Teads Holding Co. (TEAD)
Communications · NMS
Price as at 1 Oct 2026, 02:26 UTC. Quotes are delayed.
Fundamentals
Valuation and ratings
Teads Holding Co. trades at $0.51, close to the $0.52 our fair value estimate puts on the business. On this measure the market and the model broadly agree, so the interesting question is which of them is wrong.
Our moat model scores it 12 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
TEAD earnings and analyst estimates
Recommendation mix, 3 published ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About Teads Holding Co.
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. In addition, the company offers budgets spanning video, display, native, native, vertical video, and other formats, as well as 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.
Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.
Super investor ownership
5 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Cliff Asness, AQR CAPITAL MANAGEMENT LLC$798.6K · 0.0% of book
- Israel Englander, MILLENNIUM MANAGEMENT LLC$350.1K · 0.0% of book
- Two Sigma, TWO SIGMA INVESTMENTS, LP$123.5K · 0.0% of book
- Steve Cohen, Point72 Asset Management, L.P.$73.8K · 0.0% of book
- Ken Griffin, CITADEL ADVISORS LLC$37.9K · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
TEAD peers
The largest companies in the same industry (Internet Content & Information), then in the same sector.
- GOOGL Alphabet Inc.
- META Meta Platforms, Inc.
- NBIS Nebius Group N.V.
- RDDT Reddit, Inc.
- BAIDF Baidu, Inc.
- ZG Zillow Group, Inc.
- ATDRF Autotrader Group plc
- RMVEY Rightmove Plc
Every communications company we cover is on the Communications hub.
Common questions
Is Teads Holding Co. (TEAD) undervalued?
Against our fair value estimate of $0.52, TEAD at $0.51 is 2% below fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.
Which funds own TEAD?
5 of the institutions we track reported a position in TEAD in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
Where does SteadyShares get its TEAD data?
Fundamentals for TEAD come from company filings and exchange data, as listed on NMS; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 1 Oct 2026, 02:26 UTC and is delayed. Our data quality score for this company is 83/100, which is the share of the inputs behind our scores that were actually available rather than assumed. Metrics we do not hold are left out of the page rather than estimated.
The full research page for TEAD, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.