Citigroup Maintains Neutral on Teads Holding, Lowers Price Target to $3.4

Written by Emily J. Thompson, Senior Investment Analyst

Source: Benzinga

Updated: Jul 29 2025

0mins

TEAD+17.21%

Should l Buy TEAD?

Source: Benzinga

Real-time Intelligence for Traders: Benzinga Pro offers the fastest news alerts and real-time intelligence to help traders succeed in the stock market.
Exclusive Community Access: Joining Benzinga Pro connects you with over 10,000 serious traders and provides access to exclusive stories and insights from Benzinga reporters.

Trade with 70% Backtested Accuracy

Stop guessing "Should I Buy TEAD?" and start using high-conviction signals backed by rigorous historical data.

TEAD

$0.6879+Infinity%1D

Analyst Views on TEAD

Wall Street analysts forecast TEAD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TEAD is 1.00 USD with a low forecast of 1.00 USD and a high forecast of 1.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

3 Analyst Rating

1 Buy

2 Hold

0 Sell

Moderate Buy

Current: 0.587

Low

1.00

Averages

1.00

High

1.00

Current: 0.587

Low

1.00

Averages

1.00

High

1.00

B. Riley

Neutral

downgrade

2025-11-07

Reason

B. Riley

Price Target

AI Analysis

2025-11-07

downgrade

Neutral

Reason

B. Riley lowered the firm's price target on Teads to $1 from $2.50 and keeps a Neutral rating on the shares.

Citizens JMP

Outperform -> Market Perform

downgrade

2025-11-07

Reason

Citizens JMP

Price Target

2025-11-07

downgrade

Outperform -> Market Perform

Reason

Citizens JMP downgraded Teads to Market Perform from Outperform without a price target. The company's Q3 results came in below expectations, as the merger and integration of Teads and Outbrain "continue to present significant operational challenges," the analyst tells investors in a research note. The firm says visibility into when the company's revenue trends may stabilize remains limited.

Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for TEAD

Unlock Now

About TEAD

Teads Holding Co., formerly Outbrain Inc., is an omnichannel outcomes platform for the open Internet, driving full-funnel results for marketers across premium media. The company leverages predictive artificial intelligence (AI) technology to optimize advertising outcomes, ensuring value-driven media spending through context-driven addressability and measurement. It offers a range of advertising solutions, including branding, advertising management, data solutions, traffic acquisition, studio services, and the Creative Showcase. Its Teads for Publishers (TFP) platform provides a suite of tools designed to assist publishers in optimizing their properties and monetization efforts. Additionally, it offers the Teads for Publishers Suite, a self-serve advertising solution designed to help publishers monetize professionally produced content through optimized in-article advertising and publisher showcase platforms.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

Teads Partners with Google TV to Expand Advertising Opportunities

3 hours agostocktwits

Enhanced Advertising Opportunities: Teads' partnership with Google TV positions brand ads as the first image users see when turning on their devices, significantly increasing brand visibility, particularly in the U.S. and U.K. markets.
Personalized Recommendations Drive Engagement: Google TV aggregates over 400,000 shows and 10,000 apps, allowing Teads to enhance user experience through personalized recommendations, thereby increasing ad click-through rates and user engagement.
Positive Market Reaction: Following the announcement, Teads' stock surged over 25% in premarket trading, reflecting investor optimism about the partnership, with market sentiment shifting from 'bearish' to 'bullish'.
Global Coverage Expansion: Since launching the CTV HomeScreen in 2023, Teads has executed over 4,000 advertising campaigns globally, reaching more than 500 million devices, showcasing its substantial market impact.

Teads Appoints Dani Cushion as CMO to Drive Global Marketing Strategy

Jan 05 2026Globenewswire

Executive Appointment: Teads announced that Dani Cushion will join as Chief Marketing Officer effective January 6, 2026, overseeing the global marketing organization to accelerate growth and deliver meaningful outcomes for advertisers, agencies, and publishers.
Rich Experience: Cushion brings extensive marketing experience from high-growth tech companies, having served as CMO at Innovid where she successfully positioned the company for acquisition by Mediaocean, showcasing her impactful presence in the market.
Strategic Transformation: This appointment comes at a pivotal moment for Teads, as Cushion will leverage her expertise in CTV and the open internet to help the company navigate a rapidly changing ecosystem and enhance brand value.
Leadership Team Expansion: Teads also welcomed Mollie Spilman as Chief Commercial Officer, with both leaders focused on accelerating growth and deepening client performance, indicating the company's commitment to expanding its global market presence.

Teads Appoints Dani Cushion as CMO to Drive Global Growth

Jan 05 2026Newsfilter

Leadership Transformation: Teads announced the appointment of Dani Cushion as Chief Marketing Officer effective January 6, 2026, to lead the global marketing organization aimed at accelerating growth and enhancing outcomes for advertisers, agencies, and publishers through improved brand and go-to-market strategies.
Rich Industry Experience: Cushion brings extensive marketing expertise from high-growth tech companies, having served as CMO at Innovid where she successfully positioned the company for acquisition by Mediaocean, showcasing her capabilities in market integration and brand development.
Strategic Moment: Her appointment comes at a pivotal time for Teads as the company evolves into a more advanced omnichannel outcomes-driven platform, indicating a commitment to enhancing market positioning and innovation to meet advertiser demands.
Global Expansion Plans: Teads also appointed Mollie Spilman as Chief Commercial Officer during this period, with both leaders working to drive global commercial strategy aimed at accelerating overall company growth by enhancing client performance and market share.

New Research Shows Teads' CTV HomeScreen Enhances Attention and Brand Effectiveness in Premium Video Ads

Sep 25 2025Newsfilter

CTV HomeScreen Study Findings: Teads' new study reveals that CTV HomeScreen ads significantly outperform traditional skippable pre-roll ads, achieving a 48% attention rate and faster viewer engagement, with 3D ads capturing attention 29% quicker.
Impact on Brand Recall: The study indicates high levels of brand recall, with unaided recall reaching 50% and aided recall at 84%, demonstrating that viewers not only notice but also remember HomeScreen ads effectively.

Teads Unveils Connected Ads: A New Premium Brand and Performance Solution for the Open Internet

Jul 31 2025Newsfilter

Teads Launches Connected Ads: Teads has introduced a beta version of Connected Ads, a new branding solution that offers two ad placements on the same publisher page to enhance engagement and storytelling for advertisers.
Focus on Brand Performance: This innovative format aims to maximize brand awareness and performance outcomes while maintaining a premium user experience, reflecting Teads' commitment to integrating brand and performance marketing strategies.