Outbrain
About: Outbrain Inc is a platform powering the open web that matches audiences with personalized content and ads, driving quality engagement. Its platform delivers ads to end-users that appear as links to articles, products, and videos on media partners' sites. It derives revenue from advertisers through user engagement with the ads that it places on media partners' web pages and mobile applications. The company has its geographic presence in Europe, the Middle East, and Africa followed by the USA and others.
Employees: 1,800
0
Funds holding %
of 7,419 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
4,263% more call options, than puts
Call options by funds: $1.18M | Put options by funds: $27K
100% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 2 (+1) [Q4]
87% more capital invested
Capital invested by funds: $75.7M [Q3] → $142M (+$66M) [Q4]
48% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 25
35% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 17
8.09% more ownership
Funds ownership: 31.65% [Q3] → 39.75% (+8.09%) [Q4]
4% more funds holding
Funds holding: 101 [Q3] → 105 (+4) [Q4]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$5.30
45%
upside
Avg. target
$7.83
114%
upside
High target
$10
174%
upside
4 analyst ratings
3 positive
75%
1 neutral
25%
0 negative
0%
Needham Laura Martin 50% 1-year accuracy 168 / 337 met price target | 147%upside $9 | Buy Reiterated | 21 Mar 2025 |
Citigroup Ygal Arounian 29% 1-year accuracy 6 / 21 met price target | 45%upside $5.30 | Neutral Maintained | 28 Feb 2025 |
JMP Securities Ronald Josey 33% 1-year accuracy 21 / 63 met price target | 174%upside $10 | Market Outperform Maintained | 4 Feb 2025 |
JMP Securities Greg Miller 32% 1-year accuracy 9 / 28 met price target | 92%upside $7 | Market Outperform Reiterated | 27 Jan 2025 |
Financial journalist opinion
Neutral
GlobeNewsWire
1 day ago
Teads Celebrates Major Milestone as CTV HomeScreen Powers 1,500 Campaigns
Now Available for Advertisers to Plan, Execute, and Optimize Omnichannel Campaigns in Teads Ad Manager Now Available for Advertisers to Plan, Execute, and Optimize Omnichannel Campaigns in Teads Ad Manager
Positive
Seeking Alpha
1 month ago
Outbrain: Decent Potential Due To Diversification From Native Display Business
I initiated coverage on Outbrain with a buy rating, projecting a 1-year price target of $4.5 per share, suggesting it is undervalued today. OB's acquisition of Teads is expected to drive strong growth and bottom-line catalysts, with $65-$75 million in annual synergies by FY 2026. Despite mixed fundamentals and revenue decline, OB's operating cash flow rebounded to a record $68.6 million in FY 2024, boosting liquidity.
Negative
Zacks Investment Research
1 month ago
Outbrain Stock Plummets 39% in 3 Months: Should You Buy the Dip?
Given the decrease in OB's share price, we evaluate its current position to find out whether investors should buy the stock or stay away from it.
Negative
Zacks Investment Research
1 month ago
Bears are Losing Control Over Outbrain (OB), Here's Why It's a 'Buy' Now
After losing some value lately, a hammer chart pattern has been formed for Outbrain (OB), indicating that the stock has found support. This, combined with an upward trend in earnings estimate revisions, could lead to a trend reversal for the stock in the near term.
Neutral
Seeking Alpha
1 month ago
Outbrain Inc. (OB) Q4 2024 Earnings Call Transcript
Outbrain Inc. (NASDAQ:OB ) Q4 2024 Earnings Conference Call February 27, 2025 8:30 AM ET Company Participants David Kostman - Chief Executive Officer Jason Kiviat - Chief Financial Officer Conference Call Participants Andrew Boone - Citizens JMP James Heaney - Jefferies LLC Ygal Arounian - Citi Laura Martin - Needham & Company Operator Good day, and welcome to Outbrain Incorporated Fourth Quarter and Full Year 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode.
Neutral
GlobeNewsWire
1 month ago
Outbrain Announces Fourth Quarter and Full Year 2024 Results
Reports another quarter of accelerated growth and profitability, achieved Q4 guidance on Ex TAC gross profit and Adjusted EBITDA, and generated strong cash flow
Positive
Zacks Investment Research
1 month ago
Outbrain Stock Before Q4 Earnings: Smart Buy or a Risky Move?
Diversification in offerings is expected to have benefited OB's top line in the fourth quarter of 2024.
Positive
Zacks Investment Research
2 months ago
Despite Fast-paced Momentum, Outbrain (OB) Is Still a Bargain Stock
If you are looking for stocks that have gained strong momentum recently but are still trading at reasonable prices, Outbrain (OB) could be a great choice. It is one of the several stocks that passed through our 'Fast-Paced Momentum at a Bargain' screen.
Neutral
GlobeNewsWire
2 months ago
Outbrain Announces Closing of New Senior Secured Notes Due 2030
NEW YORK, Feb. 11, 2025 (GLOBE NEWSWIRE) -- Outbrain Inc. (NASDAQ: OB), which is operating under the new Teads brand, today announced the successful closing of its Rule 144A/Reg S private offering (the “Offering”) of $637.5 million in aggregate principal amount of 10.000% senior secured notes due 2030 (the “Notes”) at an issue price of 98.087% of the principal amount thereof in a transaction exempt from registration under the Securities Act of 1933, as amended (the “Securities Act”).
Neutral
GlobeNewsWire
2 months ago
Outbrain to Release Fourth Quarter and Full Year 2024 Financial Results on February 27, 2025
NEW YORK, Feb. 10, 2025 (GLOBE NEWSWIRE) -- Outbrain Inc. (NASDAQ: OB), which is operating under the new Teads brand, today announced that the company will release its fourth quarter and full year 2024 results before the market opens on Thursday, February 27, 2025, followed by a conference call at 8:30 a.m. (Eastern Time) that same day to discuss the company's results and business outlook.
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