Teads
Connects advertisers and media owners through open-internet, CTV, and creative advertising tools.
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Profile
Sells an open-internet advertising platform for brand and performance campaigns, spanning native recommendations, video, CTV, creative services, audience tools, and media-owner monetization. The business is shaped by the Outbrain-Teads integration, advertiser demand, publisher supply, and Nasdaq listing compliance.
Provides an open-internet advertising platform for brand and performance campaigns across web, mobile, and connected-TV environments. Advertiser tools include Teads Ad Manager, CTV HomeScreen, CTV InStream, CTV Performance, Omnichannel Audiences, and Teads Studio creative services.
Serves media owners with monetization, personalization, yield optimization, and access to advertiser demand across publishers, CTV, and apps. The operating footprint is global, with the company headquartered in New York and teams across more than 30 countries.
Current identity depends on integrating Legacy Outbrain's recommendation and native-performance technology with Legacy Teads' video, CTV, and branding capabilities. Revenue depends on open-internet inventory, advertiser budgets, media-owner relationships, and continued Nasdaq listing compliance.
Company facts
Categories
Key statistics
Year to date −27.9% · Average volume (30d) 184.2K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Target |
|---|---|---|---|---|---|
| Dec 22, 2025 | Needham | Target | $1 | ||
| Nov 7, 2025 | Citizens | Downgrade | Market Outperform | Market Perform |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | −$0.23 | −$0.41 | −82.2% | $308.7M | $284.6M | −7.8% | −15.84% |
| May 7, 2026Q1 FY26 | −$0.44 | −$0.38 | +13.6% | $270.0M | $266.0M | −1.5% | +21.64% |
| Mar 5, 2026Q4 FY25 | −$0.19 | $0.10 | +152.6% | $355.5M | $352.2M | −0.9% | −7.22% |
| Nov 6, 2025Q3 FY25 | −$0.15 | −$0.17 | −13.3% | $355.5M | $318.8M | −10.3% | −8.58% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $286.4M | $343.1M | $318.8M | $352.2M | $266.0M | $284.6M | |
| Gross profit | $82.7M | $120.3M | $105.7M | $120.4M | $83.6M | $95.6M | |
| Operating income | −$44.4M | −$2.3M | −$5.6M | $11.8M | −$20.1M | −$14.4M | |
| Net income | −$54.8M | −$14.3M | −$19.7M | −$428.2M | −$38.8M | −$42.5M | |
| Diluted EPS | −$1.10 | −$0.15 | −$0.21 | −$4.48 | −$0.40 | −$0.44 | |
| Gross margin | 28.9% | 35.1% | 33.2% | 34.2% | 31.4% | 33.6% | |
| Operating margin | -15.5% | -0.7% | -1.8% | 3.3% | -7.6% | -5.1% |
Fiscal years (4-quarter sums)FY24 $889.9M · FY25 $1.30B
Balance sheet, Jun 30, 2026Cash & short-term investments $91.0M · Total debt $634.9M · Total assets $1.16B · Shareholders' equity $7.4M
Dividends
No dividends on record.
Ownership
Shares outstanding 96.99M · Float 28.79M · 29.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Yaron Galai · director, other: Co-Founder and Board Chair | 3.44M | 3.54% | Form 4 | May 18, 2026 |
| David Kostman · director, officer: Chief Executive Officer | 1.51M | 1.56% | Form 4 | Jun 9, 2026 |
| Mary Spilman · officer: Chief Commercial Officer | 1.51M | 1.55% | Form 4 | May 20, 2026 |
| Asaf Porat · officer: Chief Operating Officer | 1.00M | 1.03% | Form 4 | Mar 13, 2026 |
| Jason Kiviat · officer: Chief Financial Officer | 323.8K | 0.33% | Form 4 | Jun 9, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 29, 2026 | David Kostman | director, officer: Chief Executive Officer | +18,000 | $1.16 |
| Jun 1, 2026 | David Kostman | director, officer: Chief Executive Officer | +15,000 | $1.19 |
| Jun 2, 2026 | David Kostman | director, officer: Chief Executive Officer | +13,500 | $1.07 |
| May 18, 2026 | Mary Spilman | officer: Chief Commercial Officer | +105,000 | $0.9900 |
| Dec 11, 2025 | Yaffa Krindel | director | +8,108 | $0.7400 |
Peers
- The Trade Desk
Independent DSP contesting omnichannel and CTV budgets
- Taboola
Performance ads and publisher recommendations outside search/social
- Alphabet Class A
Scaled search, YouTube, and network ads for brand and performance
- Magnite
Independent SSP competing for publisher monetization and CTV supply
- PubMatic
Open-internet SSP linking publishers, buyers, data, and commerce media
- Viant Technology
Buy-side CTV and open-internet DSP for measurable advertiser outcomes
- Amazon
Retail-media DSP and streaming-video ads competing for outcomes budgets
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Teads | $0.4683 | −1.58% | $46.3M | — | — | 0.0 | −17.1% |
| The Trade Desk | $13.60 | +0.18% | $6.38B | 16.0 | 123.2 | 2.1 | +3.0% |
| Taboola | $3.83 | +1.06% | $1.03B | 9.6 | 9.4 | 0.5 | +2.4% |
| Alphabet Class A | $346.00 | −0.14% | $4.19T | 17.4 | 25.8 | 9.4 | +24.2% |
| Magnite | $23.10 | −2.45% | $3.39B | 21.5 | 20.2 | 4.6 | +9.4% |
| PubMatic | $16.82 | +0.15% | $785.6M | — | 71.8 | 2.7 | +10.6% |
| Viant Technology | $13.92 | +5.14% | $868.1M | 121.3 | 53.7 | 2.2 | −22.7% |
| Amazon | $266.10 | −0.11% | $2.87T | 21.4 | 28.5 | 3.7 | +19.6% |
| Median | 19.4 | 28.5 | 2.7 | +9.4% |