TBLA strengthens its open-web ad platform with AI, Yahoo partnership, and ROI-focused tools to challenge walled gardens.
TBLA ramps up AI-focused R&D to enhance ad targeting, boost innovation and fuel long-term growth in a fast-evolving market.
TBLA surges 36.5% in 3 months, outpacing peers as it expands beyond native ads and boosts growth with Realize.
Taboola.com (TBLA) could be a great choice for investors looking to buy stocks that have gained strong momentum recently but are still trading at reasonable prices. It is one of the several stocks that made it through our 'Fast-Paced Momentum at a Bargain' screen.
We initiate coverage on Taboola with a Strong Buy and $5 PT, driven by above-consensus revenue forecasts and expansion into the $55 billion performance ad market. TBLA's unmatched first-party data scale and AI-driven Realize platform position it for sustainable competitive advantage and superior advertiser ROI as digital ad trends shift. Operational leverage and robust free cash flow generation provide strategic optionality, supporting ongoing innovation, debt reduction, and shareholder returns.
Taboola.com (TBLA) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Taboola.com Ltd. (NASDAQ:TBLA ) Q1 2025 Earnings Conference Call May 7, 2025 8:30 AM ET Company Participants Jessica Kourakos - Head, IR Adam Singolda - Founder & CEO Steve Walker - CFO Conference Call Participants Mark Zgutowicz - The Benchmark Company Laura Martin - Needham & Company Zach Cummins - B.
Taboola.com Ltd. (TBLA) came out with quarterly earnings of $0.07 per share, beating the Zacks Consensus Estimate of $0.01 per share.
Taboola was initially rated "Strong Buy" due to expected double-digit revenue growth and undervaluation, driven by strong partnerships and potential network effects. Recent earnings report revealed lower-than-expected revenue and gross profit growth, leading to a less optimistic outlook and position trimming. Fair Value estimates range from $3.55 to $5.4, averaging $4.48, indicating undervaluation even in a recession scenario.
Taboola's stock has dropped over 35% since my last coverage, but I maintain a buy rating with a 1-year target price of $3.5. Despite recent underperformance, TBLA's fundamentals remain solid with a 17% YoY revenue growth and a net margin of 6.75% in Q4 2024. TBLA's expansion into the performance advertising market presents a significant growth opportunity, leveraging its existing publisher relationships and valuable user behavior data.
Taboola.com Ltd. (NASDAQ:TBLA ) Q4 2024 Earnings Conference Call February 26, 2025 8:30 AM ET Company Participants Jessica Kourakos - Head, IR Adam Singolda - Founder & CEO Steve Walker - CFO Conference Call Participants Laura Martin - Needham & Company Andrew Boone - Citizens Jason Helfstein - Oppenheimer Mark Zgutowicz - The Benchmark Company Zach Cummins - B.
Taboola.com Ltd. (TBLA) came out with quarterly earnings of $0.10 per share, missing the Zacks Consensus Estimate of $0.11 per share.