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Research & education only — not financial advice. EDGAR is not a registered investment adviser; calls are impersonal, generated from SEC filings and a delayed/third-party price feed, and may be wrong or out of date. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates — see Disclosures. Do your own research.

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Home›Stocks›TEAD

TEAD

Teads Holding Co.

Next earnings Aug 5, 2026 · consensus $-0.23 EPS, $315M rev

Last earnings -24.3% on 2026-05-07

Avoid
$1.03
▼ -5.50%
$1.03▼ -58.13%
over 1Y
L $0.59EODHDH $3.11
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today-5.5%
1W-5.5%
1M-7.2%
3M+63.5%
YTD+56.1%
1Y-58.1%
OverviewFinancialsValuationQualityTimelineFilings
Rating
Avoid
Quality
C-
Valuation
Fair value
Filings
Flagged
Avoid
Conviction
Horizon
Medium (3–12mo)
Street · 9 analysts
Buy

Revenue grew 46.1% YoY; but unprofitable (net margin -39.8%).

Revenue (FY2025) $1.30B · FY2025

Teads Holding Co. shows $1.30B in FY2025 revenue (+46.1% YoY), a -39.8% net margin, and -541.8% ROE.

Financials · annual, by fiscal year

Line itemFY21FY22FY23FY24FY25
Revenue$1.02B$992M$936M$890M$1.30B
Gross profit$240M$193M$185M$192M$429M
Operating income$34.6M-$13.5M-$8.64M-$12.6M-$399M
Net income$11.0M-$24.6M$10.2M-$711K-$517M
Diluted EPS$0.20-$0.44-$0.06-$0.11-$5.69
Net margin1.1%-2.5%1.1%-0.1%-39.8%

Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.

Key statistics

Valuation

Enterprise value$593M
EV / EBITDA—
EV / Sales0.5
EV / FCF297.0
P / FCF49.5
PEG (trailing)—
Earnings yield-523.0%
FCF yield2.0%

Quality & risk

ROIC (est.)-43.9%
Free cash flow$2.00M
Total debt$623M
Net cash-$494M
Altman Z-Score-0.65 distress
Piotroski F-Score3/9

Capital returns

Buyback yield0.7%
Dividend yield (est.)—
Shareholder yield0.7%
Shares Δ YoY+2.2%

Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.

Disclosure timeline

SEC · 8-Ks + reports
Red flag in recent filings — delisting notice (2025-12-23). Worth a closer look.
  1. 8-K Other event2026-06-08
  2. 8-K Shareholder vote2026-05-15
  3. 10-Q Quarterly report2026-05-08
  4. 8-K Earnings results2026-05-07
  5. DEF 14A Proxy statement2026-04-01
  6. 10-K Annual report2026-03-16
  7. 8-K Earnings results2026-03-05
  8. 8-K Delisting notice2025-12-23
  9. 8-K Exit / restructuring costs2025-12-08

Recent filings

all on EDGAR ↗
4Period ending 2026-06-052026-06-09open ↗4Period ending 2026-06-052026-06-09open ↗4Period ending 2026-06-052026-06-09open ↗8-KPeriod ending 2026-06-052026-06-08open ↗4Period ending 2026-05-292026-06-02open ↗4Period ending 2026-05-182026-05-20open ↗4Period ending 2026-05-132026-05-18open ↗4Period ending 2026-05-132026-05-18open ↗4Period ending 2026-05-132026-05-18open ↗4Period ending 2026-05-132026-05-18open ↗4Period ending 2026-05-132026-05-18open ↗4Period ending 2026-05-132026-05-18open ↗

Quality score

C-
ValueGrowthProfitHealthMom.
ValueA+
GrowthC
ProfitabilityF
Financial healthD
Momentum—
  • ✓Revenue growing year-over-year
  • ✗Profitable (positive net income)
  • ✗Net margin above 10%
  • ✗Return on equity above 15%
  • ✗Liabilities below 2× equity
Revenue
$1.30B
+46.1% YoY
Net margin
-39.8%
ROE
-541.8%
P/E
—

SEC fundamentals · FY 2025

'21'22'23'24'25

■ revenue · ■ net income, by fiscal year

Revenue$1.30B+46.1%
Net income-$517M-72624.3%
Gross profit$429M+123.3%
Operating income-$399M-3057.3%
Diluted EPS-$5.69-5072.7%
Cash & equivalents$128M+43.9%
Total assets$1.33B+141.8%
Total liabilities$1.23B+287.7%
Stockholders' equity$95.4M-58.7%
Gross: 33.0%Op.: -30.7%L/E: 12.91x

Frequently asked

Is Teads Holding Co. (TEAD) a buy?
TEAD currently carries a Avoid rating with 3/5 conviction, derived from its latest SEC filings. Revenue grew 46.1% YoY; but unprofitable (net margin -39.8%).
What is Teads Holding Co.'s quality score?
TEAD scores 51.509803921568626/100 (grade C-) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.

Sources: SEC EDGAR (CIK 0001454938, latest 10-Q filed 2026-05-08) · EODHD · as of 6/26/2026, 6:58:50 PM.

Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.

Insider activity

Form 4 · SEC

Last 90 days: 4 open-market buys · 0 sales

2026-06-05
Kostman David
Chief Executive Officer
Tax28.4K @ $1.22$34.7K
2026-06-05
Kostman David
Chief Executive Officer
Tax7.87K @ $1.15$9.05K
2026-06-05
Kostman David
Chief Executive Officer
Tax6.72K @ $1.15$7.72K
2026-06-05
Bradshaw Wenkai
CAO & SVP Corporate Controller
Tax378.00 @ $1.22$461.16
2026-06-05
Bradshaw Wenkai
CAO & SVP Corporate Controller
Tax3.23K @ $1.15$3.72K
2026-06-05
Bradshaw Wenkai
CAO & SVP Corporate Controller
Tax94.00 @ $1.15$108.10
2026-06-05
Kiviat Jason
Chief Financial Officer
Tax9.57K @ $1.22$11.7K
2026-06-05
Kiviat Jason
Chief Financial Officer
Tax6.73K @ $1.15$7.74K
2026-06-05
Kiviat Jason
Chief Financial Officer
Tax306.00 @ $1.15$351.90
2026-06-02
Kostman David
Chief Executive Officer
Buy13.5K @ $1.07$14.4K
2026-06-01
Kostman David
Chief Executive Officer
Buy15.0K @ $1.19$17.9K
2026-05-29
Kostman David
Chief Executive Officer
Buy18.0K @ $1.16$20.9K

Earnings history

beat/miss · move
2026-05-07Beat +25.7% est▼ -24.26%8-K ↗
2026-03-05Beat +100.0% est▲ +2.48%8-K ↗
2025-11-06Miss -107.1% est▼ -45.93%8-K ↗
2025-08-07Miss -198.0% est▼ -24.81%8-K ↗
2025-05-09—▼ -2.12%8-K ↗
2025-02-27—▼ -3.31%8-K ↗

Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.

Recent news

market news →
Teads Launches its AI-Driven Operating System, Teads EngageOS, to Maximize Publisher Total RevenueBullish
finance.yahoo.com· 2026-06-11
Teads expects full-year 2026 adjusted EBITDA of approximately $100M while targeting return to year-over-year growth by Q4Bullish
seekingalpha.com· 2026-05-07
Teads and Lumen Research Bring Proven Attention Science to CTV for Omnichannel ImpactBullish
finance.yahoo.com· 2026-05-06
Is FirstCash (FCFS) Outperforming Other Business Services Stocks This Year?Bullish
finance.yahoo.com· 2026-04-28
Are Business Services Stocks Lagging FTI Consulting (FCN) This Year?Bullish
finance.yahoo.com· 2026-04-08
Teads outlines $100M EBITDA target for 2026 with accelerated CTV growth and cost restructuringBullish
seekingalpha.com· 2026-03-05

Vs tracked universe

compare →

1043 tracked peers · median

EDGAR Score52 vs 67
Revenue growth46.1% vs 7.1%
Net margin-39.8% vs 10.5%
Return on equity-541.8% vs 12.3%
P/E— vs 25.5

News sentiment

EODHD · 3d
Bullish
+0.17
vs typical · 3 articles
↑ improving

Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.