging from a low of 1.00 to a high of 1.00.

Analyst Consensus Analysis

Upside Potential

-19.4%

Significant downside risk. Stock trading well above analyst consensus suggests elevated valuation concerns and potential correction.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Risk-Reward Profile

1.00x

Balanced risk-reward. Upside and downside potential relatively symmetric. Suitable for moderate risk tolerance with conviction in thesis.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

Consensus overvaluation: Analysts agree the stock is richly valued with limited upside. Consider booking profits or defensive positioning unless you have contrarian conviction in unrecognized catalysts.

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Teads Holding Co. Forward Estimates of Revenue

TEAD ยท NASDAQ
Latest Revenue
1.30B
FY 2025
Avg Estimate
1.25B
FY 2026
Estimate Range
1.24B - 1.27B
Analyst Spread

Forward Growth Analysis

Projected Growth-3.6%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Teads Holding Co. Forward Estimates of Net Income

TEAD ยท NASDAQ
Latest Net Income
-517.07M
FY 2025
Avg Estimate
-66.13M
FY 2026
Estimate Range
-66.88M - -65.39M
Analyst Spread

Forward Growth Analysis

Projected Growth+87.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Teads Holding Co. Forward Estimates of EPS

TEAD ยท NASDAQ
Latest EPS
-5.69
FY 2025
Avg Estimate
$-0.73
FY 2026
Estimate Range
$-0.74 - $-0.72
Analyst Spread

Forward Growth Analysis

Projected Growth+87.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Teads Holding Co. Forward Estimates of EBIT

TEAD ยท NASDAQ
Latest EBIT
-15.99M
FY 2025
Avg Estimate
-363.92K
FY 2026
Estimate Range
-367.55K - -361.24K
Analyst Spread

Forward Growth Analysis

Projected Growth+97.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Teads Holding Co. Forward Estimates of EBITDA

TEAD ยท NASDAQ
Latest EBITDA
-15.99M
FY 2025
Avg Estimate
22.28M
FY 2026
Estimate Range
22.12M - 22.50M
Analyst Spread

Forward Growth Analysis

Projected Growth+239.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Teads Holding Co. Forward Estimates of SG&A Expense

TEAD ยท NASDAQ
Latest SG&A Expense
401.49M
FY 2025
Avg Estimate
249.77M
FY 2026
Estimate Range
247.93M - 252.26M
Analyst Spread

Forward Growth Analysis

Projected Growth-37.8%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Teads Holding Co. Insider Positioning

TEAD ยท NASDAQ

During the last 12 months, insiders have purchased $185K and sold $136K worth of TEAD shares, resulting in $50K of net buying activity.

3 Months

Bought

151.5K

157.20K

Sold

0

0.00

Net Activity

+157K

+$157K

3-6 Months

Bought

10.0K

7.32K

Sold

0

0.00

Net Activity

+7K

+$7K

6-9 Months

Bought

1.3K

2.01K

Sold

18.9K

30.78K

Net Activity

-29K

-$29K

9-12 Months

Bought

10.0K

18.55K

Sold

37.3K

104.78K

Net Activity

-86K

-$86K

Top Buyers

1
SM

Spilman Mary

Officer: Chief Commercial Officer

105.0K sharesโ€ข1 transactions

$104K

2
KD

Kostman David

Director, Officer: Chief Executive Officer

46.5K sharesโ€ข3 transactions

$53K

3
KY

Krindel Yaffa

Director

21.3K sharesโ€ข8 transactions

$28K

Top Sellers

1
KD

Kostman David

Director, Officer: Chief Executive Officer

49.8K sharesโ€ข2 transactions

$120K

2
KJ

Kiviat Jason

Officer: Chief Financial Officer

5.1K sharesโ€ข2 transactions

$12K

3
BW

Bradshaw Wenkai

Officer: Cao & Svp Corporate Controller

1.3K sharesโ€ข2 transactions

$3K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Moderately bullish with $50K net buying. Insiders show cautious optimism through measured share purchases.

Buy/Sell Ratio

1.37:1

Positive buy/sell ratio. Buying exceeds or matches selling, indicating net positive insider sentiment.

Recent Trend (3 Months)

$157K

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

Balanced

3 insider buyers and 3 sellers. Equal participation suggests mixed or neutral insider views.

Insider Activity Insight

Broad-based insider buying: When multiple insiders independently decide to purchase shares, it often reflects genuine confidence rather than coordinated optics. This pattern deserves attention, especially if buying followed a price decline.