Teads Holding Co. (NASDAQ:TEAD) just released its latest quarterly report and things are not looking great. It was a pretty negative result overall, with revenues of US$285m missing analyst predictions by 7.8%. Worse, the business reported a statutory loss of US$0.44 per share, much larger than the analysts had forecast prior to the result. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.

Following the recent earnings report, the consensus from three analysts covering Teads Holding is for revenues of US$1.17b in 2026. This implies a perceptible 4.2% decline in revenue compared to the last 12 months. Losses are predicted to fall substantially, shrinking 80% to US$1.09. Before this earnings announcement, the analysts had been modelling revenues of US$1.25b and losses of US$0.73 per share in 2026. So it's pretty clear the analysts have mixed opinions on Teads Holding after this update; revenues were downgraded and per-share losses expected to increase.

The average price target fell 17% to US$1.00, implicitly signalling that lower earnings per share are a leading indicator for Teads Holding's valuation.

Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. We would highlight that revenue is expected to reverse, with a forecast 8.2% annualised decline to the end of 2026. That is a notable change from historical growth of 4.3% over the last five years. Compare this with our data, which suggests that other companies in the same industry are, in aggregate, expected to see their revenue grow 16% per year. It's pretty clear that Teads Holding's revenues are expected to perform substantially worse than the wider industry.

The Bottom Line

The most important thing to take away is that the analysts increased their loss per share estimates for next year. Unfortunately, they also downgraded their revenue estimates, and our data indicates underperformance compared to the wider industry. Even so, earnings per share are more important to the intrinsic value of the business. Furthermore, the analysts also cut their price targets, suggesting that the latest news has led to greater pessimism about the intrinsic value of the business.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have estimates - from multiple Teads Holding analysts - going out to 2028, and you can see them free on our platform here.

You should always think about risks though.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.