Teads (TEAD)
Connects advertisers and media owners through open-internet, CTV, and creative advertising tools.
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Sells an open-internet advertising platform for brand and performance campaigns, spanning native recommendations, video, CTV, creative services, audience tools, and media-owner monetization. The business is shaped by the Outbrain-Teads integration, advertiser demand, publisher supply, and Nasdaq listing compliance.
Provides an open-internet advertising platform for brand and performance campaigns across web, mobile, and connected-TV environments. Advertiser tools include Teads Ad Manager, CTV HomeScreen, CTV InStream, CTV Performance, Omnichannel Audiences, and Teads Studio creative services.
Serves media owners with monetization, personalization, yield optimization, and access to advertiser demand across publishers, CTV, and apps. The operating footprint is global, with the company headquartered in New York and teams across more than 30 countries.
Current identity depends on integrating Legacy Outbrain's recommendation and native-performance technology with Legacy Teads' video, CTV, and branding capabilities. Revenue depends on open-internet inventory, advertiser budgets, media-owner relationships, and continued Nasdaq listing compliance.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Dec 22, 2025 | Needham | Target | Target: — | Target: $1 |
| Nov 7, 2025 | Citizens | Downgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $91.0M · Total debt $634.9M · Total assets $1.16B · Shareholders' equity $7.4M
- Revenue
- $284.6M
- Operating income
- −$14.4M
- Net income
- −$42.5M
No dividends on record.
| Insiders | 8.87% | 8.60M shares | |
|---|---|---|---|
| 14 holders · as of Sep 9, 2026 | |||
| Other | 91.13% | 88.39M shares | |
| remainder | |||
96.99M company shares as of Aug 21, 2026 · holders as of their latest filing
The share count has not been confirmed by a second filing; stakes use it as it stands.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Yaron GalaiInsiderdirector, other: Co-Founder and Board Chair | 3.54% | 3.44M | filed May 18, 2026 |
David KostmanInsiderdirector, officer: Chief Executive Officer | 1.56% | 1.51M | filed Jun 9, 2026 |
Mary SpilmanInsiderofficer: Chief Commercial Officer | 1.55% | 1.51M | filed May 20, 2026 |
Asaf PoratInsiderofficer: Chief Operating Officer | 1.03% | 1.00M | filed Mar 13, 2026 |
Jason KiviatInsiderofficer: Chief Financial Officer | 0.32% | 314,185 | filed Sep 9, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 29, 2026 | David Kostman | director, officer: Chief Executive Officer | +18,000 | $1.16 |
| Jun 1, 2026 | David Kostman | director, officer: Chief Executive Officer | +15,000 | $1.19 |
| Jun 2, 2026 | David Kostman | director, officer: Chief Executive Officer | +13,500 | $1.07 |
| May 18, 2026 | Mary Spilman | officer: Chief Commercial Officer | +105,000 | $0.9900 |
| Dec 11, 2025 | Yaffa Krindel | director | +8,108 | $0.7400 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Teads | $0.4691 | +1.27% | $44.9M | — | — | 0.0 | −17.1% |
| The Trade Desk | $13.26 | −4.50% | $6.53B | 16.3 | 109.7 | 2.2 | +3.0% |
| Taboola | $3.61 | −0.41% | $989.4M | 9.2 | 8.9 | 0.5 | +2.4% |
| Alphabet Class A | $353.66 | −0.37% | $4.30T | 17.8 | 26.3 | 9.6 | +24.2% |
| Magnite | $24.95 | −1.42% | $3.62B | 23.0 | 21.3 | 4.9 | +9.4% |
| PubMatic | $17.59 | −1.62% | $835.1M | — | 75.2 | 2.9 | +10.6% |
| Viant Technology | $12.83 | +1.34% | $830.7M | 82.3 | 33.5 | 2.1 | +24.5% |
| Amazon | $256.29 | −0.84% | $2.78T | 20.8 | 27.5 | 3.6 | +19.6% |
| Median | 19.3 | 27.5 | 2.9 | +10.6% |