Services-Computer Programming, Data Processing, Etc. · SIC 7370

Teads Holding Co.

TEAD

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Latest revenue

$266.0M

as of 2026-03-31

Latest net income

$-38.8M

as of 2026-03-31

Net margin

-14.6%

as of 2026-03-31

Price · 5Y

-45.1% / yr 58.9 pts / yr vs S&P 500 94.5% total
Compare:

Live market

delayed ≤15 min
$1.10
3.51%
Market cap
$106.7M
Enterprise value
$106.7M
P/E (trailing)
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$3.13
52-wk low
$0.53
Beta
Shares out
97.0M

5-year trend

What this company does

AI

Item 1. Business Acquisition of Teads On February 3, 2025, Outbrain Inc. (“Outbrain”) completed its acquisition (the “Acquisition”) of TEADS, a private limited liability company (société à responsabilité limitée) incorporated and existing under the laws of the Grand Duchy of Luxembourg (“Legacy Teads”). The consideration paid at the closing of the Acquisition was approximately $900 million, comprising a cash payment of $625 million, subject to certain customary adjustments, and 43.75 million shares of the Company’s common stock, $0.001 par value per share, and following the closing, Altice Teads S.A. owned approximately 46.6% of the Company’s issued and outstanding Common Stock. Effective…

AI summary unavailable — showing raw filing excerpt

Generated from TEAD's filing dated 2026-03-16

Key risks

AI

Table of Contents Item 1A. Risk Factors An investment in our shares of Common Stock involves a high degree of risk. You should consider carefully the risks described below and all other information contained in this Report, including in the “Note About Forward-Looking Statements,” the section titled “Management’s Discussion and Analysis of Financial Condition and Results of Operations” (“MD&A”), and our audited consolidated financial statements and the accompanying notes included elsewhere in this Report. If any of the following risks actually occur, our business, financial condition and results of operations could be materially and adversely affected. In that event, the trading price of…

AI summary unavailable — showing raw filing excerpt

Generated from TEAD's filing dated 2026-03-16

Profitability

Gross margin

33.0%

52.8%

Operating margin

-30.7%

2060.5%

Net margin

-39.8%

49663.6%

Return on equity

-541.8%

176186.6%

Return on assets

-38.9%

29976.8%

Leverage

Debt / equity

12.91×

839.9%

Long-term debt / equity

6.34×

Debt / assets

92.8%

60.4%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$266.0M-7.1%$-38.8M+29.3%-14.6%

Q4 2025

2025-12-31

$352.2M+50.2%$-428.2M-6154.3%-121.6%

Q3 2025

2025-09-30

$318.8M+42.2%$-19.7M-3519.5%-6.2%

Q2 2025

2025-06-30

$343.1M+60.2%$-14.3M-550.9%-4.2%

Q1 2025

2025-03-31

$286.4M+32.0%$-54.8M-987.9%-19.2%

Q4 2024

2024-12-31

$234.6M$7.1M3.0%

Q3 2024

2024-09-30

$224.2M-2.5%$-544.0K-207.1%-0.2%

Q2 2024

2024-06-30

$214.1M-5.2%$-2.2M-138.7%-1.0%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Services-Computer Programming, Data Processing, Etc. · SIC 7370

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Insider activity

Insider buying

$140.6K

Insider selling

$0

Net activity

+$140.6K

Distinct insiders

2

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-18

Mary Spilman

Chief Commercial Officer

Purchase105,000$0.99$104.0K
2025-12-12

Yaffa Krindel

Director

Purchase1,892$0.70$1.3K
2025-12-11

Yaffa Krindel

Director

Purchase8,108$0.74$6.0K
2025-09-11

Yaffa Krindel

Director

Purchase1,250$1.61$2.0K
2025-08-26

Yaffa Krindel

Director

Purchase2,500$1.87$4.7K
2025-08-25

Yaffa Krindel

Director

Purchase2,500$1.88$4.7K
2025-08-14

Yaffa Krindel

Director

Purchase2,300$1.82$4.2K
2025-08-13

Yaffa Krindel

Director

Purchase2,000$1.90$3.8K
2025-08-11

Yaffa Krindel

Director

Purchase700$1.70$1.2K
2025-08-11

Yaffa Krindel

Director

Purchase5,000$1.75$8.8K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns TEAD

Institutional value

$7.7M

Total shares held

12.4M

Distinct holders

52

-30 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1Value Base Ltd.5.8M$3.8M+0 (+0.0%)No change
2BlackRock, Inc.2.7M$1.8M-21.0K (-0.8%)Trimmed
3VANGUARD CAPITAL MANAGEMENT LLC1.7M$1.1MNew
4PARTNERS CAPITAL INVESTMENT GROUP, LLP209.4K$137.9K+0 (+0.0%)No change
5VANGUARD PORTFOLIO MANAGEMENT LLC209.1K$137.8KNew
6VANGUARD FIDUCIARY TRUST CO202.2K$133.2KNew
7UBS Group AG118.7K$78.3K+60.1K (+102.4%)Added
8Robertson Stephens Wealth Management, LLC116.4K$76.7K+0 (+0.0%)No change
9Yelin Lapidot Holdings Management Ltd.96.6K$63.6K+0 (+0.0%)No change
10JANE STREET GROUP, LLC84.3K$55.5K-39.0K (-31.6%)Trimmed
11Bank of New York Mellon Corp76.4K$50.3K+0 (+0.0%)No change
12Nuveen, LLC56.7K$37.3K+0 (+0.0%)No change
13HSBC HOLDINGS PLC50.7K$33.3K-48.3K (-48.8%)Trimmed
14NINE MASTS CAPITAL Ltd46.6K$30.7KNew
15RHUMBLINE ADVISERS44.8K$29.5K-9.7K (-17.7%)Trimmed
16JPMORGAN CHASE & CO39.6K$25.8K-3.2K (-7.5%)Trimmed
17Abel Hall, LLC29.0K$19.1K-43.3K (-59.8%)Trimmed
18Mariner, LLC20.7K$13.6KNew
19Jasper Ridge Partners, L.P.17.9K$11.8K+0 (+0.0%)No change
20WEALTH ENHANCEMENT ADVISORY SERVICES, LLC16.4K$11.5KNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once TEAD's latest filing finishes processing.