TEAD
Teads Holding Co.
$1.14
-6.56%
$110.6M
No data for this timeframe.
Vol
Market Cap$110.6M
Cap SizeMicro Cap
Inst. Holders7 funds
Inst. Value$2.3M
Inst. Activity4 buys / 1 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 $1.22
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 sold 28,411 shares
Chief Executive Officer @ $1.22 ($34.7K)
Jun 5, 2026
Insider
Kiviat Jason sold 9,571 shares
Chief Financial Officer @ $1.22 ($11.7K)
Jun 5, 2026
Insider
Bradshaw Wenkai sold 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.
TWO SIGMA INVESTMENTS, LP — DOUBLED
534,803 shares ($376.4K)
Inst.
MORGAN STANLEY — ADD
333,210 shares ($234.5K)
Price Targets
Historical data — last covering-analyst action Nov 2025. No current recommendation available.
$1.00 (Nov 2025)
Current $1.18
Low $1.00
Median $1.00
High $1.00
2 analysts
$1.00
$1.00
Analyst Ratings
2Strong Buy
4Buy
3Hold
0Sell
0Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Nov 7, 2025 | Citizens | DOWNGRADE | Market Outperform → Market Perform |
| Nov 7, 2025 | Needham | MAINTAIN | Buy → Buy |
| Aug 8, 2025 | JMP Securities | MAINTAIN | Market Outperform → Market Outperform |
| Aug 7, 2025 | Needham | MAINTAIN | Buy → Buy |
| Jul 29, 2025 | Citigroup | MAINTAIN | Neutral → Neutral |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.23 ▼ -12.5% | $-0.32 — $-0.13 | -125% YoY | 2 |
| Next Q | $-0.14 ▲ +9.4% | $-0.20 — $-0.09 | 15% YoY | 2 |
| Current FY | $-0.65 ▲ +11.6% | $-0.81 — $-0.49 | -86% YoY | 2 |
| Next FY | $-0.55 ▲ +4.4% | $-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
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $1.5M | — |
| TWO SIGMA INVESTMENTS, LP | $376.4K | DOUBLED |
| MORGAN STANLEY | $234.5K | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $63.6K | NEW |
| FMR LLC | $63.1K | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 5, 2026 | Kostman David | F | $34.7K |
| Jun 5, 2026 | Kiviat Jason | F | $11.7K |
| Jun 5, 2026 | Bradshaw Wenkai | F | $461.16 |
| Jun 2, 2026 | Kostman David | BUY | $14.4K |
| Jun 1, 2026 | Kostman David | BUY | $17.9K |
7 institutional holders with $2.3M total value (3,267,152 shares) as of 2025-Q4. Top holders: VANGUARD, TWO, MORGAN. Net buying activity: 4 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 2,096,721 | $1.5M | 64.2% | — |
| 2 | TWO SIGMA INVESTMENTS, LP | 534,803 | $376.4K | 16.4% | DOUBLED +304.8% |
| 3 | MORGAN STANLEY | 333,210 | $234.5K | 10.2% | ADD +31.2% |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 90,382 | $63.6K | 2.8% | NEW |
| 5 | FMR LLC | 89,641 | $63.1K | 2.7% | DOUBLED +2110.1% |
| 6 | BANK OF AMERICA CORP /DE/ | 81,481 | $57.3K | 2.5% | ADD +50.9% |
| 7 | WELLS FARGO & COMPANY/MN | 40,914 | $28.8K | 1.3% | ADD +47.8% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 132,120 | 534,803 | +304.8% | $376.4K | 2025-Q4 |
| MORGAN STANLEY | ADD | 253,929 | 333,210 | +31.2% | $234.5K | 2025-Q4 |
| FMR LLC | DOUBLED | 4,056 | 89,641 | +2110.1% | $63.1K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 27,676 | 40,914 | +47.8% | $28.8K | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 46,200 | 0 | -100.0% | $0.00 | 2025-Q4 |
| MORGAN STANLEY | TRIM | 477,188 | 253,929 | -46.8% | $419.0K | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 29,822 | 132,120 | +343.0% | $218.0K | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | ADD | 70,914 | 107,001 | +50.9% | $176.6K | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 96,000 | 46,200 | -51.9% | $76.2K | 2025-Q3 |
| UBS Group AG | TRIM | 28,781 | 20,693 | -28.1% | $34.1K | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 189,851 | 96,000 | -49.4% | $238.1K | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 29,822 | — | $74.0K | 2025-Q2 |
| UBS Group AG | ADD | 19,892 | 28,781 | +44.7% | $71.4K | 2025-Q2 |
| FMR LLC | TRIM | 7,504 | 4,258 | -43.3% | $10.6K | 2025-Q2 |
| MORGAN STANLEY | ADD | 299,899 | 429,483 | +43.2% | $1.6M | 2025-Q1 |
| CITADEL ADVISORS LLC | NEAR_EXIT | 173,049 | 42,300 | -75.6% | $157.8K | 2025-Q1 |
| FMR LLC | DOUBLED | 2,028 | 7,504 | +270.0% | $28.0K | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 105,300 | 226,800 | +115.4% | $1.6M | 2024-Q4 |
| CITADEL ADVISORS LLC | ADD | 106,553 | 173,049 | +62.4% | $1.2M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 17,709 | 22,965 | +29.7% | $164.9K | 2024-Q4 |
| MORGAN STANLEY | ADD | 266,935 | 371,322 | +39.1% | $1.8M | 2024-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 97,233 | — | $472.6K | 2024-Q3 |
14 unique insiders with 4 transactions. Net insider value: $157.2K ($157.2K bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 5, 2026 | Kostman David | Chief Executive Officer | F | 28,411 | $1.22 | $34.7K |
| Jun 5, 2026 | Kiviat Jason | Chief Financial Officer | F | 9,571 | $1.22 | $11.7K |
| Jun 5, 2026 | Bradshaw Wenkai | CAO & SVP Corporate Controller | F | 378 | $1.22 | $461.16 |
| Jun 2, 2026 | Kostman David | Chief Executive Officer | BUY | 13,500 | $1.07 | $14.4K |
| Jun 1, 2026 | Kostman David | Chief Executive Officer | BUY | 15,000 | $1.19 | $17.9K |
| May 29, 2026 | Kostman David | Chief Executive Officer | BUY | 18,000 | $1.16 | $20.9K |
| May 18, 2026 | Spilman Mary | Chief Commercial Officer | BUY | 105,000 | $0.9900 | $104.0K |
| May 13, 2026 | Kostman David | Chief Executive Officer | A | 324,000 | $0.00 | $0.00 |
| May 13, 2026 | Taneyhill Jhaveri Kathryn | Director | A | 20,000 | $0.00 | $0.00 |
| May 13, 2026 | Zagorski Mark | Director | A | 20,000 | $0.00 | $0.00 |
| May 13, 2026 | Wolter Arne | Director | A | 20,000 | $0.00 | $0.00 |
| May 13, 2026 | Galai Yaron | Director | A | 20,000 | $0.00 | $0.00 |
| May 13, 2026 | Kiviat Jason | Chief Financial Officer | A | 120,000 | $0.00 | $0.00 |
| May 13, 2026 | Dovrat Shlomo | Director | A | 20,000 | $0.00 | $0.00 |
| May 13, 2026 | Das Nithya B. | Director | A | 20,000 | $0.00 | $0.00 |
| May 13, 2026 | Bradshaw Wenkai | CAO & SVP Corporate Controller | A | 50,000 | $0.00 | $0.00 |
| May 13, 2026 | Goei Dexter | Director | A | 20,000 | $0.00 | $0.00 |
| May 13, 2026 | Krindel Yaffa | Director | A | 20,000 | $0.00 | $0.00 |
| May 13, 2026 | Mullen Mark | Director | A | 20,000 | $0.00 | $0.00 |
| Mar 11, 2026 | Spilman Mary | Chief Commercial Officer | A | 1,400,000 | $0.00 | $0.00 |
| Mar 11, 2026 | Spilman Mary | Chief Commercial Officer | A | 1,400,000 | $0.00 | $0.00 |
| Mar 11, 2026 | Porat Asaf | Chief Operating Officer | A | 73,836 | $0.00 | $0.00 |
| Mar 7, 2026 | Kiviat Jason | Chief Financial Officer | F | 340 | $0.8400 | $285.60 |
| Mar 7, 2026 | Kostman David | Chief Executive Officer | F | 7,660 | $0.8400 | $6.4K |
| Mar 7, 2026 | Bradshaw Wenkai | CAO & SVP Corporate Controller | F | 108 | $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
Historical analyst distribution (last covering-analyst action Nov 2025): 67% buy across 9 analysts — 2 strong buy, 4 buy, 3 hold, 0 sell, 0 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Nov 2025. No current recommendation available.
$1.00 mean target (Nov 2025)
$1.00 Low
$1.00 High
| Metric | Value |
|---|---|
| Current Price | $1.18 |
| Target Low | $1.00 |
| Target Mean | $1.00 |
| Target Median | $1.00 |
| Target High | $1.00 |
| # Analysts | 2 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-0.23 | $-0.32 | $-0.13 | -125.0% | -12.5% | 0↑ 1↓ | $0.3B | -10.0% | 2 |
| Next Q 2026-09-30 |
$-0.14 | $-0.20 | $-0.09 | 14.7% | +9.4% | 1↑ 0↓ | $0.3B | -2.7% | 2 |
| Current FY 2026-12-31 |
$-0.65 | $-0.81 | $-0.49 | -85.7% | +11.6% | 1↑ 1↓ | $1.3B | -3.6% | 2 |
| Next FY 2027-12-31 |
$-0.55 | $-0.66 | $-0.43 | 16.1% | +4.4% | 0↑ 1↓ | $1.3B | 2.9% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.225 | |
| 7d ago | $-0.200 | -0.025 |
| 30d ago | $-0.200 | -0.025 |
| 60d ago | $-0.200 | -0.025 |
| 90d ago | $0.020 | -0.245 |
4 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Nov 7, 2025 | Citizens | DOWNGRADE | Market Outperform | Market Perform |
| Nov 7, 2025 | Needham | MAINTAIN | Buy | Buy |
| Aug 8, 2025 | JMP Securities | MAINTAIN | Market Outperform | Market Outperform |
| Aug 7, 2025 | Needham | MAINTAIN | Buy | Buy |
| Jul 29, 2025 | Citigroup | MAINTAIN | Neutral | Neutral |
| May 12, 2025 | Citigroup | MAINTAIN | Neutral | Neutral |
| Apr 25, 2025 | Citigroup | MAINTAIN | Neutral | Neutral |
| Mar 21, 2025 | Needham | REITERATE | Buy | Buy |
| Feb 28, 2025 | Citigroup | MAINTAIN | Neutral | Neutral |
| Feb 28, 2025 | Needham | REITERATE | Buy | Buy |
| Feb 4, 2025 | JMP Securities | MAINTAIN | Market Outperform | Market Outperform |
| Jan 27, 2025 | JMP Securities | REITERATE | Market Outperform | Market Outperform |
| Jan 21, 2025 | Needham | REITERATE | Buy | Buy |
| Jan 3, 2025 | Citigroup | MAINTAIN | Neutral | Neutral |
| Dec 18, 2024 | Needham | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 4 | 3 | 0 | 0 | 67% | |
| May 1, 2026 | 2 | 4 | 3 | 0 | 0 | 67% | |
| Apr 1, 2026 | 2 | 4 | 4 | 0 | 0 | 60% | |
| Mar 1, 2026 | 2 | 4 | 4 | 0 | 0 | 60% | |
| Feb 1, 2026 | 2 | 4 | 4 | 0 | 0 | 60% | |
| Jan 1, 2026 | 2 | 4 | 5 | 0 | 0 | 55% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
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