TEAD

Teads Holding Co.

Nasdaq · Services-Computer Programming, Data Processing, Etc. · Inc. DE · CIK 0001454938
$1.31 +0.77% $127.1M
Insider Buying Cluster (2 insiders)High Impact Filing (7/10)4 New Institutional Positions3 Institutional Exits
Vol
Market Cap$127.1M
Cap SizeMicro Cap
Analyst ConsensusBuy (67%)
Inst. Holders38 funds
Inst. Value$5.2M
Inst. Activity4 buys / 3 sells
Insider Activity4B / 0S
Insider Net $$157.2K
SEC Reports4
Press Releases1
Exchange Nasdaq·Sector Services-Computer Programming, Data Processing, Etc.·Inc. DE·CIK 0001454938·Prev Close $1.30

Recent Activity

Jun 8, 2026 SEC
Teads Holding Co. announced it regained compliance with Nasdaq's minimum bid price requirement, effective June 5, 2026.
8-K — Impact 4/10
Jun 5, 2026 Insider
Kostman David surrendered for taxes 28,411 shares
Chief Executive Officer @ $1.22 ($34.7K)
Jun 5, 2026 Insider
Kiviat Jason surrendered for taxes 9,571 shares
Chief Financial Officer @ $1.22 ($11.7K)
Jun 5, 2026 Insider
Bradshaw Wenkai surrendered for taxes 378 shares
CAO & SVP Corporate Controller @ $1.22 ($461.16)
May 7, 2026 SEC
Teads reported Q1 2026 revenue of $266.0M, down 7% YoY, and a GAAP net loss of $38.8M, an improvement from a $54.8M loss
8-K — Impact 7/10
Apr 1, 2026 SEC
Teads Holding Co. filed a definitive proxy statement (DEFA14A) for its upcoming shareholder meeting. The filing contains
DEFA14A — Impact 2/10
Inst.
BANK OF AMERICA CORP — DOUBLED
381,771 shares ($251.2K)
Inst.
MORGAN STANLEY — NEAR_EXIT
42,929 shares ($28.3K)

Price Targets

$1.20 -8.4% upside Sell
Current $1.31 Low $1.00 Median $1.20 High $1.40 2 analysts
$1.00 $1.40

Analyst Ratings

Buy67% buy · 9 analysts
2Strong Buy
4Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 10, 2026 Needham MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.23 $-0.32 — $-0.13 -125% YoY 2
Next Q $-0.14 $-0.20 — $-0.09 15% YoY 2
Current FY $-0.65 $-0.81 — $-0.49 -86% YoY 2
Next FY $-0.55 $-0.66 — $-0.43 16% YoY 2

Latest Reports

NEUTRAL 8-K 4/10
Teads Holding Co. announced it regained compliance with Nasdaq's minimum bid price requirement, effective June 5, 2026.
Jun 8, 2026
BEARISH 8-K 7/10
Teads reported Q1 2026 revenue of $266.0M, down 7% YoY, and a GAAP net loss of $38.8M, an improvement from a $54.8M loss
May 7, 2026
MIXED Press 6/10
Teads Holding Co. reported strong revenue and adjusted profit growth for Q4 and full-year 2025, driven by its acquisitio
Mar 5, 2026

Top Institutional Holders

FundValueMove
BlackRock, Inc.$1.8M—
VANGUARD CAPITAL MANAGEMENT LLC$1.1M—
SUSQUEHANNA INTERNATIONAL GROUP, LLP$553.2K—
STATE STREET CORP$454.3K—
BANK OF AMERICA CORP$251.2KDOUBLED

Recent Insider Trades

DateInsiderTypeValue
Jun 5, 2026Kostman DavidF$34.7K
Jun 5, 2026Kiviat JasonF$11.7K
Jun 5, 2026Bradshaw WenkaiF$461.16
Jun 2, 2026Kostman DavidBUY$14.4K
Jun 1, 2026Kostman DavidBUY$17.9K
38 institutional holders with $5.2M total value (7,857,718 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, SUSQUEHANNA. Net buying activity: 4 institutions added/increased vs 3 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.2,660,038$1.8M33.9%—
2VANGUARD CAPITAL MANAGEMENT LLC1,667,760$1.1M21.3%—
3SUSQUEHANNA INTERNATIONAL GROUP, LLP839,979$553.2K10.7%—
4STATE STREET CORP689,741$454.3K8.8%—
5BANK OF AMERICA CORP /DE/381,771$251.2K4.9%DOUBLED +368.5%
6TWO SIGMA INVESTMENTS, LP211,439$139.3K2.7%DOUBLED +304.8%
7VANGUARD PORTFOLIO MANAGEMENT LLC209,086$137.8K2.7%—
8GOLDMAN SACHS GROUP INC202,321$133.2K2.6%—
9VANGUARD FIDUCIARY TRUST CO202,195$133.2K2.6%—
10CITADEL ADVISORS LLC107,500$70.8K1.4%ADD +65.9%
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC90,279$59.5K1.2%—
12BARCLAYS PLC71,521$47.1K0.9%—
13Nuveen, LLC56,672$37.3K0.7%TRIM -26.5%
14HSBC HOLDINGS PLC50,729$33.3K0.6%ADD +61.7%
15RHUMBLINE ADVISERS44,832$29.5K0.6%TRIM -49.6%
16MORGAN STANLEY42,929$28.3K0.5%NEAR_EXIT -87.1%
17FMR LLC39,844$26.2K0.5%TRIM -55.6%
18ALLIANCEBERNSTEIN L.P.30,140$21.2K0.4%—
19CWM, LLC30,240$19.9K0.4%DOUBLED +558.1%
20Cerity Partners LLC26,870$17.7K0.3%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BANK OF AMERICA CORP /DE/DOUBLED81,481381,771+368.5%$251.2K2026-Q1
MORGAN STANLEYNEAR_EXIT333,21042,929-87.1%$28.3K2026-Q1
FMR LLCTRIM89,64139,844-55.6%$26.2K2026-Q1
CWM, LLCDOUBLED4,59530,240+558.1%$19.9K2026-Q1
Neuberger Berman Group LLCTRIM16,17511,399-29.5%$7.5K2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.DOUBLED7045,304+653.4%$3.5K2026-Q1
Allworth Financial LPDOUBLED504,044+7988.0%$2.7K2026-Q1
TWO SIGMA INVESTMENTS, LPDOUBLED132,120534,803+304.8%$376.4K2025-Q4
MORGAN STANLEYADD253,929333,210+31.2%$234.5K2025-Q4
FMR LLCDOUBLED4,05689,641+2110.1%$63.1K2025-Q4
DIMENSIONAL FUND ADVISORS LPNEAR_EXIT347,73752,952-84.8%$37.3K2025-Q4
WELLS FARGO & COMPANY/MNADD27,67640,914+47.8%$28.8K2025-Q4
Russell Investments Group, Ltd.TRIM6,5502,989-54.4%$2.1K2025-Q4
PNC FINANCIAL SERVICES GROUP, INC.DOUBLED32704+2100.0%$496.002025-Q4
CITADEL ADVISORS LLCADD294,000487,605+65.9%$804.5K2025-Q3
MARSHALL WACE, LLPDOUBLED17,021356,972+1997.2%$589.0K2025-Q3
DIMENSIONAL FUND ADVISORS LPTRIM639,758347,737-45.6%$573.8K2025-Q3
MORGAN STANLEYTRIM477,188253,929-46.8%$419.0K2025-Q3
TWO SIGMA INVESTMENTS, LPDOUBLED29,822132,120+343.0%$218.0K2025-Q3
BANK OF AMERICA CORP /DE/ADD70,914107,001+50.9%$176.6K2025-Q3
STATE OF WISCONSIN INVESTMENT BOARDTRIM132,40072,550-45.2%$119.7K2025-Q3
RHUMBLINE ADVISERSTRIM117,70959,274-49.6%$97.8K2025-Q3
Brevan Howard Capital Management LPADD36,56247,931+31.1%$79.1K2025-Q3
RENAISSANCE TECHNOLOGIES LLCTRIM96,00046,200-51.9%$76.2K2025-Q3
Verition Fund Management LLCTRIM78,73530,770-60.9%$50.8K2025-Q3
14 unique insiders with 25 transactions. Net insider value: $157.2K ($157.2K bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 5, 2026Kostman DavidChief Executive OfficerTAX W/H28,411$1.22$34.7K
Jun 5, 2026Kiviat JasonChief Financial OfficerTAX W/H9,571$1.22$11.7K
Jun 5, 2026Bradshaw WenkaiCAO & SVP Corporate ControllerTAX W/H378$1.22$461.16
Jun 2, 2026Kostman DavidChief Executive OfficerBUY13,500$1.07$14.4K
Jun 1, 2026Kostman DavidChief Executive OfficerBUY15,000$1.19$17.9K
May 29, 2026Kostman DavidChief Executive OfficerBUY18,000$1.16$20.9K
May 18, 2026Spilman MaryChief Commercial OfficerBUY105,000$0.9900$104.0K
May 13, 2026Kostman DavidChief Executive OfficerAWARD324,000——
May 13, 2026Taneyhill Jhaveri KathrynDirectorAWARD20,000——
May 13, 2026Zagorski MarkDirectorAWARD20,000——
May 13, 2026Wolter ArneDirectorAWARD20,000——
May 13, 2026Galai YaronDirectorAWARD20,000——
May 13, 2026Kiviat JasonChief Financial OfficerAWARD120,000——
May 13, 2026Dovrat ShlomoDirectorAWARD20,000——
May 13, 2026Das Nithya B.DirectorAWARD20,000——
May 13, 2026Bradshaw WenkaiCAO & SVP Corporate ControllerAWARD50,000——
May 13, 2026Goei DexterDirectorAWARD20,000——
May 13, 2026Krindel YaffaDirectorAWARD20,000——
May 13, 2026Mullen MarkDirectorAWARD20,000——
Mar 11, 2026Spilman MaryChief Commercial OfficerAWARD1,400,000——
Mar 11, 2026Spilman MaryChief Commercial OfficerAWARD1,400,000——
Mar 11, 2026Porat AsafChief Operating OfficerAWARD73,836——
Mar 7, 2026Kiviat JasonChief Financial OfficerTAX W/H340$0.8400$285.60
Mar 7, 2026Kostman DavidChief Executive OfficerTAX W/H7,660$0.8400$6.4K
Mar 7, 2026Bradshaw WenkaiCAO & SVP Corporate ControllerTAX W/H108$0.8400$90.72
4 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 1 mixed, 2 neutral. Avg impact: 5.0/10.
NEUTRAL 8-K 4/10
Teads Holding Co. announced it regained compliance with Nasdaq's minimum bid price requirement, effe
Jun 8, 2026
BEARISH 8-K 7/10
Teads reported Q1 2026 revenue of $266.0M, down 7% YoY, and a GAAP net loss of $38.8M, an improvemen
May 7, 2026
NEUTRAL DEFA14A 2/10
Teads Holding Co. filed a definitive proxy statement (DEFA14A) for its upcoming shareholder meeting.
Apr 1, 2026
MIXED 8-K 7/10
Teads reported strong 2025 financial results with revenue up 46% and Adjusted EBITDA up 150% year-ov
Mar 5, 2026
MIXED 6/10
Teads Holding Co. reported strong revenue and adjusted profit growth for Q4 and full-year 2025, driv
Mar 5, 2026
Current analyst consensus: Buy (67% buy). Based on 9 analysts: 2 strong buy, 4 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$1.20 mean target -8.4% upside Sell (2.67)
$1.00 Low $1.40 High
MetricValue
Current Price$1.31
Target Low$1.00
Target Mean$1.20
Target Median$1.20
Target High$1.40
# Analysts2
RecommendationSell (2.67)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $-0.23 $-0.32 $-0.13 -125.0% +0.0% 0↑ 1↓ $0.3B -10.0% 2
Next Q
2026-09-30
 $-0.14 $-0.20 $-0.09 14.7% +0.0% 1↑ 0↓ $0.3B -2.7% 2
Current FY
2026-12-31
 $-0.65 $-0.81 $-0.49 -85.7% +0.0% 1↑ 1↓ $1.3B -3.6% 2
Next FY
2027-12-31
 $-0.55 $-0.66 $-0.43 16.1% +0.0% 0↑ 1↓ $1.3B 2.9% 2

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.225
7d ago$-0.225
30d ago$-0.225
60d ago$-0.200-0.025
90d ago$-0.200-0.025
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 10, 2026 Needham MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262430067%
May 1, 20262430067%
Apr 1, 20262440060%
Mar 1, 20262440060%
Feb 1, 20262440060%
Jan 1, 20262450055%
Strong BuyBuyHoldSellStrong Sell
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No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

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No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 7, 2026
earnings
Teads Holding Co. Announces First Quarter 2026 Results
<p>NEW YORK, May 07, 2026 (GLOBE NEWSWIRE) -- Teads Holding Co. (Nasdaq: TEAD) (“Teads” or the “Company”) announced today financial results for the
May 7, 2026
earnings_calendar
TEAD Q1 2026 Earnings Scheduled — 2026-05-07
Apr 23, 2026
other
Teads and LG Ad Solutions Expand Global Partnership to Bring High-Attention CTV Ads to the ‘Omnichannel Living Room’
CTV HomeScreen exclusivity renews and expands in APAC and Europe <pre>CTV HomeScreen exclusivity renews and expands in APAC and Europe</pre>
Mar 5, 2026
earnings
Teads Holding Co. Announces Fourth Quarter and Full Year 2025 Results
<p align="left">NEW YORK, March 05, 2026 (GLOBE NEWSWIRE) -- Teads Holding Co. (Nasdaq: TEAD) (“Teads” or the “Company”) announced today financial r
Mar 5, 2026
earnings_calendar
TEAD Q4 2025 Earnings After Market Close — 2026-03-05