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Teads B.V. (TEAD)



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Upturn Advisory Summary
06/30/2025: TEAD (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $5.33
1 Year Target Price $5.33
0 | Strong Buy |
2 | Buy |
3 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -1.26% | Avg. Invested days 36 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Small-Cap Stock | Market Capitalization 231.98M USD | Price to earnings Ratio - | 1Y Target Price 5.33 |
Price to earnings Ratio - | 1Y Target Price 5.33 | ||
Volume (30-day avg) 5 | Beta 1.35 | 52 Weeks Range 2.32 - 7.87 | Updated Date 06/30/2025 |
52 Weeks Range 2.32 - 7.87 | Updated Date 06/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.71 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -5.27% | Operating Margin (TTM) -1.79% |
Management Effectiveness
Return on Assets (TTM) 0.16% | Return on Equity (TTM) -14.61% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 732131226 | Price to Sales(TTM) 0.24 |
Enterprise Value 732131226 | Price to Sales(TTM) 0.24 | ||
Enterprise Value to Revenue 0.76 | Enterprise Value to EBITDA 9.36 | Shares Outstanding 94300096 | Shares Floating 29695099 |
Shares Outstanding 94300096 | Shares Floating 29695099 | ||
Percent Insiders 56.2 | Percent Institutions 32.14 |
Analyst Ratings
Rating 3 | Target Price 5.33 | Buy 2 | Strong Buy - |
Buy 2 | Strong Buy - | ||
Hold 3 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Teads B.V.
Company Overview
History and Background
Teads was founded in 2005 in France as a video advertising marketplace. It evolved from a technology provider for publishers to a global media platform connecting advertisers and publishers through programmatic advertising.
Core Business Areas
- Advertising Solutions: Teads provides advertising solutions that enable brands to reach audiences within premium publisher content. These include in-read and in-article video advertising formats, as well as display and native advertising.
- Publisher Solutions: Teads offers tools and technologies that allow publishers to monetize their content by integrating advertising into their articles and video content.
- Data & Analytics: Teads provides data and analytics services to help advertisers and publishers optimize their campaigns and understand audience behavior.
Leadership and Structure
Teads is led by Bertrand Quesada (CEO) and Pierre Chappaz (Executive Chairman). The company has a global organizational structure with regional teams across North America, Europe, and Asia-Pacific.
Top Products and Market Share
Key Offerings
- Teads Ad Manager: Teads Ad Manager (TAM) is a self-serve platform allowing advertisers to create, manage, and optimize campaigns across Teadsu2019 inventory. It is a competitor to Google Ad Manager and The Trade Desk. Market share is difficult to determine exactly, but Teads is considered a significant player, likely holding a single-digit percentage of the global digital ad market.
- InRead Advertising: InRead is Teads' signature ad format which places video ads within editorial content. Teads has a significant share in outstream video advertising. Competitors include Tremor Video and Unruly.
Market Dynamics
Industry Overview
The digital advertising industry is experiencing continuous growth, driven by increasing internet usage and the shift towards programmatic advertising. Video advertising is a particularly strong growth area.
Positioning
Teads positions itself as a premium alternative to social media platforms and open exchange environments, focusing on brand safety and high-quality inventory. It has competitive advantages in its relationships with premium publishers and its innovative ad formats.
Total Addressable Market (TAM)
The global digital advertising market is projected to reach hundreds of billions of dollars. Teads is well-positioned to capture a portion of this TAM, especially within the video and programmatic advertising segments.
Upturn SWOT Analysis
Strengths
- Strong relationships with premium publishers
- Innovative advertising formats
- Brand-safe environment
- Global presence
Weaknesses
- Reliance on publisher relationships
- Competition from larger players like Google and Facebook
- Complex technology integration
Opportunities
- Expansion into new markets
- Growth in video advertising
- Increasing demand for brand-safe environments
- Development of new advertising formats
Threats
- Increasing competition
- Changes in data privacy regulations
- Economic downturn
- Technological disruptions
Competitors and Market Share
Key Competitors
- GOOG
- META
- TTD
- MGNI
Competitive Landscape
Teads competes with larger players such as Google and Meta, as well as other advertising technology companies. Teads differentiates itself through its focus on premium publishers, brand safety, and innovative advertising formats.
Major Acquisitions
Brainient
- Year: 2016
- Acquisition Price (USD millions): 50
- Strategic Rationale: Brainient's technology allowed Teads to improve its creative offerings and campaign performance.
Growth Trajectory and Initiatives
Historical Growth: Teads has experienced strong growth in recent years, driven by the increasing demand for video advertising and its strategic partnerships with premium publishers.
Future Projections: Future growth is projected to be positive, with the expectation that Teads will continue to capitalize on the growth in digital and video advertising.
Recent Initiatives: Recent initiatives include expanding into new markets, developing new advertising formats, and investing in technology to improve its advertising platform.
Summary
Teads is a significant player in the digital advertising market, particularly in video advertising and its partnerships with premium publishers. The company's focus on brand safety and innovative formats gives it a competitive edge, but it faces challenges from larger competitors. Future growth will depend on its ability to expand into new markets and adapt to changes in the digital advertising landscape. Teads also has risks from larger competitors as well as regulatory changes.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Websites
- Industry Reports
- Analyst Estimates
- Market Research Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share estimates are approximate and may vary based on different sources. Financial data may be limited due to the company being privately held.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Teads B.V.
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 2021-07-23 | CEO & Director Mr. David Kostman | ||
Sector Communication Services | Industry Internet Content & Information | Full time employees 1800 | Website https://www.teads.com |
Full time employees 1800 | Website https://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 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.
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